account_balance

Investment manager · 13F filer · SEC CIK 1900195

Surience Private Wealth LLC

Reported value$104Mas of Sep 30, 2026
Positions41 17 new, 21 sold out
Top 10 weight67.2%QQQ alone is 11%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 10.8% Added +18%
SPY SPDR S&P 500 ETF Trust 10.6% Added +17%
IWM iShares Tr 10.1% Held
IEI iShares Tr 9.4% Added +313%
SCHD Schwab Strategic Tr 5.6% Added +257%
SMH Vaneck ETF Trust 5.6% New
XLK Select Sector SPDR Tr 5.5% Added +40%
XLU Select Sector SPDR Tr 4.0% Added +482%
XLV Select Sector SPDR Tr 2.9% Trimmed −47%
DLTR Dollar Tree, Inc. 2.6% New
VTEB Vanguard Mun Bd FDS 2.3% Added +33%
MINT Pimco ETF Tr 2.2% Trimmed −36%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • XLU +482%
  • IEI +313%
  • SCHD +257%
  • VGIT +46%
arrow_downwardTrimmed
  • XLF −82%
  • IEF −66%
  • PFF −56%
  • XLV −47%
remove_circleSold out
  • ITA $4.72M
  • XLRE $4.5M
  • MTUM $3.91M
  • TLH $3.56M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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