SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Q4 2025 13F Holdings

Location
Cincinnati, OH
Holdings as of
12/31/2025
Value ($000)
$143,819
Num holdings
44
Date filed
1/20/2026
Form type
13F-HR
Prev filing
11/5/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type