Advertisement
Screener

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Current Holdings: USA Stocks

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported a Form 13F information table total of $133.51 million in 52 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2016209): holdings report, quarter ended 2026-03-31, filed 2026-05-06; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
PW ADVISORS, LLC \ FLUnited States$0.133B35
LightSquare Wealth Management, LLCUnited States$0.133B92
RF&L WEALTH MANAGEMENT, LLCUnited States$0.134B52
Trace Wealth Advisors, LLCUnited States$0.133B66
Langdon Equity PartnersCanada$0.134B11
Gainplan LLCUnited States$0.133B59
Williams & Novak Wealth Management, LLCUnited States$0.134B143
Financial Planning Fort Collins, LLCUnited States$0.133B33
Williamson Legacy Group, LLCUnited States$0.133B81
BAM Wealth Management, LLCUnited States$0.134B251