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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $296M AUM 134 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 65 Added 21 Reduced 5 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 14,891.0 $308K 0.10% +4K +36.8% $20.70 +25.7%
62 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,437.0 $256K 0.09% +1K +2421.1% $178.20 +9.8%
63 IWF ISHARES TR 1,880.0 $233K 0.08% +1K +300.0% $124.17 -2.4%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,996.0 $230K 0.08% +146.0 +3.8% $57.62 +16.1%
65 ISRG INTUITIVE SURGICAL INC Healthcare 508.0 $202K 0.07% +20.0 +4.1% $397.68 -7.1%
Page 4 of 4  ·  65 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 20.7%
Energy 16.5%
Consumer Defensive 13.6%
Healthcare 11.9%
Basic Materials 7.9%
Technology 7.9%
Industrials 7.9%
Consumer Cyclical 4.6%
Real Estate 4.5%
Communication Services 3.8%