SEC 13F Intelligence

Managers / Q4 2023 · view latest →

SURIENCE PRIVATE WEALTH LLC

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

Reported Value
$98M
Q4 2023
Positions
22
Filings on Record
18
2022–present window
Filed
Feb 14, 2024
original filing

Summary

Surience Private Wealth LLC reported $98M in U.S.-listed holdings across 22 positions for Q4 2023.

Its largest position, IWM, represents 16.3% of the portfolio.

Compared with Q3 2023, the fund opened 12 new positions and exited 8.

Portfolio Metrics

Turnover
+39.2%
vs prior filed quarter
Top-10 Concentration
+77.8%
share of reported value
Largest Position
+16.3%
Ishares Tr
New / Exited
12 / 8
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: 56.2%Common Stock: 43.6%ADR: 0.2%
  • ETP · 56.2% · $55M
  • Common Stock · 43.6% · $43M
  • ADR · 0.2% · $212,073

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VOXVANGUARD WORLD FDSNEW+105.7K105.7K+$12M$12M
XLKSELECT SECTOR SPDR TRNEW+62.5K62.5K+$12M$12M
QQQINVESCO QQQ TRNEW+29.3K29.3K+$12M$12M
IWMISHARES TRNEW+29.7K29.7K+$6M$6M
IWOISHARES TRNEW+22.8K22.8K+$6M$6M
AMDADVANCED MICRO DEVICES INCNEW+27.7K27.7K+$4M$4M
TSLATESLA INCNEW+16.2K16.2K+$4M$4M
ADBEADOBE INCNEW+6.5K6.5K+$4M$4M

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

Holdings — Q4 2023

19 positions (from 22 filing rows — )
#IssuerClass% PortfolioValueShares
1IWMISHARES TRRUSSELL 2000 ETF · RUS 2000 GRW ETF · SHORT TREAS BD · 20 YR TR BD ETF16.26%$16M93.2K
2VOXVANGUARD WORLD FDShistory →COMM SRVC ETF12.63%$12M105.7K
3XLKSELECT SECTOR SPDR TRhistory →TECHNOLOGY12.22%$12M62.5K
4QQQINVESCO QQQ TRhistory →UNIT SER 112.20%$12M29.3K
5AMDADVANCED MICRO DEVICES INChistory →COM4.15%$4M27.7K
6AMZNAMAZON COM INChistory →COM4.10%$4M26.6K
7TSLATESLA INChistory →COM4.09%$4M16.2K
8METAMETA PLATFORMS INChistory →CL A4.08%$4M11.3K
9SCCOSOUTHERN COPPER CORPhistory →COM4.04%$4M46.2K
10COSTCOSTCO WHSL CORP NEWhistory →COM4.00%$4M6.0K
11MPCMARATHON PETE CORPhistory →COM3.96%$4M26.3K
12PYPLPAYPAL HLDGS INChistory →COM3.95%$4M63.3K
13ADBEADOBE INChistory →COM3.93%$4M6.5K
14PANWPALO ALTO NETWORKS INChistory →COM3.77%$4M12.6K
15SJNKSPDR SER TRhistory →BLOOMBERG SHT TE2.89%$3M113.3K
16SPROTT PHYSICAL GOLD TRUNIT2.12%$2M130.9K
17MSFTMICROSOFT CORPhistory →COM1.16%$1M3.0K
18GOOGALPHABET INCCAP STK CL C0.22%$219,8511.6K
19NVONOVO-NORDISK A SADR0.22%$212,0732.0K

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 ↗.