Shrier Wealth Management
Shrier Wealth Management reported 133 stocks worth $298M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SGOV (8.6%), IEFA (6.5%) and VWO (6.3%). Compared with Q2 2026, the fund opened new positions in XOM and OKE, added to SGOV, IEFA and VUG, trimmed JPM, WMB and AAPL and sold out of XOM, OKE and FAX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $25.7M | 8.6% | 255K | +25K (+11%) | 4 of 4 | |
| 2 |  IEFA Ishares TR | $19.3M | 6.5% | 199K | +4,764 (+2%) | 4 of 4 | |
| 3 |  VWO Vanguard Intl Equity Index F | $18.8M | 6.3% | 317K | No change | 4 of 4 | |
| 4 |  VUG Vanguard Index Fds | $15.9M | 5.3% | 177K | +2,343 (+1%) | 4 of 4 | |
| 5 |  VTV Vanguard Index Fds | $12.3M | 4.1% | 57K | +1,138 (+2%) | 4 of 4 | |
| 6 |  VIG Vanguard Dividend Appreciation ETF | $9.3M | 3.1% | 40K | +459 (+1%) | 4 of 4 | |
| 7 |  IJR Ishares TR | $8M | 2.7% | 59K | +1,092 (+2%) | 4 of 4 | |
| 8 |  GLD Spdr Gold TR | $7.5M | 2.5% | 20K | No change | 4 of 4 | |
| 9 |  SDY State Street Spdr S&P Div ETF | $6.4M | 2.1% | 44K | +726 (+2%) | 4 of 4 | |
| 10 |  JPM Jpmorgan Chase & Co. | $5.5M | 1.9% | 17K | −2,131 (−11%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.2M | 31K |
 OKE Oneok Inc New | $2.2M | 25K |
 FAX Abrdn Asia Pacific Income FU Com NE | $571K | 39K |
 LRCX Lam Research Corp | $275K | 635 |
 IJJ Ishares TR | $214K | 1,447 |
🔒 Free account: see all 6.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shrier Wealth Management 13F FAQ
What does Shrier Wealth Management own?
Shrier Wealth Management reported 133 stocks worth $298M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SGOV (8.6%), IEFA (6.5%) and VWO (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Shrier Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 47 added to, 53 trimmed and 6 sold out. New positions include XOM and OKE. It sold all of XOM, OKE and FAX.
When will Shrier Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shrier Wealth Management's portfolio worth?
The Q3 2026 filing reports $298M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.