Surience Private Wealth LLC Top Holdings and 13F Report (2026) About Surience Private Wealth LLCInvestment ActivitySurience Private Wealth LLC has $93.16 million in total holdings as of March 31, 2026.Surience Private Wealth LLC owns shares of 40 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 61.05% of the portfolio was purchased this quarter.About 61.37% of the portfolio was sold this quarter.This quarter, Surience Private Wealth LLC has purchased 33 new stocks and bought additional shares in 12 stocks.Surience Private Wealth LLC sold shares of 8 stocks and completely divested from 12 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $10,195,884SPDR S&P 500 ETF Trust $7,940,651Vanguard International High Dividend Yield ETF $7,698,654iShares Russell 2000 ETF $5,150,960iShares Core S&P Mid-Cap ETF $5,005,189 Largest New Holdings this Quarter 464287507 - iShares Core S&P Mid-Cap ETF $5,005,189 Holding81369Y860 - Real Estate Select Sector SPDR Fund $4,484,196 Holding00162Q452 - Alerian MLP ETF $4,201,146 Holding81369Y506 - Energy Select Sector SPDR Fund $4,198,760 Holding72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $3,093,231 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 79,102 shares (about $7.45M)iShares Core S&P Mid-Cap ETF 74,118 shares (about $5.01M)Real Estate Select Sector SPDR Fund 109,826 shares (about $4.48M)Alerian MLP ETF 79,809 shares (about $4.20M)Energy Select Sector SPDR Fund 68,540 shares (about $4.20M) Largest Sales this Quarter iShares Russell 2000 ETF 15,795 shares (about $3.92M)Schwab US Dividend Equity ETF 96,371 shares (about $2.96M)SPDR Bloomberg High Yield Bond ETF 18,693 shares (about $1.79M)Amazon.com 8,351 shares (about $1.74M)HARTFORD FDS EXCHANGE TRADED 43,400 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSurience Private Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$10,195,884$2,956,662 ▼-22.5%332,33010.9%ETFSPYSPDR S&P 500 ETF Trust$7,940,651$756,345 ▲10.5%12,2108.5%FinanceVYMIVanguard International High Dividend Yield ETF$7,698,654$7,454,572 ▲3,054.1%81,6928.3%ETFIWMiShares Russell 2000 ETF$5,150,960$3,917,160 ▼-43.2%20,7705.5%FinanceIJHiShares Core S&P Mid-Cap ETF$5,005,189$5,005,189 ▲New Holding74,1185.4%ETFXLREReal Estate Select Sector SPDR Fund$4,484,196$4,484,196 ▲New Holding109,8264.8%ETFAMLPAlerian MLP ETF$4,201,146$4,201,146 ▲New Holding79,8094.5%ETFXLEEnergy Select Sector SPDR Fund$4,198,760$4,198,760 ▲New Holding68,5404.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,093,231$3,093,231 ▲New Holding30,7573.3%ETFSMHVanEck Semiconductor ETF$2,996,271$2,761,247 ▲1,174.9%7,8153.2%ManufacturingMSFTMicrosoft$2,740,003$2,387,601 ▲677.5%7,4022.9%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$2,469,333$2,130,312 ▲628.4%24,4152.7%ETFNVDANVIDIA$2,402,360$434,082 ▼-15.3%13,7752.6%Computer and TechnologyTSLATesla$2,398,903$153,533 ▼-6.0%6,4532.6%Auto/Tires/TrucksVALEVale$2,322,876$384,847 ▼-14.2%146,0012.5%Basic MaterialsQQQInvesco QQQ$2,321,995$1,970,492 ▲560.6%4,0232.5%FinanceAMZNAmazon.com$2,200,581$1,739,263 ▼-44.1%10,5662.4%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$2,055,668$1,773,989 ▲629.8%41,2042.2%ETFMUBiShares National Muni Bond ETF$1,646,174$1,420,924 ▲630.8%15,5081.8%ETFHOODRobinhood Markets$1,492,583$1,492,583 ▲New Holding21,5381.6%FinanceTLTiShares 20+ Year Treasury Bond ETF$1,479,885$1,479,885 ▲New Holding17,0711.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,404,006$1,404,006 ▲New Holding13,9481.5%ETFSPROTT ASSET MANAGEMENT LP$1,266,945$902,090 ▲247.2%35,7491.4%PHYSICAL GOLD TRVGITVanguard Intermediate-Term Treasury ETF$1,235,246$1,235,246 ▲New Holding20,7431.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,206,043$1,206,043 ▲New Holding10,1691.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,199,082$1,199,082 ▲New Holding14,5221.3%ManufacturingGRAYSCALE ETHEREUM STAKING E$1,109,345$1,109,345 ▲New Holding64,9881.2%SHSIEFiShares 7-10 Year Treasury Bond ETF$1,018,822$786,616 ▲338.8%10,6751.1%ETFSPROTT ASSET MANAGEMENT LP$900,674$552,799 ▲158.9%36,9281.0%PHYSICAL SILVEREEMiShares MSCI Emerging Markets ETF$698,006$471,698 ▲208.4%12,2910.7%FinanceHARTFORD FDS EXCHANGE TRADED$623,675$1,506,847 ▼-70.7%17,9630.7%STRATEGIC INCOMEEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$607,821$607,821 ▲New Holding6,4710.7%ETFTQQQProShares UltraPro QQQ$551,802$551,802 ▲New Holding13,2390.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$548,151$548,151 ▲New Holding10,9740.6%ManufacturingXLUUtilities Select Sector SPDR Fund$506,121$506,121 ▲New Holding11,0290.5%ETFXLPConsumer Staples Select Sector SPDR Fund$469,090$469,090 ▲New Holding5,7220.5%ETFSCHPSchwab U.S. TIPS ETF$411,417$411,417 ▲New Holding15,4610.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$368,905$1,789,295 ▼-82.9%3,8540.4%FinanceGDXVanEck Gold Miners ETF$304,860$304,860 ▲New Holding3,3220.3%ETFCOSTCostco Wholesale$234,1610.0%2350.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$0$6,986,845 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$6,879,175 ▼-100.0%00.0%ETFGEGE Aerospace$0$4,496,622 ▼-100.0%00.0%AerospaceRTXRTX$0$4,387,111 ▼-100.0%00.0%AerospaceGSThe Goldman Sachs Group$0$4,325,559 ▼-100.0%00.0%FinanceCATCaterpillar$0$4,153,880 ▼-100.0%00.0%IndustrialsIBMInternational Business Machines$0$4,032,011 ▼-100.0%00.0%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$0$2,169,536 ▼-100.0%00.0%ETFEDVVanguard Extended Duration Treasury ETF$0$2,109,184 ▼-100.0%00.0%ETFSPDR S&P 500 ETF TR$0$2,045,760 ▼-100.0%00.0%CALLINVESCO QQQ TR$0$1,842,930 ▼-100.0%00.0%CALLISHARES TR$0$861,560 ▼-100.0%00.0%CALLShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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