Institutions / Shrier Wealth Management, LLC
Shrier Wealth Management, LLC
CIK 2075389 · Institution · as of Dec 31, 2025
Portfolio value
$253.89M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.39M | 8.0% |
| Vanguard Intl Equity Index F | $15.61M | 6.1% |
| iShares Tr | $14.98M | 5.9% |
| Vanguard Index Fds | $12.44M | 4.9% |
| SPDR Gold Tr | $9.90M | 3.9% |
| Vanguard Index Fds | $9.08M | 3.6% |
| Vanguard Specialized Funds | $7.82M | 3.1% |
| JPMorgan Chase & Co | $6.80M | 2.7% |
| iShares Tr | $6.13M | 2.4% |
| SPDR Series Trust | $5.04M | 2.0% |
| iShares Gold Tr | $4.47M | 1.8% |
| Williams Cos Inc/The | $4.27M | 1.7% |
| Exxon Mobil Corp | $3.99M | 1.6% |
| Bank of America Corp /De | $3.99M | 1.6% |
| Enbridge Inc | $3.92M | 1.5% |
| Waste Management Inc | $3.89M | 1.5% |
| Apple Inc. | $3.73M | 1.5% |
| Walmart Inc. | $3.51M | 1.4% |
| Alphabet Inc. | $3.42M | 1.3% |
| Novartis AG | $3.32M | 1.3% |
| Coca Cola Co | $3.32M | 1.3% |
| Vanguard Tax-Managed Fds | $3.28M | 1.3% |
| General Motors Co | $3.27M | 1.3% |
| Wells Fargo & COMPANY/MN | $2.98M | 1.2% |
| Chevron Corp | $2.86M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.