# EDGAR Filing Document

**Accession Number:** 0002075389
**File Stem:** 0001951757-26-000159
**Filing Date:** 2026-1
**Character Count:** 15871
**Document Hash:** 411bbc06d46db17114f9e19386ff8f38
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000159.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0001951757-26-000159

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHRIER WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002075389

**ORGANIZATION NAME:**
- **EIN:** 262028867
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25922
- **FILM NUMBER:** 26535865

**BUSINESS ADDRESS:**
- **STREET 1:** 1925 CENTURY PARK EAST
- **STREET 2:** SUITE 2020
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90067
- **BUSINESS PHONE:** 310-201-0200

**MAIL ADDRESS:**
- **STREET 1:** 1925 CENTURY PARK EAST
- **STREET 2:** SUITE 2020
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90067

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHRIER WEALTH MANAGEMENT LLC<br>**Address:** 1925 CENTURY PARK EAST<br>SUITE 2020<br>LOS ANGELES, CA 90067

**Form 13F File Number:** 028-25922

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lindsay Bourkoff<br>**Title:** Chief Compliance Officer<br>**Phone:** (310) 201-0200

**Signature, Place, and Date of Signing:**

Lindsay Bourkoff  Los Angeles, CA  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $253888887

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 923991 | 5771 | SH |  | SOLE |  | 0 | 0 | 5771 |
| ABBOTT LABS | COM | 002824100 |  | 2599876 | 20751 | SH |  | SOLE |  | 0 | 0 | 20751 |
| ABBVIE INC | COM | 00287Y109 |  | 687983 | 3011 | SH |  | SOLE |  | 0 | 0 | 3011 |
| ABRDN ASIA PACIFIC INCOME FU | COM NEW | 003009867 |  | 657131 | 42838 | SH |  | SOLE |  | 0 | 0 | 42838 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 823577 | 4858 | SH |  | SOLE |  | 0 | 0 | 4858 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3421475 | 10903 | SH |  | SOLE |  | 0 | 0 | 10903 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 454582 | 1452 | SH |  | SOLE |  | 0 | 0 | 1452 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1146217 | 19879 | SH |  | SOLE |  | 0 | 0 | 19879 |
| AMAZON COM INC | COM | 023135106 |  | 727083 | 3150 | SH |  | SOLE |  | 0 | 0 | 3150 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 327406 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| AMGEN INC | COM | 031162100 |  | 827758 | 2529 | SH |  | SOLE |  | 0 | 0 | 2529 |
| APPLE INC | COM | 037833100 |  | 3734863 | 13738 | SH |  | SOLE |  | 0 | 0 | 13738 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 282763 | 2158 | SH |  | SOLE |  | 0 | 0 | 2158 |
| BANK AMERICA CORP | 7.25%CNV PFD L | 060505682 |  | 2131559 | 1703 | SH |  | SOLE |  | 0 | 0 | 1703 |
| BANK AMERICA CORP | COM | 060505104 |  | 3986724 | 72486 | SH |  | SOLE |  | 0 | 0 | 72486 |
| BARCLAYS PLC | ADR | 06738E204 |  | 279543 | 10984 | SH |  | SOLE |  | 0 | 0 | 10984 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 405102 | 9302 | SH |  | SOLE |  | 0 | 0 | 9302 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1615517 | 3214 | SH |  | SOLE |  | 0 | 0 | 3214 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 2629598 | 43558 | SH |  | SOLE |  | 0 | 0 | 43558 |
| BLACKROCK INC | COM | 09290D101 |  | 291491 | 272 | SH |  | SOLE |  | 0 | 0 | 272 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 210515 | 3903 | SH |  | SOLE |  | 0 | 0 | 3903 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 317638 | 5610 | SH |  | SOLE |  | 0 | 0 | 5610 |
| BROADCOM INC | COM | 11135F101 |  | 557735 | 1611 | SH |  | SOLE |  | 0 | 0 | 1611 |
| CATERPILLAR INC | COM | 149123101 |  | 299394 | 523 | SH |  | SOLE |  | 0 | 0 | 523 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2858375 | 18755 | SH |  | SOLE |  | 0 | 0 | 18755 |
| CISCO SYS INC | COM | 17275R102 |  | 1718902 | 22315 | SH |  | SOLE |  | 0 | 0 | 22315 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1666542 | 14282 | SH |  | SOLE |  | 0 | 0 | 14282 |
| CLOROX CO DEL | COM | 189054109 |  | 283023 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| COCA COLA CO | COM | 191216100 |  | 3318464 | 47468 | SH |  | SOLE |  | 0 | 0 | 47468 |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 |  | 215600 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 210116 | 5736 | SH |  | SOLE |  | 0 | 0 | 5736 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 821298 | 9520 | SH |  | SOLE |  | 0 | 0 | 9520 |
| DISNEY WALT CO | COM | 254687106 |  | 1090690 | 9587 | SH |  | SOLE |  | 0 | 0 | 9587 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | 25861R105 |  | 576834 | 12441 | SH |  | SOLE |  | 0 | 0 | 12441 |
| EMERSON ELEC CO | COM | 291011104 |  | 362072 | 2728 | SH |  | SOLE |  | 0 | 0 | 2728 |
| ENBRIDGE INC | COM | 29250N105 |  | 3921677 | 81992 | SH |  | SOLE |  | 0 | 0 | 81992 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 705439 | 42780 | SH |  | SOLE |  | 0 | 0 | 42780 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 2580556 | 80491 | SH |  | SOLE |  | 0 | 0 | 80491 |
| EQT CORP | COM | 26884L109 |  | 296111 | 5524 | SH |  | SOLE |  | 0 | 0 | 5524 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3992814 | 33179 | SH |  | SOLE |  | 0 | 0 | 33179 |
| FASTENAL CO | COM | 311900104 |  | 296556 | 7390 | SH |  | SOLE |  | 0 | 0 | 7390 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1419935 | 27957 | SH |  | SOLE |  | 0 | 0 | 27957 |
| GENERAL MTRS CO | COM | 37045V100 |  | 3268890 | 40198 | SH |  | SOLE |  | 0 | 0 | 40198 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1748280 | 14244 | SH |  | SOLE |  | 0 | 0 | 14244 |
| HOME DEPOT INC | COM | 437076102 |  | 940107 | 2732 | SH |  | SOLE |  | 0 | 0 | 2732 |
| HUDBAY MINERALS INC | COM | 443628102 |  | 409506 | 20630 | SH |  | SOLE |  | 0 | 0 | 20630 |
| INTEL CORP | COM | 458140100 |  | 417524 | 11315 | SH |  | SOLE |  | 0 | 0 | 11315 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 437298 | 11102 | SH |  | SOLE |  | 0 | 0 | 11102 |
| INTUIT | COM | 461202103 |  | 280866 | 424 | SH |  | SOLE |  | 0 | 0 | 424 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2550170 | 13313 | SH |  | SOLE |  | 0 | 0 | 13313 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1076885 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 4466379 | 55025 | SH |  | SOLE |  | 0 | 0 | 55025 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 828664 | 12328 | SH |  | SOLE |  | 0 | 0 | 12328 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 14979399 | 167442 | SH |  | SOLE |  | 0 | 0 | 167442 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 859186 | 17624 | SH |  | SOLE |  | 0 | 0 | 17624 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1291498 | 10620 | SH |  | SOLE |  | 0 | 0 | 10620 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 20390916 | 203137 | SH |  | SOLE |  | 0 | 0 | 203137 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1532768 | 14310 | SH |  | SOLE |  | 0 | 0 | 14310 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 1619912 | 24131 | SH |  | SOLE |  | 0 | 0 | 24131 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 227184 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 6127930 | 50990 | SH |  | SOLE |  | 0 | 0 | 50990 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 300546 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 353302 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| ISHARES TR | S 100 ETF | 464287101 |  | 740111 | 2158 | SH |  | SOLE |  | 0 | 0 | 2158 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 651785 | 4618 | SH |  | SOLE |  | 0 | 0 | 4618 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1802930 | 21769 | SH |  | SOLE |  | 0 | 0 | 21769 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2578943 | 12462 | SH |  | SOLE |  | 0 | 0 | 12462 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 6801210 | 21107 | SH |  | SOLE |  | 0 | 0 | 21107 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 525000 | 19098 | SH |  | SOLE |  | 0 | 0 | 19098 |
| MCDONALDS CORP | COM | 580135101 |  | 258482 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 440819 | 4589 | SH |  | SOLE |  | 0 | 0 | 4589 |
| MERCK  CO INC | COM | 58933Y105 |  | 2329049 | 22127 | SH |  | SOLE |  | 0 | 0 | 22127 |
| META PLATFORMS INC | CL A | 30303M102 |  | 425029 | 644 | SH |  | SOLE |  | 0 | 0 | 644 |
| MICROSOFT CORP | COM | 594918104 |  | 1033996 | 2138 | SH |  | SOLE |  | 0 | 0 | 2138 |
| NETFLIX INC | COM | 64110L106 |  | 207210 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| NEWMONT CORP | COM | 651639106 |  | 1347748 | 13498 | SH |  | SOLE |  | 0 | 0 | 13498 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 3319496 | 24077 | SH |  | SOLE |  | 0 | 0 | 24077 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 771803 | 4138 | SH |  | SOLE |  | 0 | 0 | 4138 |
| ONEOK INC NEW | COM | 682680103 |  | 1740454 | 23680 | SH |  | SOLE |  | 0 | 0 | 23680 |
| PEPSICO INC | COM | 713448108 |  | 1834892 | 12785 | SH |  | SOLE |  | 0 | 0 | 12785 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 |  | 570032 | 48104 | SH |  | SOLE |  | 0 | 0 | 48104 |
| PFIZER INC | COM | 717081103 |  | 1123318 | 45113 | SH |  | SOLE |  | 0 | 0 | 45113 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 2806241 | 17495 | SH |  | SOLE |  | 0 | 0 | 17495 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2484068 | 17334 | SH |  | SOLE |  | 0 | 0 | 17334 |
| REALTY INCOME CORP | COM | 756109104 |  | 1422991 | 25244 | SH |  | SOLE |  | 0 | 0 | 25244 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 246592 | 1164 | SH |  | SOLE |  | 0 | 0 | 1164 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1279648 | 15990 | SH |  | SOLE |  | 0 | 0 | 15990 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 204826 | 10392 | SH |  | SOLE |  | 0 | 0 | 10392 |
| SABA CAPITAL INCOME  OPPORT | COM NEW | 880198205 |  | 93579 | 11343 | SH |  | SOLE |  | 0 | 0 | 11343 |
| SALESFORCE INC | COM | 79466L302 |  | 204246 | 771 | SH |  | SOLE |  | 0 | 0 | 771 |
| SANOFI SA | SPONSORED ADR | 80105N105 |  | 242445 | 5003 | SH |  | SOLE |  | 0 | 0 | 5003 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 380369 | 2642 | SH |  | SOLE |  | 0 | 0 | 2642 |
| SHELL PLC | SPON ADS | 780259305 |  | 707242 | 9625 | SH |  | SOLE |  | 0 | 0 | 9625 |
| SLB LIMITED | COM STK | 806857108 |  | 1429204 | 37238 | SH |  | SOLE |  | 0 | 0 | 37238 |
| SOUTHERN CO | COM | 842587107 |  | 422906 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 340802 | 2375 | SH |  | SOLE |  | 0 | 0 | 2375 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 566524 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 9902994 | 24988 | SH |  | SOLE |  | 0 | 0 | 24988 |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 78463X202 |  | 527161 | 8187 | SH |  | SOLE |  | 0 | 0 | 8187 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 879404 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 5035927 | 36188 | SH |  | SOLE |  | 0 | 0 | 36188 |
| SUBURBAN PROPANE PARTNERS L | UNIT LTD PARTN | 864482104 |  | 473090 | 25517 | SH |  | SOLE |  | 0 | 0 | 25517 |
| TESLA INC | COM | 88160R101 |  | 564399 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1098807 | 11078 | SH |  | SOLE |  | 0 | 0 | 11078 |
| VALE S A | SPONSORED ADS | 91912E105 |  | 295483 | 22677 | SH |  | SOLE |  | 0 | 0 | 22677 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 9082985 | 47557 | SH |  | SOLE |  | 0 | 0 | 47557 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 666055 | 2295 | SH |  | SOLE |  | 0 | 0 | 2295 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 12438812 | 25497 | SH |  | SOLE |  | 0 | 0 | 25497 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 15609179 | 290349 | SH |  | SOLE |  | 0 | 0 | 290349 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 7818134 | 35573 | SH |  | SOLE |  | 0 | 0 | 35573 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3277918 | 52472 | SH |  | SOLE |  | 0 | 0 | 52472 |
| VENTAS INC | COM | 92276F100 |  | 2137609 | 27625 | SH |  | SOLE |  | 0 | 0 | 27625 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1816809 | 44606 | SH |  | SOLE |  | 0 | 0 | 44606 |
| VIATRIS INC | COM | 92556V106 |  | 230568 | 18520 | SH |  | SOLE |  | 0 | 0 | 18520 |
| VISA INC | COM CL A | 92826C839 |  | 288555 | 823 | SH |  | SOLE |  | 0 | 0 | 823 |
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 |  | 1002031 | 75854 | SH |  | SOLE |  | 0 | 0 | 75854 |
| WALMART INC | COM | 931142103 |  | 3508299 | 31490 | SH |  | SOLE |  | 0 | 0 | 31490 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 3889979 | 17705 | SH |  | SOLE |  | 0 | 0 | 17705 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 2978219 | 31955 | SH |  | SOLE |  | 0 | 0 | 31955 |
| WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 |  | 1085733 | 896 | SH |  | SOLE |  | 0 | 0 | 896 |
| WELLTOWER INC | COM | 95040Q104 |  | 536573 | 2891 | SH |  | SOLE |  | 0 | 0 | 2891 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 |  | 1681639 | 70985 | SH |  | SOLE |  | 0 | 0 | 70985 |
| WILLIAMS COS INC | COM | 969457100 |  | 4273315 | 71092 | SH |  | SOLE |  | 0 | 0 | 71092 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 1195589 | 20887 | SH |  | SOLE |  | 0 | 0 | 20887 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 270703 | 4614 | SH |  | SOLE |  | 0 | 0 | 4614 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 207193 | 2427 | SH |  | SOLE |  | 0 | 0 | 2427 |

---