Surience Private Wealth LLC - Q12026 Holdings

Surience Private Wealth LLC holds 40 stocks with a total portfolio value of $ 93.16M as of Q12026. In Q12026, Surience Private Wealth LLC added 19 new positions, increased stakes in 12 stocks, reduced 8 holdings, and fully exited 9 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 10.94% of the total portfolio.