Long-term investor
Surience Private Wealth LLC @surienceprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900195).
Record
- Tracked since 2025-06-30 (434 days), 181 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months +8.6% · 1 year +25.1% · all +25.1%
- Max drawdown 0.0% · Sharpe 1.39 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287655 · 10.2% · long · since 2025-09-30
- QQQ · 8.3% · long · since 2025-06-30
- 78462F103 · 8.2% · long · since 2025-06-30
- 81369Y209 · 4.7% · long · since 2026-06-30
- 81369Y605 · 4.6% · long · since 2025-12-31
- 464288760 · 4.2% · long · since 2025-06-30
- 81369Y860 · 4.0% · long · since 2026-03-31
- 81369Y803 · 3.5% · long · since 2025-12-31
- 46432F396 · 3.4% · long · since 2026-06-30
- 464288653 · 3.1% · long · since 2025-12-31
- 72201R833 · 3.1% · long · since 2025-06-30
- 46138E362 · 3.0% · long · since 2026-06-30
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