SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co - Portfolio Stock Holdings
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co disclosed 73 stock positions in a recent SEC 13F filing. $2,178,114,578 of stock holdings were filed, with the largest holdings including BRK.A, SPY, and SCUS. This filing represented positions held on June 30, 2026, and was filed on Aug. 27, 2026.Report Period:
June 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$2,178,114,578Top Stock Holdings By Sector
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Portfolio Stock Holdings - SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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