SHRIER WEALTH MANAGEMENT, LLC

LOS ANGELES, CA · CIK 2075389 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Angeles, CA

$296.5m reported value +8.4% vs Q1 2026

134positions

42.4%in top 10

8 new 87 added 29 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	230,244	$23.2m7.82%	7.82%	Added +6.1k	+6,089 2.7%
2	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	316,985	$18.9m6.38%	6.38%	Added +9.7k	+9,651 3.1%
3	ISHARES TR CORE MSCI EAFE IEFA	IEFA	194,011	$18.7m6.32%	6.32%	Added +8.3k	+8,310 4.5%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	174,311	$15.0m5.06%	5.06%	Added +7.2k	+7,199 4.3%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	55,832	$12.2m4.10%	4.10%	Added +2.5k	+2,494 4.7%
6	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	39,282	$9.3m3.14%	3.14%	Added +1.1k	+1,130 3.0%
7	ISHARES TR CORE S&P SCP ETF IJR	IJR	57,433	$8.5m2.87%	2.87%	Added +2.0k	+1,987 3.6%
8	SPDR GOLD TR GOLD SHS GLD	GLD	19,598	$7.2m2.44%	2.44%	Added +164	+164 0.8%
9	SPDR SER TR S&P DIVID ETF SDY	SDY	42,918	$6.5m2.20%	2.20%	Added +1.7k	+1,690 4.1%
10	JPMORGAN CHASE & CO COM JPM	JPM	18,778	$6.1m2.07%	2.07%	Added +111	+111 0.6%
11	WILLIAMS COS INC COM WMB	WMB	71,505	$5.3m1.79%	1.79%	Added +121	+121 0.2%
12	ENBRIDGE INC COM ENB	ENB	83,995	$4.6m1.54%	1.54%	Added +1.0k	+1,028 1.2%
13	EXXON MOBIL CORP COM XOM	XOM	30,736	$4.2m1.42%	1.42%	Added +2.9k	+2,874 10.3%
14	PROCTER AND GAMBLE CO COM PG	PG	28,080	$4.1m1.39%	1.39%	Added +10.1k	+10,101 56.2%
15	ISHARES GOLD TR ISHARES NEW IAU	IAU	54,136	$4.1m1.38%	1.38%	Added +5.3k	+5,336 10.9%
16	BANK AMERICA CORP COM BAC	BAC	71,409	$4.1m1.37%	1.37%	Added +745	+745 1.1%
17	APPLE INC COM AAPL	AAPL	13,923	$4.0m1.36%	1.36%	Reduced -7	-7 -0.1%
18	WASTE MGMT INC DEL COM WM	WM	17,748	$4.0m1.33%	1.33%	Added +148	+148 0.8%
19	COCA COLA CO COM KO	KO	48,528	$3.9m1.33%	1.33%	Added +145	+145 0.3%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	10,933	$3.9m1.30%	1.30%	Added +54	+54 0.5%
21	BHP GROUP LTD SPONSORED ADS BHP	BHP	46,309	$3.9m1.30%	1.30%	Reduced -15	-15 -0.0%
22	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	53,356	$3.8m1.28%	1.28%	Added +332	+332 0.6%
23	NOVARTIS AG SPONSORED ADR NVS	NVS	23,884	$3.7m1.26%	1.26%	Added +183	+183 0.8%
24	WALMART INC COM WMT	WMT	29,616	$3.4m1.13%	1.13%	Added +250	+250 0.8%
25	CHEVRON CORP NEW COM CVX	CVX	19,999	$3.3m1.12%	1.12%	Added +1.6k	+1,639 8.9%
26	PHILIP MORRIS INTL INC COM PM	PM	18,107	$3.3m1.10%	1.10%	Added +124	+124 0.7%
27	JOHNSON & JOHNSON COM JNJ	JNJ	12,796	$3.2m1.10%	1.10%	Added +508	+508 4.1%
28	GENERAL MTRS CO COM GM	GM	39,938	$3.1m1.04%	1.04%	Added +104	+104 0.3%
29	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	82,750	$3.0m1.03%	1.03%	Added +788	+788 1.0%
30	MERCK & CO INC COM MRK	MRK	22,112	$2.8m0.96%	0.96%	Added +177	+177 0.8%
31	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	13,103	$2.8m0.94%	0.94%	Added +73	+73 0.6%
32	CISCO SYS INC COM CSCO	CSCO	23,409	$2.7m0.93%	0.93%	Reduced -4	-4 -0.0%
33	WELLS FARGO CO NEW COM WFC	WFC	32,670	$2.7m0.91%	0.91%	Added +19	+19 0.1%
34	ISHARES TR CORE HIGH DV ETF HDV	HDV	96,107	$2.6m0.89%	0.89%	Added +12.2k	+12,182 14.5%
35	VENTAS INC COM VTR	VTR	27,876	$2.5m0.83%	0.83%	Added +227	+227 0.8%
36	BOEING CO COM BA	BA	10,959	$2.4m0.80%	0.80%	Reduced -117	-117 -1.1%
37	ONEOK INC NEW COM OKE	OKE	25,251	$2.2m0.74%	0.74%	Added +301	+301 1.2%
38	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	1,713	$2.1m0.72%	0.72%	Reduced -20	-20 -1.1%
39	ISHARES TR 1 3 YR TREAS BD SHY	SHY	25,876	$2.1m0.72%	0.72%	Added +2.4k	+2,421 10.3%
40	CITIGROUP INC COM NEW C	C	14,959	$2.1m0.71%	0.71%	Reduced -18	-18 -0.1%
41	SCHLUMBERGER LTD COM STK SLB	SLB	41,704	$1.9m0.65%	0.65%	Added +151	+151 0.4%
42	VERIZON COMMUNICATIONS INC COM VZ	VZ	45,084	$1.9m0.64%	0.64%	Added +306	+306 0.7%
43	RIO TINTO PLC SPONSORED ADR RIO	RIO	20,026	$1.9m0.64%	0.64%	Added +401	+401 2.0%
44	ABBOTT LABS COM ABT	ABT	20,870	$1.9m0.64%	0.64%	Added +347	+347 1.7%
45	FREEPORT-MCMORAN INC CL B FCX	FCX	29,347	$1.8m0.62%	0.62%	Added +298	+298 1.0%
46	PEPSICO INC COM PEP	PEP	13,330	$1.8m0.61%	0.61%	Added +447	+447 3.5%
47	ISHARES TR MSCI ACWI EX US ACWX	ACWX	23,652	$1.8m0.61%	0.61%	Reduced -479	-479 -2.0%
48	GILEAD SCIENCES INC COM GILD	GILD	14,201	$1.8m0.61%	0.61%	Added +135	+135 1.0%
49	WEYERHAEUSER CO MTN BE COM NEW WY	WY	74,855	$1.8m0.60%	0.60%	Added +291	+291 0.4%
50	ISHARES TR NATIONAL MUN ETF MUB	MUB	16,182	$1.7m0.59%	0.59%	Added +364	+364 2.3%
51	REALTY INCOME CORP COM O	O	27,903	$1.7m0.58%	0.58%	Added +65	+65 0.2%
52	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,403	$1.7m0.57%	0.57%	Added +87	+87 2.6%
53	UNITED PARCEL SERVICE INC CL B UPS	UPS	14,908	$1.6m0.54%	0.54%	Added +151	+151 1.0%
54	INTEL CORP COM INTC	INTC	11,307	$1.6m0.53%	0.53%	Added +77	+77 0.7%
55	ALTRIA GROUP INC COM MO	MO	19,826	$1.4m0.48%	0.48%	Added +62	+62 0.3%
56	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	20,538	$1.3m0.45%	0.45%	Added +16	+16 0.1%
57	NEWMONT CORP COM NEM	NEM	13,392	$1.3m0.42%	0.42%	Added +37	+37 0.3%
58	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,569	$1.2m0.39%	0.39%	Reduced -184	-184 -10.5%
59	ISHARES INC CORE MSCI EMKT IEMG	IEMG	13,114	$1.1m0.37%	0.37%	Added +696	+696 5.6%
60	PFIZER INC COM PFE	PFE	44,811	$1.1m0.36%	0.36%	Added +791	+791 1.8%
61	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	932	$1.1m0.36%	0.36%	Added +7	+7 0.8%
62	HOME DEPOT INC COM HD	HD	3,006	$1.1m0.36%	0.36%	Added +35	+35 1.2%
63	CATERPILLAR INC COM CAT	CAT	982	$1.0m0.35%	0.35%	Added +338	+338 52.5%
64	DISNEY WALT CO COM DIS	DIS	10,576	$1.0m0.34%	0.34%	Added +95	+95 0.9%
65	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	73,652	$974.1k0.33%	0.33%	Reduced -2.2k	-2,215 -2.9%
66	DOUBLELINE ETF TRUST OPPORTUNISTIC CO DBND	DBND	20,156	$918.9k0.31%	0.31%	Added +2.1k	+2,084 11.5%
67	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,219	$910.3k0.31%	0.31%	Reduced -71	-71 -5.5%
68	3M CO COM MMM	MMM	5,604	$907.3k0.31%	0.31%	Added +94	+94 1.7%
69	AMGEN INC COM AMGN	AMGN	2,495	$903.6k0.30%	0.30%	Reduced -40	-40 -1.6%
70	NVIDIA CORPORATION COM NVDA	NVDA	4,507	$901.8k0.30%	0.30%	Added +21	+21 0.5%
71	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	18,318	$883.9k0.30%	0.30%	Added +274	+274 1.5%
72	AMAZON COM INC COM AMZN	AMZN	3,701	$882.1k0.30%	0.30%	Added +18	+18 0.5%
73	MICROSOFT CORP COM MSFT	MSFT	2,213	$825.5k0.28%	0.28%	Reduced -2	-2 -0.1%
74	ISHARES TR S&P 100 ETF OEF	OEF	2,157	$789.0k0.27%	0.27%	Reduced -2	-2 -0.1%
75	ABBVIE INC COM ABBV	ABBV	3,001	$755.2k0.25%	0.25%	Unchanged
76	DIAGEO PLC SPON ADR NEW DEO	DEO	9,339	$750.7k0.25%	0.25%	Reduced -205	-205 -2.1%
77	VANGUARD INDEX FDS MID CAP ETF VO	VO	8,859	$713.8k0.24%	0.24%	Reduced -321	-321 -3.5%
78	SHELL PLC SPON ADS SHEL	SHEL	8,857	$686.8k0.23%	0.23%	Added +137	+137 1.6%
79	BROADCOM INC COM AVGO	AVGO	1,811	$683.9k0.23%	0.23%	Added +2	+2 0.1%
80	ISHARES TR SELECT DIVID ETF DVY	DVY	4,323	$675.7k0.23%	0.23%	Reduced -195	-195 -4.3%
81	WELLTOWER INC COM WELL	WELL	2,899	$657.9k0.22%	0.22%	Added +2	+2 0.1%
82	AGNICO EAGLE MINES LTD COM AEM	AEM	4,213	$653.6k0.22%	0.22%	Unchanged
83	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	38,685	$625.1k0.21%	0.21%	Reduced -1.6k	-1,558 -3.9%
84	CLOROX CO DEL COM CLX	CLX	6,339	$605.0k0.20%	0.20%	Added +1.9k	+1,898 42.7%
85	KINDER MORGAN INC DEL COM KMI	KMI	18,911	$604.6k0.20%	0.20%	Reduced -19	-19 -0.1%
86	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,110	$579.8k0.20%	0.20%	Reduced -58	-58 -5.0%
87	HUDBAY MINERALS INC COM HBM	HBM	24,175	$570.8k0.19%	0.19%	Unchanged
88	ABRDN ASIA PACIFIC INCOME FU COM NEW FAX	FAX	38,794	$570.7k0.19%	0.19%	Reduced -899	-899 -2.3%
89	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	8,071	$554.3k0.19%	0.19%	Added +4	+4 0.1%
90	MEDTRONIC PLC SHS MDT	MDT	7,014	$548.7k0.19%	0.19%	Added +385	+385 5.8%
91	TESLA INC COM TSLA	TSLA	1,264	$531.6k0.18%	0.18%	Reduced -70	-70 -5.2%
92	EMERSON ELEC CO COM EMR	EMR	3,689	$528.0k0.18%	0.18%	Added +315	+315 9.3%
93	SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN SPH	SPH	30,862	$527.7k0.18%	0.18%	Added +295	+295 1.0%
94	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	27,139	$518.9k0.18%	0.18%	Reduced -1.2k	-1,207 -4.3%
95	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,602	$495.7k0.17%	0.17%	Unchanged
96	ARISTA NETWORKS INC COM SHS ANET	ANET	2,903	$493.2k0.17%	0.17%	Unchanged
97	SOUTHERN CO COM SO	SO	5,138	$491.8k0.17%	0.17%	Added +190	+190 3.8%
98	FASTENAL CO COM FAST	FAST	9,414	$452.2k0.15%	0.15%	Reduced -91	-91 -1.0%
99	INTERNATIONAL PAPER CO COM IP	IP	11,859	$451.8k0.15%	0.15%	Added +30	+30 0.2%
100	META PLATFORMS INC CL A META	META	794	$447.2k0.15%	0.15%	Added +1	+1 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EQT CORP EQT	EQT	4,188	$266.5k4.2k shares
SALESFORCE INC CRM	CRM	1,271	$237.3k1.3k shares
SELECT SECTOR SPDR TR XLE	XLE	3,441	$210.8k3.4k shares
WORLD GOLD TR GLDM	GLDM	2,162	$200.4k2.2k shares
RIVIAN AUTOMOTIVE INC RIVN	RIVN	10,392	$156.4k10.4k shares