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.

Portfolio value $254 Billion
ETFs: $128 Billion
Energy: $23.8 Billion
Financial Services: $17.9 Billion
Consumer Defensive: $16.5 Billion
Healthcare: $16.3 Billion
Technology: $8.72 Billion
Communication Services: $8.63 Billion
Basic Materials: $8.55 Billion
Other: $20.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 8.03% of portfolio
203,137
Q4 2025 New
$0
$15.6 Billion 6.15% of portfolio
290,349
Q4 2025 New
$0
$15 Billion 5.9% of portfolio
167,442
Q4 2025 New
$0
$12.4 Billion 4.9% of portfolio
25,497
Q4 2025 New
$130B
$9.9 Billion 3.9% of portfolio
24,988
Q4 2025 New
$0
$9.08 Billion 3.58% of portfolio
47,557
Q4 2025 New
$0
$7.82 Billion 3.08% of portfolio
35,573
Q4 2025 New
$881B
$6.8 Billion 2.68% of portfolio
21,107
Q4 2025 New
$0
$6.13 Billion 2.41% of portfolio
50,990
Q4 2025 New
$0
$5.04 Billion 1.98% of portfolio
36,188
Q4 2025 New
$65.3B
$4.47 Billion 1.76% of portfolio
55,025
Q4 2025 New
$74.3B
$4.27 Billion 1.68% of portfolio
71,092
Q4 2025 New
$490B
$3.99 Billion 1.57% of portfolio
33,179
Q4 2025 New
$413B
$3.99 Billion 1.57% of portfolio
72,486
Q4 2025 New
$96.7B
$3.92 Billion 1.54% of portfolio
81,992
Q4 2025 New
$85.9B
$3.89 Billion 1.53% of portfolio
17,705
Q4 2025 New
$279B
$3.51 Billion 1.38% of portfolio
31,490
Q4 2025 New
$1.74T
$3.42 Billion 1.35% of portfolio
10,903
Q4 2025 New
$306B
$3.32 Billion 1.31% of portfolio
47,468
Q4 2025 New
$283B
$3.32 Billion 1.31% of portfolio
24,077
Q4 2025 New
$0
$3.28 Billion 1.29% of portfolio
52,472
Q4 2025 New
$100B
$3.27 Billion 1.29% of portfolio
40,198
Q4 2025 New
$317B
$2.98 Billion 1.17% of portfolio
31,955
Q4 2025 New
$303B
$2.86 Billion 1.13% of portfolio
18,755
Q4 2025 New
$237B
$2.81 Billion 1.11% of portfolio
17,495
Q4 2025 New
$138B
$2.63 Billion 1.04% of portfolio
43,558
Q4 2025 New
$70.2B
$2.58 Billion 1.02% of portfolio
80,491
Q4 2025 New
$522B
$2.58 Billion 1.02% of portfolio
12,462
Q4 2025 New
$228B
$2.6 Billion 1.02% of portfolio
20,751
Q4 2025 New
$0
$2.55 Billion 1.0% of portfolio
13,313
Q4 2025 New
$346B
$2.48 Billion 0.98% of portfolio
17,334
Q4 2025 New
$235B
$2.33 Billion 0.92% of portfolio
22,127
Q4 2025 New
Bank America Corp
-
$2.13 Billion 0.84% of portfolio
-
Q4 2025 New
$31.2B
$2.14 Billion 0.84% of portfolio
27,625
Q4 2025 New
$172B
$1.82 Billion 0.72% of portfolio
44,606
Q4 2025 New
$204B
$1.83 Billion 0.72% of portfolio
12,785
Q4 2025 New
$0
$1.8 Billion 0.71% of portfolio
21,769
Q4 2025 New
$156B
$1.75 Billion 0.69% of portfolio
14,244
Q4 2025 New
$31.5B
$1.74 Billion 0.69% of portfolio
23,680
Q4 2025 New
$319B
$1.72 Billion 0.68% of portfolio
22,315
Q4 2025 New
$16.4B
$1.68 Billion 0.66% of portfolio
70,985
Q4 2025 New
$190B
$1.67 Billion 0.66% of portfolio
14,282
Q4 2025 New
$662B
$1.62 Billion 0.64% of portfolio
3,214
Q4 2025 New
$0
$1.62 Billion 0.64% of portfolio
24,131
Q4 2025 New
$0
$1.53 Billion 0.6% of portfolio
14,310
Q4 2025 New
$35.1B
$1.42 Billion 0.56% of portfolio
25,244
Q4 2025 New
$52.4B
$1.43 Billion 0.56% of portfolio
37,238
Q4 2025 New
$57.4B
$1.42 Billion 0.56% of portfolio
27,957
Q4 2025 New
$69.1B
$1.35 Billion 0.53% of portfolio
13,498
Q4 2025 New

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
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