SEC Form 13F

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 13F Holdings

Report period2026-06-30
Publicly available2026-08-28
Reported value$180,798,092
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$57,761,941200,652
ISHARES TRBGRNUSD GRN BOND ETF$43,537,382531,914
INVESCO ACTIVELY MANAGED EXCQBIGINVESCO TOP QQQ$15,965,96022,275
ROUNDHILL ETF TRUSTMAGYMAG SEV CAL ETF$12,579,426187,705
ISHARES TRIWMRUSSELL 2000 ETF$8,903,64729,608
NVIDIA CORPORATIONNVDACOM$4,970,96422,647
PALANTIR TECHNOLOGIES INCPLTRCL A$3,209,40318,668
CROWDSTRIKE HLDGS INCCRWDCL A$2,746,72913,052
SCHWAB STRATEGIC TRSCUSULTRA SHORT INCM$2,560,9792,560,979
TESLA INCTSLACOM$2,367,9187,027

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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