SHRIER WEALTH MANAGEMENT, LLC
•CIK: 2075389•Filing: Q4 2025
SHRIER WEALTH MANAGEMENT, LLC manages $254M across a diversified portfolio of 126 positions. The strategy exhibits a notable allocation to fixed income and international exposure, highlighted by the top holdings in SGOV ($20.4M) and VWO ($15.6M). Further diversification is evident with significant weightings in international equities (IEFA at $15.0M) and U.S. growth sectors (VUG at $12.4M). The portfolio maintains exposure across sectors, including financials (JPM at $6.8M) and value indices (VTV at $9.1M).
Total AUM
$253.9M
QoQ Performance
N/A
Positions
108
Top 10 Concentration
42.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
VWO
IEFA
SGOV8.0%
VWO6.1%
IEFA5.9%
VUG4.9%
GQ93.9%
VTV3.6%
VIG3.1%
JPM2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other72.8%
Financial7.1%
Technology5.1%
Healthcare4.9%
Consumer Staples2.5%
Consumer2.4%
Energy2.1%
Industrial0.9%