13F Filings History of SURIENCE PRIVATE WEALTH LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$88,379,143
Signature - Title
Armand Doucette - PRESIDENT, CHIEF INVESTMENT OFFICER
Location
Yakima, WA
Summary
This page shows a list of all the recent 13F filings made by SURIENCE PRIVATE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SURIENCE PRIVATE WEALTH LLC reported 30 stock holdings with total value $88,379,143 as of Q4 2025. Top holdings included SCHD, IWM, SPY, XLF, and XLK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 30 $88,379,143 +$54,660,395 -$73,033,836 -$18,373,441 SCHD, IWM, SPY, XLF, XLK 13F-HR 16 Jan 2026, 09:01
Q3 2025 29 $105,622,980 +$56,171,377 -$66,861,647 -$10,690,270 IWM, ITA, XHB, IXP, QQQ 13F-HR 09 Oct 2025, 16:03
Q2 2025 29 $106,450,494 +$92,021,028 -$45,252,661 +$46,768,367 SPY, ITA, QQQ, SPSM, SOXX 13F-HR 15 Jul 2025, 16:18
Q1 2025 27 $57,314,819 +$43,324,264 -$60,071,768 -$16,747,504 SPMO, SMH, IWM, MINT, SHV 13F-HR 24 Apr 2025, 14:45
Q4 2024 23 $77,452,117 +$42,159,917 -$68,125,671 -$25,965,754 QQQ, SPY, MSFT, AAPL, HON 13F-HR 14 Jan 2025, 15:15
Q3 2024 27 $97,822,505 +$75,808,045 -$56,047,389 +$19,760,656 XLK, QQQ, SPY, IWM, PYPL 13F-HR 21 Oct 2024, 14:37
Q2 2024 27 $77,781,001 +$54,917,664 -$83,406,120 -$28,488,456 SH, IWM, QQQ, PSQ, DIA 13F-HR 09 Aug 2024, 12:43
Q1 2024 30 $105,593,096 +$86,424,516 -$80,341,156 +$6,083,360 XRT, SOXX, IWM, IWX, KEY 13F-HR 13 May 2024, 20:49
Q4 2023 22 $98,468,804 +$75,128,760 -$30,483,595 +$44,645,165 VOX, XLK, QQQ, IWM, IWO 13F-HR 14 Feb 2024, 11:02
Q3 2023 18 $51,625,956 +$25,086,436 -$42,594,393 -$17,507,957 IWY, SJNK, SHV, SCCO, COST 13F-HR 14 Nov 2023, 13:12
Q2 2023 26 $69,858,111 +$62,367,475 -$59,847,667 +$2,519,808 IWY, ITB, SJNK, SHV, FDX 13F-HR 07 Aug 2023, 17:16
Q1 2023 16 $65,404,461 +$37,715,706 -$50,892,775 -$13,177,069 XLY, ITA, SPY, QQQ, VTIP 13F-HR 04 May 2023, 14:27
Q4 2022 21 $75,360,663 +$55,957,015 -$21,485,489 +$34,471,526 SPY, QQQ, IWM, VTIP, EEM 13F-HR 14 Feb 2023, 12:53
Q3 2022 17 $38,928,000 +$36,162,089 -$61,815,377 -$25,653,288 SH, VTIP, SHV, SPSB, CVS 13F-HR 10 Nov 2022, 10:14
Q2 2022 13 $66,298,000 +$9,277,819 -$46,388,592 -$37,110,773 SPY, QQQ, DUDE, WIZ, TIP 13F-HR 25 Jul 2022, 18:25
Q1 2022 23 $114,310,000 +$69,081,386 -$72,842,153 -$3,760,767 DUDE, QQQ, SPY, SOXX, IEF 13F-HR 20 Apr 2022, 12:37
Q4 2021 23 $122,671,000 $0 $0 $0 SOXX, XLY, SJNK, TIP, IEI 13F-HR 25 Jan 2022, 13:02