Surience Private Wealth LLC Portfolio Holdings

Surience Private Wealth LLC

  • $92.6 Million
  • Q4 2025

Surience Private Wealth LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $92.6 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $13.8M, Schwab Strategic Tr Us Dividen with a value of $11.7M, Ishares Russell 2000 ETF with a value of $8.68M, Spdr S&P 500 ETF Trust with a value of $7.35M, and Financial Sector Spdr with a value of $6.69M.

Examining the 13F form we can see an decrease of $11.1M in the current position value, from $104M to 92.6M.

Below you can find more details about Surience Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.6 Million
ETFs: $58.6 Million
Industrials: $12.6 Million
Technology: $7.56 Million
Consumer Cyclical: $7.25 Million
Financial Services: $4.37 Million
Basic Materials: $2.07 Million
Consumer Defensive: $214,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$4.44 Million 4.79% of portfolio
18,917
Q4 2025 New
$328B
$4.38 Million 4.73% of portfolio
14,598
Q4 2025 Added 1.49%
$258B
$4.2 Million 4.53% of portfolio
23,921
Q4 2025 New
$266B
$4.05 Million 4.37% of portfolio
13,612
Q4 2025 New
$291B
$4 Million 4.32% of portfolio
7,251
Q4 2025 New
$265B
$3.82 Million 4.12% of portfolio
4,921
Q4 2025 Reduced 5.27%
$465B
$3.03 Million 3.27% of portfolio
16,264
Q4 2025 Reduced 29.47%
$1.29T
$2.81 Million 3.03% of portfolio
6,866
Q4 2025 Added 50.47%
$55.3B
$2.07 Million 2.24% of portfolio
170,190
Q4 2025 New
$3.78T
$483,000 0.52% of portfolio
952
Q4 2025 Added 35.61%
$0
$320,000 0.35% of portfolio
10,295
Q4 2025 Added 44.59%
$0
$238,000 0.26% of portfolio
14,263
Q4 2025 New
$404B
$214,000 0.23% of portfolio
235
Q3 2025 Reduced 80.42%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $92.6 Million
  • Prior Value $104 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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