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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $254M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New
Page 5 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,179.0 $567K 0.22% NEW $480.51 +5.2%
82 TSLA TESLA INC Consumer Cyclical 1,255.0 $564K 0.22% NEW $449.72 -2.5%
83 AVGO BROADCOM INC Technology 1,611.0 $558K 0.22% NEW $346.20 +21.6%
84 WELL WELLTOWER INC Real Estate 2,891.0 $537K 0.21% NEW $185.60 +15.4%
85 FEZ SPDR INDEX SHS FDS 8,187.0 $527K 0.21% NEW $64.39 +5.3%
86 KMI KINDER MORGAN INC DEL Energy 19,098.0 $525K 0.21% NEW $27.49 +17.2%
87 SPH SUBURBAN PROPANE PARTNERS L Utilities 25,517.0 $473K 0.19% NEW $18.54 +5.8%
88 GOOGL ALPHABET INC Communication Services 1,452.0 $455K 0.18% NEW $313.07 +24.0%
89 MDT MEDTRONIC PLC Healthcare 4,589.0 $441K 0.17% NEW $96.06 -20.9%
90 IP INTERNATIONAL PAPER CO Consumer Cyclical 11,102.0 $437K 0.17% NEW $39.39 -18.8%
91 META META PLATFORMS INC Communication Services 644.0 $425K 0.17% NEW $659.98 -3.1%
92 SO SOUTHERN CO Utilities 4,850.0 $423K 0.17% NEW $87.20 +7.5%
93 INTC INTEL CORP Technology 11,315.0 $418K 0.16% NEW $36.90 +229.1%
94 HBM HUDBAY MINERALS INC Basic Materials 20,630.0 $410K 0.16% NEW $19.85 +32.8%
95 B BARRICK MNG CORP Basic Materials 9,302.0 $405K 0.16% NEW $43.55 -5.3%
96 XLK SELECT SECTOR SPDR TR 2,642.0 $380K 0.15% NEW $143.97 +28.4%
97 EMR EMERSON ELEC CO Industrials 2,728.0 $362K 0.14% NEW $132.72 +5.3%
98 IWM ISHARES TR 1,435.0 $353K 0.14% NEW $246.20 +17.7%
99 SCCO SOUTHERN COPPER CORP Basic Materials 2,375.0 $341K 0.13% NEW $143.50 +30.8%
100 AXP AMERICAN EXPRESS CO Financial Services 885.0 $327K 0.13% NEW $369.95 -15.5%
Page 5 of 7  ·  126 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 24.6%
Energy 17.3%
Consumer Defensive 12.0%
Healthcare 11.9%
Technology 6.6%
Basic Materials 6.5%
Communication Services 6.3%
Industrials 5.2%
Consumer Cyclical 4.7%
Real Estate 4.2%