Surience Private Wealth
Surience Private Wealth reported 41 stocks worth $104M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are QQQ (10.8%), SPY (10.6%) and IWM (10.1%). Compared with Q2 2026, the fund opened new positions in SMH, DLTR and PLTR, added to QQQ, SPY and IEI, trimmed IWM, XLV and MINT and sold out of ITA, XLRE and MTUM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $11.2M | 10.8% | 15K | +2,332 (+18%) | 7 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $11.1M | 10.6% | 14K | +2,062 (+17%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $10.5M | 10.1% | 38K | −615 (−2%) | 7 of 8 | |
| 4 |  IEI Ishares TR | $9.8M | 9.4% | 86K | +65K (+313%) | 5 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $5.9M | 5.6% | 180K | +130K (+257%) | 4 of 8 | |
| 6 |  SMH Vaneck ETF Trust | $5.8M | 5.6% | 9,507 | New position | 4 of 8 | |
| 7 |  XLK Select Sector Spdr TR | $5.7M | 5.5% | 29K | +8,361 (+40%) | 3 of 8 | |
| 8 |  XLU Select Sector Spdr TR | $4.2M | 4.0% | 106K | +88K (+482%) | 3 of 8 | |
| 9 |  XLV State Street | $3M | 2.9% | 18K | −16K (−47%) | 2 of 8 | |
| 10 |  DLTR Dollar Tree Inc | $2.7M | 2.6% | 23K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ITA Ishares US Aerospace | $4.7M | 19K |
 XLRE Select Sector Spdr TR | $4.5M | 102K |
 MTUM Ishares Msci USA Momntum | $3.9M | 11K |
 TLH Ishares TR | $3.6M | 35K |
 SPHD Invesco S&P 500 High | $3.4M | 67K |
🔒 Free account: see all 21.
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Surience Private Wealth 13F FAQ
What does Surience Private Wealth own?
Surience Private Wealth reported 41 stocks worth $104M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are QQQ (10.8%), SPY (10.6%) and IWM (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Surience Private Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 13 added to, 10 trimmed and 21 sold out. New positions include SMH, DLTR and PLTR. It sold all of ITA, XLRE and MTUM.
When will Surience Private Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Surience Private Wealth's portfolio worth?
The Q3 2026 filing reports $104M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.