SHRIER WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings

SHRIER WEALTH MANAGEMENT, LLC disclosed 137 stock positions in a recent SEC 13F filing. $293,233,413 of stock holdings were filed, with the largest holdings including SGOV, VWO, and IEFA. This filing represented positions held on June 30, 2026, and was filed today.

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.