Surience Private Wealth LLC - Q42025 Holdings

Surience Private Wealth LLC holds 33 stocks with a total portfolio value of $ 93.13M as of Q42025. In Q42025, Surience Private Wealth LLC added 21 new positions, increased stakes in 4 stocks, reduced 7 holdings, and fully exited 19 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 12.63% of the total portfolio.