Shrier Wealth Management, LLC Top Holdings and 13F Report (2026) About Shrier Wealth Management, LLCInvestment ActivityShrier Wealth Management, LLC has $273.60 million in total holdings as of March 31, 2026.Shrier Wealth Management, LLC owns shares of 131 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 6.86% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Shrier Wealth Management, LLC has purchased 126 new stocks and bought additional shares in 72 stocks.Shrier Wealth Management, LLC sold shares of 44 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $22,563,435iShares Core MSCI EAFE ETF $16,811,549Vanguard FTSE Emerging Markets ETF $16,611,420Vanguard Growth ETF $12,165,611Vanguard Value ETF $10,464,982 Largest New Holdings this Quarter 097023105 - Boeing $2,204,456 Holding464288158 - iShares Short-Term National Muni Bond ETF $338,161 Holding22160K105 - Costco Wholesale $317,089 Holding00206R102 - AT&T $315,589 Holding670346105 - Nucor $287,518 Holding Largest Purchases this Quarter Boeing 11,076 shares (about $2.20M)iShares 0-3 Month Treasury Bond ETF 21,018 shares (about $2.12M)iShares Core MSCI EAFE ETF 18,259 shares (about $1.65M)Vanguard Value ETF 5,781 shares (about $1.13M)Vanguard Growth ETF 2,355 shares (about $1.03M) Largest Sales this Quarter SPDR Gold Shares 5,554 shares (about $2.39M)ExxonMobil 5,317 shares (about $902.09K)JPMorgan Chase & Co. 2,440 shares (about $717.74K)iShares Gold Trust 6,225 shares (about $548.80K)Energy Transfer 14,434 shares (about $278.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShrier Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$22,563,435$2,115,671 ▲10.3%224,1558.2%ETFIEFAiShares Core MSCI EAFE ETF$16,811,549$1,652,991 ▲10.9%185,7016.1%ETFVWOVanguard FTSE Emerging Markets ETF$16,611,420$918,040 ▲5.8%307,3346.1%ETFVUGVanguard Growth ETF$12,165,611$1,028,652 ▲9.2%27,8524.4%ETFVTVVanguard Value ETF$10,464,982$1,134,239 ▲12.2%53,3383.8%ETFGLDSPDR Gold Shares$8,362,256$2,389,831 ▼-22.2%19,4343.1%FinanceVIGVanguard Dividend Appreciation ETF$8,205,032$554,644 ▲7.2%38,1523.0%ETFIJRiShares Core S&P Small-Cap ETF$6,892,475$553,924 ▲8.7%55,4462.5%ETFSDYSPDR S&P Dividend ETF$6,016,800$735,536 ▲13.9%41,2282.2%ETFJPMJPMorgan Chase & Co.$5,490,977$717,736 ▼-11.6%18,6672.0%FinanceWMBWilliams Companies$5,195,320$21,252 ▲0.4%71,3841.9%EnergyXOMExxonMobil$4,727,115$902,091 ▼-16.0%27,8621.7%EnergyENBEnbridge$4,491,833$52,786 ▲1.2%82,9671.6%EnergyIAUiShares Gold Trust$4,302,208$548,796 ▼-11.3%48,8001.6%FinanceWMWaste Management$4,044,281$24,128 ▼-0.6%17,6001.5%Business ServicesCVXChevron$3,798,669$81,725 ▼-2.1%18,3601.4%EnergyKOCocaCola$3,679,501$69,585 ▲1.9%48,3831.3%Consumer StaplesWALMART INC$3,649,582$263,969 ▼-6.7%29,3661.3%COMNVSNovartis$3,620,328$57,434 ▼-1.6%23,7011.3%MedicalAAPLApple$3,535,410$48,729 ▲1.4%13,9301.3%Computer and TechnologyBACBank of America$3,444,880$88,823 ▼-2.5%70,6641.3%FinanceVEAVanguard FTSE Developed Markets ETF$3,397,795$35,372 ▲1.1%53,0241.2%ETFBHPBHP Group$3,369,579$201,197 ▲6.4%46,3241.2%Basic MaterialsGOOGAlphabet$3,120,671$6,884 ▼-0.2%10,8791.1%Computer and TechnologyEPDEnterprise Products Partners$3,101,451$55,663 ▲1.8%81,9621.1%EnergyJNJJohnson & Johnson$3,003,741$42,533 ▼-1.4%12,2881.1%MedicalPMPhilip Morris International$2,973,258$80,685 ▲2.8%17,9831.1%Consumer StaplesGMGeneral Motors$2,967,607$27,118 ▼-0.9%39,8341.1%Auto/Tires/TrucksMRKMerck & Co., Inc.$2,638,553$23,096 ▼-0.9%21,9351.0%MedicalWFCWells Fargo & Company$2,599,359$55,409 ▲2.2%32,6511.0%FinancePGProcter & Gamble$2,596,881$93,164 ▲3.7%17,9790.9%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$2,500,709$54,313 ▼-2.1%13,0300.9%ETFHDViShares Core High Dividend ETF$2,278,074$836,719 ▲58.1%16,7850.8%ETFVTRVentas$2,261,160$1,963 ▲0.1%27,6490.8%FinanceOKEONEOK$2,255,256$114,797 ▲5.4%24,9500.8%EnergyVZVerizon Communications$2,247,878$8,634 ▲0.4%44,7780.8%Computer and TechnologyBABoeing$2,204,456$2,204,456 ▲New Holding11,0760.8%AerospaceSLBSLB$2,135,387$221,746 ▲11.6%41,5530.8%EnergyABTAbbott Laboratories$2,107,047$23,408 ▼-1.1%20,5230.8%MedicalBANK AMERICA CORP$2,064,404$35,737 ▲1.8%1,7330.8%7.25%CNV PFD LPEPPepsiCo$2,000,559$15,218 ▲0.8%12,8830.7%Consumer StaplesGILDGilead Sciences$1,960,375$24,808 ▼-1.2%14,0660.7%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,936,670$139,212 ▲7.7%23,4550.7%ManufacturingRIORio Tinto$1,830,780$339,102 ▲22.7%19,6250.7%Basic MaterialsWYWeyerhaeuser$1,821,596$87,435 ▲5.0%74,5640.7%ConstructionCSCOCisco Systems$1,816,625$85,194 ▲4.9%23,4130.7%Computer and TechnologyFCXFreeport-McMoRan$1,707,505$64,188 ▲3.9%29,0490.6%Basic MaterialsORealty Income$1,703,128$158,701 ▲10.3%27,8380.6%FinanceCCitigroup$1,698,578$78,822 ▲4.9%14,9770.6%Financial ServicesMUBiShares National Muni Bond ETF$1,679,063$160,073 ▲10.5%15,8180.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,652,2480.0%24,1310.6%ManufacturingBRK.BBerkshire Hathaway$1,589,027$48,878 ▲3.2%3,3160.6%FinanceUPSUnited Parcel Service$1,451,831$361,949 ▲33.2%14,7570.5%TransportationNEMNewmont$1,445,677$15,480 ▼-1.1%13,3550.5%Basic MaterialsMOAltria Group$1,304,231$7,589 ▼-0.6%19,7640.5%Consumer StaplesPFEPfizer$1,236,081$30,691 ▼-2.4%44,0200.5%MedicalDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,233,350$21,936 ▼-1.7%20,5220.5%FinanceVODVodafone Group$1,139,528$195 ▲0.0%75,8670.4%Computer and TechnologyWFC.PLWells Fargo & Co. Pfd. Series L$1,068,436$33,497 ▲3.2%9250.4%FinanceQQQInvesco QQQ$1,011,7970.0%1,7530.4%FinanceDISWalt Disney$1,010,167$86,164 ▲9.3%10,4810.4%Consumer DiscretionaryHDHome Depot$977,099$78,602 ▲8.7%2,9710.4%Retail/WholesaleAMGNAmgen$891,824$2,111 ▲0.2%2,5350.3%MedicalISTBiShares Core 1-5 Year USD Bond ETF$874,412$20,353 ▲2.4%18,0440.3%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$866,131$6,277 ▲0.7%12,4180.3%ETFAEMAgnico Eagle Mines$855,155$130,922 ▼-13.3%4,2130.3%Basic MaterialsSPYSPDR S&P 500 ETF Trust$838,8110.0%1,2900.3%FinancePBRPetroleo Brasileiro S.A.- Petrobras$835,044$163,116 ▼-16.3%40,2430.3%EnergyDBNDDoubleLine Opportunistic Bond ETF$827,887$257,959 ▲45.3%18,0720.3%ETFMSFTMicrosoft$820,009$28,506 ▲3.6%2,2150.3%Computer and TechnologySHELShell$811,003$84,169 ▼-9.4%8,7200.3%EnergyMMM3M$800,251$37,907 ▼-4.5%5,5100.3%Multi-Sector ConglomeratesNVDANVIDIA$782,420$60,696 ▲8.4%4,4860.3%Computer and TechnologyAMZNAmazon.com$767,058$111,008 ▲16.9%3,6830.3%Retail/WholesaleDEODiageo$710,558$1,787 ▲0.3%9,5440.3%Consumer StaplesOEFiShares S&P 100 ETF$686,682$318 ▲0.0%2,1590.3%ETFDVYiShares Select Dividend ETF$684,070$15,141 ▼-2.2%4,5180.3%ETFVOVanguard Mid-Cap ETF$659,0780.0%2,2950.2%ETFABBVAbbVie$652,687$2,175 ▼-0.3%3,0010.2%MedicalKMIKinder Morgan$634,713$5,633 ▼-0.9%18,9300.2%EnergySPHSuburban Propane Partners$601,865$99,435 ▲19.8%30,5670.2%EnergyMDTMedtronic$574,403$176,766 ▲44.5%6,6290.2%MedicalWELLWelltower$572,817$1,186 ▲0.2%2,8970.2%FinanceABRDN ASIA PACIFIC INCOME FU$572,379$45,351 ▼-7.3%39,6930.2%COM NEWAVGOBroadcom$559,822$61,274 ▲12.3%1,8090.2%Computer and TechnologyETEnergy Transfer$547,075$278,575 ▼-33.7%28,3460.2%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$541,189$5,097 ▼-0.9%1,1680.2%FinanceHBMHudBay Minerals$505,258$74,091 ▲17.2%24,1750.2%Basic MaterialsFEZSPDR EURO STOXX 50 ETF$500,818$7,450 ▼-1.5%8,0670.2%ETFTSLATesla$495,915$29,368 ▲6.3%1,3340.2%Auto/Tires/TrucksINTCIntel$495,580$3,751 ▼-0.8%11,2300.2%Computer and TechnologySOSouthern$477,617$9,460 ▲2.0%4,9480.2%UtilitiesCLXClorox$460,209$169,327 ▲58.2%4,4410.2%Consumer StaplesCATCaterpillar$455,957$85,669 ▲23.1%6440.2%IndustrialsMETAMeta Platforms$453,916$85,288 ▲23.1%7930.2%Computer and TechnologyBARRICK MNG CORP$447,956$68,527 ▲18.1%10,9820.2%COM SHSEMREmerson Electric$442,056$84,638 ▲23.7%3,3740.2%IndustrialsFASTFastenal$441,045$98,139 ▲28.6%9,5050.2%Retail/WholesaleIPInternational Paper$422,298$25,954 ▲6.5%11,8290.2%Basic MaterialsVALEVale$376,624$15,831 ▲4.4%23,6720.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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