Surience Private Wealth

Surience Private Wealth as of March 31, 2026

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