Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SURIENCE PRIVATE WEALTH LLC (CIK 1900195) reported $93.2M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($10.2M, 10.94%), SPY ($7.9M, 8.52%), VYMI ($7.7M, 8.26%), IWM ($5.2M, 5.53%), IJH ($5.0M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 10.94% | 332,330 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 8.52% | 12,210 | Added |
| 3 | VYMI | VANGUARD WHITEHALL FDS | $7.7M | 8.26% | 81,692 | Added |
| 4 | IWM | ISHARES TR | $5.2M | 5.53% | 20,770 | Trimmed |
| 5 | IJH | ISHARES TR | $5.0M | 5.37% | 74,118 | New |
| 6 | XLRE | SELECT SECTOR SPDR TR | $4.5M | 4.81% | 109,826 | New |
| 7 | AMLP | ALPS ETF TR | $4.2M | 4.51% | 79,809 | New |
| 8 | XLE | SELECT SECTOR SPDR TR | $4.2M | 4.51% | 68,540 | New |
| 9 | MINT | PIMCO ETF TR | $3.1M | 3.32% | 30,757 | New |
| 10 | SMH | VANECK ETF TRUST | $3.0M | 3.22% | 7,815 | Added |
| 11 | MSFT | MICROSOFT CORP | $2.7M | 2.94% | 7,402 | Added |
| 12 | VTES | VANGUARD WELLINGTON FD | $2.5M | 2.65% | 24,415 | Added |
| 13 | TSLA | TESLA INC | $2.4M | 2.58% | 6,453 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $2.4M | 2.58% | 13,775 | Trimmed |
| 15 | VALE | VALE S A | $2.3M | 2.49% | 146,001 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $2.3M | 2.49% | 4,023 | Added |
| 17 | AMZN | AMAZON COM INC | $2.2M | 2.36% | 10,566 | Trimmed |
| 18 | VTEB | VANGUARD MUN BD FDS | $2.1M | 2.21% | 41,204 | Added |
| 19 | MUB | ISHARES TR | $1.6M | 1.77% | 15,508 | Added |
| 20 | HOOD | ROBINHOOD MKTS INC | $1.5M | 1.60% | 21,538 | New |
| 21 | TLT | ISHARES TR | $1.5M | 1.59% | 17,071 | New |
| 22 | SGOV | ISHARES TR | $1.4M | 1.51% | 13,948 | New |
| 23 | PHYS | SPROTT ASSET MANAGEMENT LP | $1.3M | 1.36% | 35,749 | Added |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $1.2M | 1.33% | 20,743 | New |
| 25 | IEI | ISHARES TR | $1.2M | 1.29% | 10,169 | New |
Source: SEC Form 13F filings · as of 2026-03-31