SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 180,798
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/27/2026 | 57 | 180,798 | 13F-HR | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
| Q1 2026 | 5/5/2026 | 52 | 133,511 | 13F-HR | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
| Q4 2025 | 1/20/2026 | 44 | 143,819 | 13F-HR | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
| Q3 2025 | 11/6/2025 | 42 | 150,464 | 13F-HR | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
| Q2 2025 | 8/12/2025 | 49 | 146,917 | 13F-HR | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.03 K | 18.8% | 3.045 K | 0 | 3.045 K |
| ETFs | 102.9 K | 56.9% | 654 | 0 | 654 |
| Debt | 43.85 K | 24.3% | 43.59 K | 0 | 43.59 K |
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Fund Snapshot
Q2 2026
Latest filed
8/27/2026
Total value ($000)
180,798
Holdings
57
QoQ value change ($000)
47,287
(35.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.