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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 11,076.0 $2.2M 0.81% NEW $199.03 +12.7%
2 SUB ISHARES TR 3,175.0 $338K 0.12% NEW $106.51 -0.1%
3 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 318.0 $317K 0.12% NEW $997.14 +0.7%
4 T AT&T INC Communication Services 10,886.0 $316K 0.12% NEW $28.99 -14.1%
5 NUE NUCOR CORP Basic Materials 1,700.0 $288K 0.10% NEW $169.13 +45.7%
6 BKNG BOOKING HOLDINGS INC Consumer Cyclical 57.0 $241K 0.09% NEW $4236.46 -96.0%
7 ISRG INTUITIVE SURGICAL INC Healthcare 488.0 $225K 0.08% NEW $460.99 -9.2%
8 XLE SELECT SECTOR SPDR TR 3,441.0 $211K 0.08% NEW $61.26 -7.0%

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%