SURIENCE PRIVATE WEALTH LLC - Portfolio overview

SURIENCE PRIVATE WEALTH LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITA - ISHARES TR, 9.40%
2. SCHD - SCHWAB STRATEGIC TR, 7.56%
3. XHB - SPDR SERIES TRUST, 5.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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