SHRIER WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,461
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 134 | 296,461 | 13F-HR | SHRIER WEALTH MANAGEMENT, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 146.4 K | 49.4% | 8.002 K | 0 | 8.002 K |
| ETFs | 150.1 K | 50.6% | 14.86 K | 0 | 14.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
296,461
Holdings
134
QoQ value change ($000)
22,859
(8.4%)
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.