Shepherd Wealth Management Portfolio Update: Significant ETF Purchases and New Holdings in Q2 2026

Shepherd Wealth Management Ltd Liability Co has released its portfolio analysis for the second quarter of 2026, ending on June 30th. The report details significant changes in holdings during this period.

Sector Overview

The investor's activities were concentrated primarily within Exchange-Traded Funds (ETFs) and individual stocks across various sectors. There was no disclosed selling activity for major positions, with the has_large_sells flag set to false.

ETF Purchases Dominated Q2 Activity

The most notable change during this quarter involved substantial increases in ETF holdings:

• SPY, the SPDR S&P 500 ETF, saw a massive increase of +171,145 shares (representing a +580.01% change from Q1). This single position accounts for approximately 32% of the total portfolio value.
• The iShares Core Growth Equity ETF (BGRN) experienced a full 100% increase in shares, adding significantly to its existing allocation of ~24%.
• Several other ETFs were initiated with no prior holdings disclosed:
  • FLHY: Franklin U.S. Midterm Income ETF, purchased at full 100% new position allocation of ~0.2%.
  • FHI: Federated Hermes Inc., bought entirely new with a small allocation (~0.1%).
  • FTF: Franklin Limited Duration Income ETF, initiated at 100%.
  • VSS: Vanguard FTSE Socially Responsible Small Cap ETF, bought new with a small allocation (~0.3%).
  • IAGG, IUSV: iShares Core Asia Pacific ex-Japan ETF and iShares Core US Value Style ETF, both initiated at 100%.

Significant Individual Stock Buys

Beyond the substantial ETF purchases, Shepherd Wealth Management also noted significant buying activity in individual stocks:

• CRWD, CrowdStrike Holdings Inc. (Technology sector), was added to the portfolio with a +300% increase in shares.
• IWM, iShares Russell Top 100 Growth ETF, saw a ~40.15% share increase during the quarter.
• Several other stocks were initiated or increased:
  • BAC, Bank of America Corp. (Financial Services), bought entirely new.
  • Janus Henderson Group PLC (JHG) was added at 100% new position allocation (~0.2%).
  • WMT, Walmart Inc., purchased entirely new.
  • VO, Vanguard FTSE Socially Responsible World Index Fund, bought at 100% allocation (~0.2%).

No Major Sales Disclosed

The portfolio analysis did not disclose any large-scale selling activities during Q2:

• PLTR, Palantir Technologies Inc., experienced a small decrease of ~1.97% in shares.
• TSLA, Tesla Inc., saw a slight reduction (~1.8%) but remains part of the portfolio with ~1.4% allocation.
• AMZN, Amazon Inc., also saw a small decrease (~2.2%). These were not considered large sales based on the provided data thresholds.