SHRIER WEALTH MANAGEMENT, LLC
CIK: 0002075389SEC EDGAR →
Portfolio Value
$253.9M
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 203,137 | $20.4M | 8.03% |
| 2 | VANGUARD INTL EQUITY INDEX F | 290,349 | $15.6M | 6.15% |
| 3 | ISHARES TR | 167,442 | $15.0M | 5.90% |
| 4 | VANGUARD INDEX FDS | 25,497 | $12.4M | 4.90% |
| 5 | SPDR GOLD TR | 24,988 | $9.9M | 3.90% |
| 6 | VANGUARD INDEX FDS | 47,557 | $9.1M | 3.58% |
| 7 | VANGUARD SPECIALIZED FUNDS | 35,573 | $7.8M | 3.08% |
| 8 | JPMORGAN CHASE & CO. | 21,107 | $6.8M | 2.68% |
| 9 | ISHARES TR | 50,990 | $6.1M | 2.41% |
| 10 | SPDR SERIES TRUST | 36,188 | $5.0M | 1.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $113.7M | 45.9% |
| Unknown | 14 | $40.5M | 16.3% |
| Energy | 13 | $23.8M | 9.6% |
| Consumer Defensive | 7 | $13.4M | 5.4% |
| Healthcare | 11 | $13.0M | 5.2% |
| Technology | 12 | $10.0M | 4.0% |
| Basic Materials | 9 | $8.9M | 3.6% |
| Industrials | 7 | $7.1M | 2.9% |
| Communication Services | 6 | $6.6M | 2.7% |
| Consumer Cyclical | 7 | $6.4M | 2.6% |
| Real Estate | 3 | $3.6M | 1.5% |
| Utilities | 2 | $895K | 0.4% |