13F Insight
DOSSIER · 13F-HR · Q1 2026

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SHEPHERD WEALTH LIABILITY's family office based in Stamford, CT — $134M in tracked AUM across 52 positions as of Q1 2026.

SW
SHEPHERD WEALTH LIABILITY·Stamford, CT·Family Office
CIK 0002016209 · last filed Mar 31, 2026
Total AUM
$134M
▲ 3.1%
vs prior
Holdings
52
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: SHEPHERD WEALTH MANAGEMENT Ltd Liability Co
Portfolio Overview

Shepherd Wealth Management reported a significant expansion in portfolio activity for the period ending December 31, 2025. The total portfolio value surged by 59.0%, rising from $90.47M to $143.82M. This substantial growth in Assets Under Management (AUM) was accompanied by a dramatic restructuring of the portfolio's composition. The number of holdings increased to 44 securi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHY
ISHARES TR
$28M335K20.6%
02
SPY
STATE STR SPDR S&P 500 ETF T
$21M30K16.0%
03
TLT
ISHARES TR
$18M216K13.8%
04
QQQ
INVESCO QQQ TR
$11M16K8.4%
05
XLV
SELECT SECTOR SPDR TR
$10M58K7.4%
06
IWM
ISHARES TR
$6M21K4.5%
07
NVDA
NVIDIA CORPORATION
$5M23K3.4%
08
QQQM
INVESCO EXCH TRADED FD TR II
$4M20K3.1%
09
PLTR
PALANTIR TECHNOLOGIES INC
$3M21K2.2%
10
TSLA
TESLA INC
$3M7K2.1%

Filing history

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