SURIENCE PRIVATE WEALTH LLC
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 113,704
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 45 | 113,704 | 13F-HR | SURIENCE PRIVATE WEALTH LLC |
| Q1 2026 | 4/20/2026 | 40 | 93,159 | 13F-HR | SURIENCE PRIVATE WEALTH LLC |
| Q4 2025 | 1/16/2026 | 33 | 93,129 | 13F-HR | SURIENCE PRIVATE WEALTH LLC |
| Q3 2025 | 10/9/2025 | 31 | 109,383 | 13F-HR | SURIENCE PRIVATE WEALTH LLC |
| Q2 2025 | 7/15/2025 | 29 | 106,450 | 13F-HR | SURIENCE PRIVATE WEALTH LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.28 K | 14.3% | 0 | 788 | -788 |
| ETFs | 97.42 K | 85.7% | 21.33 K | 0 | 21.33 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
113,704
Holdings
45
QoQ value change ($000)
20,545
(22.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.