13F Filings History of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$104,346,499
Signature - Title
Aryn Sands - Agent
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 44 stock holdings with total value $104,346,499 as of Q4 2025. Top holdings included NVDA, PLTR, TSLA, IWM, and CAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $104,346,499 +$13,166,568 -$46,010,360 -$32,843,792 NVDA, PLTR, TSLA, IWM, CAT 13F-HR 20 Jan 2026, 16:56
Q3 2025 42 $140,401,294 +$35,222,036 -$44,404,573 -$9,182,537 NVDA, TSLA, PLTR, IWM, AMZN 13F-HR 05 Nov 2025, 20:35
Q2 2025 49 $135,089,757 +$32,779,004 -$23,706,849 +$9,072,155 NVDA, PLTR, TSLA, CRWD, AMZN 13F-HR 11 Aug 2025, 20:07
Q1 2025 31 $97,257,773 +$50,872,959 -$48,063,623 +$2,809,336 NVDA, PLTR, TSLA, CRWD, AMZN 13F-HR 12 May 2025, 19:42
Q4 2024 48 $101,694,133 $0 $0 $0 IWM, IJR, NVDA, META, MSTR 13F-HR 07 Feb 2025, 20:03