Shrier Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 133 distinct positions held by the firm, managed from its office in Los Angeles, California.
The largest position disclosed in the portfolio is a holding in Weyerhaeuser Co., with 1,255,571 shares valued at $65,909,000. The firm also holds significant stakes in Willams Cos. Inc., with 4,808,552 shares valued at $70,745,000, and Vanguard Index Funds Morningstar Growth ETF, with 15,918,259 shares valued at $176,654,000.
The filing indicates that all positions are held in a Sole capacity. Key holdings include major technology and consumer staples companies such as Apple Inc. (13,890 shares), Cisco Systems Inc. (23,491 shares), and Coca-Cola Co. (48,624 shares), alongside energy and materials companies like ExxonMobil Holdings Corp. (30,430 shares) and Freeport-McMoRan Inc. (29,258 shares).
The portfolio also includes a variety of exchange-traded funds (ETFs), including the Vanguard International Equity Index Fund FTSE Emerging Markets ETF (316,889 shares), Vanguard Specialized Funds Div App ETF (39,741 shares), and Vanguard Tax-Managed Funds Van FTSE Dev Mk (53,378 shares).
