SHRIER WEALTH MANAGEMENT, LLC

CIK

2075389

Location

LOS ANGELES, CA

Portfolio Value

Small $285,456,882

Diversification

Diversified

Filing Date

Global Rank

#5,917 / 8,811 ▼ 127 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.1%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.8%, 30.3 effective positions, active share 76.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 76.6%; sector active share 45.9% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

131 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.7%

+9.7 pts

Top 5

44.3%

+14.1 pts

Top 10

53.5%

+12.7 pts

HHI

692

Diversified+362

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.4%	$146,826,537	37
Energy	9.5%	$27,240,767	12
Consumer Defensive	6.7%	$19,045,985	10
Healthcare	6.5%	$18,641,655	12
Financial Services	5.9%	$16,895,578	10
Technology	4.4%	$12,469,960	9
Basic Materials	4.2%	$11,897,558	10
Industrials	3.5%	$10,089,665	9
Communication Services	3.4%	$9,702,376	9
Consumer Cyclical	2.2%	$6,147,970	7
Real Estate	1.9%	$5,539,068	4
Utilities	0.3%	$959,763	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	+24,806	255,050	$25,678,434
—		+9,909	106,016	$0
IEFA	iShares Core MSCI EAFE ETF	+4,764	198,775	$19,257,322
VUG	VANGUARD GROWTH INDEX FUND	+2,343	176,654	$15,918,291
IAU	Ishares Gold Trust	+1,492	55,628	$4,344,546
DBND	DoubleLine Opportunistic Core Bond ETF	+1,295	21,451	$932,689
MDT	Medtronic plc	+1,261	8,275	$714,049
VTV	VANGUARD VALUE INDEX FUND	+1,138	56,970	$12,310,077
SUB	iShares Short-Term National Muni Bond ETF	+1,113	4,813	$503,151
IJR	iShares Core S&P Small-Cap ETF	+1,092	58,525	$7,961,741
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	+726	43,644	$6,392,973
RSP	Victory Portfolios II	+609	13,712	$0
VIG	Vanguard Specialized Funds	+459	39,741	$9,271,972
SPH	Suburban Propane Partners LP	+392	31,254	$513,815
EPD	Enterprise Products Partners L.P.	+378	83,128	$2,960,188
PFE	Pfizer Inc	+303	45,114	$1,286,651
OKE	Oneok Inc	+270	25,521	$2,176,175
DEO	Diageo PLC	+260	9,599	$821,674
SO	Southern Co	+242	5,380	$445,948
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+238	2,840	$555,930
SHY	iShares 1-3 Year Treasury Bond ETF	+220	26,096	$2,118,995
DIS	Walt Disney Co	+186	10,762	$1,128,933
SLB	Slb Limited	+148	41,852	$2,039,029
MMM	3M Co	+138	5,742	$942,549
MRK	Merck & Co., Inc.	+132	22,244	$3,232,275
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WY	Weyerhaeuser Co	−8,946	65,909	$1,255,566
O	Realty Income Corp	−4,815	23,088	$1,253,678
T	At&T Inc.	−3,597	11,294	$275,573
PG	PROCTER & GAMBLE Co	−3,543	24,537	$3,564,735
MUB	iShares National Muni Bond ETF	−2,887	13,295	$1,344,124
UPS	United Parcel Service Inc	−2,164	12,744	$1,190,799
JPM	Jpmorgan Chase & Co	−2,131	16,647	$5,507,327
BA	Boeing Co	−1,695	9,264	$1,723,567
CLX	Clorox Co	−1,328	5,011	$405,941
ENB	Enbridge Inc	−1,125	82,870	$3,852,626
BAC	Bank Of America Corp	−1,079	70,330	$3,828,061
VALE	Vale S.A.	−950	21,062	$282,441
ISTB	iShares Core 1-5 Year USD Bond ETF	−772	17,546	$829,048
WMB	Williams Companies, Inc.	−760	70,745	$4,808,537
BCS	Barclays PLC	−745	9,107	$221,026
—		−589	19,949	$0
WFC	Wells Fargo & Company	−546	32,124	$2,571,526
ACWX	iShares MSCI ACWI ex U.S. ETF	−535	23,117	$1,748,107
WMT	Walmart Inc.	−490	29,126	$3,026,773
VOD	Vodafone Group Public Ltd Co	−451	73,201	$1,182,196
KMI	Kinder Morgan, Inc.	−323	18,588	$560,428
VZ	Verizon Communications Inc	−322	44,762	$2,053,232
GM	General Motors Co	−319	39,619	$3,050,663
XOM	ExxonMobil Holdings Corp	−306	30,430	$4,952,482
MO	Altria Group, Inc.	−287	19,539	$1,315,756
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,334	$306,246
NOW	ServiceNow, Inc.	1,775	$237,867
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	3,394	$208,731
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FAX	Abrdn Asia-Pacific Income Fund, Inc.	38,794	$570,659
LRCX	Lam Research Corp	635	$275,164
MCD	Mcdonalds Corp	780	$210,841
IJJ	iShares S&P Mid-Cap 400 Value ETF	1,447	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $285,456,882 total · filing declares 133 positions · $297,597,550 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	255,050	+24,806	$25,678,434	—	9.00%
IEFA	iShares Core MSCI EAFE ETF	Added	198,775	+4,764	$19,257,322	—	6.75%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	316,889	-96	$18,794,686	−0.7%	6.58%
VUG	VANGUARD GROWTH INDEX FUND	Added	176,654	+2,343	$15,918,291	+6.0%	5.58%
VTV	VANGUARD VALUE INDEX FUND	Added	56,970	+1,138	$12,310,077	+1.2%	4.31%
VIG	Vanguard Specialized Funds	Added	39,741	+459	$9,271,972	−0.2%	3.25%
IJR	iShares Core S&P Small-Cap ETF	Added	58,525	+1,092	$7,961,741	—	2.79%
GLD	Spdr Gold Trust	Reduced	19,589	-9	$7,460,274	+3.3%	2.61%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	43,644	+726	$6,392,973	−2.1%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,647	-2,131	$5,507,327	−10.4%	1.93%
XOM	ExxonMobil Holdings Corp Energy	Reduced	30,430	-306	$4,952,482	+17.9%	1.73%
WMB	Williams Companies, Inc. Energy	Reduced	70,745	-760	$4,808,537	−9.5%	1.68%
AAPL	Apple Inc. Technology	Reduced	13,890	-33	$4,625,647	+14.8%	1.62%
IAU	Ishares Gold Trust	Added	55,628	+1,492	$4,344,546	+6.3%	1.52%
KO	Coca Cola Co Consumer Defensive	Added	48,624	+96	$4,185,553	+6.1%	1.47%
CVX	Chevron Corp Energy	Reduced	19,720	-279	$4,027,021	+21.5%	1.41%
BHP	BHP Group Ltd Basic Materials	Reduced	46,267	-42	$3,925,292	+1.7%	1.38%
ENB	Enbridge Inc Energy	Reduced	82,870	-1,125	$3,852,626	−15.4%	1.35%
BAC	Bank Of America Corp Financial Services	Reduced	70,330	-1,079	$3,828,061	−5.9%	1.34%
VEA	Vanguard FTSE Developed Markets ETF	Added	53,378	+22	$3,769,020	−0.9%	1.32%
GOOG	Alphabet Inc. Communication Services	Reduced	10,797	-136	$3,678,969	−4.8%	1.29%
WM	Waste Management Inc Industrials	Added	17,753	+5	$3,620,191	−8.5%	1.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	24,537	-3,543	$3,564,735	−13.4%	1.25%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	18,042	-65	$3,442,774	+5.1%	1.21%
NVS	Novartis AG Healthcare	Reduced	23,749	-135	$3,385,894	−9.5%	1.19%
JNJ	Johnson & Johnson Healthcare	Reduced	12,771	-25	$3,380,994	+4.0%	1.18%
MRK	Merck & Co., Inc. Healthcare	Added	22,244	+132	$3,232,275	+13.8%	1.13%
GM	General Motors Co Consumer Cyclical	Reduced	39,619	-319	$3,050,663	−0.9%	1.07%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,126	-490	$3,026,773	−9.8%	1.06%
EPD	Enterprise Products Partners L.P. Energy	Added	83,128	+378	$2,960,188	−2.7%	1.04%
WFC	Wells Fargo & Company Financial Services	Reduced	32,124	-546	$2,571,526	−4.8%	0.90%
CSCO	Cisco Systems, Inc. Technology	Added	23,491	+82	$2,528,336	−8.0%	0.89%
VTR	Ventas, Inc. Real Estate	Added	27,878	+2	$2,370,187	−4.2%	0.83%
OKE	Oneok Inc Energy	Added	25,521	+270	$2,176,175	−0.9%	0.76%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	26,096	+220	$2,118,995	—	0.74%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	14,035	-166	$2,091,916	+16.6%	0.73%
VZ	Verizon Communications Inc Communication Services	Reduced	44,762	-322	$2,053,232	+7.6%	0.72%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	29,258	-89	$2,048,060	+11.0%	0.72%
SLB	Slb Limited Energy	Added	41,852	+148	$2,039,029	+5.2%	0.71%
ABT	Abbott Laboratories Healthcare	Reduced	20,593	-277	$2,035,206	+7.5%	0.71%
C	Citigroup Inc Financial Services	Added	15,064	+105	$1,950,486	−6.8%	0.68%
RIO	Rio Tinto PLC Basic Materials	Added	20,130	+104	$1,895,642	−0.3%	0.66%
ACWX	iShares MSCI ACWI ex U.S. ETF	Reduced	23,117	-535	$1,748,107	—	0.61%
BA	Boeing Co Industrials	Reduced	9,264	-1,695	$1,723,567	−27.3%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,413	+10	$1,699,503	−0.2%	0.60%
PEP	Pepsico Inc Consumer Defensive	Added	13,344	+14	$1,690,951	−6.3%	0.59%
NEM	NEWMONT Corp Basic Materials	Reduced	13,218	-174	$1,524,564	+21.9%	0.53%
INTC	Intel Corp Technology	Added	11,350	+43	$1,364,610	−13.6%	0.48%
MUB	iShares National Muni Bond ETF	Reduced	13,295	-2,887	$1,344,124	—	0.47%
MO	Altria Group, Inc. Consumer Defensive	Reduced	19,539	-287	$1,315,756	−7.8%	0.46%

Showing the top 50 of 131 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.