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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BHP BHP BILLITON LIMITED Basic Materials 46,309.0 $3.9M 1.30% $83.31 +12.8%
22 VEA VANGUARD TAX-MANAGED FDS 53,356.0 $3.8M 1.28% +332.0 +0.6% $71.25 +1.6%
23 NVS NOVARTIS AG Healthcare 23,884.0 $3.7M 1.26% +183.0 +0.8% $156.72 +4.0%
24 WMT WALMART INC Consumer Defensive 29,616.0 $3.4M 1.13% +250.0 +0.8% $113.26 -6.4%
25 CVX CHEVRON CORPORATION Energy 19,999.0 $3.3M 1.12% +2K +8.9% $165.76 +27.5%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 18,107.0 $3.3M 1.10% +124.0 +0.7% $180.91 +2.6%
27 JNJ JOHNSON & JOHNSON Healthcare 12,796.0 $3.2M 1.10% +508.0 +4.1% $253.97 +10.3%
28 GM GENERAL MTRS CO Consumer Cyclical 39,938.0 $3.1M 1.04% $77.08 +11.1%
29 EPD ENTERPRISE PRODS PARTNERS L 82,750.0 $3.0M 1.03% +788.0 +1.0% $36.76
30 MRK MERCK & CO INC Healthcare 22,112.0 $2.8M 0.96% +177.0 +0.8% $128.50 +18.7%
31 RSP INVESCO EXCHANGE TRADED FD T 13,103.0 $2.8M 0.94% +73.0 +0.6% $212.78 +2.5%
32 CSCO CISCO SYS INC Technology 23,409.0 $2.7M 0.93% $117.46 -6.6%
33 WFC WELLS FARGO & CO Financial Services 32,670.0 $2.7M 0.91% $82.64 +6.8%
34 HDV ISHARES TR 96,107.0 $2.6M 0.89% +79K +472.6% $27.41 +8.1%
35 VTR VENTAS INC Real Estate 27,876.0 $2.5M 0.83% +227.0 +0.8% $88.80 +3.3%
36 BA BOEING CO Industrials 10,959.0 $2.4M 0.80% -117.0 -1.1% $216.47 -3.2%
37 OKE ONEOK INC NEW Energy 25,251.0 $2.2M 0.74% +301.0 +1.2% $86.94 +8.8%
38 BANK OF AMER CORP 1,713.0 $2.1M 0.72% -20.0 -1.1% $1254.48
39 SHY ISHARES TR 25,876.0 $2.1M 0.72% +2K +10.3% $82.11 -0.6%
40 C CITIGROUP INC Financial Services 14,959.0 $2.1M 0.71% $139.96 -4.8%
Page 2 of 7  ·  134 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%