SHRIER WEALTH MANAGEMENT, LLC
Sector Allocation
- Other46.6%$138.6M
- Financials12.2%$36.3M
- Energy9.3%$27.8M
- Healthcare6.6%$19.6M
- Consumer Staples6.4%$19.0M
- Technology5.8%$17.1M
- Materials4.3%$12.7M
- Consumer Discretionary2.1%$6.3M
- Real Estate1.9%$5.5M
- Industrials1.7%$5.2M
AUM History
13fpro.ai/research/fund/shrier-wealth-management-llc-2075389
Conviction and streaks
Stable · top 10 = 43.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$25.7M
- ISHARES$19.3M
- VANGUARD$18.8M
- VANGUARD$15.9M
- VANGUARD$12.3M
- VANGUARD$9.3M
- ISHARES$8.0M
GLD
$7.5M- SPDR$6.4M
JPM
$5.5MXOM.R34088
$5.0MWMB
$4.8MAAPL
$4.6MIAU
$4.3MKO
$4.2MCVX
$4.0MBHP
$3.9MENB
$3.9MBAC
$3.8M- VANGUARD$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/shrier-wealth-management-llc-2075389
SHRIER WEALTH MANAGEMENT, LLC 13F holdings — Q3 2026
$297.6M portfolio (+0.4% QoQ) · 133 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
- 1
ISHARES TR - 0-3 MTH TREASURY
$25.7M
8.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE MSCI EAFE
$19.3M
6.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$18.8M
6.3% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$15.9M
5.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$12.3M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$9.3M
3.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P SCP ETF
$8.0M
2.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.5M
2.5% of stocks
-0.0%This quarter-1.4%Since filed4+ qtrsHeld- 9
SPDR SERIES TRUST - ST STR SP DIV
$6.4M
2.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $5.5M
1.9% of stocks
-11%This quarter+0.2%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - 0-3 MTH TREASURY | $25.7M | 8.6% | +11% | — | — | — | — | |
| 2 | ISHARES TR - CORE MSCI EAFE | $19.3M | 6.5% | +2% | — | — | — | — | |
| 3 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $18.8M | 6.3% | -0.0% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $15.9M | 5.3% | +1% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $12.3M | 4.1% | +2% | — | — | — | — | |
| 6 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $9.3M | 3.1% | +1% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P SCP ETF | $8.0M | 2.7% | +2% | — | — | — | — | |
| 8 | $7.5M | 2.5% | -0.0% | -1.4% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SPDR SERIES TRUST - ST STR SP DIV | $6.4M | 2.1% | +2% | — | — | — | — | |
| 10 | $5.5M | 1.9% | -11% | +0.2% | 4+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SHRIER WEALTH MANAGEMENT, LLC (Q3 2026)
133 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | EXXON MOBIL CORP | Energy | $5.0M | 1.7% | 30K | -1.0% | 4+ qtrs | 57.8 | 13F | |
| 12 | WILLIAMS COMPANIES, INC. | Energy | $4.8M | 1.6% | 71K | -1% | 4+ qtrs | 61.2 | 13F | |
| 13 | Apple Inc. | Technology | $4.6M | 1.6% | 14K | -0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ISHARES GOLD TRUSTetf/fund | Financials | $4.3M | 1.5% | 56K | +3% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COCA COLA CO | Consumer Staples | $4.2M | 1.4% | 49K | +0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CHEVRON CORP | Energy | $4.0M | 1.4% | 20K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BHP Group Ltdadr | Materials | $3.9M | 1.3% | 46K | -0.1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ENBRIDGE INC | Energy | $3.9M | 1.3% | 83K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BANK OF AMERICA CORP /DE/ | Financials | $3.8M | 1.3% | 70K | -2% | 4+ qtrs | 68.6 | 13F | |
| 20 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $3.8M | 1.3% | 53K | +0.0% | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $3.7M | 1.2% | 11K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WASTE MANAGEMENT INC | Utilities | $3.6M | 1.2% | 18K | +0.0% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROCTER & GAMBLE Co | Consumer Staples | $3.6M | 1.2% | 25K | -13% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Philip Morris International Inc. | Consumer Staples | $3.4M | 1.2% | 18K | -0.4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NOVARTIS AGadr | Healthcare | $3.4M | 1.1% | 24K | -0.6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.4M | 1.1% | 13K | -0.2% | |||
| 27 | $MRK | Merck & Co., Inc. | Healthcare | $3.2M | 1.1% | 22K | +0.6% | |||
| 28 | $GM | General Motors Co | Consumer Discretionary | $3.1M | 1.0% | 40K | -0.8% | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $3.0M | 1.0% | 29K | -2% | |||
| 30 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.0M | 1.0% | 106K | +10% | |||
| 31 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $3.0M | 1.0% | 83K | +0.5% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $2.9M | 1.0% | 14K | +5% | |||
| 33 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.6M | 0.9% | 32K | -2% | |||
| 34 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.5M | 0.8% | 23K | +0.4% | |||
| 35 | $VTR | Ventas, Inc. | Real Estate | $2.4M | 0.8% | 28K | +0.0% | |||
| 36 | $OKE | ONEOK INC /NEW/ | Energy | $2.2M | 0.7% | 26K | +1% | |||
| 37 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.1M | 0.7% | 26K | +0.9% | |||
| 38 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.1M | 0.7% | 14K | -1% | |||
| 39 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.1M | 0.7% | 1,711 | -0.1% | |||
| 40 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.1M | 0.7% | 45K | -0.7% | |||
| 41 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.0M | 0.7% | 29K | -0.3% | |||
| 42 | $SLB | SLB LIMITED/NV | Energy | $2.0M | 0.7% | 42K | +0.4% | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.0M | 0.7% | 21K | -1% | |||
| 44 | $C | CITIGROUP INC | Financials | $2.0M | 0.7% | 15K | +0.7% | |||
| 45 | $RIO | RIO TINTO PLC | Materials | $1.9M | 0.6% | 20K | +0.5% | |||
| 46 | — | ISHARES TR - MSCI ACWI EX US | — | $1.7M | 0.6% | 23K | -2% | |||
| 47 | $BA | BOEING CO | Industrials | $1.7M | 0.6% | 9,264 | -15% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.6% | 3,413 | +0.3% | |||
| 49 | $PEP | PEPSICO INC | Consumer Staples | $1.7M | 0.6% | 13K | +0.1% | |||
| 50 | $NEM | NEWMONT Corp /DE/ | Materials | $1.5M | 0.5% | 13K | -1% | |||
| 51 | $INTC | INTEL CORP | Technology | $1.4M | 0.5% | 11K | +0.4% | |||
| 52 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.3M | 0.5% | 13K | -18% | |||
| 53 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.3M | 0.4% | 20K | -1% | |||
| 54 | $PFE | PFIZER INC | Healthcare | $1.3M | 0.4% | 45K | +0.7% | |||
| 55 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.4% | 20K | -3% | |||
| 56 | $WY | WEYERHAEUSER CO | Real Estate | $1.3M | 0.4% | 66K | -12% | |||
| 57 | $O | REALTY INCOME CORP | Real Estate | $1.3M | 0.4% | 23K | -17% | |||
| 58 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.2M | 0.4% | 13K | -15% | |||
| 59 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $1.2M | 0.4% | 73K | -0.6% | |||
| 60 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.4% | 2,221 | +0.4% | |||
| 61 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.4% | 1,528 | -3% | |||
| 62 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.4% | 11K | +2% | |||
| 63 | — | ISHARES INC - CORE MSCI EMKT | — | $1.1M | 0.4% | 13K | — | |||
| 64 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.3% | 2,488 | -0.3% | |||
| 65 | $NVDA | NVIDIA CORP | Technology | $1.0M | 0.3% | 4,557 | +1% | |||
| 66 | $MMM | 3M CO | Healthcare | $943K | 0.3% | 5,742 | +2% | |||
| 67 | $AMZN | AMAZON COM INC | Consumer Discretionary | $941K | 0.3% | 3,776 | +2% | |||
| 68 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | — | $933K | 0.3% | 21K | +6% | |||
| 69 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $922K | 0.3% | 855 | -8% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $863K | 0.3% | 3,033 | +0.9% | |||
| 71 | $SPY | SPDR S&P 500 ETF TRUST | — | $862K | 0.3% | 1,131 | -7% | |||
| 72 | $SHEL | Shell plc | Energy | $833K | 0.3% | 8,764 | -1% | |||
| 73 | — | ISHARES TR - CORE 1 5 YR USD | — | $829K | 0.3% | 18K | -4% | |||
| 74 | $DEO | DIAGEO PLC | Consumer Staples | $822K | 0.3% | 9,599 | +3% | |||
| 75 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $805K | 0.3% | 39K | -0.3% | |||
| 76 | — | ISHARES TR - S&P 100 ETF | — | $801K | 0.3% | 2,097 | -3% | |||
| 77 | $CAT | CATERPILLAR INC | Industrials | $797K | 0.3% | 984 | +0.2% | |||
| 78 | $ABBV | AbbVie Inc. | Healthcare | $746K | 0.3% | 2,853 | -5% | |||
| 79 | $AEM | AGNICO EAGLE MINES LTD | Materials | $743K | 0.3% | 4,052 | -4% | |||
| 80 | $MDT | Medtronic plc | Healthcare | $714K | 0.2% | 8,275 | +18% | |||
| 81 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $695K | 0.2% | 8,863 | +0.0% | |||
| 82 | $WELL | WELLTOWER INC. | Real Estate | $660K | 0.2% | 2,865 | -1% | |||
| 83 | — | ISHARES TR - SELECT DIVID ETF | — | $649K | 0.2% | 4,268 | -1% | |||
| 84 | $HBM | Hudbay Minerals Inc. | Materials | $645K | 0.2% | 24K | — | |||
| 85 | $AVGO | Broadcom Inc. | Technology | $637K | 0.2% | 1,812 | +0.1% | |||
| 86 | $ANET | Arista Networks, Inc. | Technology | $591K | 0.2% | 2,903 | — | |||
| 87 | $EMR | EMERSON ELECTRIC CO | Industrials | $589K | 0.2% | 3,800 | +3% | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $575K | 0.2% | 792 | -0.3% | |||
| 89 | $KMI | KINDER MORGAN, INC. | Energy | $560K | 0.2% | 19K | -2% | |||
| 90 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $556K | 0.2% | 2,840 | +9% | |||
| 91 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $546K | 0.2% | 1,074 | -3% | |||
| 92 | $ET | Energy Transfer LP | Energy | $537K | 0.2% | 27K | — | |||
| 93 | $STT | STATE STREET CORP | Financials | $528K | 0.2% | 7,841 | -3% | |||
| 94 | $SPH | SUBURBAN PROPANE PARTNERS LP | Consumer Discretionary | $514K | 0.2% | 31K | +1% | |||
| 95 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $504K | 0.2% | 5,735 | — | |||
| 96 | — | ISHARES TR - SHRT NAT MUN ETF | — | $503K | 0.2% | 4,813 | +30% | |||
| 97 | $FAST | FASTENAL CO | Industrials | $468K | 0.2% | 9,456 | +0.4% | |||
| 98 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $452K | 0.1% | 2,229 | +0.5% | |||
| 99 | $TSLA | Tesla, Inc. | Consumer Discretionary | $448K | 0.1% | 1,264 | — | |||
| 100 | $B | BARRICK MINING CORP | Materials | $447K | 0.1% | 11K | — | |||
| 101 | $SO | SOUTHERN CO | Utilities | $446K | 0.1% | 5,380 | +5% | |||
| 102 | $UNP | UNION PACIFIC CORP | Industrials | $413K | 0.1% | 1,517 | +0.1% | |||
| 103 | $CLX | CLOROX CO /DE/ | Consumer Staples | $406K | 0.1% | 5,011 | -21% | |||
| 104 | $V | VISA INC. | Financials | $405K | 0.1% | 1,127 | +0.1% | |||
| 105 | — | ISHARES TR - RUSSELL 2000 ETF | — | $400K | 0.1% | 1,440 | +0.1% | |||
| 106 | $GOOGL | Alphabet Inc. | Technology | $390K | 0.1% | 1,133 | — | |||
| 107 | $NUE | NUCOR CORP | Materials | $387K | 0.1% | 1,657 | +0.2% | |||
| 108 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $385K | 0.1% | 12K | -2% | |||
| 109 | $BLK | BlackRock, Inc. | Financials | $375K | 0.1% | 354 | +3% | |||
| 110 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $352K | 0.1% | 3,090 | — | |||
| 111 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $344K | 0.1% | 1,640 | +1% | |||
| 112 | $CRM | Salesforce, Inc. | Technology | $306K | 0.1% | 1,334 | New | |||
| 113 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $301K | 0.1% | 5,541 | -1% | |||
| 114 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $290K | 0.1% | 319 | — | |||
| 115 | $VALE | Vale S.A. | Materials | $282K | 0.1% | 21K | -4% | |||
| 116 | $T | AT&T INC. | Communication Services | $276K | 0.1% | 11K | -24% | |||
| 117 | $VTRS | Viatris Inc | Healthcare | $263K | 0.1% | 15K | -0.2% | |||
| 118 | — | VANGUARD WORLD FD - INF TECH ETF | — | $258K | 0.1% | 2,056 | — | |||
| 119 | — | ISHARES TR - S&P MC 400GR ETF | — | $257K | 0.1% | 2,345 | — | |||
| 120 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $250K | 0.1% | 4,003 | +0.2% | |||
| 121 | $AXP | AMERICAN EXPRESS CO | Financials | $247K | 0.1% | 813 | — | |||
| 122 | $NOW | ServiceNow, Inc. | Technology | $238K | 0.1% | 1,775 | New | |||
| 123 | $NFLX | NETFLIX INC | Communication Services | $236K | 0.1% | 3,395 | — | |||
| 124 | — | ISHARES TR - RUS 1000 GRW ETF | — | $235K | 0.1% | 1,880 | — | |||
| 125 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $235K | 0.1% | 1,440 | +0.2% | |||
| 126 | $DVN | DEVON ENERGY CORP/DE | Energy | $227K | 0.1% | 4,920 | -4% | |||
| 127 | $KMX | CARMAX INC | Consumer Discretionary | $226K | 0.1% | 4,100 | — | |||
| 128 | $BCS | BARCLAYS PLC | Financials | $221K | 0.1% | 9,107 | -8% | |||
| 129 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $209K | 0.1% | 3,394 | New | |||
| 130 | — | ISHARES TR - CORE S&P MCP ETF | — | $208K | 0.1% | 2,885 | — | |||
| 131 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $207K | 0.1% | 508 | — | |||
| 132 | $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | Communication Services | $183K | 0.1% | 24K | +0.2% | |||
| 133 | $SABA | Saba Capital Income & Opportunities Fund II | Other | $91K | 0.0% | 11K | +0.4% |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 55 added to, 57 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (55)
- ISHARES TR - 0-3 MTH TREASURY+11%
now $25.7M
- ISHARES TR - CORE MSCI EAFE+2%
now $19.3M
- ISHARES TR - CORE HIGH DV ETF+10%
now $3.0M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+2%
now $12.3M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+1%
now $15.9M
- ISHARES TR - CORE S&P SCP ETF+2%
now $8.0M
+49 more in the Excel export
Trimmed (57)
now $5.5M · held 4+ qtrs
$PGPROCTER & GAMBLE Co-13%
now $3.6M · held 4+ qtrs
$BABOEING CO-15%
now $1.7M · held 3 qtrs, 2 trims in a row
- ISHARES TR - NATIONAL MUN ETF-18%
now $1.3M
$OREALTY INCOME CORP-17%
now $1.3M · held 4+ qtrs
$UPSUNITED PARCEL SERVICE INC-15%
now $1.2M · held 4+ qtrs
+51 more in the Excel export
Holdings by quarter
Every 13F SHRIER WEALTH MANAGEMENT, LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow SHRIER WEALTH MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of SHRIER WEALTH MANAGEMENT's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SHRIER WEALTH MANAGEMENT, LLC disclosed 133 positions worth $297.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $CRM and a full exit from $FAX. The portfolio is most concentrated in Other (46.6% of disclosed assets). All figures are sourced directly from SHRIER WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 2075389.
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AI-Powered Hedge Fund Analysis: SHRIER WEALTH MANAGEMENT, LLC
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