Sign In
test

JACK RYAN

Henderson Brothers Financial Partners, Llc

Assets Managed
$394.858M
Holdings
105
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
97.82%(2Q avg: 48.91%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Henderson Brothers Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Henderson Brothers Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 394.858M in assets, with a quarterly growth rate of 97.82% and a 2-quarter average growth rate of 48.91%. The portfolio is managed by JACK RYAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 117.61%
18.57%
$73.303M
1.607M shares@ $45.63 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 7.54%
8.53%
$33.668M
439,870 shares@ $76.55 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 9002.31%
7.96%
$31.399M
311,936 shares@ $100.67 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 101.95%
7.04%
$27.787M
327,520 shares@ $84.84 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 293.62%
5.85%
$23.061M
1.007M shares@ $22.92 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 97.16%
5.69%
$22.461M
492,027 shares@ $45.66 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 78.32%
3.7%
$14.607M
22,362 shares@ $653.22 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 94.62%
3.61%
$14.217M
176,429 shares@ $80.58 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 75.11%
2.97%
$11.72M
126,440 shares@ $92.7 avg price
PSC
Principal U.s. Small-cap Etf
Recent Activity
Increased 102.04%
2.48%
$9.772M
170,472 shares@ $57.33 avg price

1-10 of 105