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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WELLS FARGO & CO 932.0 $1.1M 0.36% +7.0 +0.8% $1156.70
62 HD HOME DEPOT INC Consumer Cyclical 3,006.0 $1.1M 0.36% +35.0 +1.2% $352.71 -9.4%
63 CAT CATERPILLAR INC Industrials 982.0 $1.0M 0.35% +338.0 +52.5% $1065.44 -26.1%
64 DIS DISNEY WALT CO Communication Services 10,576.0 $1.0M 0.34% +95.0 +0.9% $96.25 +12.8%
65 VOD VODAFONE GROUP PLC Communication Services 73,652.0 $974K 0.33% -2K -2.9% $13.23 +21.7%
66 DBND DOUBLELINE ETF TRUST 20,156.0 $919K 0.31% +2K +11.5% $45.59 -2.2%
67 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,219.0 $910K 0.31% -71.0 -5.5% $746.76 +2.5%
68 MMM 3M CO Industrials 5,604.0 $907K 0.31% +94.0 +1.7% $161.90 +5.0%
69 AMGN AMGEN INC Healthcare 2,495.0 $904K 0.30% -40.0 -1.6% $362.16 +20.3%
70 NVDA NVIDIA CORPORATION Technology 4,507.0 $902K 0.30% $200.09 +13.7%
71 ISTB ISHARES TR 18,318.0 $884K 0.30% +274.0 +1.5% $48.25 -1.0%
72 AMZN AMAZON COM INC Consumer Cyclical 3,701.0 $882K 0.30% $238.34 +7.0%
73 MSFT MICROSOFT CORP Technology 2,213.0 $826K 0.28% $373.03 +32.6%
74 OEF ISHARES TR 2,157.0 $789K 0.27% $365.80 +4.1%
75 ABBV ABBVIE INC Healthcare 3,001.0 $755K 0.26% $251.64 +2.8%
76 DEO DIAGEO PLC Consumer Defensive 9,339.0 $751K 0.25% -205.0 -2.1% $80.38 +14.0%
77 VO VANGUARD INDEX FDS 8,859.0 $714K 0.24% +7K +286.0% $80.57 +1.2%
78 SHEL SHELL PLC Energy 8,857.0 $687K 0.23% +137.0 +1.6% $77.54 +20.0%
79 AVGO BROADCOM INC Technology 1,811.0 $684K 0.23% $377.66 -2.1%
80 DVY ISHARES TR 4,323.0 $676K 0.23% -195.0 -4.3% $156.30 +5.1%
Page 4 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%