SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: 13F holdings
CIK 20162092026Q2
| Positions | 57 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-27 |
|---|
Change since last quarter
| Positions | 57 (+5 vs prior quarter) |
|---|
| Reported value | $1.5bn (+1031.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK.A BERKSHIRE HATHAWAY INC DEL | 2,516 | $1.3bn | 83.9% |
| SCHWAB STRATEGIC TR | 2,560,979 | $64.5m | 4.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 200,652 | $57.8m | 3.8% |
| BGRN ISHARES TR | 531,914 | $43.5m | 2.9% |
| INVESCO ACTIVELY MANAGED EXC | 22,275 | $16.0m | 1.1% |
| ROUNDHILL ETF TRUST | 187,705 | $12.6m | 0.8% |
| IWM ISHARES TR | 29,608 | $8.9m | 0.6% |
| NVDA NVIDIA CORPORATION | 22,647 | $5.0m | 0.3% |
| PLTR PALANTIR TECHNOLOGIES INC | 18,668 | $3.2m | 0.2% |
| CRWD CROWDSTRIKE HLDGS INC | 13,052 | $2.7m | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016209")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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