Shrier Wealth Management, LLC holds a diversified book of 134 stocks worth $296.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Gold Miners ETF and trimmed Apple Inc. Their largest long position is Ishares 0-3 Month Treasury B at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2075389/holdings"
Use Arkolith to show SHRIER WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-3 MTH TREASURY | $23.2M | 230.2K | 7.8% | ▲+2.7% Added · +6K sh | |
| 2 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $18.9M | 317.0K | 6.4% | ▲+3.1% Added · +10K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $18.7M | 194.0K | 6.3% | ▲+4.5% Added · +8K sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $15.0M | 174.3K | 5.1% | ▲+526% Added · +146K sh | |
| 5 | Vanguard Index FDS VALUE ETF | $12.2M | 55.8K | 4.1% | ▲+4.7% Added · +2K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $9.3M | 39.3K | 3.1% | ▲+3.0% Added · +1K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $8.5M | 57.4K | 2.9% | ▲+3.6% Added · +2K sh | |
| 8 | SPDR Gold TR GOLD SHS | $7.2M | 19.6K | 2.4% | ▲+0.8% Added · +164 sh | |
| 9 | SPDR Series Trust ST STR SP DIV | $6.5M | 42.9K | 2.2% | ▲+4.1% Added · +2K sh | |
| 10 | JPMorgan Chase & Co COM | $6.1M | 18.8K | 2.1% | ▲+0.6% Added · +111 sh | |
| 11 | Williams Cos Inc COM | $5.3M | 71.5K | 1.8% | ▲+0.2% Added · +121 sh | |
| 12 | Enbridge Inc COM | $4.6M | 84.0K | 1.5% | ▲+1.2% Added · +1K sh | |
| 13 | Exxon Mobil Corp COM | $4.2M | 30.7K | 1.4% | ▲+10% Added · +3K sh | |
| 14 | Procter & Gamble Co COM | $4.1M | 28.1K | 1.4% | ▲+56% Added · +10K sh | |
| 15 | Ishares Gold TR ISHARES NEW | $4.1M | 54.1K | 1.4% | ▲+11% Added · +5K sh | |
| 16 | Bank Of Amer Corp COM | $4.1M | 71.4K | 1.4% | ▲+1.1% Added · +745 sh | |
| 17 | Apple Inc COM | $4.0M | 13.9K | 1.4% | ▼−0.1% Reduced · −7 sh | |
| 18 | Waste Mgmt Inc Del COM | $4.0M | 17.7K | 1.3% | ▲+0.8% Added · +148 sh | |
| 19 | Coca Cola Co COM | $3.9M | 48.5K | 1.3% | ▲+0.3% Added · +145 sh | |
| 20 | Alphabet Inc CAP STK CL C | $3.9M | 10.9K | 1.3% | ▲+0.5% Added · +54 sh | |
| 21 | BHP Billiton Limited SPONSORED ADS | $3.9M | 46.3K | 1.3% | ▼~0% Reduced · −15 sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.8M | 53.4K | 1.3% | ▲+0.6% Added · +332 sh | |
| 23 | Novartis AG SPONSORED ADR | $3.7M | 23.9K | 1.3% | ▲+0.8% Added · +183 sh | |
| 24 | Walmart Inc COM | $3.4M | 29.6K | 1.1% | ▲+0.8% Added · +250 sh | |
| 25 | Chevron Corporation COM | $3.3M | 20.0K | 1.1% | ▲+8.9% Added · +2K sh | |
| 26 | Philip Morris Intl Inc COM | $3.3M | 18.1K | 1.1% | ▲+0.7% Added · +124 sh | |
| 27 | Johnson & Johnson COM | $3.2M | 12.8K | 1.1% | ▲+4.1% Added · +508 sh | |
| 28 | General MTRS Co COM | $3.1M | 39.9K | 1.0% | ▲+0.3% Added · +104 sh | |
| 29 | Enterprise Prods Partners L COM | $3.0M | 82.8K | 1.0% | ▲+1.0% Added · +788 sh | |
| 30 | Merck & Co Inc COM | $2.8M | 22.1K | 1.0% | ▲+0.8% Added · +177 sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.8M | 13.1K | 0.9% | ▲+0.6% Added · +73 sh | |
| 32 | Cisco Sys Inc COM | $2.7M | 23.4K | 0.9% | ▼~0% Reduced · −4 sh | |
| 33 | Wells Fargo & Co COM | $2.7M | 32.7K | 0.9% | ▲+0.1% Added · +19 sh | |
| 34 | Ishares TR CORE HIGH DV ETF | $2.6M | 96.1K | 0.9% | ▲+473% Added · +79K sh | |
| 35 | Ventas Inc COM | $2.5M | 27.9K | 0.8% | ▲+0.8% Added · +227 sh | |
| 36 | Boeing Co COM | $2.4M | 11.0K | 0.8% | ▼−1.1% Reduced · −117 sh | |
| 37 | Oneok Inc New COM | $2.2M | 25.3K | 0.7% | ▲+1.2% Added · +301 sh | |
| 38 | Bank Of Amer Corp 7.25%CNV PFD L | $2.1M | 1.7K | 0.7% | ▼−1.1% Reduced · −20 sh | |
| 39 | Ishares TR 1 3 YR TREAS BD | $2.1M | 25.9K | 0.7% | ▲+10% Added · +2K sh | |
| 40 | Citigroup Inc COM NEW | $2.1M | 15.0K | 0.7% | ▼−0.1% Reduced · −18 sh | |
| 41 | SLB Limited COM STK | $1.9M | 41.7K | 0.7% | ▲+0.4% Added · +151 sh | |
| 42 | Verizon Communications Inc COM | $1.9M | 45.1K | 0.6% | ▲+0.7% Added · +306 sh | |
| 43 | Rio Tinto PLC SPONSORED ADR | $1.9M | 20.0K | 0.6% | ▲+2.0% Added · +401 sh | |
| 44 | Abbott Laboratories COM | $1.9M | 20.9K | 0.6% | ▲+1.7% Added · +347 sh | |
| 45 | Freeport McMoran Inc CL B | $1.8M | 29.3K | 0.6% | ▲+1.0% Added · +298 sh | |
| 46 | Pepsico Inc COM | $1.8M | 13.3K | 0.6% | ▲+3.5% Added · +447 sh | |
| 47 | Ishares TR MSCI ACWI EX US | $1.8M | 23.7K | 0.6% | ▼−2.0% Reduced · −479 sh | |
| 48 | Gilead Sciences Inc COM | $1.8M | 14.2K | 0.6% | ▲+0.9% Added · +135 sh | |
| 49 | Weyerhaeuser Co COM NEW | $1.8M | 74.9K | 0.6% | ▲+0.4% Added · +291 sh | |
| 50 | Ishares TR NATIONAL MUN ETF | $1.7M | 16.2K | 0.6% | ▲+2.3% Added · +364 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.