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SURIENCE PRIVATE WEALTH LLC
RIA/Wealth
SURIENCE PRIVATE WEALTH LLC is a RIA/Wealth based in Yakima, WA led by Armand Alexander Doucette, reporting $125.3M in AUM as of Q3 2025 with 70% ETF concentration and 73% concentrated in top 10 holdings.
PresidentArmand Alexander Doucette
- Portfolio Value
- $105.6M
- Positions
- 29
- Top Holding
- IWM at 13.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SURIENCE PRIVATE WEALTH LLC's portfolio (73.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.1M | 13.31% | +$14.1M Bought | — 58.1K shares | |
ETF ETF | $13.5M | 12.78% | -$544.1K Sold | — 64.5K shares | |
ETF ETF | $8.5M | 8.06% | +$8.5M New | — 76.8K shares | |
ETF ETF | $8.4M | 7.95% | +$8.4M New | — 68.0K shares | |
ETF ETF | $7.9M | 7.48% | -$4.9M Sold | — 13.2K shares | |
ETF ETF | $7.8M | 7.38% | -$5.9M Sold | — 11.7K shares | |
Software - Infrastructure Technology | $4.5M | 4.29% | +$1.2M Bought | 0.00% 24.8K shares | |
Aerospace & Defense Industrials | $4.3M | 4.10% | -$470.2K Sold | 0.00% 14.4K shares | |
Semiconductors Technology | $4.3M | 4.07% | -$605.6K Sold | 0.00% 23.1K shares | |
Software - Application Technology | $4.2M | 3.98% | +$4.2M Bought | 0.00% 28.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SURIENCE PRIVATE WEALTH LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SURIENCE PRIVATE WEALTH LLC
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