SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co - Portfolio overview

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has 62 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. SHY - ISHARES TR, 17.20%
2. SPY - STATE STR SPDR S&P 500 ETF T, 13.33%
3. TLT - ISHARES TR, 11.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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