SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 57 holdings worth US$181M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 27, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 57 holdings worth US$181M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Palantir Technologies Inc. Filed Aug 27, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$181M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 3.77M | US$1.27B | 700.9% |
| Nvidia Corporation | 22,647 | US$4.97M | 2.7% |
| Palantir Technologies Inc. | 18,668 | US$3.21M | 1.8% |
| Crowdstrike Holdings, Inc. | 13,052 | US$2.75M | 1.5% |
| Tesla, Inc. | 7,027 | US$2.37M | 1.3% |
| Alphabet Inc (google) Class C | 4,647 | US$1.6M | 0.88% |
| Amazon.com, Inc. | 6,016 | US$1.57M | 0.87% |
| Apple Inc | 4,956 | US$1.54M | 0.85% |
| Jp Morgan Chase & Co. | 3,643 | US$1.31M | 0.73% |
| Caterpillar, Inc. | 1,485 | US$1.24M | 0.69% |
| Meta Platforms, Inc. | 1,800 | US$995K | 0.55% |
| Microsoft Corp. | 2,044 | US$986K | 0.55% |
| Visa Inc. | 2,393 | US$873K | 0.48% |
| The Bank Of New York Mellon Corporation | 4,915 | US$802K | 0.44% |
| Procter & Gamble Company (the) | 4,247 | US$612K | 0.34% |
| Bank Of America Corporation | 8,058 | US$515K | 0.28% |
| Southern Company (the) | 4,884 | US$452K | 0.25% |
| Duke Energy Corporation (holding Company) | 3,458 | US$431K | 0.24% |
| Walmart Inc. | 3,503 | US$406K | 0.22% |
| Waste Management, Inc. | 1,700 | US$385K | 0.21% |
| Analog Devices, Inc. | 1,011 | US$376K | 0.21% |
| Shell Plc | 3,770 | US$348K | 0.19% |
| Energy Transfer Lp | 15,500 | US$330K | 0.18% |
| Uber Technologies, Inc. | 4,216 | US$324K | 0.18% |
| Mckesson Corporation | 352 | US$311K | 0.17% |
| Alliant Energy Corporation | 4,400 | US$311K | 0.17% |
| Deere & Company | 516 | US$308K | 0.17% |
| Eli Lilly And Company | 236 | US$286K | 0.16% |
| Pinnacle West Capital Corporation | 2,800 | US$282K | 0.16% |
| Hess Midstream Lp | 6,800 | US$271K | 0.15% |
| Lockheed Martin Corporation | 438 | US$266K | 0.15% |
| Cincinnati Financial Corporation | 1,500 | US$259K | 0.14% |
| Mcdonald's Corporation | 952 | US$257K | 0.14% |
| Republic Services, Inc. | 1,158 | US$252K | 0.14% |
| Novartis Ag | 1,549 | US$240K | 0.13% |
| Axon Enterprise, Inc. | 380 | US$234K | 0.13% |
| Federated Hermes, Inc. | 468 | US$25,839 | 0.01% |
| Brookfield Corporation | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Builders Firstsource, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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