Shrier Wealth Management, LLC ETF holdings
Los Angeles, CA
Reported $151.4M in 37 ETFs in its Form 13F for June 30, 2026.
ETF value
$151.4M
ETFs held
37
Change from prior quarter
+11.0%
With price moves
ETFs as a share of its 13F
51.1%
of $296.5M
Top 10 of 37 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $23.2M | 230,244 | +6,089 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $18.9M | 316,985 | +9,651 shares |
| IEFA | iShares Core MSCI EAFE ETF | $18.7M | 194,011 | +8,310 shares |
| VUG | Vanguard Morningstar Growth ETF | $15.0M | 174,311 | +146,459 shares |
| VTV | Vanguard Morningstar Value ETF | $12.2M | 55,832 | +2,494 shares |
| VIG | Vanguard Dividend Appreciation ETF | $9.3M | 39,282 | +1,130 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.5M | 57,433 | +1,987 shares |
| GLD | SPDR Gold Shares | $7.2M | 19,598 | +164 shares |
| SDY | State Street SPDR S&P Dividend ETF | $6.5M | 42,918 | +1,690 shares |
| IAU | iShares Gold Trust | $4.1M | 54,136 | +5,336 shares |
27 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002075389. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shrier Wealth Management, LLC own?
Shrier Wealth Management, LLC reported 37 ETF positions worth $151.4M in its Form 13F for June 30, 2026. The largest was SGOV, at $23.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.