StockDriftsStockDriftsTop 45 Surience Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | 10.19% | 38.6K | $11.6M | +85.64%(+17.79K) | $242.09(+25.47%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 8.32% | 12.8K | $9.5M | +219.31%(+8.82K) | $624.42(+17.31%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.17% | 12.4K | $9.3M | +1.84%(+225) | $594.36(+30.45%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.68% | 33.5K | $5.3M | new | $151.24(+10.63%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 4.62% | 97.9K | $5.3M | new | $54.32(+6.99%) | 2026-06-30 | |
| ITA | ISHARES TR | 4.15% | 19.5K | $4.7M | new | $170.93(+46.99%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 3.96% | 102.3K | $4.5M | -6.86%(-7.54K) | $40.59(+11.53%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.5% | 20.9K | $4.0M | new | $89.10(+114.06%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.44% | 11.4K | $3.9M | new | $286.80(+12.33%) | 2026-06-30 | |
| TLH | ISHARES TR | 3.13% | 35.5K | $3.6M | new | $104.04(-7.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.22% | +65.24% | — | — | +33.12% |
| Top 20 Holdings Unweighted | +18.72% | +67.34% | — | — | +38.14% |
Surience Private Wealth LLC reports $113.70M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are IWM (10.2%), QQQ (8.3%) and SPY (8.2%). The top 20 holdings account for 79.61% of reported assets. Its disclosed equity book has returned +65.24% on a three-year cumulative basis. Figures reflect the Q2 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