SHRIER WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$273,602
Net value change ($000)
+19,713 (7.8%)
New positions
8
Sold out positions
3
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BA 2,204 NEW
SGOV 2,172 10.7%
IEFA 1,833 12.2%
VTV 1,382 15.2%
VWO 1,002 6.4%
HDV 987 76.5%
SDY 981 19.5%
CVX 941 32.9%
WMB 922 21.6%
IJR 764 12.5%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,541 -15.6%
JPM -1,310 -19.3%
BAC -542 -13.6%
ABT -493 -19.0%
WFC -379 -12.7%
GM -301 -9.2%
GOOGL -300 -8.8%
INTU -281 -100.0%
VUG -273 -2.2%
QGRW -271 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type