§ 13F · FUND PROFILE
SHRIER WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 126Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$253.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 203K | $20.4T | 8.0% | NEW |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 290K | $15.6T | 6.1% | NEW |
| 3 | IEFA | ISHARES TR | 167K | $15.0T | 5.9% | NEW |
| 4 | VUG | VANGUARD INDEX FDS | 25K | $12.4T | 4.9% | NEW |
| 5 | GLD | SPDR GOLD TR | 25K | $9.9T | 3.9% | NEW |
| 6 | VTV | VANGUARD INDEX FDS | 48K | $9.1T | 3.6% | NEW |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $7.8T | 3.1% | NEW |
| 8 | JPM | JPMORGAN CHASE & CO. | 21K | $6.8T | 2.7% | NEW |
| 9 | IJR | ISHARES TR | 51K | $6.1T | 2.4% | NEW |
| 10 | SDY | SPDR SERIES TRUST | 36K | $5.0T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHRIER SIGNAL
AC read
SHRIER WEALTH MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed