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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EQT	EQT CORP	Energy	4,188	$267K	0.10%	SOLD
2	CRM	SALESFORCE INC	Technology	1,271	$237K	0.09%	SOLD
3	XLE	SELECT SECTOR SPDR TR	—	3,441	$211K	0.08%	SOLD
4	GLDM	WORLD GOLD TR	Financial Services	2,162	$200K	0.07%	SOLD
5	RIVN	RIVIAN AUTOMOTIVE INC	Consumer Cyclical	10,392	$156K	0.06%	SOLD

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%