Shrier Wealth Management, LLC

13F filer · CIK 0002075389

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$296MU.S. long equity reported on 13F

Positions1003 new · 4 closed

Net flow last quarter+$4MBuys minus sells

Top 10 positions weight16.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026100 positions
GLDSPDR Gold Trust	$7.22M	2.44%	0.01%	+0.8%	Q4 2025
JPMJPMorgan Chase & Co	$6.15M	2.07%	0.00%	+0.6%	Q4 2025
WMBWilliams Companies, Inc.	$5.32M	1.79%	0.01%	+0.2%	Q4 2025
ENBEnbridge Inc	$4.55M	1.54%	0.00%	+1.2%	Q4 2025
XOMExxonMobil Holdings Corp	$4.2M	1.42%	0.00%	+10.3%	Q4 2025
PGPROCTER & GAMBLE Co	$4.12M	1.39%	0.00%	+56.2%	Q4 2025
IAUIshares Gold Trust	$4.09M	1.38%	0.01%	+10.9%	Q4 2025
BACBank of America Corp	$4.07M	1.37%	0.00%	+1.1%	Q4 2025
AAPLApple Inc.	$4.03M	1.36%	0.00%	-0.1%	Q4 2025
WMWaste Management Inc	$3.96M	1.33%	0.00%	+0.8%	Q4 2025
KOCoca Cola Co	$3.94M	1.33%	0.00%	+0.3%	Q4 2025
GOOGAlphabet Inc.	$3.86M	1.30%	Not reported	+0.5%	Q4 2025
BHPBHP Group Ltd	$3.86M	1.30%	0.00%	0.0%	Q4 2025
NVSNovartis AG	$3.74M	1.26%	0.00%	+0.8%	Q4 2025
WMTWalmart Inc.	$3.35M	1.13%	0.00%	+0.9%	Q4 2025
CVXChevron Corp	$3.31M	1.12%	0.00%	+8.9%	Q4 2025
PMPhilip Morris International Inc.	$3.28M	1.10%	0.00%	+0.7%	Q4 2025
JNJJohnson & Johnson	$3.25M	1.10%	0.00%	+4.1%	Q4 2025
GMGeneral Motors Co	$3.08M	1.04%	0.00%	+0.3%	Q4 2025
EPDEnterprise Products Partners L.P.	$3.04M	1.03%	0.00%	+1.0%	Q4 2025
MRKMerck & Co., Inc.	$2.84M	0.96%	0.00%	+0.8%	Q4 2025
CSCOCisco Systems, Inc.	$2.75M	0.93%	0.00%	0.0%	Q4 2025
WFCWells Fargo & Company	$2.7M	0.91%	0.00%	+0.1%	Q4 2025
VTRVentas, Inc.	$2.48M	0.83%	0.01%	+0.8%	Q4 2025
BABoeing Co	$2.37M	0.80%	0.00%	-1.1%	Q1 2026
OKEOneok Inc	$2.2M	0.74%	0.00%	+1.2%	Q4 2025
CCitigroup Inc	$2.09M	0.71%	0.00%	-0.1%	Q4 2025
SLBSLB Limited	$1.94M	0.65%	0.00%	+0.4%	Q4 2025
VZVerizon Communications Inc	$1.91M	0.64%	0.00%	+0.7%	Q4 2025
RIORio Tinto PLC	$1.9M	0.64%	0.00%	+2.0%	Q4 2025
ABTAbbott Laboratories	$1.89M	0.64%	0.00%	+1.7%	Q4 2025
FCXFreeport-Mcmoran Inc	$1.85M	0.62%	0.00%	+1.0%	Q4 2025
PEPPepsico Inc	$1.8M	0.61%	0.00%	+3.5%	Q4 2025
GILDGilead Sciences, Inc.	$1.79M	0.61%	0.00%	+1.0%	Q4 2025
WYWeyerhaeuser Co	$1.79M	0.60%	0.01%	+0.4%	Q4 2025
ORealty Income Corp	$1.73M	0.58%	0.00%	+0.2%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.7M	0.57%	Not reported	+2.6%	Q4 2025
UPSUnited Parcel Service Inc	$1.6M	0.54%	0.00%	+1.0%	Q4 2025
INTCIntel Corp	$1.58M	0.53%	0.00%	+0.7%	Q4 2025
MOAltria Group, Inc.	$1.43M	0.48%	0.00%	+0.3%	Q4 2025
NEMNEWMONT Corp	$1.25M	0.42%	0.00%	+0.3%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.16M	0.39%	Not reported	-10.5%	Q4 2025
PFEPfizer Inc	$1.08M	0.36%	0.00%	+1.8%	Q4 2025
HDHome Depot, Inc.	$1.06M	0.36%	0.00%	+1.2%	Q4 2025
CATCaterpillar Inc	$1.05M	0.35%	0.00%	+52.5%	Q4 2025
DISWalt Disney Co	$1.02M	0.34%	0.00%	+0.9%	Q4 2025
VODVodafone Group Public Ltd Co	$974K	0.33%	0.00%	-2.9%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$910K	0.31%	Not reported	-5.5%	Q4 2025
MMM3m Co	$907K	0.31%	0.00%	+1.7%	Q4 2025
AMGNAmgen Inc	$904K	0.30%	0.00%	-1.6%	Q4 2025

Q1 2026Reported Apr 14, 2026101 positions
GLDSPDR Gold Trust	$8.36M	3.06%	0.01%	-22.2%	Q4 2025
JPMJPMorgan Chase & Co	$5.49M	2.01%	0.00%	-11.6%	Q4 2025
WMBWilliams Companies, Inc.	$5.2M	1.90%	0.01%	+0.4%	Q4 2025
XOMExxonMobil Holdings Corp	$4.73M	1.73%	0.00%	-16.0%	Q4 2025
ENBEnbridge Inc	$4.49M	1.64%	0.00%	+1.2%	Q4 2025
IAUIshares Gold Trust	$4.3M	1.57%	0.01%	-11.3%	Q4 2025
WMWaste Management Inc	$4.04M	1.48%	0.00%	-0.6%	Q4 2025
CVXChevron Corp	$3.8M	1.39%	0.00%	-2.1%	Q4 2025
KOCoca Cola Co	$3.68M	1.34%	0.00%	+1.9%	Q4 2025
WMTWalmart Inc.	$3.65M	1.33%	0.00%	-6.7%	Q4 2025
NVSNovartis AG	$3.62M	1.32%	0.00%	-1.6%	Q4 2025
AAPLApple Inc.	$3.54M	1.29%	0.00%	+1.4%	Q4 2025
BACBank of America Corp	$3.44M	1.26%	0.00%	-2.5%	Q4 2025
BHPBHP Group Ltd	$3.37M	1.23%	0.00%	+6.4%	Q4 2025
GOOGAlphabet Inc.	$3.12M	1.14%	Not reported	-0.2%	Q4 2025
EPDEnterprise Products Partners L.P.	$3.1M	1.13%	0.00%	+1.8%	Q4 2025
JNJJohnson & Johnson	$3M	1.10%	0.00%	-1.4%	Q4 2025
PMPhilip Morris International Inc.	$2.97M	1.09%	0.00%	+2.8%	Q4 2025
GMGeneral Motors Co	$2.97M	1.08%	0.00%	-0.9%	Q4 2025
MRKMerck & Co., Inc.	$2.64M	0.96%	0.00%	-0.9%	Q4 2025
WFCWells Fargo & Company	$2.6M	0.95%	0.00%	+2.2%	Q4 2025
PGPROCTER & GAMBLE Co	$2.6M	0.95%	0.00%	+3.7%	Q4 2025
VTRVentas, Inc.	$2.26M	0.83%	0.01%	+0.1%	Q4 2025
OKEOneok Inc	$2.26M	0.82%	0.00%	+5.4%	Q4 2025
VZVerizon Communications Inc	$2.25M	0.82%	0.00%	+0.4%	Q4 2025
BABoeing Co	$2.2M	0.81%	0.00%	New	Q1 2026
SLBSLB Limited	$2.14M	0.78%	0.00%	+11.6%	Q4 2025
ABTAbbott Laboratories	$2.11M	0.77%	0.00%	-1.1%	Q4 2025
PEPPepsico Inc	$2M	0.73%	0.00%	+0.8%	Q4 2025
GILDGilead Sciences, Inc.	$1.96M	0.72%	0.00%	-1.3%	Q4 2025
RIORio Tinto PLC	$1.83M	0.67%	0.00%	+22.7%	Q4 2025
WYWeyerhaeuser Co	$1.82M	0.67%	0.01%	+5.0%	Q4 2025
CSCOCisco Systems, Inc.	$1.82M	0.66%	0.00%	+4.9%	Q4 2025
FCXFreeport-Mcmoran Inc	$1.71M	0.62%	0.00%	+3.9%	Q4 2025
ORealty Income Corp	$1.7M	0.62%	0.00%	+10.3%	Q4 2025
CCitigroup Inc	$1.7M	0.62%	0.00%	+4.9%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.59M	0.58%	Not reported	+3.2%	Q4 2025
UPSUnited Parcel Service Inc	$1.45M	0.53%	0.00%	+33.2%	Q4 2025
NEMNEWMONT Corp	$1.45M	0.53%	0.00%	-1.1%	Q4 2025
MOAltria Group, Inc.	$1.3M	0.48%	0.00%	-0.6%	Q4 2025
PFEPfizer Inc	$1.24M	0.45%	0.00%	-2.4%	Q4 2025
VODVodafone Group Public Ltd Co	$1.14M	0.42%	0.00%	0.0%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.01M	0.37%	Not reported	Not reported	Q4 2025
DISWalt Disney Co	$1.01M	0.37%	0.00%	+9.3%	Q4 2025
HDHome Depot, Inc.	$977K	0.36%	0.00%	+8.8%	Q4 2025
AMGNAmgen Inc	$892K	0.33%	0.00%	+0.2%	Q4 2025
AEMAgnico Eagle Mines Ltd	$855K	0.31%	0.00%	-13.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$839K	0.31%	Not reported	Not reported	Q4 2025
PBRPetrobras - Petroleo Brasileiro SA	$835K	0.31%	0.00%	-16.3%	Q4 2025
MSFTMicrosoft Corp	$820K	0.30%	0.00%	+3.6%	Q4 2025

Q4 2025Reported Jan 15, 202697 positions
GLDSPDR Gold Trust	$9.9M	3.90%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$6.8M	2.68%	0.00%	New	Q4 2025
IAUIshares Gold Trust	$4.47M	1.76%	0.01%	New	Q4 2025
WMBWilliams Companies, Inc.	$4.27M	1.68%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$3.99M	1.57%	0.00%	New	Q4 2025
BACBank of America Corp	$3.99M	1.57%	0.00%	New	Q4 2025
ENBEnbridge Inc	$3.92M	1.54%	0.00%	New	Q4 2025
WMWaste Management Inc	$3.89M	1.53%	0.00%	New	Q4 2025
AAPLApple Inc.	$3.73M	1.47%	0.00%	New	Q4 2025
WMTWalmart Inc.	$3.51M	1.38%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$3.42M	1.35%	Not reported	New	Q4 2025
NVSNovartis AG	$3.32M	1.31%	0.00%	New	Q4 2025
KOCoca Cola Co	$3.32M	1.31%	0.00%	New	Q4 2025
GMGeneral Motors Co	$3.27M	1.29%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$2.98M	1.17%	0.00%	New	Q4 2025
CVXChevron Corp	$2.86M	1.13%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$2.81M	1.11%	0.00%	New	Q4 2025
BHPBHP Group Ltd	$2.63M	1.04%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$2.6M	1.02%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$2.58M	1.02%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$2.58M	1.02%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$2.48M	0.98%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$2.33M	0.92%	0.00%	New	Q4 2025
VTRVentas, Inc.	$2.14M	0.84%	0.01%	New	Q4 2025
PEPPepsico Inc	$1.83M	0.72%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$1.82M	0.72%	0.00%	New	Q4 2025
GILDGilead Sciences, Inc.	$1.75M	0.69%	0.00%	New	Q4 2025
OKEOneok Inc	$1.74M	0.69%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$1.72M	0.68%	0.00%	New	Q4 2025
WYWeyerhaeuser Co	$1.68M	0.66%	0.01%	New	Q4 2025
CCitigroup Inc	$1.67M	0.66%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.62M	0.64%	Not reported	New	Q4 2025
SLBSLB Limited	$1.43M	0.56%	0.00%	New	Q4 2025
ORealty Income Corp	$1.42M	0.56%	0.00%	New	Q4 2025
FCXFreeport-Mcmoran Inc	$1.42M	0.56%	0.00%	New	Q4 2025
NEMNEWMONT Corp	$1.35M	0.53%	0.00%	New	Q4 2025
RIORio Tinto PLC	$1.28M	0.50%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$1.15M	0.45%	0.00%	New	Q4 2025
PFEPfizer Inc	$1.12M	0.44%	0.00%	New	Q4 2025
UPSUnited Parcel Service Inc	$1.1M	0.43%	0.00%	New	Q4 2025
DISWalt Disney Co	$1.09M	0.43%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.08M	0.42%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$1.03M	0.41%	0.00%	New	Q4 2025
VODVodafone Group Public Ltd Co	$1M	0.39%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$940K	0.37%	0.00%	New	Q4 2025
MMM3m Co	$924K	0.36%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$879K	0.35%	Not reported	New	Q4 2025
AMGNAmgen Inc	$828K	0.33%	0.00%	New	Q4 2025
AEMAgnico Eagle Mines Ltd	$824K	0.32%	0.00%	New	Q4 2025
DEODiageo PLC	$821K	0.32%	0.00%	New	Q4 2025

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