Surience Private Wealth LLC, a firm based in Yakima, Washington, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission detailing its equity holdings as of the close of business on September 30, 2026. The filing, signed by President and Chief Investment Officer Armand Doucette, reports the firm held positions in 43 different securities during the period.
The firm's largest holding is the Select Sector SPDR Trust – Utilities ETF, which accounts for 106,456 shares. This is followed by the Schwab Strategic Trust U.S. Dividend Equity ETF, with 179,961 shares, and the Select Sector SPDR Trust – Technology ETF, which holds 29,247 shares. The firm also holds significant positions in the Vanguard Muni Bond Fund Tax-Exempt Bond, with 50,022 shares, and the Vanguard Wellington Fund Short-Term Tax Ex, with 22,003 shares.
In addition to equity ETFs, the filing discloses positions in physical commodities managed by Sprott Asset Management LP, including Physical Gold (29,893 shares) and Physical Silver (34,140 shares). The portfolio also includes exposure to cryptocurrencies through the ARK 21Shares Bitcoin ETF, which holds 46,813 shares, and Grayscale Ethereum Staking Shares, which holds 58,753 shares.
The filing lists various other exchange-traded funds across sectors including energy, financials, and healthcare, as well as individual equities such as Palantir Technologies Inc. Class A (11,870 shares) and Space Exploration Technologies Corp. Class A (14,244 shares).
