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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $274M AUM 131 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 62 Added 41 Reduced 3 Exited
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 12,883.0 $2.0M 0.73% +98.0 +0.8% $155.29 -4.9%
42 GILD GILEAD SCIENCES INC Healthcare 14,066.0 $2.0M 0.72% -178.0 -1.2% $139.37 -4.1%
43 SHY ISHARES TR 23,455.0 $1.9M 0.71% +2K +7.7% $82.57 -0.4%
44 RIO RIO TINTO PLC Basic Materials 19,625.0 $1.8M 0.67% +4K +22.7% $93.29 +14.3%
45 WY WEYERHAEUSER CO Real Estate 74,564.0 $1.8M 0.67% +4K +5.0% $24.43 -2.5%
46 CSCO CISCO SYS INC Technology 23,413.0 $1.8M 0.66% +1K +4.9% $77.59 +54.2%
47 FCX FREEPORT MCMORAN INC Basic Materials 29,049.0 $1.7M 0.62% +1K +3.9% $58.78 +8.2%
48 O REALTY INCOME CORP Real Estate 27,838.0 $1.7M 0.62% +3K +10.3% $61.18 +1.7%
49 C CITIGROUP INC Financial Services 14,977.0 $1.7M 0.62% +695.0 +4.9% $113.41 +10.5%
50 MUB ISHARES TR 15,818.0 $1.7M 0.61% +2K +10.5% $106.15 +0.7%
51 ACWX ISHARES TR 24,131.0 $1.7M 0.60% $68.47 +11.5%
52 BERKSHIRE HATHAWAY INC DEL 3,316.0 $1.6M 0.58% +102.0 +3.2% $479.20
53 UPS UNITED PARCEL SVCS INC Industrials 14,757.0 $1.5M 0.53% +4K +33.2% $98.38 +6.2%
54 NEM NEWMONT CORP Basic Materials 13,355.0 $1.4M 0.53% -143.0 -1.1% $108.25 -0.9%
55 MO ALTRIA GROUP INC Consumer Defensive 19,764.0 $1.3M 0.48% -115.0 -0.6% $65.99 +9.3%
56 PFE PFIZER INC Healthcare 44,020.0 $1.2M 0.45% -1K -2.4% $28.08 -6.7%
57 DGS WISDOMTREE TR 20,522.0 $1.2M 0.45% -365.0 -1.8% $60.10 +9.8%
58 VOD VODAFONE GROUP PLC Communication Services 75,867.0 $1.1M 0.42% $15.02 -1.1%
59 WELLS FARGO & CO 925.0 $1.1M 0.39% +29.0 +3.2% $1155.07
60 QQQ INVESCO QQQ TR Financial Services 1,753.0 $1.0M 0.37% $577.18 +26.4%
Page 3 of 7  ·  131 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 20.2%
Energy 19.8%
Consumer Defensive 12.2%
Healthcare 11.8%
Basic Materials 7.6%
Industrials 6.9%
Communication Services 6.3%
Technology 5.8%
Consumer Cyclical 4.3%
Real Estate 4.3%