§ 13F · FUND PROFILE
SURIENCE PRIVATE WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.5T (13F)Positions · 29Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$57.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 429K | $11.8T | 12.6% | NEW |
| 2 | IWM | ISHARES TR | 37K | $9.0T | 9.7% | −33% |
| 3 | SPY | SPDR S&P 500 ETF TR | 11K | $7.5T | 8.1% | — |
| 4 | XLF | SELECT SECTOR SPDR TR | 128K | $7.0T | 7.5% | NEW |
| 5 | XLK | SELECT SECTOR SPDR TR | 48K | $6.9T | 7.4% | NEW |
| 6 | GE | GE AEROSPACE | 15K | $4.5T | 4.8% | +8% |
| 7 | RTX | RTX CORPORATION | 24K | $4.4T | 4.7% | NEW |
| 8 | AMZN | AMAZON COM INC | 19K | $4.4T | 4.7% | NEW |
| 9 | GS | GOLDMAN SACHS GROUP INC | 5K | $4.3T | 4.6% | — |
| 10 | CAT | CATERPILLAR INC | 7K | $4.2T | 4.5% | 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 $106450.5 trillion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed