Lindsay Bourkoff

Shrier Wealth Management, Llc

Assets Managed

$296.461M

Holdings

134

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

8.36%(2Q avg: 8.06%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Shrier Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Shrier Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 296.461M in assets, with a quarterly growth rate of 8.36% and a 2-quarter average growth rate of 8.06%. The portfolio is managed by Lindsay Bourkoff, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 2.72%	7.82%	$23.179M 230,244 shares@ $100.67 avg price	Increased 2.72%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 3.15%	6.39%	$18.921M 316,985 shares@ $59.7 avg price	Increased 3.15%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 4.48%	6.33%	$18.738M 194,011 shares@ $96.58 avg price	Increased 4.48%
VUG Vanguard Growth Etf Recent Activity Increased 525.85%	5.07%	$15.015M 174,311 shares@ $86.15 avg price	Increased 525.85%
VTV Vanguard Value Etf Recent Activity Increased 4.68%	4.11%	$12.168M 55,832 shares@ $217.94 avg price	Increased 4.68%
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 2.97%	3.14%	$9.295M 39,282 shares@ $236.63 avg price	Increased 2.97%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 3.59%	2.88%	$8.518M 57,433 shares@ $148.31 avg price	Increased 3.59%
GLD Spdr Gold Shares Recent Activity Increased 0.85%	2.44%	$7.22M 19,598 shares@ $368.38 avg price	Increased 0.85%
SDY Spdr S&p Dividend Etf Recent Activity Increased 4.1%	2.21%	$6.531M 42,918 shares@ $152.19 avg price	Increased 4.1%
JPM Jpmorgan Chase & Co Recent Activity Increased 0.6%	2.08%	$6.147M 18,778 shares@ $327.34 avg price	Increased 0.6%

1-10 of 134