Institutional Fund
Shrier Wealth Management, LLC
Los Angeles, CACIK 20753892 filings on record
Portfolio Value
$273.60M
Q1 2026
Holdings
131
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+7.8%
from $253.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.2%
- Ishares Tr6.1%
- Vanguard Intl Equity Index F6.1%
- Vanguard Index Fds4.4%
- Vanguard Index Fds3.8%
- Spdr Gold Tr3.1%
- Other68.2%
Portfolio Holdings
131 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 224.2K | $22.56M | 8.2% | +21.0K | Added |
| 2 | Ishares Tr | 185.7K | $16.81M | 6.1% | +18.3K | Added |
| 3 | Vanguard Intl Equity Index F | 307.3K | $16.61M | 6.1% | +17.0K | Added |
| 4 | Vanguard Index Fds | 27.9K | $12.17M | 4.4% | +2.4K | Added |
| 5 | Vanguard Index Fds | 53.3K | $10.46M | 3.8% | +5.8K | Added |
| 6 | Spdr Gold Tr | 19.4K | $8.36M | 3.1% | −5.6K | Reduced |
| 7 | Vanguard Specialized Funds | 38.2K | $8.21M | 3.0% | +2.6K | Added |
| 8 | Ishares Tr | 55.4K | $6.89M | 2.5% | +4.5K | Added |
| 9 | Spdr Series Trust | 41.2K | $6.02M | 2.2% | +5.0K | Added |
| 10 | Jpmorgan Chase & Co. | 18.7K | $5.49M | 2.0% | −2.4K | Reduced |
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