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Portfolio (Quarterly) Guide ↗

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

· CIK 0002016209
13F Portfolio $134M AUM 52 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 9 Added 16 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 334,883.0 $27.5M 20.62% +324K +2884.4% $82.20 -0.1%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 29,507.0 $21.3M 15.98% +29K +6560.7% $723.14 +2.7%
3 TLT ISHARES TR 216,130.0 $18.4M 13.81% +208K +2420.5% $85.34 -1.3%
4 QQQ INVESCO QQQ TR Financial Services 16,466.0 $11.2M 8.41% +16K +2092.5% $681.54 +4.8%
5 PG PROCTER & GAMBLE CO Consumer Defensive 4,232.0 $607K 0.45% +3K +179.3% $143.37 -0.6%
6 IVV ISHARES TR 647.0 $470K 0.35% +353.0 +120.1% $726.50 +2.7%
7 DUK DUKE ENERGY CORP NEW Utilities 3,448.0 $442K 0.33% +417.0 +13.8% $128.05 -2.6%
8 AGG ISHARES TR 4,144.0 $409K 0.31% +2K +63.4% $98.81 -0.5%
9 MCD MCDONALDS CORP Consumer Cyclical 952.0 $271K 0.20% +194.0 +25.6% $284.70 -0.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.1%
Technology 19.9%
Consumer Cyclical 7.7%
Communication Services 4.7%
Industrials 4.6%
Utilities 2.4%
Energy 1.5%
Healthcare 1.2%
Consumer Defensive 1.0%