Henderson Brothers Financial Partners, LLC

Registered adviser

CIK

2064329

Location

PITTSBURGH, PA

Portfolio Value

Small $267,991,431

Diversification

Diversified

Filing Date

Global Rank

#6,376 / 8,827 ▼ 115 · as of Jun 2026

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

-6.9%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

4 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 333732

Roster of Nov 1, 2026

Regulatory AUM

$406,803,000

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$406,803,000	Individuals and high net worth (99%)
Jun 2025 to Mar 2026	$327,345,953	Individuals and high net worth (100%)
Feb 2025 to May 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 85.6%; sector active share 76.2% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

75 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.9%

−3.2 pts

Top 5

61.6%

−6.3 pts

Top 10

84.2%

+2.1 pts

HHI

924

Diversified−150

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.3%	$250,017,210	41
Technology	2.6%	$6,967,270	7
Consumer Cyclical	0.9%	$2,372,054	3
Communication Services	0.7%	$1,917,789	4
Financial Services	0.7%	$1,887,862	5
Healthcare	0.5%	$1,469,221	4
Industrials	0.4%	$1,036,151	3
Consumer Defensive	0.3%	$852,318	3
Energy	0.2%	$644,815	1
Basic Materials	0.2%	$532,372	3
Real Estate	0.1%	$294,369	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSPA	T. Rowe Price U.S. Equity Research ETF	+587,238	599,826	$28,947,602
GOVT	iShares U.S. Treasury Bond ETF	+95,022	446,577	$9,766,638
FBND	Fidelity Total Bond ETF	+68,056	850,483	$36,825,913
DIVI	Franklin International Core Dividend Tilt Index ETF	+58,686	112,433	$4,796,391
HMOP	Hartford Municipal Opportunities ETF	+21,470	152,518	$5,620,288
TAXF	American Century Diversified Municipal Bond ETF	+15,543	112,178	$5,316,115
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	+11,206	22,618	$3,111,784
AVDE	Avantis International Equity ETF	+9,756	179,708	$16,193,487
JEPI	JPMorgan Equity Premium Income ETF	+9,330	84,916	$4,773,977
—		+9,277	63,392	$0
GARP	iShares MSCI USA Quality GARP ETF	+8,320	18,881	$1,609,794
GLDM	World Gold Trust	+6,602	58,201	$4,782,958
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+5,081	48,921	$2,996,900
AVEM	Avantis Emerging Markets Equity ETF	+4,595	94,657	$8,899,651
PREF	Principal Spectrum Preferred Securities Active ETF	+4,548	44,261	$812,189
MEAR	iShares Trust	+4,309	38,595	$0
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+3,770	254,033	$12,754,996
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+3,190	429,042	$38,510,809
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+3,085	41,985	$2,344,022
VLU	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF	+2,593	5,530	$1,321,614
DIVB	BlackRock, Inc.	+1,550	68,750	$0
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+1,370	4,425	$430,287
IEFA	iShares Core MSCI EAFE ETF	+1,157	30,306	$2,936,045
JHMM	John Hancock Multifactor Mid Cap ETF	+863	37,428	$2,676,102
VZ	Verizon Communications Inc	+811	5,914	$271,275
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
PSC	Principal U.S. Small-Cap ETF	−2,202	84,159	$5,615,930
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−504	879	$328,956
MU	Micron Technology Inc	−421	556	$592,201
PTIN	Pacer Trendpilot International ETF	−202	37,845	$1,379,450
SGOV	iShares 0-3 Month Treasury Bond ETF	−163	4,747	$477,927
PEP	Pepsico Inc	−25	1,805	$228,729
VMC	Vulcan Materials CO	−23	822	$201,085
TJX	Tjx Companies Inc	−11	2,035	$269,250
CSCO	Cisco Systems, Inc.	−10	4,626	$497,896
XOM	ExxonMobil Holdings Corp	−6	3,962	$644,815
MCK	Mckesson Corp	−6	276	$235,651
EQIX	Equinix Inc	−4	291	$294,369
MRK	Merck & Co., Inc.	−3	3,048	$442,904
CAT	Caterpillar Inc	−3	567	$459,717
WMT	Walmart Inc.	−2	2,981	$309,785
GOOG	Alphabet Inc.	−1	2,369	$807,213
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
JHCR	John Hancock Core Bond ETF	1,097,016	$26,383,234
AGGH	Simplify Exchange Traded Funds	104,791	$1,983,693
FMDE	Fidelity Enhanced Mid Cap Core ETF	8,353	$337,294
EFA	iShares MSCI EAFE ETF	1,995	$207,260
BLK	BlackRock, Inc.	193	$204,249
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
AVMV	Avantis U.S. Mid Cap Value ETF	45,038	$3,627,135
IEF	iShares 7-10 Year Treasury Bond ETF	15,283	$1,445,313
JAAA	Janus Henderson AAA CLO ETF	21,199	$1,070,337
ROUS	Hartford Multifactor US Equity ETF	3,097	$208,737
SYY	Sysco Corp	2,426	$202,765
NEE	Nextera Energy Inc	2,300	$201,871
GE	General Electric Co	535	$199,945
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $267,991,431 total · filing declares 75 positions · $275,748,499 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	429,042	+3,190	$38,510,809	+2.9%	14.37%
FBND	Fidelity Total Bond ETF	Added	850,483	+68,056	$36,825,913	+3.5%	13.74%
TSPA	T. Rowe Price U.S. Equity Research ETF	Added	599,826	+587,238	$28,947,602	+4738.3%	10.80%
JHCR	John Hancock Core Bond ETF	NEW	1,097,016	NEW	$26,383,234	NEW	9.84%
AVDE	Avantis International Equity ETF	Added	179,708	+9,756	$16,193,487	+6.8%	6.04%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	254,033	+3,770	$12,754,996	+1.1%	4.76%
GOVT	iShares U.S. Treasury Bond ETF	Added	446,577	+95,022	$9,766,638	+22.0%	3.64%
IVV	iShares Core S&P 500 ETF	Added	12,415	+543	$9,508,027	+6.9%	3.55%
AVEM	Avantis Emerging Markets Equity ETF	Added	94,657	+4,595	$8,899,651	+2.4%	3.32%
HMOP	Hartford Municipal Opportunities ETF	Added	152,518	+21,470	$5,620,288	+9.6%	2.10%
PSC	Principal U.S. Small-Cap ETF	Reduced	84,159	-2,202	$5,615,930	−7.3%	2.10%
TAXF	American Century Diversified Municipal Bond ETF	Added	112,178	+15,543	$5,316,115	+8.2%	1.98%
DIVI	Franklin International Core Dividend Tilt Index ETF	Added	112,433	+58,686	$4,796,391	+108.9%	1.79%
GLDM	World Gold Trust	Added	58,201	+6,602	$4,782,958	+16.7%	1.78%
JEPI	JPMorgan Equity Premium Income ETF	Added	84,916	+9,330	$4,773,977	+11.8%	1.78%
PTLC	Pacer Trendpilot US Large Cap ETF	Added	72,023	+671	$4,286,088	+3.1%	1.60%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	22,618	+11,206	$3,111,784	+102.4%	1.16%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	48,921	+5,081	$2,996,900	+11.2%	1.12%
IEFA	iShares Core MSCI EAFE ETF	Added	30,306	+1,157	$2,936,045	+4.3%	1.10%
JHMM	John Hancock Multifactor Mid Cap ETF	Added	37,428	+863	$2,676,102	−2.4%	1.00%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Added	41,985	+3,085	$2,344,022	+8.4%	0.87%
AVGO	Broadcom Inc. Technology	Added	6,415	+72	$2,252,883	−6.0%	0.84%
AGGH	Simplify Exchange Traded Funds	NEW	104,791	NEW	$1,983,693	NEW	0.74%
GARP	iShares MSCI USA Quality GARP ETF	Added	18,881	+8,320	$1,609,794	+84.6%	0.60%
QQQ	Invesco Qqq Trust, Series 1	Held	2,010	0	$1,486,937	+0.5%	0.55%
PTIN	Pacer Trendpilot International ETF	Reduced	37,845	-202	$1,379,450	−1.1%	0.51%
NVDA	Nvidia Corp Technology	Added	5,822	+401	$1,329,628	+22.6%	0.50%
VLU	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF	Added	5,530	+2,593	$1,321,614	+88.9%	0.49%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Held	9,692	0	$1,301,538	−40.8%	0.49%
AAPL	Apple Inc. Technology	Added	3,064	+351	$1,020,373	+30.0%	0.38%
MSFT	Microsoft Corp Technology	Added	1,925	+181	$987,332	+51.8%	0.37%
PREF	Principal Spectrum Preferred Securities Active ETF	Added	44,261	+4,548	$812,189	+7.3%	0.30%
GOOG	Alphabet Inc. Communication Services	Reduced	2,369	-1	$807,213	−3.6%	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,216	+292	$801,266	+15.0%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,041	+28	$675,224	+2.5%	0.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,962	-6	$644,815	+18.9%	0.24%
MU	Micron Technology Inc Technology	Reduced	556	-421	$592,201	−47.5%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,169	+28	$582,103	+2.0%	0.22%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Added	5,848	+26	$568,425	+1.4%	0.21%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	796	0	$522,741	−6.6%	0.20%
META	Meta Platforms, Inc. Communication Services	Added	699	+37	$506,900	+35.9%	0.19%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,626	-10	$497,896	−8.6%	0.19%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	4,747	-163	$477,927	−3.3%	0.18%
CAT	Caterpillar Inc Industrials	Reduced	567	-3	$459,717	−24.3%	0.17%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,048	-3	$442,904	+13.0%	0.17%
LLY	ELI LILLY & Co Healthcare	Added	382	+21	$442,004	+2.1%	0.16%
IJR	iShares Core S&P Small-Cap ETF	Added	3,248	+274	$441,857	+0.2%	0.16%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	4,425	+1,370	$430,287	+47.3%	0.16%
MA	Mastercard Inc Financial Services	Added	773	+39	$426,286	+13.1%	0.16%
SPY	Spdr S&P 500 ETF Trust	Held	528	0	$402,668	+2.1%	0.15%

Showing the top 50 of 75 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.