SHRIER WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 273,602
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 131 | 273,602 | 13F-HR | SHRIER WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/15/2026 | 126 | 253,889 | 13F-HR | SHRIER WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.4 K | 50.6% | 0 | 53.14 K | -53.14 K |
| ETFs | 135.2 K | 49.4% | 73.71 K | 0 | 73.71 K |
| Other | 0 | 0.0% | 0 | 859 | -859 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
273,602
Holdings
131
QoQ value change ($000)
19,713
(7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.