SURIENCE PRIVATE WEALTH LLC: 13F holdings
CIK 19001952026Q2
| Positions | 45 |
|---|
| Reported value | $113.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 45 (+5 vs prior quarter) |
|---|
| Reported value | $113.7m (+22.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWM ISHARES TR | 38,557 | $11.6m | 10.2% |
| QQQ INVESCO QQQ TR | 12,846 | $9.5m | 8.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,435 | $9.3m | 8.2% |
| XLV SELECT SECTOR SPDR TR | 33,514 | $5.3m | 4.7% |
| XLF SELECT SECTOR SPDR TR | 97,941 | $5.3m | 4.6% |
| ITA ISHARES TR | 19,487 | $4.7m | 4.2% |
| XLRE SELECT SECTOR SPDR TR | 102,287 | $4.5m | 4.0% |
| XLK SELECT SECTOR SPDR TR | 20,886 | $4.0m | 3.5% |
| MTUM ISHARES TR | 11,410 | $3.9m | 3.4% |
| TLH ISHARES TR | 35,460 | $3.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1900195")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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