# EDGAR Filing Document

**Accession Number:** 0002016209
**File Stem:** 0001754960-26-000361
**Filing Date:** 2026-5
**Character Count:** 8526
**Document Hash:** 77b332e35ed2226f13d7f089d6683e74
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000361.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0001754960-26-000361

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
- **CENTRAL INDEX KEY:** 0002016209

**ORGANIZATION NAME:**
- **EIN:** 861218637
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24834
- **FILM NUMBER:** 26945391

**BUSINESS ADDRESS:**
- **STREET 1:** 3181 LINWOOD AVE
- **STREET 2:** SUITE 20
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45208
- **BUSINESS PHONE:** 5136302664

**MAIL ADDRESS:**
- **STREET 1:** 3181 LINWOOD AVE
- **STREET 2:** SUITE 20
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co<br>**Address:** 3181 LINWOOD AVE<br>SUITE 20<br>CINCINNATI, OH 45208

**Form 13F File Number:** 028-24834

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $133511272

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 200604 | 4405 | SH |  | SOLE |  | 0 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 206661 | 310 | SH |  | SOLE |  | 0 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 207435 | 1135 | SH |  | SOLE |  | 0 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 223734 | 438 | SH |  | SOLE |  | 0 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 224930 | 1549 | SH |  | SOLE |  | 0 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 231579 | 236 | SH |  | SOLE |  | 0 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 232112 | 1235 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPS ETF TR | SECTR DIV DOGS | 00162Q858 |  | 234185 | 4344 | SH |  | SOLE |  | 0 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 236035 | 1158 | SH |  | SOLE |  | 0 | 0 | 0 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 240639 | 1500 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 260560 | 3356 | SH |  | SOLE |  | 0 | 0 | 0 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 |  | 265506 | 6800 | SH |  | SOLE |  | 0 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 271034 | 952 | SH |  | SOLE |  | 0 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 283808 | 2800 | SH |  | SOLE |  | 0 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 284295 | 352 | SH |  | SOLE |  | 0 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 289625 | 500 | SH |  | SOLE |  | 0 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 313670 | 4216 | SH |  | SOLE |  | 0 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 315968 | 15500 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 321317 | 4400 | SH |  | SOLE |  | 0 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 337717 | 3770 | SH |  | SOLE |  | 0 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 346328 | 2600 | SH |  | SOLE |  | 0 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 380732 | 1700 | SH |  | SOLE |  | 0 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 405155 | 1011 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 409463 | 4144 | SH |  | SOLE |  | 0 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 441514 | 3448 | SH |  | SOLE |  | 0 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 468781 | 4884 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 470046 | 647 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 508192 | 3209 | SH |  | SOLE |  | 0 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 606732 | 4232 | SH |  | SOLE |  | 0 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 649336 | 4915 | SH |  | SOLE |  | 0 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 768344 | 2393 | SH |  | SOLE |  | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 839206 | 2043 | SH |  | SOLE |  | 0 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 910244 | 15311 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | MSCI EAFE SMCP | 46435G839 |  | 1006516 | 11426 | SH |  | SOLE |  | 0 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1087040 | 1799 | SH |  | SOLE |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1124820 | 3631 | SH |  | SOLE |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1172504 | 2518 | SH |  | SOLE |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1388092 | 4953 | SH |  | SOLE |  | 0 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1407551 | 1563 | SH |  | SOLE |  | 0 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1563923 | 3263 | SH |  | SOLE |  | 0 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1699718 | 6154 | SH |  | SOLE |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1845915 | 4747 | SH |  | SOLE |  | 0 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 2823588 | 7155 | SH |  | SOLE |  | 0 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 2923563 | 21253 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 4103118 | 20226 | SH |  | SOLE |  | 0 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4554587 | 23101 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 5952130 | 21128 | SH |  | SOLE |  | 0 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 9941859 | 57687 | SH |  | SOLE |  | 0 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11222314 | 16466 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 18443459 | 216130 | SH |  | SOLE |  | 0 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 21337673 | 29507 | SH |  | SOLE |  | 0 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 27527415 | 334883 | SH |  | SOLE |  | 0 | 0 | 0 |

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