Shrier Wealth Management, LLC 13F Holdings · Q2 2026
Shrier Wealth Management, LLC reported 134 securities worth $296.46M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (7.82%), VWO (6.38%), IEFA (6.32%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $23.2M | 7.82% | 230,244 | Added |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $18.9M | 6.38% | 316,985 | Added |
| 3 | IEFA | ISHARES TR | $18.7M | 6.32% | 194,011 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $15.0M | 5.06% | 174,311 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $12.2M | 4.10% | 55,832 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $9.3M | 3.14% | 39,282 | Added |
| 7 | IJR | ISHARES TR | $8.5M | 2.87% | 57,433 | Added |
| 8 | GLD | SPDR GOLD TR | $7.2M | 2.44% | 19,598 | Added |
| 9 | SDY | SPDR SERIES TRUST | $6.5M | 2.20% | 42,918 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $6.1M | 2.07% | 18,778 | Added |
| 11 | WMB | WILLIAMS COS INC | $5.3M | 1.79% | 71,505 | Added |
| 12 | ENB | ENBRIDGE INC | $4.6M | 1.54% | 83,995 | Added |
| 13 | XOM | EXXON MOBIL CORP | $4.2M | 1.42% | 30,736 | Added |
| 14 | PG | PROCTER & GAMBLE CO | $4.1M | 1.39% | 28,080 | Added |
| 15 | IAU | ISHARES GOLD TR | $4.1M | 1.38% | 54,136 | Added |
| 16 | BAC | BANK OF AMER CORP | $4.1M | 1.37% | 71,409 | Added |
| 17 | AAPL | APPLE INC | $4.0M | 1.36% | 13,923 | Trimmed |
| 18 | KO | COCA COLA CO | $3.9M | 1.33% | 48,528 | Added |
| 19 | WM | WASTE MGMT INC DEL | $4.0M | 1.33% | 17,748 | Added |
| 20 | BHP | BHP BILLITON LIMITED | $3.9M | 1.30% | 46,309 | Trimmed |
| 21 | GOOG | ALPHABET INC | $3.9M | 1.30% | 10,933 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.28% | 53,356 | Added |
| 23 | NVS | NOVARTIS AG | $3.7M | 1.26% | 23,884 | Added |
| 24 | WMT | WALMART INC | $3.4M | 1.13% | 29,616 | Added |
| 25 | CVX | CHEVRON CORPORATION | $3.3M | 1.12% | 19,999 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR