SURIENCE PRIVATE WEALTH LLC

Key Holdings

The portfolio is dominated by exchange-traded funds (ETFs) and large-cap industrial equities. The top holding, Schwab Strategic TR at $11.76 million (12.63% of the portfolio), suggests a heavy allocation toward broad market or income-generating ETFs. The next two positions are iShares TR ($9.00M, 9.66%) and SPDR S&P 500 ETF TR ($7.53M, 8.09%), indicating a strong core reliance on passive indexing for a significant portion of the portfolio.

Beyond broad market exposure, the firm has developed a distinct tilt toward the industrial and aerospace sectors. GE Aerospace ($4.50M, 4.83%) and RTX Corporation ($4.39M, 4.71%) feature prominently as the top individual stock holdings. Other notable active positions include Amazon.com Inc ($4.37M, 4.69%) and Goldman Sachs Group Inc ($4.33M, 4.64%). While Tesla ($3.09M) and NVIDIA ($3.03M) are present, they are not the primary drivers of the portfolio's value, representing roughly 3.3% and 3.2% of the total assets, respectively.