13F

Investor

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

CIK 0002016209 · filed 2026-05-06 · SEC filing

13F book

$133.5M

Positions

52

18 new · 10 sold

Largest name

20.6%

Ishares Tr

Est. mark

$832K

Price effect on 34 names still held. Flow −$11.1M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr334.9K$27.5M20.6%−$6.64KAdded$26.6M
Spdr S&P 500 Etf Tr29.5K$21.3M16.0%$14.1KAdded$21M
Ishares Tr216.1K$18.4M13.8%−$21.1KAdded$17.7M
Invesco Qqq Tr16.5K$11.2M8.4%$45.2KAdded$10.8M
Select Sector Spdr Tr57.7K$9.94M7.4%New
Ishares Tr21.1K$5.95M4.5%$337.2KCut−$402.2K
Nvidia CorpNVDA23.1K$4.55M3.4%$252.5KCut−$7.43M
Invesco Exch Traded Fd Tr Ii20.2K$4.1M3.1%New
Palantir Technologies Inc.PLTR21.3K$2.92M2.2%−$709.9KCut−$7.01M
Tesla, Inc.TSLA7.16K$2.82M2.1%−$306.7KCut−$6.32M
Alphabet Inc4.75K$1.85M1.4%$279.4KCut−$2.99M
Amazon Com IncAMZN6.15K$1.7M1.3%$228.2KCut−$4.2M
Crowdstrike Hldgs Inc3.26K$1.56M1.2%$82.9KCut−$2.7M
Caterpillar IncCAT1.56K$1.41M1.1%$396.4KCut−$4.51M
Apple Inc.AAPL4.95K$1.39M1.0%$122.4KCut−$2.69M
Berkshire Hathaway Inc Del2.52K$1.17M0.9%−$69.6KCut−$485.4K
Jpmorgan Chase & Co.3.63K$1.12M0.8%−$9.77KCut−$551.9K
Meta Platforms, Inc.META1.8K$1.09M0.8%−$28.7KCut−$4.02M
Ishares Tr11.4K$1.01M0.8%New
Select Sector Spdr Tr15.3K$910.2K0.7%New
Microsoft CorpMSFT2.04K$839.2K0.6%−$100.3KCut−$2.62M
Visa Inc.V2.39K$768.3K0.6%New
Bank New York Mellon Corp4.92K$649.3K0.5%$53KHeld
Procter And Gamble CoPG4.23K$606.7K0.5%−$1.83KAdded$387.7K
Ishares Tr3.21K$508.2K0.4%New
Ishares Tr647$470K0.4%$9.36KAdded$265.8K
Southern Co4.88K$468.8K0.4%$34.6KHeld
Duke Energy Corp New3.45K$441.5K0.3%$26.7KAdded$80.1K
Ishares Tr4.14K$409.5K0.3%−$3.15KAdded$155.7K
Analog Devices IncADI1.01K$405.2K0.3%$101.6KCut$14.8K
Waste Mgmt Inc Del1.7K$380.7K0.3%$4.64KHeld
Builders FirstSource, Inc.BLDR2.6K$346.3K0.3%New
Shell Plc3.77K$337.7K0.3%New
Alliant Energy CorpLNT4.4K$321.3K0.2%$25KHeld
Energy Transfer L P15.5K$316K0.2%$47KHeld
Uber Technologies, IncUBER4.22K$313.7K0.2%−$44.1KCut−$4.42M
Deere & CoDE500$289.6K0.2%$32.4KHeld
Mckesson CorpMCK352$284.3K0.2%New
Pinnacle West Cap Corp2.8K$283.8K0.2%$21.4KHeld
Mcdonalds CorpMCD952$271K0.2%−$17.2KAdded$38K
Hess Midstream LpHESM6.8K$265.5K0.2%$27.7KHeld
Vanguard Bd Index Fds3.36K$260.6K0.2%New
Cincinnati Finl Corp1.5K$240.6K0.2%New
Republic Svcs Inc1.16K$236K0.2%−$8.26KHeld
Alps Etf Tr4.34K$234.2K0.2%New
Strategy Inc1.24K$232.1K0.2%$17.6KCut−$349.6K
Eli Lilly & CoLLY236$231.6K0.2%New
Novartis Ag1.55K$224.9K0.2%New
Lockheed Martin CorpLMT438$223.7K0.2%New
Oracle Corp1.14K$207.4K0.2%New
Spdr S&P Midcap 400 Etf Tr310$206.7K0.2%New
Brookfield Corp4.41K$200.6K0.1%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.