§ 13F · FUND PROFILE
SHRIER WEALTH MANAGEMENT, LLC.
AUM · $296M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 230K | $23M | 7.8% | +3% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | 317K | $19M | 6.4% | +3% |
| 3 | IEFA | ISHARES TR | 194K | $19M | 6.3% | +4% |
| 4 | VUG | VANGUARD INDEX FDS | 174K | $15M | 5.1% | +526% |
| 5 | VTV | VANGUARD INDEX FDS | 56K | $12M | 4.1% | +5% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 39K | $9M | 3.1% | +3% |
| 7 | IJR | ISHARES TR | 57K | $9M | 2.9% | +4% |
| 8 | GLD | SPDR GOLD TR | 20K | $7M | 2.4% | +1% |
| 9 | SDY | SPDR SERIES TRUST | 43K | $7M | 2.2% | +4% |
| 10 | JPM | JPMORGAN CHASE & CO | 19K | $6M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHRIER SIGNAL
AC read
SHRIER WEALTH MANAGEMENT, LLC is a Other fund managing $296 million in assets. The fund runs a portfolio of 134 positions.
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