SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held in its portfolio 44 assets valued at $143,819,308 (i.e. $143.82M).
The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($39.47M), NVIDIA CORPORATION ($11.99M), and PALANTIR TECHNOLOGIES INC ($9.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 198306 | 39472809 | WATER RES ETF |
| NVIDIA CORPORATION | 64378 | 11989207 | COM |
| PALANTIR TECHNOLOGIES INC | 58112 | 9934828 | CL A |
| TESLA INC | 20900 | 9143750 | COM |
| ISHARES TR | 23910 | 6354311 | RUSSELL 2000 ETF |
| CATERPILLAR INC | 9140 | 5912800 | COM |
| AMAZON COM INC | 24656 | 5895743 | COM |
| META PLATFORMS INC | 8235 | 5107534 | CL A |
| ALPHABET INC | 14659 | 4837488 | CAP STK CL A |
| GOLDMAN SACHS GROUP INC | 5014 | 4823730 | COM |
| UBER TECHNOLOGIES INC | 55791 | 4733866 | COM |
| CROWDSTRIKE HLDGS INC | 9393 | 4263295 | CL A |
| APPLE INC | 15962 | 4078839 | COM |
| EMERSON ELEC CO | 24767 | 3701650 | COM |
| MICROSOFT CORP | 7530 | 3462807 | COM |
| GE VERNOVA INC | 4428 | 3017945 | COM |
| CAMECO CORP | 21578 | 2512542 | COM |
| QUANTA SVCS INC | 4860 | 2268452 | COM |
| JPMORGAN CHASE & CO. | 5366 | 1676734 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3361 | 1657948 | CL B NEW |
| ISHARES TR | 11221 | 929010 | 1 3 YR TREAS BD |
| ISHARES TR | 8575 | 752893 | 20 YR TR BD ETF |
| BANK NEW YORK MELLON CORP | 4915 | 596337 | COM |
| ISHARES TR | 3879 | 587901 | CORE S&P TTL STK |
| STRATEGY INC | 3349 | 581755 | CL A NEW |
| INVESCO QQQ TR | 751 | 466686 | UNIT SER 1 |
| SOUTHERN CO | 4884 | 434178 | COM |
| ANALOG DEVICES INC | 1300 | 390325 | COM |
| WASTE MGMT INC DEL | 1700 | 376091 | COM |
| DUKE ENERGY CORP NEW | 3031 | 361411 | COM NEW |
| SPDR S&P 500 ETF TR | 443 | 306271 | TR UNIT |
| ALLIANT ENERGY CORP | 4400 | 296296 | COM |
| BUNGE GLOBAL SA | 2600 | 280306 | COM SHS |
| ENERGY TRANSFER L P | 15500 | 268925 | COM UT LTD PTN |
| PINNACLE WEST CAP CORP | 2800 | 262388 | COM |
| DEERE & CO | 500 | 257200 | COM |
| ISHARES TR | 2536 | 253727 | CORE US AGGBD ET |
| REPUBLIC SVCS INC | 1158 | 244292 | COM |
| HESS MIDSTREAM LP | 6800 | 237796 | CL A SHS |
| MCDONALDS CORP | 758 | 233032 | COM |
| TRANSDIGM GROUP INC | 152 | 220400 | COM |
| PROCTER AND GAMBLE CO | 1515 | 219030 | COM |
| BLACKSTONE INC | 1300 | 212550 | COM |
| ISHARES TR | 294 | 204230 | CORE S&P500 ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.