SEC 13F Intelligence

Managers / Q1 2023 · view latest →

SURIENCE PRIVATE WEALTH LLC

CIK 0001900195 · 402 E YAKIMA AVE, SUITE 120, YAKIMA, WA, 98901 · (509) 853-1597

Reported Value
$68M
Q1 2023
Positions
18
Filings on Record
18
2022–present window
Filed
May 4, 2023
original filing

Summary

Surience Private Wealth LLC reported $68M in U.S.-listed holdings across 18 positions for Q1 2023.

The portfolio is heavily concentrated: ITA alone accounts for 31.3% of reported value.

Compared with Q4 2022, the fund opened 7 new positions and exited 10.

Portfolio Metrics

Turnover
+55.5%
vs prior filed quarter
Top-10 Concentration
+96.3%
share of reported value
Largest Position
+31.3%
Ishares Tr
New / Exited
7 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $123MQ4 ’21Q1 ’22: $114MQ2 ’22: $66MQ3 ’22: $39MQ3 ’22Q4 ’22: $75MQ1 ’23: $68MQ2 ’23: $70MQ2 ’23Q3 ’23: $52MQ4 ’23: $98MQ1 ’24: $106MQ1 ’24Q2 ’24: $78MQ3 ’24: $98MQ4 ’24: $77MQ4 ’24Q1 ’25: $58MQ2 ’25: $106MQ3 ’25: $109MQ3 ’25Q4 ’25: $93MQ1 ’26: $93Mfilingsflow.com

Portfolio Composition

By security type
ETP: 93.5%Common Stock: 6.5%
  • ETP · 93.5% · $63M
  • Common Stock · 6.5% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLYSELECT SECTOR SPDR TRNEW+75.0K75.0K+$11M$11M
ITAISHARES TRNEW+96.6K96.6K+$11M$11M
SWKSSKYWORKS SOLUTIONS INCNEW+30.0K30.0K+$4M$4M
VEUVANGUARD INTL EQUITY INDEX FNEW+58.9K58.9K+$3M$3M
FXIISHARES TRNEW+91.5K91.5K+$3M$3M
FEZSPDR INDEX SHS FDSNEW+59.0K59.0K+$3M$3M
GLDSPDR GOLD TRNEW+10.0K10.0K+$2M$2M
ISHARES TRADDED+26.8K29.8K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

10 positions (from 16 filing rows — )
#IssuerClass% PortfolioValueShares
1ITAISHARES TRUS AER DEF ETF · IBOXX INV CP ETF · MSCI EMG MKT ETF · CHINA LG-CAP ETF · RUSSELL 2000 ETF · 3 7 YR TREAS BD · RUS 1000 GRW ETF31.35%$21M301.6K
2XLYSELECT SECTOR SPDR TRhistory →SBI CONS DISCR16.52%$11M75.0K
3SPYSPDR S&P 500 ETF TRhistory →TR UNIT13.82%$9M22.9K
4QQQINVESCO QQQ TRhistory →UNIT SER 19.62%$7M20.3K
5VTIPVANGUARD MALVERN FDShistory →STRM INFPROIDX5.33%$4M75.6K
6SWKSSKYWORKS SOLUTIONS INChistory →COM5.21%$4M30.0K
7SJNKSPDR SER TRhistory →BLOOMBERG SHT TE4.67%$3M127.5K
8VEUVANGUARD INTL EQUITY INDEX Fhistory →ALLWRLD EX US4.64%$3M58.9K
9FEZSPDR INDEX SHS FDShistory →EURO STOXX 503.91%$3M59.0K
10MSFTMICROSOFT CORPhistory →COM1.29%$878,5983.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$93M40Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$93M33Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$109M44Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$106M29Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$58M28Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$77M23Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$98M27Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$78M27Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$106M30May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$98M22Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$52M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$70M26Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$68M18May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$75M21Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$39M17Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$66M13Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$114M23Apr 20, 202213F-HRchanges · EDGAR ↗
Q4 2021$123M23Jan 25, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.