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The Analysis of SURIENCE PRIVATE WEALTH LLC's Holdings & P&L

Currently, SURIENCE PRIVATE WEALTH LLC holds 40 types of securities in its portfolio with a total value $93.2M. In the most recent quarter, they have increased their positions in VYMI (+79.1K shares, valued at $7.5M), IJH (+74.1K shares, valued at $5.0M), XLRE (+109.8K shares, valued at $4.5M); decreased their positions in IWM (-15.8K shares, valued at $3.9M), SCHD (-96.4K shares, valued at $3.0M), N/A (-18.7K shares, valued at $1.8M); initiated new positions in IJH (+74.1K shares, valued at $5.0M), XLRE (+109.8K shares, valued at $4.5M), N/A (+79.8K shares, valued at $4.2M).

1M P&L

+2.8M+3.23%

3M P&L

+4.3M+5.01%

HY P&L

+9.5M+11.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A72.5M

84.0%

2Software - Infrastructure2.7M

3.2%

3Semiconductors2.4M

2.8%

Top Industries by Stock Count

1N/A30 stocks

81.1%

2Internet Retail1 stocks

2.7%

3Discount Stores1 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR332.3K shares-22.48%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T12.2K shares10.53%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS81.7K shares3054.13%2026-03-312026-04-20

IWM ISHARES TR20.8K shares-43.20%2026-03-312026-04-20

IJH ISHARES TR74.1K sharesnew addition2026-03-312026-04-20

XLRE SELECT SECTOR SPDR TR109.8K sharesnew addition2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR79.8K sharesnew addition2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR68.5K sharesnew addition2026-03-312026-04-20

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MINT PIMCO ETF TR30.8K sharesnew addition2026-03-312026-04-20

SMH VANECK ETF TRUST7.8K shares1174.88%2026-03-312026-04-20

MSFT MICROSOFT CORP7.4K shares677.52%2026-03-312026-04-20

VTES VANGUARD WELLINGTON FD24.4K shares628.37%2026-03-312026-04-20

NVDA NVIDIA CORPORATION13.8K shares-15.30%2026-03-312026-04-20

TSLA TESLA INC6.5K shares-6.02%2026-03-312026-04-20

VALE VALE S A146.0K shares-14.21%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR4.0K shares560.59%2026-03-312026-04-20

Sponsored

AMZN AMAZON COM INC10.6K shares-44.15%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS41.2K shares629.79%2026-03-312026-04-20

MUB ISHARES TR15.5K shares630.82%2026-03-312026-04-20

HOOD ROBINHOOD MKTS INC21.5K sharesnew addition2026-03-312026-04-20

TLT ISHARES TR17.1K sharesnew addition2026-03-312026-04-20

SGOV ISHARES TR13.9K sharesnew addition2026-03-312026-04-20

PHYS SPROTT ASSET MANAGEMENT LP35.7K shares247.25%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS20.7K sharesnew addition2026-03-312026-04-20

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IEI ISHARES TR10.2K sharesnew addition2026-03-312026-04-20

SHY ISHARES TR14.5K sharesnew addition2026-03-312026-04-20

ETHE GRAYSCALE ETHEREUM STAKING E65.0K sharesnew addition2026-03-312026-04-20

IEF ISHARES TR10.7K shares338.76%2026-03-312026-04-20

PSLV SPROTT ASSET MANAGEMENT LP36.9K shares158.91%2026-03-312026-04-20

EEM ISHARES TR12.3K shares208.43%2026-03-312026-04-20

HFSI HARTFORD FDS EXCHANGE TRADED18.0K shares-70.73%2026-03-312026-04-20

EMB ISHARES TR6.5K sharesnew addition2026-03-312026-04-20

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TQQQ PROSHARES TR13.2K sharesnew addition2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS11.0K sharesnew addition2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR11.0K sharesnew addition2026-03-312026-04-20

XLP SELECT SECTOR SPDR TR5.7K sharesnew addition2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR15.5K sharesnew addition2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST3.9K shares-82.91%2026-03-312026-04-20

GDX VANECK ETF TRUST3.3K sharesnew addition2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION235 shares0.00%2026-03-312026-04-20

Sponsored

SCHD

SCHWAB STRATEGIC TR

-22.48%

Shares332.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

10.53%

Shares12.2K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

3054.13%

Shares81.7K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

-43.20%

Shares20.8K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

New

Shares74.1K

Event2026-03-31

Filed2026-04-20

XLRE

SELECT SECTOR SPDR TR

New

Shares109.8K

Event2026-03-31

Filed2026-04-20

ALPS ETF TR

New

Shares79.8K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

New

Shares68.5K

Event2026-03-31

Filed2026-04-20

MINT

PIMCO ETF TR

New

Shares30.8K

Event2026-03-31

Filed2026-04-20

SMH

VANECK ETF TRUST

1174.88%

Shares7.8K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

677.52%

Shares7.4K

Event2026-03-31

Filed2026-04-20

VTES

VANGUARD WELLINGTON FD

628.37%

Shares24.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-15.30%

Shares13.8K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

-6.02%

Shares6.5K

Event2026-03-31

Filed2026-04-20

VALE

VALE S A

-14.21%

Shares146.0K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

560.59%

Shares4.0K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-44.15%

Shares10.6K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

629.79%

Shares41.2K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

630.82%

Shares15.5K

Event2026-03-31

Filed2026-04-20

HOOD

ROBINHOOD MKTS INC

New

Shares21.5K

Event2026-03-31

Filed2026-04-20

TLT

ISHARES TR

New

Shares17.1K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

New

Shares13.9K

Event2026-03-31

Filed2026-04-20

PHYS

SPROTT ASSET MANAGEMENT LP

247.25%

Shares35.7K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares20.7K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

New

Shares10.2K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

New

Shares14.5K

Event2026-03-31

Filed2026-04-20

ETHE

GRAYSCALE ETHEREUM STAKING E

New

Shares65.0K

Event2026-03-31

Filed2026-04-20

IEF

ISHARES TR

338.76%

Shares10.7K

Event2026-03-31

Filed2026-04-20

PSLV

SPROTT ASSET MANAGEMENT LP

158.91%

Shares36.9K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

208.43%

Shares12.3K

Event2026-03-31

Filed2026-04-20

HFSI

HARTFORD FDS EXCHANGE TRADED

-70.73%

Shares18.0K

Event2026-03-31

Filed2026-04-20

EMB

ISHARES TR

New

Shares6.5K

Event2026-03-31

Filed2026-04-20

TQQQ

PROSHARES TR

New

Shares13.2K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

New

Shares11.0K

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

New

Shares11.0K

Event2026-03-31

Filed2026-04-20

XLP

SELECT SECTOR SPDR TR

New

Shares5.7K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

New

Shares15.5K

Event2026-03-31

Filed2026-04-20

SPDR SERIES TRUST

-82.91%

Shares3.9K

Event2026-03-31

Filed2026-04-20

GDX

VANECK ETF TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares235

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available