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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GDX VANECK ETF TRUST 5,735.0 $433K 0.15% NEW $75.45 +28.5%
102 IWM ISHARES TR 1,438.0 $432K 0.15% $300.43 -2.4%
103 UNP UNION PAC CORP Industrials 1,516.0 $412K 0.14% NEW $272.05 +6.9%
104 GOOGL ALPHABET INC Communication Services 1,133.0 $405K 0.14% -24.0 -2.1% $357.30 -5.2%
105 B BARRICK MNG CORP Basic Materials 10,982.0 $403K 0.14% $36.73 +20.0%
106 SUB ISHARES TR 3,700.0 $394K 0.13% +525.0 +16.5% $106.47 -0.5%
107 SCCO SOUTHERN COPPER CORP Basic Materials 2,217.0 $386K 0.13% +122.0 +5.8% $174.25 +16.3%
108 V VISA INC Financial Services 1,126.0 $386K 0.13% +32.0 +2.9% $343.03 +10.6%
109 NUE NUCOR CORP Basic Materials 1,654.0 $368K 0.12% -46.0 -2.7% $222.73 +17.1%
110 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,613.0 $347K 0.12% $61.76 -9.7%
111 RSG REPUBLIC SVCS INC Industrials 1,621.0 $345K 0.12% +34.0 +2.1% $213.06 +4.9%
112 BLK BLACKROCK INC Financial Services 345.0 $332K 0.11% $962.84 +16.1%
113 VALE VALE S A Basic Materials 22,012.0 $331K 0.11% -2K -7.0% $15.04 +3.9%
114 CCOI COGENT COMM HOLDINGS INC Communication Services 23,453.0 $326K 0.11% +6K +33.1% $13.88 -32.4%
115 T AT&T INC Communication Services 14,891.0 $308K 0.10% +4K +36.8% $20.70 +27.1%
116 GDXJ VANECK ETF TRUST 3,090.0 $304K 0.10% NEW $98.25 +29.3%
117 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 319.0 $298K 0.10% $934.42 -0.2%
118 IJK ISHARES TR 2,345.0 $276K 0.09% $117.50 -4.8%
119 LRCX LAM RESEARCH CORP Technology 635.0 $275K 0.09% NEW $433.33 -33.4%
120 AXP AMERICAN EXPRESS CO Financial Services 813.0 $275K 0.09% $338.25 -2.6%
Page 6 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%