SEC Form 13F · Q1 2026

SURIENCE PRIVATE WEALTH LLC

Institutional Holdings Report

13F-HRWA
$93.2M
Portfolio Value
40
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
SURIENCE PRIVATE WEALTH LLC
CIK
1900195
Accession No.
0001725547-26-000144
Location
YAKIMA, WA
Form Type
13F-HR
Portfolio Value
$93.2M
Holdings Reported
40
Reporting Period
Q1 2026
Filed
April 20, 2026

About this Filing

SURIENCE PRIVATE WEALTH LLC is an institutional investment manager based in YAKIMA, WA reporting approximately $93.2M in 13(f) securities across 40 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.