SURIENCE PRIVATE WEALTH LLC

Q1 2026 13F-HR Holdings

Location
Yakima, WA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$93,159
Net value change ($000)
+30 (0.0%)
New positions
19
Sold out positions
9
Turnover %
78.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VYMI 7,466 3204.3%
IJH 5,005 NEW
XLRE 4,484 NEW
AMLP 4,201 NEW
XLE 4,199 NEW
MINT 3,093 NEW
SMH 2,775 1255.7%
MSFT 2,280 495.7%
VTES 2,129 626.2%
QQQ 1,948 520.9%
Top Reduces (Value $000, Stocks/ETFs)
XLF -6,987 -100.0%
XLK -6,879 -100.0%
GE -4,497 -100.0%
RTX -4,387 -100.0%
GS -4,326 -100.0%
CAT -4,154 -100.0%
IBM -4,032 -100.0%
IWM -3,850 -42.8%
TLH -2,170 -100.0%
AMZN -2,165 -49.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type