Holdings
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
As of Jun 30, 2026, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 37 positions worth US$1.3B. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Palantir Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 3.77M | US$1.27B | +3.76M | Jun 30, 2026 |
| Nvidia Corporation | 22,647 | US$4.97M | −454 | Jun 30, 2026 |
| Palantir Technologies Inc. | 18,668 | US$3.21M | −2,585 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 13,052 | US$2.75M | +9,789 | Jun 30, 2026 |
| Tesla, Inc. | 7,027 | US$2.37M | −128 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,647 | US$1.6M | −100 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,016 | US$1.57M | −138 | Jun 30, 2026 |
| Apple Inc | 4,956 | US$1.54M | +3 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,643 | US$1.31M | +12 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,485 | US$1.24M | −78 | Jun 30, 2026 |