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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GDX VANECK ETF TRUST 5,735.0 $433K 0.15% NEW $75.45 +34.5%
2 UNP UNION PAC CORP Industrials 1,516.0 $412K 0.14% NEW $272.05 +6.3%
3 GDXJ VANECK ETF TRUST 3,090.0 $304K 0.10% NEW $98.25 +34.6%
4 LRCX LAM RESEARCH CORP Technology 635.0 $275K 0.09% NEW $433.33 -32.5%
5 VGT VANGUARD WORLD FD 2,056.0 $246K 0.08% NEW $119.52 +1.1%
6 IJH ISHARES TR 2,885.0 $222K 0.07% NEW $77.11 -1.8%
7 KMX CARMAX INC Consumer Cyclical 4,100.0 $217K 0.07% NEW $52.89 +18.4%
8 IJJ ISHARES TR 1,447.0 $214K 0.07% NEW $147.73 +0.0%

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 20.7%
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%