SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Cincinnati, OH
CIK
0002016209
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 49 146,916 NVDA, PLTR, TSLA, CRWD 13F-HR 8/11/2025 000175496025000564
Q1 2025 31 97,257 NVDA, PLTR, TSLA, CRWD 13F-HR 5/12/2025 000175496025000294
Q4 2024 48 101,694 IWM, IJR, NVDA, META 13F-HR 2/10/2025 000175496025000116