SURIENCE PRIVATE WEALTH LLC: 13F holdings

CIK 19001952026Q2

Positions45
Reported value$113.7m
Filed2026-07-24

Top 10 holdings

SecuritySharesValueWeight
IWM ISHARES TR38,557$11.6m10.2%
QQQ INVESCO QQQ TR12,846$9.5m8.3%
SPY STATE STR SPDR S&P 500 ETF T12,435$9.3m8.2%
XLV SELECT SECTOR SPDR TR33,514$5.3m4.7%
XLF SELECT SECTOR SPDR TR97,941$5.3m4.6%
ITA ISHARES TR19,487$4.7m4.2%
XLRE SELECT SECTOR SPDR TR102,287$4.5m4.0%
XLK SELECT SECTOR SPDR TR20,886$4.0m3.5%
MTUM ISHARES TR11,410$3.9m3.4%
TLH ISHARES TR35,460$3.6m3.1%

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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