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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	424	$281K	0.11%	SOLD
2	QGRW	WISDOMTREE TR	—	4,614	$271K	0.11%	SOLD
3	SNY	SANOFI SA	Healthcare	5,003	$242K	0.10%	SOLD

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%