SURIENCE PRIVATE WEALTH LLC
•CIK: 1900195•Filing: Q4 2025
SURIENCE PRIVATE WEALTH LLC manages $93M across a concentrated portfolio of 33 positions. The strategy exhibits a clear tilt toward established, dividend-paying equities and sector leaders, evidenced by the $11.8M allocation to SCHD. Top holdings include significant weights in broad market indices (SPY at $7.5M, IWM at $9.0M) alongside sector bets in Financials (XLF at $7.0M) and Technology (XLK at $6.9M). Notable individual name exposure includes $4.5M in GE and $4.4M each in AMZN and RTX.
Total AUM
$88.4M
+ $4.8M in options
QoQ Performance
-16.3%
Positions
24
+ 3 options
Top 10 Concentration
68.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
IWM
SPY
XLF
XLK
SCHD12.6%
IWM9.7%
SPY8.1%
XLF7.5%
XLK7.4%
GE4.8%
RTX4.7%
AMZN4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.8%
Industrial14.0%
ETF10.3%
Consumer8.2%
Technology8.1%
Financial4.6%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW21 new positions
↑4 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023