SHRIER WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#4,558
/ 8,232
▲ 422
Top Industry
Oil & Gas Midstream
12.4%
3Y Alpha vs SPY
-31.0%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.2%
SPY
+9.1%
Annualised alpha
-31.0%
Max drawdown
−7.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
100 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.7%
−1.6 pts
Top 5
19.3%
−2.3 pts
Top 10
32.7%
−3.0 pts
HHI
204
Diversified−26
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 19.9% | $29,056,752 |
| Consumer Defensive | 12.3% | $18,019,805 |
| Healthcare | 11.9% | $17,345,912 |
| Financial Services | 11.4% | $16,608,702 |
| Unclassified | 10.4% | $15,256,597 |
| Basic Materials | 7.7% | $11,186,523 |
| Industrials | 7.0% | $10,187,695 |
| Technology | 5.9% | $8,603,361 |
| Real Estate | 4.4% | $6,358,626 |
| Consumer Cyclical | 4.3% | $6,289,968 |
| Communication Services | 4.2% | $6,157,877 |
| Utilities | 0.7% | $1,079,444 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCOI | Cogent Communications Holdings, Inc. | +7,618 | 17,618 | $331,923 | |
| SPH | Suburban Propane Partners LP | +5,050 | 30,567 | $601,864 | |
| SLB | Slb Limited/Nv | +4,315 | 41,553 | $2,135,408 | |
| UPS | United Parcel Service Inc | +3,679 | 14,757 | $1,451,793 | |
| RIO | Rio Tinto PLC | +3,635 | 19,625 | $1,830,816 | |
| WY | Weyerhaeuser Co | +3,579 | 74,564 | $1,821,598 | |
| HBM | Hudbay Minerals Inc. | +3,545 | 24,175 | $505,257 | |
| BHP | BHP Group Ltd | +2,766 | 46,324 | $3,369,607 | |
| O | Realty Income Corp | +2,594 | 27,838 | $1,703,128 | |
| FAST | Fastenal Co | +2,115 | 9,505 | $441,032 | |
| MDT | Medtronic plc | +2,040 | 6,629 | $574,402 | |
| B | Barrick Mining Corp | +1,680 | 10,982 | $447,955 | |
| CLX | Clorox Co /De/ | +1,634 | 4,441 | $460,220 | |
| EPD | Enterprise Products Partners L.P. | +1,471 | 81,962 | $3,101,442 | |
| OKE | Oneok Inc /New/ | +1,270 | 24,950 | $2,255,230 | |
| NFLX | Netflix Inc | +1,185 | 3,395 | $326,429 | |
| CSCO | Cisco Systems, Inc. | +1,098 | 23,413 | $1,816,614 | |
| FCX | Freeport-Mcmoran Inc | +1,092 | 29,049 | $1,707,500 | |
| VALE | Vale S.A. | +995 | 23,672 | $376,621 | |
| ENB | Enbridge Inc | +975 | 82,967 | $4,491,833 | |
| KO | Coca Cola Co | +915 | 48,383 | $3,679,527 | |
| DIS | Walt Disney Co | +894 | 10,481 | $1,010,158 | |
| ANET | Arista Networks, Inc. | +745 | 2,903 | $356,430 | |
| IP | International Paper Co /New/ | +727 | 11,829 | $422,295 | |
| WFC | Wells Fargo & Company/Mn | +696 | 32,651 | $2,599,346 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | −14,434 | 28,346 | $547,077 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −7,861 | 40,243 | $835,042 | |
| IAU | Ishares Gold Trust | −6,225 | 48,800 | $4,302,208 | |
| GLD | Spdr Gold Trust | −5,554 | 19,434 | $8,362,255 | |
| XOM | Exxon Mobil Corp | −5,317 | 27,862 | $4,727,066 | |
| VTRS | Viatris Inc | −3,546 | 14,974 | $202,298 | |
| FAX | Abrdn Asia-Pacific Income Fund, Inc. | −3,145 | 39,693 | $572,373 | |
| JPM | Jpmorgan Chase & Co | −2,440 | 18,667 | $5,491,084 | |
| WMT | Walmart Inc. | −2,124 | 29,366 | $3,649,606 | |
| BAC | Bank Of America Corp /De/ | −1,822 | 70,664 | $3,444,870 | |
| EQT | EQT Corp | −1,336 | 4,188 | $266,524 | |
| PFE | Pfizer Inc | −1,093 | 44,020 | $1,236,081 | |
| BCS | Barclays PLC | −965 | 10,019 | $212,002 | |
| SHEL | Shell plc | −905 | 8,720 | $810,960 | |
| AEM | Agnico Eagle Mines Ltd | −645 | 4,213 | $855,154 | |
| DVN | Devon Energy Corp/De | −620 | 5,116 | $257,437 | |
| CVX | Chevron Corp | −395 | 18,360 | $3,798,684 | |
| NVS | Novartis AG | −376 | 23,701 | $3,620,327 | |
| GM | General Motors Co | −364 | 39,834 | $2,967,633 | |
| GOOGL | Alphabet Inc. | −295 | 1,157 | $332,706 | |
| SCCO | Southern Copper Corp/ | −280 | 2,095 | $360,465 | |
| GLDM | World Gold Trust | −265 | 2,162 | $200,395 | |
| MMM | 3M Co | −261 | 5,510 | $800,217 | |
| ABT | Abbott Laboratories | −228 | 20,523 | $2,107,096 | |
| MRK | Merck & Co., Inc. | −192 | 21,935 | $2,638,561 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
8 positions ·
$8,603,361 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,930 | $3,535,294 | 41.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 23,413 | $1,816,614 | 21.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,215 | $819,926 | 9.53% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,486 | $782,358 | 9.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,809 | $559,903 | 6.51% | |
| INTC |
Intel Corp
Technology
|
Reduced | 11,230 | $495,579 | 5.76% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 2,903 | $356,430 | 4.14% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,271 | $237,257 | 2.76% |