Institutional Fund
Surience Private Wealth LLC
Yakima, WACIK 19001955 filings on record
Portfolio Value
$93.16M
Q1 2026
Holdings
40
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+5.4%
from $88.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr10.9%
- Spdr S&P 500 ETF Tr8.5%
- Vanguard Whitehall Fds8.3%
- Ishares Tr5.5%
- Ishares Tr5.4%
- Select Sector Spdr Tr4.8%
- Other56.6%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 332.3K | $10.20M | 10.9% | −96.4K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 12.2K | $7.94M | 8.5% | +1.2K | Added |
| 3 | Vanguard Whitehall Fds | 81.7K | $7.70M | 8.3% | +79.1K | Added |
| 4 | Ishares Tr | 20.8K | $5.15M | 5.5% | −15.8K | Reduced |
| 5 | Ishares Tr | 74.1K | $5.01M | 5.4% | +74.1K | New |
| 6 | Select Sector Spdr Tr | 109.8K | $4.48M | 4.8% | +109.8K | New |
| 7 | Alps ETF Tr | 79.8K | $4.20M | 4.5% | +79.8K | New |
| 8 | Select Sector Spdr Tr | 68.5K | $4.20M | 4.5% | +68.5K | New |
| 9 | Pimco ETF Tr | 30.8K | $3.09M | 3.3% | +30.8K | New |
| 10 | Vaneck ETF Trust | 7.8K | $3.00M | 3.2% | +7.2K | Added |
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