SHRIER WEALTH MANAGEMENT, LLC
SHRIER WEALTH MANAGEMENT, LLC reported 134 positions worth $296.5M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SGOV (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $23.2M | 7.82% | 230,244 | — | — | |
| ▸ 2 | VWO | SH | $18.9M | 6.38% | 316,985 | — | — | |
| ▸ 3 | IEFA | SH | $18.7M | 6.32% | 194,011 | — | — | |
| ▸ 4 | VUG | SH | $15.0M | 5.06% | 174,311 | — | — | |
| ▸ 5 | VTV | SH | $12.2M | 4.10% | 55,832 | — | — | |
| ▸ 6 | VIG | SH | $9.3M | 3.14% | 39,282 | — | — | |
| ▸ 7 | IJR | SH | $8.5M | 2.87% | 57,433 | — | — | |
| ▸ 8 | GLD | SH | $7.2M | 2.44% | 19,598 | — | — | |
| ▸ 9 | SDY | SH | $6.5M | 2.20% | 42,918 | — | — | |
| ▸ 10 | JPM | SH | $6.1M | 2.07% | 18,778 | — | — |
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Frequently Asked Questions
What stocks does SHRIER WEALTH MANAGEMENT, LLC hold as of Q2 2026?
SHRIER WEALTH MANAGEMENT, LLC reported 134 positions worth $296.5M in its Q2 2026 13F filing. Largest positions: SGOV (7.8%), VWO (6.4%), IEFA (6.3%), VUG (5.1%) and VTV (4.1%).
What did SHRIER WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SHRIER WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.