SHRIER WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
SHRIER WEALTH MANAGEMENT, LLC disclosed 135 stock positions in a recent SEC 13F filing. $294,586,450 of stock holdings were filed, with the largest holdings including SGOV, IEFA, and VWO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $390,598,453 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
135Est. Stock Holding Value:
$294,586,450Top Stock Holdings By Sector
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Portfolio Stock Holdings - SHRIER WEALTH MANAGEMENT, LLC
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% of Portfolio
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