Shepherd Wealth Management LTD Liability CO Portfolio Holdings

Shepherd Wealth Management LTD Liability CO

  • $144 Billion
  • Q4 2025

Shepherd Wealth Management LTD Liability CO has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $39.5B, Nvidia Corp with a value of $12B, Palantir Technologies Inc. with a value of $9.93B, Tesla, Inc. with a value of $9.14B, and Ishares Russell 2000 ETF with a value of $6.35B.

Examining the 13F form we can see an decrease of $6.64B in the current position value, from $150B to 144B.

Shepherd Wealth Management LTD Liability CO is based out at Cincinnati, OH

Below you can find more details about Shepherd Wealth Management LTD Liability CO portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $49.3 Billion
Technology: $39.4 Billion
Consumer Cyclical: $15.3 Billion
Industrials: $13 Billion
Communication Services: $9.95 Billion
Financial Services: $8.97 Billion
Energy: $3.02 Billion
Utilities: $1.35 Billion
Other: $219 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.99B
$262 Million 0.18% of portfolio
2,800
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $144 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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