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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,610.0 $318K 0.12% NEW $56.62 +13.1%
102 IWF ISHARES TR 635.0 $301K 0.12% NEW $473.30 -73.4%
103 CAT CATERPILLAR INC Industrials 523.0 $299K 0.12% NEW $572.46 +59.0%
104 FAST FASTENAL CO Industrials 7,390.0 $297K 0.12% NEW $40.13 +11.7%
105 EQT EQT CORP Energy 5,524.0 $296K 0.12% NEW $53.60 +2.9%
106 VALE VALE S A Basic Materials 22,677.0 $295K 0.12% NEW $13.03 +26.7%
107 BLK BLACKROCK INC Financial Services 272.0 $291K 0.12% NEW $1071.66 -0.1%
108 V VISA INC Financial Services 823.0 $289K 0.11% NEW $350.61 -6.6%
109 CLX CLOROX CO DEL Consumer Defensive 2,807.0 $283K 0.11% NEW $100.83 -3.7%
110 ANET ARISTA NETWORKS INC Technology 2,158.0 $283K 0.11% NEW $131.03 +17.8%
111 INTU INTUIT Technology 424.0 $281K 0.11% NEW $662.42 -53.5%
112 BCS BARCLAYS PLC Financial Services 10,984.0 $280K 0.11% NEW $25.45 -3.5%
113 QGRW WISDOMTREE TR 4,614.0 $271K 0.11% NEW $58.67 +13.2%
114 MCD MCDONALDS CORP Consumer Cyclical 846.0 $258K 0.10% NEW $305.53 -8.1%
115 RSG REPUBLIC SVCS INC Industrials 1,164.0 $247K 0.10% NEW $211.85 -2.9%
116 SNY SANOFI SA Healthcare 5,003.0 $242K 0.10% NEW $48.46 -8.3%
117 VTRS VIATRIS INC Healthcare 18,520.0 $231K 0.09% NEW $12.45 +30.8%
118 IJK ISHARES TR 2,345.0 $227K 0.09% NEW $96.88 +17.1%
119 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 10,000.0 $216K 0.09% NEW $21.56 +0.3%
120 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,903.0 $211K 0.08% NEW $53.94 +6.6%
Page 6 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%