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Shepherd Wealth Management LTD Liability Co.
Shepherd Wealth Management LTD Liability Co is a financial services and advanced planning firm based in Florence, Kentucky. The company specializes in large tax-oriented planning solutions for business owners, entrepreneurs, high-net-worth, and ultra-high-net-worth individuals. They focus heavily on advanced qualified plan design, premium financing, seasoned money strategies, and exits. The firm is known for its highly personalized approach, ‘white glove’ service, and deep expertise in tax optimization and intergenerational wealth transfer. The company is relatively small, with approximately 2 employees, and maintains a selective, high-touch client base.
Investment Strategy
Shepherd Wealth Management provides advanced planning with a significant focus on tax-efficient wealth accumulation and preservation. Their services address complex tax reduction for the self-employed, business owners, and the affluent through custom qualified plan design, premium financing, and strategies for tax-optimized business exits. The firm’s philosophy emphasizes personalization and education, tailoring solutions to each client’s specific cash flow, tax exposure, and legacy planning objectives, rather than a 'one-size-fits-all' approach. Their goal is to maximize after-tax returns and facilitate intergenerational wealth transfer in a tax-efficient, flexible manner.
Latest 13F Filing Activity
Shepherd Wealth Management LTD Liability Co. filed their most recent 13F report on Jun 30, 2025 disclosing 49 equity positions with a total 13F market value of $147M. The fund increased holdings in Nvidia Corporation, Palantir Technologies Inc., Pathward Financial Inc. among other positions. Shepherd Wealth Management LTD Liability Co. reduced exposure to Meta Platforms Inc., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 16.97% | $24.9M | 137,667 | $135.78 | $157.99 | +$15.3M |
P PLTR | PALANTIR TECHNOLOGIES INC | 14.86% | $21.8M | 117,175 | $89.68 | $136.32 | +$13.6M |
T TSLA | TESLA INC | 9.57% | $14.1M | 42,491 | $309.18 | $317.66 | +$6.2M |
C CRWD | CROWDSTRIKE HLDGS INC | 8.32% | $12.2M | 29,003 | $403.88 | $509.31 | +$5.5M |
C CASH | PATHWARD FINANCIAL INC | 8.05% | $11.8M | 15,485 | $79.12 | $79.12 | +$11.8M |
Industry Allocation
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