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CIK: 0001900195
Total reported value
$113.7M
$113.7M
33 檔
37.1%
As reported in its official Q4 2025 Form 13F filing, Surience Private Wealth LLC's tracked investment portfolio stood at $113.7M with 33 total positions.
Surience Private Wealth LLC executed strategic sector rebalancing during Q4 2025, establishing 21 new positions while fully exiting 19 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.63% | -9.54% | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.66% | +4.66% | -37.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.09% | -0.35% | -5.62% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 7.50% | +4.62% | NEW | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 7.39% | +3.50% | NEW | |
| 6 | GE | General Electric | Stock-Industrials | 4.83% | — | +1.49% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 4.71% | — | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -2.36% | EXIT | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.64% | — | -5.27% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 4.46% | — | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 4.33% | — | — | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.32% | -2.58% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | -2.58% | EXIT | |
| 14 | VALE | Vale Sa-sp Adr | Stock-Materials | 2.38% | -2.49% | EXIT | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.35% | -0.05% | -17.68% | |
| 16 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 2.34% | -0.11% | — | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.33% | +3.13% | NEW | |
| 18 | EDV | Vanguard Extended Dur Treas | ETF-Other | 2.26% | — | — | |
| 19 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 2.20% | — | — | |
| 20 | ✓ | Invesco Qqq Trust | Stock-Other | 1.98% | — | — | |
| 21 | ✓ | Ishares Tr | Stock-Other | 0.93% | — | -65.00% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -2.63% | +35.61% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +5.83% | -95.37% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.37% | -0.65% | — | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.37% | -0.62% | +44.59% | |
| 26 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.36% | -0.50% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.53% | — | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.25% | +0.58% | — | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.25% | -6.90% | — | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.24% | -0.43% | — | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.24% | -3.22% | EXIT | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.23% | +0.64% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.06% | — |
According to official SEC Form 13F filings, Surience Private Wealth LLC reported a total U.S. public equity portfolio value of $113.7M across 33 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, IWM, SPY) accounted for 37.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHD
市值: $11.8M
Top Position Liquidated / Trimmed
ITA
前期市值: $13.5M
During Q4 2025, Surience Private Wealth LLC's top holdings by market value included SCHD (12.6%)、IWM (9.7%)、SPY (8.1%). The largest single position, SCHD, represented 12.6% of total portfolio value.
In Q4 2025, Surience Private Wealth LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 3 positions, trimming 7 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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