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Aryn Sands

Shepherd Wealth Management Ltd Liability Co

Assets Managed
$133.511M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-7.16%(2Q avg: -5.79%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shepherd Wealth Management Ltd Liability Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Shepherd Wealth Management Ltd Liability Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 133.511M in assets, with a quarterly growth rate of -7.16% and a 2-quarter average growth rate of -5.79%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 2884.44%
20.62%
$27.527M
334,883 shares@ $82.21 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 6560.73%
15.99%
$21.338M
29,507 shares@ $723.14 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 2420.47%
13.82%
$18.443M
216,130 shares@ $85.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2092.55%
8.41%
$11.222M
16,466 shares@ $681.55 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
7.45%
$9.942M
57,687 shares@ $172.35 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -11.63%
4.46%
$5.952M
21,128 shares@ $281.72 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -64.11%
3.42%
$4.555M
23,101 shares@ $197.16 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
New Position
3.08%
$4.103M
20,226 shares@ $202.87 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -63.42%
2.19%
$2.924M
21,253 shares@ $137.57 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -65.76%
2.12%
$2.824M
7,155 shares@ $394.64 avg price

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