SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC reported 45 positions worth $113.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IWM (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWM | SH | $11.6M | 10.19% | 38,557 | — | — | |
| ▸ 2 | QQQ | SH | $9.5M | 8.32% | 12,846 | — | — | |
| ▸ 3 | SPY | SH | $9.3M | 8.17% | 12,435 | — | — | |
| ▸ 4 | XLV | SH | $5.3M | 4.68% | 33,514 | — | — | |
| ▸ 5 | XLF | SH | $5.3M | 4.62% | 97,941 | — | — | |
| ▸ 6 | ITA | SH | $4.7M | 4.15% | 19,487 | — | — | |
| ▸ 7 | XLRE | SH | $4.5M | 3.96% | 102,287 | — | — | |
| ▸ 8 | XLK | SH | $4.0M | 3.50% | 20,886 | — | — | |
| ▸ 9 | MTUM | SH | $3.9M | 3.44% | 11,410 | — | — | |
| ▸ 10 | TLH | SH | $3.6M | 3.13% | 35,460 | — | — |
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Frequently Asked Questions
What stocks does SURIENCE PRIVATE WEALTH LLC hold as of Q2 2026?
SURIENCE PRIVATE WEALTH LLC reported 45 positions worth $113.7M in its Q2 2026 13F filing. Largest positions: IWM (10.2%), QQQ (8.3%), SPY (8.2%), XLV (4.7%) and XLF (4.6%).
What did SURIENCE PRIVATE WEALTH LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SURIENCE PRIVATE WEALTH LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.