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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $274M AUM 131 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 62 Added 41 Reduced 3 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BANK AMERICA CORP 1,733.0 $2.1M 0.76% +30.0 +1.8% $1191.23
22 PEP PEPSICO INC Consumer Defensive 12,883.0 $2.0M 0.73% +98.0 +0.8% $155.29 -7.2%
23 SHY ISHARES TR 23,455.0 $1.9M 0.71% +2K +7.7% $82.57 -0.4%
24 RIO RIO TINTO PLC Basic Materials 19,625.0 $1.8M 0.67% +4K +22.7% $93.29 +14.4%
25 WY WEYERHAEUSER CO Real Estate 74,564.0 $1.8M 0.67% +4K +5.0% $24.43 +0.6%
26 CSCO CISCO SYS INC Technology 23,413.0 $1.8M 0.66% +1K +4.9% $77.59 +51.8%
27 FCX FREEPORT MCMORAN INC Basic Materials 29,049.0 $1.7M 0.62% +1K +3.9% $58.78 +10.7%
28 O REALTY INCOME CORP Real Estate 27,838.0 $1.7M 0.62% +3K +10.3% $61.18 -0.4%
29 C CITIGROUP INC Financial Services 14,977.0 $1.7M 0.62% +695.0 +4.9% $113.41 +9.9%
30 MUB ISHARES TR 15,818.0 $1.7M 0.61% +2K +10.5% $106.15 +0.9%
31 BERKSHIRE HATHAWAY INC DEL 3,316.0 $1.6M 0.58% +102.0 +3.2% $479.20
32 UPS UNITED PARCEL SVCS INC Industrials 14,757.0 $1.5M 0.53% +4K +33.2% $98.38 +7.5%
33 WELLS FARGO & CO 925.0 $1.1M 0.39% +29.0 +3.2% $1155.07
34 DIS DISNEY WALT CO Communication Services 10,481.0 $1.0M 0.37% +894.0 +9.3% $96.38 +7.0%
35 HD HOME DEPOT INC Consumer Cyclical 2,971.0 $977K 0.36% +239.0 +8.8% $328.88 -2.5%
36 ISTB ISHARES TR 18,044.0 $874K 0.32% +420.0 +2.4% $48.46 -0.2%
37 IEMG ISHARES INC 12,418.0 $866K 0.32% +90.0 +0.7% $69.75 +20.3%
38 DBND DOUBLELINE ETF TRUST 18,072.0 $828K 0.30% +6K +45.3% $45.81 -0.3%
39 MSFT MICROSOFT CORP Technology 2,215.0 $820K 0.30% +77.0 +3.6% $370.21 +18.9%
40 NVDA NVIDIA CORPORATION Technology 4,486.0 $782K 0.29% +348.0 +8.4% $174.41 +24.0%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.2%
Energy 19.8%
Consumer Defensive 12.2%
Healthcare 11.8%
Basic Materials 7.6%
Industrials 6.9%
Communication Services 6.3%
Technology 5.8%
Consumer Cyclical 4.3%
Real Estate 4.3%