SEC 13F Intelligence

Managers / Q3 2024 · view latest →

SURIENCE PRIVATE WEALTH LLC

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

Reported Value
$98M
Q3 2024
Positions
27
Filings on Record
18
2022–present window
Filed
Oct 21, 2024
original filing

Summary

Surience Private Wealth LLC reported $98M in U.S.-listed holdings across 27 positions for Q3 2024.

The portfolio is heavily concentrated: IWM alone accounts for 21.9% of reported value.

Compared with Q2 2024, the fund opened 15 new positions and exited 15.

Portfolio Metrics

Turnover
+64.4%
vs prior filed quarter
Top-10 Concentration
+84.7%
share of reported value
Largest Position
+21.9%
Ishares Tr
New / Exited
15 / 15
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: 60.9%Common Stock: 35.4%ADR: 3.7%
  • ETP · 60.9% · $60M
  • Common Stock · 35.4% · $35M
  • ADR · 3.7% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
XLKSELECT SECTOR SPDR TRNEW+55.7K55.7K+$13M$13M
SPYSPDR S&P 500 ETF TRNEW+21.4K21.4K+$12M$12M
PYPLPAYPAL HLDGS INCNEW+54.1K54.1K+$4M$4M
AVGOBROADCOM INCNEW+24.2K24.2K+$4M$4M
PLTRPALANTIR TECHNOLOGIES INCNEW+109.9K109.9K+$4M$4M
SHWSHERWIN WILLIAMS CONEW+10.6K10.6K+$4M$4M
TDGTRANSDIGM GROUP INCNEW+2.8K2.8K+$4M$4M
IBMINTERNATIONAL BUSINESS MACHSNEW+15.7K15.7K+$3M$3M

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

Holdings — Q3 2024

22 positions (from 27 filing rows — )
#IssuerClass% PortfolioValueShares
1IWMISHARES TRRUSSELL 2000 ETF · 3 7 YR TREAS BD · IBOXX INV CP ETF · 10-20 YR TRS ETF · CORE S&P TTL STK · CORE US AGGBD ET21.87%$21M140.5K
2XLKSELECT SECTOR SPDR TRhistory →TECHNOLOGY12.85%$13M55.7K
3QQQINVESCO QQQ TRhistory →UNIT SER 112.83%$13M25.7K
4SPYSPDR S&P 500 ETF TRhistory →TR UNIT12.56%$12M21.4K
5PYPLPAYPAL HLDGS INChistory →COM4.32%$4M54.1K
6AVGOBROADCOM INChistory →COM4.26%$4M24.2K
7PLTRPALANTIR TECHNOLOGIES INChistory →CL A4.18%$4M109.9K
8SHWSHERWIN WILLIAMS COhistory →COM4.15%$4M10.6K
9TDGTRANSDIGM GROUP INChistory →COM4.10%$4M2.8K
10IBMINTERNATIONAL BUSINESS MACHShistory →COM3.55%$3M15.7K
11PMPHILIP MORRIS INTL INChistory →COM3.48%$3M28.1K
12INFYINFOSYS LTDhistory →SPONSORED ADR3.40%$3M149.5K
13SPROTT PHYSICAL GOLD TRUNIT2.30%$2M110.6K
14SPROTT PHYSICAL SILVER TRTR UNIT2.28%$2M213.1K
15COSTCOSTCO WHSL CORP NEWhistory →COM1.40%$1M1.6K
16MSFTMICROSOFT CORPCOM0.79%$776,2661.8K
17AMZNAMAZON COM INCCOM0.34%$327,9411.8K
18DIREXION SHS ETF TRDLY SMCAP BULL3X0.27%$265,5086.0K
19ETHEGRAYSCALE ETHEREUM TR ETHSHS0.27%$264,58412.1K
20ARKBARK 21SHARES BITCOIN ETFSHS BEN INT0.27%$264,0354.2K
21GOOGALPHABET INCCAP STK CL C0.27%$260,8161.6K
22NVONOVO-NORDISK A SADR0.25%$244,0942.0K

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 ↗.