Henderson Brothers Financial Partners, LLC

CIK 0002064329 • 3 13F filings • Feb 10, 2026 – Aug 13, 2026

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Filer information

Filed by: Henderson Brothers Financial Partners, LLC, CCO
Address: 920 FORT DUQUESNE BLVD, PITTSBURGH, PA, 15222
Phone: 412-754-3190
AUM: $211.3M

AUM over time

$211.3M latest

Sector allocation over time

Past 3 quarters

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $394.9M104 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	TAX AWARE SHRT	$238K	0.1%	9,440 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$372K	0.1%	1,700 SH	New
AIRBNB INC	COM CL A	$307K	0.1%	2,430 SH	New
ALPHABET INC	CAP STK CL A	$393K	0.1%Prev: 0.1%	1,368 SH	Increased+493 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.5%Prev: 0.6%	6,197 SH	Increased+2,234 SH
AMAZON COM INC	COM	$1.4M	0.3%Prev: 0.4%	6,599 SH	Increased+2,732 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.2M	3.6%Prev: 3.5%	176,429 SH	Increased+85,772 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$6.6M	1.7%	89,407 SH	New
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$9.2M	2.3%Prev: 2.2%	184,331 SH	Increased+99,117 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$27.8M	7.0%Prev: 6.7%	327,520 SH	Increased+165,339 SH
APPLE INC	COM	$1.5M	0.4%Prev: 0.5%	6,036 SH	Increased+2,679 SH
ARCH CAP GROUP LTD	ORD	$271K	0.1%Prev: 0.1%	2,818 SH	Increased+3 SH
ARIS MINING CORPORATION	COM	$446K	0.1%	24,000 SH	New
AT&T INC	COM	$803K	0.2%Prev: 0.2%	27,712 SH	Increased+13,524 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.3%	2,309 SH	Increased+1,004 SH
BLACKROCK INC	COM	$308K	0.1%	320 SH	New
BROADCOM INC	COM	$4.1M	1.0%Prev: 1.2%	13,313 SH	Increased+6,472 SH
CATERPILLAR INC	COM	$970K	0.2%Prev: 0.2%	1,369 SH	Increased+682 SH
CHEVRON CORPORATION	COM	$202K	0.1%	974 SH	New
CISCO SYS INC	COM	$783K	0.2%Prev: 0.2%	10,089 SH	Increased+5,014 SH
COSTCO WHOLESALE CORPORATION	COM	$223K	0.1%	224 SH	New
DEERE & CO	COM	$224K	0.1%	398 SH	New
DICKS SPORTING GOODS INC	COM	$4.2M	1.1%Prev: 1.1%	21,240 SH	Increased+10,360 SH
ELI LILLY & CO	COM	$703K	0.2%Prev: 0.2%	764 SH	Increased+348 SH
EQUINIX INC	COM	$523K	0.1%	533 SH	New
EQUINOX GOLD CORP	COM	$319K	0.1%Prev: 0.1%	22,050 SH	Increased+11,025 SH
EXXON MOBIL CORP	COM	$1.3M	0.3%Prev: 0.2%	7,906 SH	Increased+3,823 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$213K	0.1%Prev: 0.1%	913 SH	Increased
FIDELITY COVINGTON TRUST	ENHANCED MID	$266K	0.1%	7,390 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$73.3M	18.6%Prev: 17.0%	1,606,810 SH	Increased+868,417 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$297K	0.1%	8,782 SH	New
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$4.2M	1.1%Prev: 1.0%	104,462 SH	Increased+51,386 SH
GE AEROSPACE	COM NEW	$309K	0.1%	1,088 SH	New
GE VERNOVA INC	COM	$209K	0.1%	240 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$212K	0.1%	2,350 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$3.8M	1.0%	76,554 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$9.4M	2.4%Prev: 2.2%	243,873 SH	Increased+131,323 SH
INTERNATIONAL BUSINESS MACHS	COM	$251K	0.1%	1,037 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$415K	0.1%Prev: 0.1%	2,162 SH	Increased+1,081 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.6%Prev: 0.7%	4,410 SH	Increased+2,195 SH
ISHARES GOLD TR	ISHARES NEW	$813K	0.2%Prev: 0.2%	9,226 SH	Increased+4,613 SH
ISHARES INC	MSCI EMRG CHN	$281K	0.1%	3,572 SH	New
ISHARES TR	0-3 MNTH TREASRY	$31.4M	8.0%Prev: 0.2%	311,936 SH	Increased+308,509 SH
ISHARES TR	7-10 YR TRSY BD	$2.8M	0.7%Prev: 0.7%	29,850 SH	Increased+14,331 SH
ISHARES TR	CORE DIVID ETF	$7.2M	1.8%Prev: 1.8%	134,276 SH	Increased+68,296 SH
ISHARES TR	CORE MSCI EAFE	$4.7M	1.2%Prev: 1.3%	52,401 SH	Increased+22,391 SH
ISHARES TR	CORE S&P SCP ETF	$738K	0.2%Prev: 0.2%	5,934 SH	Increased+2,971 SH
ISHARES TR	CORE S&P500 ETF	$14.6M	3.7%Prev: 4.3%	22,362 SH	Increased+9,821 SH
ISHARES TR	MSCI USA QUALITY	$1.1M	0.3%	17,390 SH	New
ISHARES TR	RUS 1000 GRW ETF	$211K	0.1%	494 SH	New
ISHARES TR	US TREAS BD ETF	$23.1M	5.8%Prev: 2.9%	1,006,592 SH	Increased+750,863 SH
ISHARES U S ETF TR	SHORT MATURITY M	$3.2M	0.8%Prev: 0.7%	64,010 SH	Increased+34,515 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	0.6%	19,908 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$383K	0.1%	6,756 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.7M	1.2%Prev: 1.2%	84,946 SH	Increased+43,970 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$210K	0.1%	4,146 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.1M	0.5%Prev: 0.5%	41,134 SH	Increased+21,810 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$4.6M	1.2%Prev: 1.2%	67,952 SH	Increased+31,051 SH
JOHNSON & JOHNSON	COM	$655K	0.2%Prev: 0.1%	2,681 SH	Increased+1,303 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.3%	3,968 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$214K	0.1%	757 SH	New
LATTICE STRATEGIES TR	HARTFORD US EQTY	$364K	0.1%Prev: 3.5%	6,160 SH	Decreased-115,249 SH
LOCKHEED MARTIN CORP	COM	$663K	0.2%Prev: 0.1%	1,097 SH	Increased+546 SH
MASTERCARD INCORPORATED	CL A	$555K	0.1%Prev: 0.2%	1,110 SH	Increased+567 SH
MCKESSON CORP	COM	$471K	0.1%Prev: 0.1%	544 SH	Increased+276 SH
MERCK & CO INC	COM	$748K	0.2%Prev: 0.2%	6,215 SH	Increased+3,045 SH
META PLATFORMS INC	CL A	$800K	0.2%Prev: 0.2%	1,399 SH	Increased+768 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.3%Prev: 0.3%	3,800 SH	Increased+1,914 SH
MICROSOFT CORP	COM	$1.3M	0.3%Prev: 0.4%	3,557 SH	Increased+1,735 SH
NEXTERA ENERGY INC	COM	$422K	0.1%	4,545 SH	New
NVIDIA CORPORATION	COM	$2.1M	0.5%Prev: 0.6%	12,196 SH	Increased+5,476 SH
ORACLE CORP	COM	$568K	0.1%Prev: 0.2%	3,858 SH	Increased+2,058 SH
PACER FDS TR	TRENDP US LAR CP	$7.0M	1.8%Prev: 1.7%	134,247 SH	Increased+73,169 SH
PACER FDS TR	TRENDPILOT INTL	$2.4M	0.6%Prev: 0.6%	72,534 SH	Increased+37,451 SH
PARKER-HANNIFIN CORP	COM	$336K	0.1%Prev: 0.1%	375 SH	Increased+41 SH
PEPSICO INC	COM	$576K	0.1%Prev: 0.1%	3,708 SH	Increased+1,772 SH
PNC FINL SVCS GROUP INC	COM	$308K	0.1%	1,480 SH	New
PRINCIPAL EXCHANGE TRADED FD	PRIN U S SMALL	$9.8M	2.5%Prev: 2.4%	170,472 SH	Increased+86,096 SH
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$1.4M	0.4%Prev: 0.3%	75,468 SH	Increased+40,181 SH
PROCTER & GAMBLE CO	COM	$463K	0.1%	3,203 SH	New
RAYMOND JAMES FINL INC	COM	$263K	0.1%	1,814 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$313K	0.1%	10,754 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$22.5M	5.7%	492,027 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$34.8M	8.8%	444,916 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$2.0M	0.5%	105,236 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$575K	0.1%	884 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$982K	0.2%	1,592 SH	New
SYSCO CORP	COM	$288K	0.1%	4,040 SH	New
TEXAS INSTRS INC	COM	$224K	0.1%	1,155 SH	New
TJX COS INC NEW	COM	$787K	0.2%Prev: 0.2%	4,928 SH	Increased+2,047 SH
UBER TECHNOLOGIES INC	COM	$243K	0.1%	3,380 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$247K	0.1%	566 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$466K	0.1%	780 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$871K	0.2%Prev: 0.2%	2,716 SH	Increased+1,275 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$288K	0.1%	4,488 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$331K	0.1%	2,234 SH	New
VERIZON COMMUNICATIONS INC	COM	$385K	0.1%	7,672 SH	New
VISA INC	COM CL A	$354K	0.1%Prev: 0.1%	1,170 SH	Increased+359 SH
VULCAN MATLS CO	COM	$457K	0.1%Prev: 0.1%	1,678 SH	Increased+858 SH
WALMART INC	COM	$731K	0.2%Prev: 0.2%	5,885 SH	Increased+2,800 SH
WASTE MGMT INC DEL	COM	$495K	0.1%Prev: 0.1%	2,155 SH	Increased+1,113 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.0M	0.3%Prev: 0.3%	11,590 SH	Increased+5,819 SH
WISDOMTREE TR	US QTLY DIV GRT	$519K	0.1%Prev: 0.1%	5,906 SH	Increased+3,127 SH
WORLD GOLD TR	SPDR GLD MINIS	$11.7M	3.0%Prev: 3.1%	126,440 SH	Increased+54,231 SH

Sold (vs prior filing)

ARIS MNG CORP — $195K
GOLDMAN SACHS ETF TR — $1.9M
ISHARES TR — $5.9M
JPMORGAN CHASE & CO. — $673K
PRINCIPAL EXCHANGE TRADED FD — $5.3M
PROCTER AND GAMBLE CO — $231K
SPDR INDEX SHS FDS — $11.1M
SPDR S&P 500 ETF TR — $301K
SPDR S&P MIDCAP 400 ETF TR — $480K
SPDR SER TR — $938K
SPDR SER TR — $32.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 13, 2026	Q2 2026	13F-HR	0002064329-26-000005	$211.3M	View
May 4, 2026	Q1 2026	13F-HR	0002064329-26-000003	$394.9M	View
Feb 10, 2026	Q1 2025