SURIENCE PRIVATE WEALTH LLC - Portfolio Stock Holdings
SURIENCE PRIVATE WEALTH LLC disclosed 57 stock positions in a recent SEC 13F filing. $113,703,846 of stock holdings were filed, with the largest holdings including IWM, QQQ, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $124,013,591 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
57Est. Stock Holding Value:
$113,703,846Top Stock Holdings By Sector
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Portfolio Stock Holdings - SURIENCE PRIVATE WEALTH LLC
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