StockDriftsStockDriftsTop 40 Surience Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.8% | 15.2K | $11.2M | +18.15%(+2.33K) | $641.88(+11.91%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.63% | 14.5K | $11.1M | +16.58%(+2.06K) | $617.16(+24.19%) | 2026-09-30 | |
| IWM | ISHARES TR | 10.14% | 37.9K | $10.5M | -1.60%(-615) | $242.09(+12.06%) | 2026-09-30 | |
| IEI | ISHARES TR | 9.42% | 86.3K | $9.8M | +312.92%(+65.44K) | $116.16(-1.86%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.63% | 180.0K | $5.9M | +257.29%(+129.59K) | $30.79(+11.21%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 5.57% | 9.5K | $5.8M | new | $415.36(+32.04%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.51% | 29.2K | $5.7M | +40.03%(+8.36K) | $118.84(+56.48%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.04% | 106.5K | $4.2M | +482.20%(+88.17K) | $42.81(-3.38%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.86% | 17.6K | $3.0M | -47.40%(-15.89K) | $151.24(+16.14%) | 2026-09-30 | |
| DLTR | DOLLAR TREE INC | 2.57% | 23.4K | $2.7M | new | $117.48(+4.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.72% | +63.16% | — | — | +27.96% |
| Top 20 Holdings Unweighted | +17.59% | +62.58% | — | — | +31.63% |
Surience Private Wealth LLC reports $104.18M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (10.8%), SPY (10.6%) and IWM (10.1%). The top 20 holdings account for 85.38% of reported assets. Its disclosed equity book has returned +63.16% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Surience Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900195). View Surience Private Wealth LLC’s 13F filings on SEC