Shepherd Wealth Management Ltd Liability
$181M 13F equity value
74 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Shepherd Wealth Management Ltd Liability covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 200,652 | $58M | 31.9% |
| BGRN | ISHARES TR | 531,914 | $44M | 24.1% |
| QBIG | INVESCO ACTIVELY MANAGED EXC | 22,275 | $16M | 8.8% |
| MAGY | ROUNDHILL ETF TRUST | 187,705 | $13M | 7.0% |
| IWM | ISHARES TR | 29,608 | $9M | 4.9% |
| NVDA | NVIDIA CORPORATION | 22,647 | $5M | 2.7% |
| PLTR | PALANTIR TECHNOLOGIES INC | 18,668 | $3M | 1.8% |
| CRWD | CROWDSTRIKE HLDGS INC | 13,052 | $3M | 1.5% |
| SCUS | SCHWAB STRATEGIC TR | 2,560,979 | $3M | 1.4% |
| TSLA | TESLA INC | 7,027 | $2M | 1.3% |
Track Shepherd Wealth Management Ltd Liability's 13F portfolio: $181M in reported holdings, 74 positions. Top holdings and quarterly changes on SentiSense.
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