Long-term investor
Shepherd Wealth Management LTD Liability Co. @shepherdwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002016209).
Record
- Tracked since 2025-06-30 (449 days), 147 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.6% · 1 year n/a · all +14.9%
- Max drawdown n/a · win rate 61% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 31.9% · long · since 2025-06-30
- 46435U440 · 24.1% · long · since 2026-06-30
- 46090A671 · 8.8% · long · since 2026-06-30
- 77926X668 · 7.0% · long · since 2026-06-30
- 464287655 · 4.9% · long · since 2025-09-30
- NVDA · 2.7% · long · since 2025-06-30
- PLTR · 1.8% · long · since 2025-06-30
- CRWD · 1.5% · long · since 2025-06-30
- 808524623 · 1.4% · long · since 2026-06-30
- TSLA · 1.3% · long · since 2025-06-30
- GOOGL · 0.9% · long · since 2025-06-30
- AMZN · 0.9% · long · since 2025-06-30