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Surience Private Wealth

Latest statistics and disclosures from Surience Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, SPY, VYMI, IWM, IJH, and represent 38.63% of Surience Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VYMI (+$7.5M), IJH (+$5.0M), XLRE, AMLP, XLE, MINT, SMH, MSFT, VTES, QQQ.
Started 19 new stock positions in TLT, GDX, TQQQ, IJH, ETHE, HOOD, EMB, XLP, XLU, SHY. XLRE, XLE, VGIT, IEI, AMLP, MINT, VTIP, SCHP, SGOV.
Reduced shares in these 10 stocks: , , GE, RTX, , CAT, IBM, IWM, SCHD, TLH.
Sold out of its positions in CAT, GE, GS, IBM, Powershares Qqq Trust, Ishares Tr option, TLH, RTX, Spdr S&p 500 Etf Tr option, XLF. XLK, EDV.
Surience Private Wealth was a net seller of stock by $-295k.
Surience Private Wealth has $93M in assets under management (AUM), dropping by 0.03%.
Central Index Key (CIK): 0001900195

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Portfolio Holdings for Surience Private Wealth

Surience Private Wealth holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.9	$10M	-22%	332k	30.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.5	$7.9M	+10%	12k	650.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	8.3	$7.7M	+3054%	82k	94.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.5	$5.2M	-43%	21k	248.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.4	$5.0M	NEW	74k	67.53	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	4.8	$4.5M	NEW	110k	40.83	View chart
Alps Etf Tr Alerian Mlp (AMLP)	4.5	$4.2M	NEW	80k	52.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	4.5	$4.2M	NEW	69k	61.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	3.3	$3.1M	NEW	31k	100.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.2	$3.0M	+1174%	7.8k	383.40	View chart
Microsoft Corporation (MSFT)	2.9	$2.7M	+677%	7.4k	370.17	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	2.7	$2.5M	+628%	24k	101.14	View chart
NVIDIA Corporation (NVDA)	2.6	$2.4M	-15%	14k	174.40	View chart
Tesla Motors (TSLA)	2.6	$2.4M	-6%	6.5k	371.75	View chart
Vale S A Sponsored Ads (VALE)	2.5	$2.3M	-14%	146k	15.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$2.3M	+560%	4.0k	577.18	View chart
Amazon (AMZN)	2.4	$2.2M	-44%	11k	208.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$2.1M	+629%	41k	49.89	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$1.6M	+630%	16k	106.15	View chart
Robinhood Mkts Com Cl A (HOOD)	1.6	$1.5M	NEW	22k	69.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$1.5M	NEW	17k	86.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$1.4M	NEW	14k	100.66	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	1.4	$1.3M	+247%	36k	35.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$1.2M	NEW	21k	59.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.3	$1.2M	NEW	10k	118.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$1.2M	NEW	15k	82.57	View chart
Grayscale Ethereum Staking E SHS (ETHE)	1.2	$1.1M	NEW	65k	17.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$1.0M	+338%	11k	95.44	View chart
Sprott Asset Management Physical Silver (PSLV)	1.0	$901k	+158%	37k	24.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$698k	+208%	12k	56.79	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.7	$624k	-70%	18k	34.72	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$608k	NEW	6.5k	93.93	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.6	$552k	NEW	13k	41.68	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$548k	NEW	11k	49.95	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$506k	NEW	11k	45.89	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$469k	NEW	5.7k	81.98	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$411k	NEW	16k	26.61	View chart
Spdr Series Trust State Street Spd (JNK)	0.4	$369k	-82%	3.9k	95.72	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$305k	NEW	3.3k	91.77	View chart
Costco Wholesale Corporation (COST)	0.3	$234k		235.00	996.43	View chart

Past Filings by Surience Private Wealth

SEC 13F filings are viewable for Surience Private Wealth going back to 2021

Surience Private Wealth 2026 Q1 filed April 20, 2026
Surience Private Wealth 2025 Q4 filed Jan. 16, 2026
Surience Private Wealth 2025 Q3 filed Oct. 9, 2025
Surience Private Wealth 2025 Q2 filed July 15, 2025
Surience Private Wealth 2025 Q1 filed April 24, 2025
Surience Private Wealth 2024 Q4 filed Jan. 14, 2025
Surience Private Wealth 2024 Q3 filed Oct. 21, 2024
Surience Private Wealth 2024 Q2 filed Aug. 9, 2024
Surience Private Wealth 2024 Q1 filed May 14, 2024
Surience Private Wealth 2023 Q3 filed Nov. 14, 2023
Surience Private Wealth 2023 Q2 filed Aug. 7, 2023
Surience Private Wealth 2023 Q1 filed May 4, 2023
Surience Private Wealth 2022 Q4 filed Feb. 14, 2023
Surience Private Wealth 2022 Q3 filed Nov. 10, 2022
Surience Private Wealth 2022 Q2 filed July 26, 2022
Surience Private Wealth 2022 Q1 filed April 20, 2022

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