StockDriftsStockDriftsTop 50 Shrier Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 7.82% | 230.2K | $23.2M | +2.72%(+6.09K) | $100.54(-0.04%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.38% | 317.0K | $18.9M | +3.14%(+9.65K) | $54.03(+11.80%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.32% | 194.0K | $18.7M | +4.47%(+8.31K) | $88.68(+13.94%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.06% | 174.3K | $15.0M | +4.31%(+7.20K) | $80.23(+11.01%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.1% | 55.8K | $12.2M | +4.68%(+2.49K) | $189.99(+18.85%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.14% | 39.3K | $9.3M | +2.96%(+1.13K) | $217.93(+13.16%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.87% | 57.4K | $8.5M | +3.58%(+1.99K) | $120.24(+23.72%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.44% | 19.6K | $7.2M | +0.84%(+164) | $376.02(+7.33%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.2% | 42.9K | $6.5M | +4.10%(+1.69K) | $140.29(+12.68%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.07% | 18.8K | $6.1M | +0.59%(+111) | $318.75(+13.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.17% |
Shrier Wealth Management LLC reports $296.46M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (7.8%), VWO (6.4%) and IEFA (6.3%). The top 20 holdings account for 56.61% of reported assets. Its disclosed equity book has returned +6.34% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Shrier Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Shrier Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2075389). View Shrier Wealth Management LLC’s 13F filings on SEC