Institutional Fund
Henderson Brothers Financial Partners, LLC
Pittsburgh, PACIK 20643292 filings on record
Portfolio Value
$394.86M
Q1 2026
Holdings
105
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Merrimack Str Tr18.6%
- Spdr Series Trust8.5%
- Ishares Tr8.0%
- American Centy ETF Tr7.0%
- Ishares Tr5.8%
- Spdr Index Shs Fds5.7%
- Other46.4%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 1.61M | $73.30M | 18.6% | +1.61M | First Filing |
| 2 | Spdr Series Trust | 439.9K | $33.67M | 8.5% | +439.9K | First Filing |
| 3 | Ishares Tr | 311.9K | $31.40M | 8.0% | +311.9K | First Filing |
| 4 | American Centy ETF Tr | 327.5K | $27.79M | 7.0% | +327.5K | First Filing |
| 5 | Ishares Tr | 1.01M | $23.06M | 5.8% | +1.01M | First Filing |
| 6 | Spdr Index Shs Fds | 492.0K | $22.46M | 5.7% | +492.0K | First Filing |
| 7 | Ishares Tr | 22.4K | $14.61M | 3.7% | +22.4K | First Filing |
| 8 | American Centy ETF Tr | 176.4K | $14.22M | 3.6% | +176.4K | First Filing |
| 9 | World Gold Tr | 126.4K | $11.72M | 3.0% | +126.4K | First Filing |
| 10 | Principal Exchange Traded Fd | 170.5K | $9.77M | 2.5% | +170.5K | First Filing |
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