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SERENUS WEALTH ADVISORS, LLC
SERENUS WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
SERENUS WEALTH ADVISORS, LLC runs SERENUS WEALTH ADVISORS, LLC and currently holds 75 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $572.96M. Their top holdings are USFR, SPY, QQQ, IVV, DGRW. The top five represent 70.1% of reported portfolio weight. SERENUS WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SERENUS WEALTH ADVISORS, LLC initiated 6 new positions. They added to 25 existing positions. They trimmed 14 positions. Their current best-performing preview position is ARKW with returns of +2,425.00%.
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75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 USFR WISDOMTREE FLOATING RATE TREASURY FUND | 21.31% | $50.32 | $50.49 | +0.34% | Added +0.28% |
 SPY STATE STREET SPDR S&P 500 ETF | 18.68% | $587.34 | $765.62 | +30.35% | Trimmed -0.34% |
 QQQ INVESCO QQQ TRUST SERIES I | 13.80% | $521.63 | $713.44 | +36.77% | Added +1.36% |
 IVV ISHARES CORE S&P 500 ETF | 9.41% | $583.51 | $769.30 | +31.84% | Trimmed -4.30% |
 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 6.91% | $81.97 | $99.29 | +21.13% | Added +3.83% |
 IJH ISHARES CORE S&P MID-CAP ETF | 5.37% | $63.29 | $76.75 | +21.27% | Added +3.69% |
 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 3.18% | $569.58 | $699.63 | +22.83% | Trimmed -0.45% |
 VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.58% | $318.37 | $378.25 | +18.81% | Added +15.93% |
 VOO VANGUARD S&P 500 ETF | 2.21% | $539.61 | $703.77 | +30.42% | Trimmed -1.37% |
 SPHQ INVESCO S&P 500 QUALITY ETF | 1.94% | $77.77 | $85.97 | +10.54% | Added +34.51% |
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