Holdings
Surience Private Wealth LLC
As of Sep 30, 2026, Surience Private Wealth LLC reported 41 positions worth US$104M. Largest: Invesco QQQ Trust, State Street SPDR S&P 500 ETF and iShares Russell 2000 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco QQQ Trust | 15,178 | US$11.2M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 14,497 | US$11.1M | new | Sep 30, 2026 |
| iShares Russell 2000 ETF | 37,942 | US$10.5M | new | Sep 30, 2026 |
| iShares 3-7 Year Treasury Bond ETF | 86,346 | US$9.8M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 180K | US$5.85M | new | Sep 30, 2026 |
| VanEck Semiconductor ETF | 9,507 | US$5.79M | new | Sep 30, 2026 |
| State Street Technology Select Sector SPDR ETF | 29,247 | US$5.73M | new | Sep 30, 2026 |
| State Street Utilities Select Sector SPDR ETF | 106K | US$4.2M | new | Sep 30, 2026 |
| State Street Health Care Select Sector SPDR ETF | 17,628 | US$2.97M | new | Sep 30, 2026 |
| Dollar Tree, Inc. | 23,429 | US$2.67M | new | Sep 30, 2026 |