SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 143,819
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 97.04 K | 67.5% | 0 | 39.93 K | -39.93 K |
| ETFs | 46.78 K | 32.5% | 33.29 K | 0 | 33.29 K |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
143,819
Holdings
44
QoQ value change ($000)
-6,645
(-4.4%)
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.