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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 today.

Report Period:

June 30, 2026

No. of Stocks:

73

Est. Stock Holding Value:

$2,178,114,578

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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