§ 13F · FUND PROFILE
SURIENCE PRIVATE WEALTH LLC.
AUM · $114M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | 39K | $12M | 10.2% | +86% |
| 2 | QQQ | INVESCO QQQ TR | 13K | $9M | 8.3% | +219% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $9M | 8.2% | +2% |
| 4 | XLV | SELECT SECTOR SPDR TR | 34K | $5M | 4.7% | NEW |
| 5 | XLF | SELECT SECTOR SPDR TR | 98K | $5M | 4.6% | NEW |
| 6 | ITA | ISHARES TR | 19K | $5M | 4.2% | NEW |
| 7 | XLRE | SELECT SECTOR SPDR TR | 102K | $5M | 4.0% | −7% |
| 8 | XLK | SELECT SECTOR SPDR TR | 21K | $4M | 3.5% | NEW |
| 9 | MTUM | ISHARES TR | 11K | $4M | 3.4% | NEW |
| 10 | TLH | ISHARES TR | 35K | $4M | 3.1% | NEW |
§ 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 $114 million in assets. The fund runs a portfolio of 45 positions.
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