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SHRIER WEALTH MANAGEMENT, LLC 13F holdings

Filed 2026-07-09 · SHRIER WEALTH MANAGEMENT, LLC · 134 positions · $296.5M

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TickerCompanySharesValue% of portfolio
SGOVISHARES TR230.2K$23.2M7.8%
VWOVANGUARD INTL EQUITY INDEX F317.0K$18.9M6.4%
IEFAISHARES TR194.0K$18.7M6.3%
VUGVANGUARD INDEX FDS174.3K$15.0M5.1%
VTVVANGUARD INDEX FDS55.8K$12.2M4.1%
VIGVANGUARD SPECIALIZED FUNDS39.3K$9.3M3.1%
IJRISHARES TR57.4K$8.5M2.9%
GLDSPDR GOLD TR19.6K$7.2M2.4%
SDYSPDR SERIES TRUST42.9K$6.5M2.2%
JPMJPMORGAN CHASE & CO18.8K$6.1M2.1%
WMBWILLIAMS COS INC71.5K$5.3M1.8%
ENBENBRIDGE INC84.0K$4.6M1.5%
EXMOCEXXON MOBIL CORP30.7K$4.2M1.4%
PGPROCTER & GAMBLE CO28.1K$4.1M1.4%
IAUISHARES GOLD TR54.1K$4.1M1.4%
BACBANK OF AMER CORP71.4K$4.1M1.4%
AAPLAPPLE INC13.9K$4.0M1.4%
WMWASTE MGMT INC DEL17.7K$4.0M1.3%
KOCOCA COLA CO48.5K$3.9M1.3%
GOOGALPHABET INC10.9K$3.9M1.3%
BHPBHP BILLITON LIMITED46.3K$3.9M1.3%
VEAVANGUARD TAX-MANAGED FDS53.4K$3.8M1.3%
NVSNOVARTIS AG23.9K$3.7M1.3%
WMTWALMART INC29.6K$3.4M1.1%
CVXCHEVRON CORPORATION20.0K$3.3M1.1%
PMPHILIP MORRIS INTL INC18.1K$3.3M1.1%
JNJJOHNSON & JOHNSON12.8K$3.2M1.1%
GMGENERAL MTRS CO39.9K$3.1M1.0%
EPDENTERPRISE PRODS PARTNERS L82.8K$3.0M1.0%
MRKMERCK & CO INC22.1K$2.8M1.0%
RSPINVESCO EXCHANGE TRADED FD T13.1K$2.8M0.9%
CSCOCISCO SYS INC23.4K$2.7M0.9%
WFCWELLS FARGO & CO32.7K$2.7M0.9%
HDVISHARES TR96.1K$2.6M0.9%
VTRVENTAS INC27.9K$2.5M0.8%
BABOEING CO11.0K$2.4M0.8%
OKEEURONEOK INC NEW25.3K$2.2M0.7%
BAC 7.25 PERP LBANK OF AMER CORP1.7K$2.1M0.7%
SHYISHARES TR25.9K$2.1M0.7%
CCITIGROUP INC15.0K$2.1M0.7%
SLBSLB LIMITED41.7K$1.9M0.7%
VZVERIZON COMMUNICATIONS INC45.1K$1.9M0.6%
RIORIO TINTO PLC20.0K$1.9M0.6%
ABTABBOTT LABORATORIES20.9K$1.9M0.6%
FCXFREEPORT MCMORAN INC29.3K$1.8M0.6%
PEPPEPSICO INC13.3K$1.8M0.6%
ACWXISHARES TR23.7K$1.8M0.6%
GILDGILEAD SCIENCES INC14.2K$1.8M0.6%
WYWEYERHAEUSER CO74.9K$1.8M0.6%
MUBISHARES TR16.2K$1.7M0.6%
OREALTY INCOME CORP27.9K$1.7M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL3.4K$1.7M0.6%
UPSUNITED PARCEL SVCS INC14.9K$1.6M0.5%
INTCINTEL CORP11.3K$1.6M0.5%
MOALTRIA GROUP INC19.8K$1.4M0.5%
DGSWISDOMTREE TR20.5K$1.3M0.4%
NEMNEWMONT CORP13.4K$1.3M0.4%
QQQINVESCO QQQ TR1.6K$1.2M0.4%
ACWIISHARES INC13.1K$1.1M0.4%
PFEPFIZER INC44.8K$1.1M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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