SURIENCE PRIVATE WEALTH LLC

Est. AUM

$93.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.2M	332330	10.94%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.9M	12210	8.52%	SOLE
3	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$7.7M	81692	8.26%	SOLE
4	ISHARES TR	RUSSELL 2000 ETF	$5.2M	20770	5.53%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$5.0M	74118	5.37%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET REA	$4.5M	109826	4.81%	SOLE
7	ALPS ETF TR	ALERIAN MLP	$4.2M	79809	4.51%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.2M	68540	4.51%	SOLE
9	PIMCO ETF TR	ENHAN SHRT MA AC	$3.1M	30757	3.32%	SOLE
10	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.0M	7815	3.22%	SOLE
11	MICROSOFT CORP	COM	$2.7M	7402	2.94%	SOLE
12	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.5M	24415	2.65%	SOLE
13	NVIDIA CORPORATION	COM	$2.4M	13775	2.58%	SOLE
14	TESLA INC	COM	$2.4M	6453	2.58%	SOLE
15	VALE S A	SPONSORED ADS	$2.3M	146001	2.49%	SOLE
16	INVESCO QQQ TR	UNIT SER 1	$2.3M	4023	2.49%	SOLE
17	AMAZON COM INC	COM	$2.2M	10566	2.36%	SOLE
18	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.1M	41204	2.21%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$1.6M	15508	1.77%	SOLE
20	ROBINHOOD MKTS INC	COM CL A	$1.5M	21538	1.60%	SOLE
21	ISHARES TR	20 YR TR BD ETF	$1.5M	17071	1.59%	SOLE
22	ISHARES TR	0-3 MNTH TREASRY	$1.4M	13948	1.51%	SOLE
23	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.3M	35749	1.36%	SOLE
24	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.2M	20743	1.33%	SOLE
25	ISHARES TR	3 7 YR TREAS BD	$1.2M	10169	1.29%	SOLE
26	ISHARES TR	1 3 YR TREAS BD	$1.2M	14522	1.29%	SOLE
27	GRAYSCALE ETHEREUM STAKING E	SHS	$1.1M	64988	1.19%	SOLE
28	ISHARES TR	7-10 YR TRSY BD	$1.0M	10675	1.09%	SOLE
29	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$901K	36928	0.97%	SOLE
30	ISHARES TR	MSCI EMG MKT ETF	$698K	12291	0.75%	SOLE
31	HARTFORD FDS EXCHANGE TRADED	STRATEGIC INCOME	$624K	17963	0.67%	SOLE
32	ISHARES TR	JPMORGAN USD EMG	$608K	6471	0.65%	SOLE
33	PROSHARES TR	ULTRAPRO QQQ	$552K	13239	0.59%	SOLE
34	VANGUARD MALVERN FDS	STRM INFPROIDX	$548K	10974	0.59%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET UTI	$506K	11029	0.54%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET CON	$469K	5722	0.50%	SOLE
37	SCHWAB STRATEGIC TR	US TIPS ETF	$411K	15461	0.44%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$369K	3854	0.40%	SOLE
39	VANECK ETF TRUST	GOLD MINERS ETF	$305K	3322	0.33%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$234K	235	0.25%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.