Shrier Wealth Management, LLC Portfolio Holdings
Shrier Wealth Management, LLC
- $254 Billion
- Q4 2025
Shrier Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $254 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $20.4B, Vanguard Ftse Emerging Mkts Et with a value of $15.6B, Ishares Tr with a value of $15B, Vanguard Growth ETF with a value of $12.4B, and Spdr Gold Trust with a value of $9.9B.
Examining the 13F form we can see an increase of $254B in the current position value.
Shrier Wealth Management, LLC is based out at Los Angeles, CA
Below you can find more details about Shrier Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 126
- Current Value $254 Billion
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 126 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks