SURIENCE PRIVATE WEALTH LLC

CIK

1900195

Location

YAKIMA, WA

Portfolio Value

Micro $27,331,067

Diversification

Diversified

Filing Date

Global Rank

#7,135 / 8,232 ▼ 243

Top Industry

Software - Infrastructure 17.2%

3Y Alpha vs SPY

-0.7%

Period ended 2 months ago

Filed Apr 20, 2026 · 54d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.4%

SPY

+76.5%

Annualised alpha

-0.5%

Max drawdown

−24.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.1%

+11.7 pts

Top 5

65.1%

+7.2 pts

Top 10

95.8%

−0.2 pts

HHI

1,388

Diversified+367

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.6%	$11,371,991	3
Technology	18.8%	$5,142,358	2
Consumer Cyclical	16.8%	$4,599,482	2
Financial Services	13.4%	$3,660,200	3
Basic Materials	8.5%	$2,322,875	1
Consumer Defensive	0.9%	$234,161	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	+25,454	35,749	$1,266,944
PSLV	Sprott Physical Silver Trust	+22,665	36,928	$900,673
MSFT	Microsoft Corp	+6,450	7,402	$2,739,998
QQQ	Invesco Qqq Trust, Series 1	+3,414	4,023	$2,321,995
SPY	Spdr S&P 500 ETF Trust	+1,163	12,210	$7,940,651
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
VALE	Vale S.A.	−24,189	146,001	$2,322,875
AMZN	Amazon Com Inc	−8,351	10,566	$2,200,580
NVDA	Nvidia Corp	−2,489	13,775	$2,402,360
TSLA	Tesla, Inc.	−413	6,453	$2,398,902
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
HOOD	Robinhood Markets, Inc.	21,538	$1,492,583
ETHE	Grayscale Ethereum Staking ETF	64,988	$1,109,345
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GE	General Electric Co	14,598	$4,496,621
RTX	RTX Corp	23,921	$4,387,111
GS	Goldman Sachs Group Inc	4,921	$4,325,559
CAT	Caterpillar Inc	7,251	$4,153,880
IBM	International Business Machines Corp	13,612	$4,032,010
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $27,331,067 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	12,210	+1,163	$7,940,651	+5.4%	29.05%
MSFT	Microsoft Corp Technology	Added	7,402	+6,450	$2,739,998	+495.1%	10.03%
NVDA	Nvidia Corp Technology	Reduced	13,775	-2,489	$2,402,360	−20.8%	8.79%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,453	-413	$2,398,902	−22.3%	8.78%
VALE	Vale S.A. Basic Materials	Reduced	146,001	-24,189	$2,322,875	+4.7%	8.50%
QQQ	Invesco Qqq Trust, Series 1	Added	4,023	+3,414	$2,321,995	+520.7%	8.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,566	-8,351	$2,200,580	−49.6%	8.05%
HOOD	Robinhood Markets, Inc. Financial Services	NEW	21,538	NEW	$1,492,583	NEW	5.46%
PHYS	Sprott Physical Gold Trust Financial Services	Added	35,749	+25,454	$1,266,944	+272.7%	4.64%
ETHE	Grayscale Ethereum Staking ETF	NEW	64,988	NEW	$1,109,345	NEW	4.06%
PSLV	Sprott Physical Silver Trust Financial Services	Added	36,928	+22,665	$900,673	+167.0%	3.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	235	0	$234,161	+15.6%	0.86%