Henderson Brothers Financial Partners, LLC
CIK: 0002064329SEC EDGAR →
Portfolio Value
$199.6M
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 738,393 | $34.0M | 17.03% |
| 2 | SPDR SER TR | 409,057 | $32.8M | 16.44% |
| 3 | AMERICAN CENTY ETF TR | 162,181 | $13.3M | 6.69% |
| 4 | SPDR INDEX SHS FDS | 249,561 | $11.1M | 5.55% |
| 5 | ISHARES TR | 12,541 | $8.6M | 4.30% |
| 6 | LATTICE STRATEGIES TR | 121,409 | $7.0M | 3.51% |
| 7 | AMERICAN CENTY ETF TR | 90,657 | $7.0M | 3.50% |
| 8 | WORLD GOLD TR | 72,209 | $6.2M | 3.09% |
| 9 | ISHARES TR | 57,600 | $5.9M | 2.95% |
| 10 | ISHARES TR | 255,729 | $5.9M | 2.95% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $161.0M | 80.7% |
| Unknown | 6 | $15.4M | 7.7% |
| Technology | 8 | $12.9M | 6.4% |
| Consumer Cyclical | 3 | $3.5M | 1.7% |
| Communication Services | 4 | $2.3M | 1.1% |
| Industrials | 5 | $1.4M | 0.7% |
| Healthcare | 4 | $1.3M | 0.6% |
| Consumer Defensive | 3 | $850K | 0.4% |
| Basic Materials | 3 | $581K | 0.3% |
| Energy | 1 | $491K | 0.2% |