§ 13F · FUND PROFILE
SURIENCE PRIVATE WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109M (13F)Positions · 44Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 332K | $10M | 10.9% | −22% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $8M | 8.5% | +11% |
| 3 | VYMI | VANGUARD WHITEHALL FDS | 82K | $8M | 8.3% | +3054% |
| 4 | IWM | ISHARES TR | 21K | $5M | 5.5% | −43% |
| 5 | IJH | ISHARES TR | 74K | $5M | 5.4% | NEW |
| 6 | XLRE | SELECT SECTOR SPDR TR | 110K | $4M | 4.8% | NEW |
| 7 | AMLP | ALPS ETF TR | 80K | $4M | 4.5% | NEW |
| 8 | XLE | SELECT SECTOR SPDR TR | 69K | $4M | 4.5% | NEW |
| 9 | MINT | PIMCO ETF TR | 31K | $3M | 3.3% | NEW |
| 10 | SMH | VANECK ETF TRUST | 8K | $3M | 3.2% | +1175% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SURIENCE SIGNAL
AC read
SURIENCE PRIVATE WEALTH LLC is a Other fund managing $109 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed