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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BCS BARCLAYS PLC Financial Services 9,852.0 $265K 0.09% -167.0 -1.7% $26.86 -3.0%
122 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,437.0 $256K 0.09% +1K +2421.1% $178.20 +10.7%
123 VGT VANGUARD WORLD FD 2,056.0 $246K 0.08% NEW $119.52 -0.6%
124 NFLX NETFLIX INC. Communication Services 3,395.0 $242K 0.08% $71.40 +14.6%
125 VTRS VIATRIS INC Healthcare 14,886.0 $236K 0.08% -88.0 -0.6% $15.88 +6.5%
126 IWF ISHARES TR 1,880.0 $233K 0.08% +1K +300.0% $124.17 -2.3%
127 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,996.0 $230K 0.08% +146.0 +3.8% $57.62 +17.3%
128 IJH ISHARES TR 2,885.0 $222K 0.07% NEW $77.11 -3.0%
129 KMX CARMAX INC Consumer Cyclical 4,100.0 $217K 0.07% NEW $52.89 +15.5%
130 IJJ ISHARES TR 1,447.0 $214K 0.07% NEW $147.73 -1.2%
131 DVN DEVON ENERGY CORP NEW Energy 5,118.0 $211K 0.07% $41.32 +17.7%
132 MCD MCDONALDS CORP Consumer Cyclical 780.0 $211K 0.07% -68.0 -8.0% $270.42 -3.3%
133 ISRG INTUITIVE SURGICAL INC Healthcare 508.0 $202K 0.07% +20.0 +4.1% $397.68 -5.7%
134 SABA SABA CAPITAL INCOME & OPPORT Financial Services 11,349.0 $95K 0.03% $8.35 -1.9%
Page 7 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%