Shrier Wealth Management, LLC holds a diversified book of 134 reported positions worth $296.5M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Shrier Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +10.8%, a 2.3-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Shrier Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 12% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shrier Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Marest Capital, LLC | 15 / 80 | $177.2M |
| Hoffman, Alan N Investment Management | 9 / 80 | $141.1M |
| Independent Investors Inc | 29 / 80 | $433.7M |
| Ardent Capital Management, Inc. | 20 / 80 | $191.7M |
| Daniel Investment Group, Inc. | 13 / 80 | $128.9M |
| Wallace Hart LLC | 16 / 80 | $120.0M |
| Trust Asset Management LLC | 25 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Shrier Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show SHRIER WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.