account_balance
Investment manager · 13F filer · SEC CIK 2016209
Shepherd Wealth Management Ltd Liability Co
Reported value$158Mas of Sep 30, 2026
Positions52 18 new, 23 sold out
Top 10 weight62.3%NVDA alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
11.0%Added +236%
QQQInvesco QQQ Tr
10.6%New
MAGSListed FDS Tr
8.6%New
IWMiShares Tr
5.6%Added +8%
PLTRPalantir Technologies Inc.
5.5%Added +148%
CRWDCrowdStrike Holdings, Inc.
5.3%Trimmed −39%
TSLATesla, Inc.
4.3%Added +175%
METAMeta Platforms, Inc.
4.1%Added +400%
GEVGE Vernova Inc.
3.6%New
GOOGLAlphabet Inc.
3.5%Added +249%
MSFTMicrosoft Corp
3.4%Added +419%
ANETArista Networks, Inc.
3.1%New
NVDANVIDIA Corp
11.0%Added +236%
QQQInvesco QQQ Tr
10.6%New
MAGSListed FDS Tr
8.6%New
IWMiShares Tr
5.6%+8%
PLTRPalantir Technologies Inc.
5.5%+148%
CRWDCrowdStrike Holdings, Inc.
5.3%
TSLATesla, Inc.
4.3%
METAMeta Platforms, Inc.
4.1%
GEVGE Vernova Inc.
3.6%
GOOGLMSFTANETBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 11.0% Added +236%
QQQ Invesco QQQ Tr 10.6% New
MAGS Listed FDS Tr 8.6% New
IWM iShares Tr 5.6% Added +8%
PLTR Palantir Technologies Inc. 5.5% Added +148%CRWD CrowdStrike Holdings, Inc. 5.3% Trimmed −39%TSLA Tesla, Inc. 4.3% Added +175%META Meta Platforms, Inc. 4.1% Added +400%GEV GE Vernova Inc. 3.6% NewGOOGL Alphabet Inc. 3.5% Added +249%MSFT Microsoft Corp 3.4% Added +419%ANET Arista Networks, Inc. 3.1% NewWhat changed
Biggest moves since Jun 30, 2026
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