SHRIER WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, SHRIER WEALTH MANAGEMENT, LLC held in its portfolio 126 assets valued at $253,888,887 (i.e. $253.89M).
The most valuable assets in the portfolio included: ISHARES TR ($20.39M), VANGUARD INTL EQUITY INDEX F ($15.61M), and ISHARES TR ($14.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 126 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SHRIER WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 203137 | 20390916 | 0-3 MNTH TREASRY |
| VANGUARD INTL EQUITY INDEX F | 290349 | 15609179 | FTSE EMR MKT ETF |
| ISHARES TR | 167442 | 14979399 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 25497 | 12438812 | GROWTH ETF |
| SPDR GOLD TR | 24988 | 9902994 | GOLD SHS |
| VANGUARD INDEX FDS | 47557 | 9082985 | VALUE ETF |
| VANGUARD SPECIALIZED FUNDS | 35573 | 7818134 | DIV APP ETF |
| JPMORGAN CHASE & CO. | 21107 | 6801210 | COM |
| ISHARES TR | 50990 | 6127930 | CORE S&P SCP ETF |
| SPDR SERIES TRUST | 36188 | 5035927 | STATE STREET SPD |
| ISHARES GOLD TR | 55025 | 4466379 | ISHARES NEW |
| WILLIAMS COS INC | 71092 | 4273315 | COM |
| EXXON MOBIL CORP | 33179 | 3992814 | COM |
| BANK AMERICA CORP | 72486 | 3986724 | COM |
| ENBRIDGE INC | 81992 | 3921677 | COM |
| WASTE MGMT INC DEL | 17705 | 3889979 | COM |
| APPLE INC | 13738 | 3734863 | COM |
| WALMART INC | 31490 | 3508299 | COM |
| ALPHABET INC | 10903 | 3421475 | CAP STK CL C |
| NOVARTIS AG | 24077 | 3319496 | SPONSORED ADR |
| COCA COLA CO | 47468 | 3318464 | COM |
| VANGUARD TAX-MANAGED FDS | 52472 | 3277918 | VAN FTSE DEV MKT |
| GENERAL MTRS CO | 40198 | 3268890 | COM |
| WELLS FARGO CO NEW | 31955 | 2978219 | COM |
| CHEVRON CORP NEW | 18755 | 2858375 | COM |
| PHILIP MORRIS INTL INC | 17495 | 2806241 | COM |
| BHP GROUP LTD | 43558 | 2629598 | SPONSORED ADS |
| ABBOTT LABS | 20751 | 2599876 | COM |
| ENTERPRISE PRODS PARTNERS L | 80491 | 2580556 | COM |
| JOHNSON & JOHNSON | 12462 | 2578943 | COM |
| INVESCO EXCHANGE TRADED FD T | 13313 | 2550170 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 17334 | 2484068 | COM |
| MERCK & CO INC | 22127 | 2329049 | COM |
| VENTAS INC | 27625 | 2137609 | COM |
| BANK AMERICA CORP | 1703 | 2131559 | 7.25%CNV PFD L |
| PEPSICO INC | 12785 | 1834892 | COM |
| VERIZON COMMUNICATIONS INC | 44606 | 1816809 | COM |
| ISHARES TR | 21769 | 1802930 | 1 3 YR TREAS BD |
| GILEAD SCIENCES INC | 14244 | 1748280 | COM |
| ONEOK INC NEW | 23680 | 1740454 | COM |
| CISCO SYS INC | 22315 | 1718902 | COM |
| WEYERHAEUSER CO MTN BE | 70985 | 1681639 | COM NEW |
| CITIGROUP INC | 14282 | 1666542 | COM NEW |
| ISHARES TR | 24131 | 1619912 | MSCI ACWI EX US |
| BERKSHIRE HATHAWAY INC DEL | 3214 | 1615517 | CL B NEW |
| ISHARES TR | 14310 | 1532768 | NATIONAL MUN ETF |
| SLB LIMITED | 37238 | 1429204 | COM STK |
| REALTY INCOME CORP | 25244 | 1422991 | COM |
| FREEPORT-MCMORAN INC | 27957 | 1419935 | CL B |
| NEWMONT CORP | 13498 | 1347748 | COM |
| ISHARES TR | 10620 | 1291498 | CORE HIGH DV ETF |
| RIO TINTO PLC | 15990 | 1279648 | SPONSORED ADR |
| WISDOMTREE TR | 20887 | 1195589 | EMG MKTS SMCAP |
| ALTRIA GROUP INC | 19879 | 1146217 | COM |
| PFIZER INC | 45113 | 1123318 | COM |
| UNITED PARCEL SERVICE INC | 11078 | 1098807 | CL B |
| DISNEY WALT CO | 9587 | 1090690 | COM |
| WELLS FARGO CO NEW | 896 | 1085733 | PERP PFD CNV A |
| INVESCO QQQ TR | 1753 | 1076885 | UNIT SER 1 |
| MICROSOFT CORP | 2138 | 1033996 | COM |
| VODAFONE GROUP PLC NEW | 75854 | 1002031 | SPONSORED ADR |
| HOME DEPOT INC | 2732 | 940107 | COM |
| 3M CO | 5771 | 923991 | COM |
| SPDR S&P 500 ETF TR | 1290 | 879404 | TR UNIT |
| ISHARES TR | 17624 | 859186 | CORE 1 5 YR USD |
| ISHARES INC | 12328 | 828664 | CORE MSCI EMKT |
| AMGEN INC | 2529 | 827758 | COM |
| AGNICO EAGLE MINES LTD | 4858 | 823577 | COM |
| DIAGEO PLC | 9520 | 821298 | SPON ADR NEW |
| NVIDIA CORPORATION | 4138 | 771803 | COM |
| ISHARES TR | 2158 | 740111 | S&P 100 ETF |
| AMAZON COM INC | 3150 | 727083 | COM |
| SHELL PLC | 9625 | 707242 | SPON ADS |
| ENERGY TRANSFER L P | 42780 | 705439 | COM UT LTD PTN |
| ABBVIE INC | 3011 | 687983 | COM |
| VANGUARD INDEX FDS | 2295 | 666055 | MID CAP ETF |
| ABRDN ASIA PACIFIC INCOME FU | 42838 | 657131 | COM NEW |
| ISHARES TR | 4618 | 651785 | SELECT DIVID ETF |
| DOUBLELINE ETF TRUST | 12441 | 576834 | OPPORTUNISTIC CO |
| PETROLEO BRASILEIRO SA PETRO | 48104 | 570032 | SPONSORED ADR |
| SPDR DOW JONES INDL AVERAGE | 1179 | 566524 | UT SER 1 |
| TESLA INC | 1255 | 564399 | COM |
| BROADCOM INC | 1611 | 557735 | COM |
| WELLTOWER INC | 2891 | 536573 | COM |
| SPDR INDEX SHS FDS | 8187 | 527161 | EURO STOXX 50 |
| KINDER MORGAN INC DEL | 19098 | 525000 | COM |
| SUBURBAN PROPANE PARTNERS L | 25517 | 473090 | UNIT LTD PARTN |
| ALPHABET INC | 1452 | 454582 | CAP STK CL A |
| MEDTRONIC PLC | 4589 | 440819 | SHS |
| INTERNATIONAL PAPER CO | 11102 | 437298 | COM |
| META PLATFORMS INC | 644 | 425029 | CL A |
| SOUTHERN CO | 4850 | 422906 | COM |
| INTEL CORP | 11315 | 417524 | COM |
| HUDBAY MINERALS INC | 20630 | 409506 | COM |
| BARRICK MNG CORP | 9302 | 405102 | COM SHS |
| SELECT SECTOR SPDR TR | 2642 | 380369 | STATE STREET TEC |
| EMERSON ELEC CO | 2728 | 362072 | COM |
| ISHARES TR | 1435 | 353302 | RUSSELL 2000 ETF |
| SOUTHERN COPPER CORP | 2375 | 340802 | COM |
| AMERICAN EXPRESS CO | 885 | 327406 | COM |
| BRITISH AMERN TOB PLC | 5610 | 317638 | SPONSORED ADR |
| ISHARES TR | 635 | 300546 | RUS 1000 GRW ETF |
| CATERPILLAR INC | 523 | 299394 | COM |
| FASTENAL CO | 7390 | 296556 | COM |
| EQT CORP | 5524 | 296111 | COM |
| VALE S A | 22677 | 295483 | SPONSORED ADS |
| BLACKROCK INC | 272 | 291491 | COM |
| VISA INC | 823 | 288555 | COM CL A |
| CLOROX CO DEL | 2807 | 283023 | COM |
| ARISTA NETWORKS INC | 2158 | 282763 | COM SHS |
| INTUIT | 424 | 280866 | COM |
| BARCLAYS PLC | 10984 | 279543 | ADR |
| WISDOMTREE TR | 4614 | 270703 | US QUALITY GROW |
| MCDONALDS CORP | 846 | 258482 | COM |
| REPUBLIC SVCS INC | 1164 | 246592 | COM |
| SANOFI SA | 5003 | 242445 | SPONSORED ADR |
| VIATRIS INC | 18520 | 230568 | COM |
| ISHARES TR | 2345 | 227184 | S&P MC 400GR ETF |
| COGENT COMMUNICATIONS HLDGS | 10000 | 215600 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 3903 | 210515 | COM |
| DEVON ENERGY CORP NEW | 5736 | 210116 | COM |
| NETFLIX INC | 2210 | 207210 | COM |
| WORLD GOLD TR | 2427 | 207193 | SPDR GLD MINIS |
| RIVIAN AUTOMOTIVE INC | 10392 | 204826 | COM CL A |
| SALESFORCE INC | 771 | 204246 | COM |
| SABA CAPITAL INCOME & OPPORT | 11343 | 93579 | COM NEW |
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