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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Million 14.86% of portfolio
47,782
Q4 2025 New
$0
$11.7 Million 12.6% of portfolio
428,701
Q4 2025 New
$0
$8.68 Million 9.37% of portfolio
36,565
Q4 2025 Reduced 37.05%
$0
$7.35 Million 7.94% of portfolio
11,047
Q4 2025 Reduced 5.62%
$0
$6.69 Million 7.22% of portfolio
127,567
Q4 2025 New
$0
$2.19 Million 2.37% of portfolio
32,444
Q4 2025 New
$0
$2.19 Million 2.36% of portfolio
21,339
Q4 2025 New
$0
$2.18 Million 2.35% of portfolio
22,547
Q4 2025 Reduced 17.68%
$0
$2.09 Million 2.26% of portfolio
61,363
Q4 2025 New
$0
$367,000 0.4% of portfolio
609
Q4 2025 Reduced 95.37%
$0
$283,000 0.31% of portfolio
5,646
Q4 2025 New
$0
$234,000 0.25% of portfolio
2,433
Q4 2025 New
$0
$226,000 0.24% of portfolio
2,122
Q4 2025 New
$0
$226,000 0.24% of portfolio
2,590
Q4 2025 New
$0
$219,000 0.24% of portfolio
3,985
Q4 2025 New
$0
$211,000 0.23% of portfolio
613
Q4 2025 New

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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