Institutional Investor · CIK 0001900195
SURIENCE PRIVATE WEALTH LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
43
Total Value
$115.61M
Total Shares
1.09M
Latest Filing
Jul 24, 2026
CIK
0001900195
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 38,557 | $11.58M | 0.0140% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,846 | $9.46M | 1.3185% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,846 | $9.46M | 0.0018% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 12,435 | $9.29M | 0.0012% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 33,514 | $5.32M | 0.0130% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 97,941 | $5.25M | 0.0096% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 102,287 | $4.50M | 0.0569% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 20,886 | $3.98M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 35,460 | $3.56M | 0.0304% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 34,779 | $3.51M | 0.0213% | SH | — | View | |
Invesco S&P 500 High…(SPHD) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 67,334 | $3.42M | 0.1069% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 62,046 | $3.15M | 0.0384% | SH | — | View | |
General Mills, Inc.(GRM.DE) | Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-07-24 | 89,824 | $3.13M | 0.0168% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 8,609 | $3.04M | 0.0001% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 14,355 | $3.00M | 0.0009% | SH | — | View |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 14,355 | $3.00M | 0.0009% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-24 | 2,167 | $2.55M | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 20,911 | $2.46M | 0.0133% | SH | — | View | |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-24 | 7,064 | $2.41M | 0.0018% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 22,493 | $2.28M | 0.1080% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 37,690 | $1.91M | 0.0038% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 20,137 | $1.90M | 0.0040% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 20,801 | $1.80M | 0.0041% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 21,671 | $1.78M | 0.0071% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 50,368 | $1.60M | 0.0018% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 23,145 | $1.58M | 0.0049% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 15,705 | $1.54M | 0.0080% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 14,161 | $1.52M | 0.0033% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 19,342 | $1.14M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 28,976 | $883.48K | 0.0067% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 27,882 | $841.20K | 0.0058% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 18,285 | $829.04K | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 7,542 | $569.04K | 0.0025% | SH | — | View | |
Sprott Physical Silver Trust(PSLV.TO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 28,526 | $538.29K | 0.0045% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 9,096 | $456.89K | 0.0006% | SH | — | View | |
VanEck Rare Earth and…(REMX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,505 | $398.69K | 0.0346% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 4,100 | $395.12K | 0.0053% | SH | — | View | |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 14,261 | $377.92K | 0.0023% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 956 | $356.61K | 0.0000% | SH | — | View |
Alerian MLP ETF(AMLP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,315 | $223.73K | 0.0020% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 235 | $219.84K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 2,487 | $206.59K | 0.0015% | SH | — | View | |
Teradyne, Inc.(TER) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 420 | $203.21K | 0.0003% | SH | — | View |
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