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Jane Lawler

Shepherd Financial Partners Llc

Assets Managed
$1.054B
Holdings
240
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-2.32%(2Q avg: 0.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shepherd Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 240 positions.

Assets under management

The assets under management (AUM) of Shepherd Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.054B in assets, with a quarterly growth rate of -2.32% and a 2-quarter average growth rate of 0.2%. The portfolio is managed by Jane Lawler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.12%
6.28%
$66.135M
101,693 shares@ $650.35 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 3.64%
5.6%
$59.03M
746,648 shares@ $79.07 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 30.39%
5.04%
$53.122M
586,787 shares@ $90.54 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 4.45%
4.59%
$48.348M
831,001 shares@ $58.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 46.69%
4.21%
$44.3M
67,819 shares@ $653.22 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.81%
3.83%
$40.34M
712,981 shares@ $56.59 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 6.08%
3.77%
$39.674M
405,208 shares@ $97.92 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -7.54%
3.57%
$37.586M
538,869 shares@ $69.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.17%
3.17%
$33.408M
131,636 shares@ $253.79 avg price
SPTL
Spdr Port Lng Trm Trsry
Recent Activity
Increased 7.73%
2.54%
$26.734M
1.017M shares@ $26.31 avg price

1-10 of 240