SHRIER WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$296,461
Net value change ($000)
+22,859 (8.4%)
New positions
8
Sold out positions
5
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 2,849 23.4%
VWO 2,310 13.9%
IEFA 1,926 11.5%
VTV 1,703 16.3%
IJR 1,626 23.6%
PG 1,521 58.6%
VIG 1,090 13.3%
INTC 1,083 218.3%
CSCO 933 51.3%
GOOGL 742 23.8%
Top Reduces (Value $000, Stocks/ETFs)
GLD -1,142 -13.7%
XOM -525 -11.1%
CVX -484 -12.7%
VZ -339 -15.1%
WMT -296 -8.1%
EQT -267 -100.0%
CRM -237 -100.0%
IAU -214 -5.0%
ABT -213 -10.1%
XLE -211 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type