SURIENCE PRIVATE WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, SURIENCE PRIVATE WEALTH LLC held in its portfolio 33 assets valued at $93,129,393 (i.e. $93.13M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($11.76M), ISHARES TR ($9.00M), and SPDR S&P 500 ETF TR ($7.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SURIENCE PRIVATE WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 428701 | 11759268 | US DIVIDEND EQ |
| ISHARES TR | 36565 | 9000840 | RUSSELL 2000 ETF |
| SPDR S&P 500 ETF TR | 11047 | 7533170 | TR UNIT |
| SELECT SECTOR SPDR TR | 127567 | 6986845 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 47782 | 6879175 | STATE STREET TEC |
| GE AEROSPACE | 14598 | 4496622 | COM NEW |
| RTX CORPORATION | 23921 | 4387111 | COM |
| AMAZON COM INC | 18917 | 4366422 | COM |
| GOLDMAN SACHS GROUP INC | 4921 | 4325559 | COM |
| CATERPILLAR INC | 7251 | 4153880 | COM |
| INTERNATIONAL BUSINESS MACHS | 13612 | 4032011 | COM |
| TESLA INC | 6866 | 3087778 | COM |
| NVIDIA CORPORATION | 16264 | 3033236 | COM |
| VALE S A | 170190 | 2217576 | SPONSORED ADS |
| SPDR SERIES TRUST | 22547 | 2191794 | STATE STREET SPD |
| HARTFORD FDS EXCHANGE TRADED | 61363 | 2177159 | STRATEGIC INCOME |
| ISHARES TR | 21339 | 2169536 | 10-20 YR TRS ETF |
| VANGUARD WORLD FD | 32444 | 2109184 | EXTENDED DUR |
| SPDR S&P 500 ETF TR | 3000 | 2045760 | CALL |
| INVESCO QQQ TR | 3000 | 1842930 | CALL |
| ISHARES TR | 3500 | 861560 | CALL |
| MICROSOFT CORP | 952 | 460412 | COM |
| INVESCO QQQ TR | 609 | 374115 | UNIT SER 1 |
| VANGUARD WELLINGTON FD | 3352 | 340479 | SHORT TRM TAX EX |
| SPROTT ASSET MANAGEMENT LP | 10295 | 339941 | PHYSICAL GOLD TR |
| SPROTT ASSET MANAGEMENT LP | 14263 | 337320 | PHYSICAL SILVER |
| VANGUARD MUN BD FDS | 5646 | 283937 | TAX EXEMPT BD |
| ISHARES TR | 2433 | 233957 | 7-10 YR TRSY BD |
| VANGUARD WHITEHALL FDS | 2590 | 233100 | INTL HIGH ETF |
| ISHARES TR | 2122 | 227287 | NATIONAL MUN ETF |
| VANECK ETF TRUST | 613 | 220760 | SEMICONDUCTR ETF |
| ISHARES TR | 3985 | 218019 | MSCI EMG MKT ETF |
| COSTCO WHSL CORP NEW | 235 | 202650 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.