Shepherd Wealth Management LTD Liability Co filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 143.82 M reflecting a -4.42% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 72.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 5 complete exits.
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Shepherd Wealth Management LTD Liability Co submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Shepherd Wealth Management LTD Liability Co reported a managed portfolio value of 143.82 M, consisting of 44 individual positions.
This page displays the raw filing documents. To see which stocks Shepherd Wealth Management LTD Liability Co bought or sold during Q4 2025, please visit Shepherd Wealth Management LTD Liability Co's Portfolio Analysis page.