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Shepherd Kaplan Krochuk, LLC
Shepherd Kaplan Krochuk, LLC (SKK) is a leading, independently owned SEC Registered Investment Advisory firm headquartered in Boston, Massachusetts. Founded in 1998, SKK has over 25 years of experience and manages approximately $9.7 billion in assets for a range of clients including high net worth families, family offices, foundations, endowments, and institutions. With a staff of talented professionals, SKK delivers tailored fiduciary management and investing services, combining institutional capabilities with boutique-level client service.
Investment Strategy
SKK employs a comprehensive, client-centered investment strategy across its Wealth Management and Asset Management divisions. The firm constructs tailored portfolios designed to meet clients’ bespoke needs for cash flow, growth, and risk management, with a focus on transparency and oversight. SKK utilizes proprietary technology and deep research capabilities to analyze both traditional and alternative investments—including equities, fixed income, private equity, hedge funds, real estate, and venture capital. Their approach emphasizes fiduciary duty, governance, tax efficiency, and multigenerational wealth planning. The asset management division offers access to differentiated strategies in hedge funds, direct real estate projects, venture capital (notably in healthcare and technology), and opportunistic private equity, providing flexible and diligenced opportunities through their broad industry network.
Latest 13F Filing Activity
Shepherd Kaplan Krochuk, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $115M. The fund increased holdings in Vanguard Index FDS, Janus Detroit STR TR, PIMCO Etf TR among other positions. Shepherd Kaplan Krochuk, LLC reduced exposure to The Campbells Company, Vaneck Etf Trust, Schwab Strategic TR among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ANGL | VANECK ETF TRUST | 7.60% | $8.7M | 298,616 | $29.61 | $29.28 | -$171.5K |
U USMV | ISHARES TR | 6.18% | $7.1M | 75,749 | $84.28 | $93.87 | +$287.8K |
A AAPL | APPLE INC | 5.41% | $6.2M | 30,323 | $99.56 | $205.17 | -$513.7K |
V VTI | VANGUARD INDEX FDS | 5.26% | $6.1M | 19,922 | $273.49 | $303.93 | +$2.2M |
S SCHV | SCHWAB STRATEGIC TR | 4.79% | $5.5M | 199,296 | $17.63 | $27.67 | +$138.7K |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | Boston, MA , United States | |
R Reading Wilson | Portfolio Manager | Santa Barbara, CA , United States | |
 | Investment Research Associate | Boston, MA , United States | |
W Wesley Hatch | Senior Associate | Boston, MA , United States |
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