★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Shrier Wealth Management, Llc

Los Angeles, CA · CIK 2075389 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$297.60MReported 13F valueQ3 2026 · as filed
133Holdings listed
+0.4%vs prior quartervalue change includes market moves
4Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q4 2025 to Q3 2026Q4 2025: $253.9M$253.9MQ4 2025126 holdingsQ1 2026: $273.6M$273.6MQ1 2026131 holdingsQ2 2026: $296.5M$296.5MQ2 2026134 holdingsQ3 2026: $297.6M$297.6MQ3 2026133 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$297.60M · 133 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$296.46M · 134 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$273.60M · 131 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$253.89M · 126 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology