Shrier Wealth Management, LLC has submitted its latest 13F-HR report, detailing its investment portfolio as of September 30, 2026. The filing indicates a total portfolio value of approximately $297.6 million, showcasing the firm’s investment strategies and positions in various companies.
This report is significant as it provides insights into the firm’s financial health and investment focus, particularly in a competitive wealth management industry. The filing includes notable holdings in major corporations, including Apple Inc., Amazon.com Inc., and Bank of America Corp., reflecting trends in investment advisory services.
Background
Shrier Wealth Management, LLC is based in Los Angeles, California, and operates under the Central Index Key (CIK) 0002075389. The firm primarily focuses on wealth management and investment advisory services. The latest filing is part of a series of recent submissions, including previous 13F-HR reports and an N-PX filing.
What the Filing Says
The 13F-HR filing, dated October 20, 2026, indicates that Shrier Wealth Management holds a total of 133 positions within its portfolio. The report highlights a diverse range of investments, with significant values assigned to various companies. Notably, the firm has invested heavily in technology and consumer goods sectors, reflecting current market trends.
Impact
This update may affect clients and stakeholders of Shrier Wealth Management, providing them with a clearer understanding of the firm’s investment strategies and market positioning. Additionally, the report is relevant for industry analysts and competitors who monitor trends in wealth management.
What's Next
The filing does not say what happens next.