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CIK: 0001900195
Total reported value
$113.7M
$113.7M
40 檔
31.7%
According to the latest 13F quarterly dataset, Surience Private Wealth LLC managed an equity portfolio of $113.7M at the end of Q1 2026, spanning 40 distinct U.S. exchange-listed positions.
In Q1 2026, Surience Private Wealth LLC displayed an active expansion posture, initiating 19 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.94% | -9.54% | -22.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.52% | -0.35% | +10.53% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 8.26% | -6.90% | +3054.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.53% | +4.66% | -43.20% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.37% | -5.37% | EXIT | |
| 6 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.81% | -0.85% | — | |
| 7 | AMLP | Alerian Mlp ETF | ETF-Other | 4.51% | -4.31% | — | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 4.51% | -4.51% | EXIT | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.32% | -0.24% | — | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.22% | -3.22% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -2.63% | +677.52% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.65% | -0.65% | +628.37% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -2.58% | EXIT | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.58% | -2.58% | EXIT | |
| 15 | VALE | Vale Sa-sp Adr | Stock-Materials | 2.49% | -2.49% | EXIT | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.49% | +5.83% | +560.59% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -2.36% | EXIT | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.21% | -0.53% | +629.79% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.77% | -0.43% | +630.82% | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.60% | -1.60% | EXIT | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.59% | -0.01% | — | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.51% | -1.51% | EXIT | |
| 23 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.36% | -0.62% | +247.25% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.33% | -0.33% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.29% | +0.87% | — | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.29% | +0.27% | — | |
| 27 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 1.19% | -1.19% | EXIT | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.09% | +0.58% | +338.76% | |
| 29 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.97% | -0.50% | +158.91% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | +0.64% | +208.43% | |
| 31 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 0.67% | -0.11% | -70.73% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.65% | -0.65% | EXIT | |
| 33 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.59% | -0.59% | EXIT | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.19% | — | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.54% | +0.19% | — | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.32% | — | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.44% | -0.11% | — | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.40% | -0.05% | -82.91% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.33% | +0.17% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -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 40 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, SPY, VYMI) accounted for 31.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
IJH
市值: $5.0M
Top Position Liquidated / Trimmed
XLF
前期市值: $7.0M
During Q1 2026, Surience Private Wealth LLC's top holdings by market value included SCHD (10.9%)、SPY (8.5%)、VYMI (8.3%). The largest single position, SCHD, represented 10.9% of total portfolio value.
In Q1 2026, Surience Private Wealth LLC made 51 total portfolio adjustments, initiating 19 new buys, adding to 12 positions, trimming 8 holdings, and fully liquidating 12 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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