SURIENCE PRIVATE WEALTH LLC
All 13F Filings
- Location
- Yakima, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 93,129
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.75 K
(5.1% of total reported value)
· QoQ Δ:
+990
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.31 K | 86.3% | 8.548 K | 0 | 8.548 K |
| ETFs | 12.07 K | 13.7% | 0 | 25.79 K | -25.79 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
93,129
Holdings
33
QoQ value change ($000)
-16,254
(-14.9%)
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.