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Manager record

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Cincinnati, OH · CIK 2016209 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$180.80MReported 13F valueQ2 2026 · as filed
57Holdings listed
+35.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $146.9M$146.9MQ2 202549 holdingsQ3 2025: $150.5M$150.5MQ3 202542 holdingsQ4 2025: $143.8M$143.8MQ4 202544 holdingsQ1 2026: $133.5M$133.5MQ1 202652 holdingsQ2 2026: $180.8M$180.8MQ2 202657 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 27 2026 13F-HR · period Q2 2026

$180.80M · 57 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$133.51M · 52 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$143.82M · 44 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$150.46M · 42 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$146.92M · 49 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 27, 2026 · Change methodology