Henderson Brothers Financial Partners, LLC

Est. AUM

$363.5M

13F long equity, this entity only

Positions

104

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$73.3M	1606810	20.17%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$33.7M	439870	9.26%	SOLE
3	AMERICAN CENTY ETF TR	INTL EQT ETF	$27.8M	327520	7.65%	SOLE
4	ISHARES TR	US TREAS BD ETF	$23.1M	1006592	6.34%	SOLE
5	SPDR INDEX SHS FDS	STATE STREET SPD	$22.5M	492027	6.18%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$14.6M	22362	4.02%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.2M	176429	3.91%	SOLE
8	WORLD GOLD TR	SPDR GLD MINIS	$11.7M	126440	3.22%	SOLE
9	PRINCIPAL EXCHANGE TRADED FD	PRIN U S SMALL	$9.8M	170472	2.69%	SOLE
10	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$9.4M	243873	2.60%	SOLE
11	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$9.2M	184331	2.54%	SOLE
12	ISHARES TR	CORE DIVID ETF	$7.2M	134276	1.99%	SOLE
13	PACER FDS TR	TRENDP US LAR CP	$7.0M	134247	1.94%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS US MID C	$6.6M	89407	1.82%	SOLE
15	ISHARES TR	CORE MSCI EAFE	$4.7M	52401	1.31%	SOLE
16	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.7M	84946	1.30%	SOLE
17	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$4.6M	67952	1.25%	SOLE
18	DICKS SPORTING GOODS INC	COM	$4.2M	21240	1.16%	SOLE
19	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$4.2M	104462	1.14%	SOLE
20	BROADCOM INC	COM	$4.1M	13313	1.13%	SOLE
21	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$3.8M	76554	1.05%	SOLE
22	ISHARES U S ETF TR	SHORT MATURITY M	$3.2M	64010	0.89%	SOLE
23	ISHARES TR	7-10 YR TRSY BD	$2.8M	29850	0.78%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$2.5M	4410	0.70%	SOLE
25	PACER FDS TR	TRENDPILOT INTL	$2.4M	72534	0.65%	SOLE
26	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	19908	0.64%	SOLE
27	NVIDIA CORPORATION	COM	$2.1M	12196	0.59%	SOLE
28	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.1M	41134	0.57%	SOLE
29	SPDR SERIES TRUST	STATE STRET SPDR	$2.0M	105236	0.56%	SOLE
30	ALPHABET INC	CAP STK CL C	$1.8M	6197	0.49%	SOLE
31	APPLE INC	COM	$1.5M	6036	0.42%	SOLE
32	PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$1.4M	75468	0.39%	SOLE
33	AMAZON COM INC	COM	$1.4M	6599	0.38%	SOLE
34	EXXON MOBIL CORP	COM	$1.3M	7906	0.37%	SOLE
35	MICROSOFT CORP	COM	$1.3M	3557	0.36%	SOLE
36	MICRON TECHNOLOGY INC	COM	$1.3M	3800	0.35%	SOLE
37	JPMORGAN CHASE & CO	COM	$1.2M	3968	0.32%	SOLE
38	ISHARES TR	MSCI USA QUALITY	$1.1M	17390	0.31%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2309	0.30%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	5046	0.30%	SOLE
41	WISDOMTREE TR	US LARGECAP DIVD	$1.0M	11590	0.28%	SOLE
42	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$982K	1592	0.27%	SOLE
43	CATERPILLAR INC	COM	$970K	1369	0.27%	SOLE
44	VANGUARD INDEX FDS	TOTAL STK MKT	$871K	2716	0.24%	SOLE
45	ISHARES GOLD TR	ISHARES NEW	$813K	9226	0.22%	SOLE
46	AT&T INC	COM	$803K	27712	0.22%	SOLE
47	META PLATFORMS INC	CL A	$800K	1399	0.22%	SOLE
48	TJX COS INC NEW	COM	$787K	4928	0.22%	SOLE
49	CISCO SYS INC	COM	$783K	10089	0.22%	SOLE
50	MERCK & CO INC	COM	$748K	6215	0.21%	SOLE

1–50 of 104

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.