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SERENUS WEALTH ADVISORS, LLC 13F portfolio summary

SERENUS WEALTH ADVISORS, LLC of SERENUS WEALTH ADVISORS, LLC has 67 current stock holdings with a reported portfolio value of $501.3M. The portfolio 1 year return is +23.33%. Top holdings include ICSH (0.00%), SGOV (0.00%), USFR (24.39%), SPY (18.73%), QQQ (12.23%).

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SERENUS WEALTH ADVISORS, LLC

SERENUS WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

SERENUS WEALTH ADVISORS, LLC runs SERENUS WEALTH ADVISORS, LLC and currently holds 67 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $501.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SERENUS WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SERENUS WEALTH ADVISORS, LLC's portfolio at SERENUS WEALTH ADVISORS, LLC has delivered returns of +23.33%. Their 3-year annualized return is +12.91%. Looking at the 5-year horizon, SERENUS WEALTH ADVISORS, LLC has achieved +12.91% annualized returns at SERENUS WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.33%
#0/1000
3 Year
+12.91%
#0/1000
5 Year
+12.91%
#0/1000

Portfolio Value

$501.33M

Alpha Score

13.0

#0 of 1000

Holdings

67

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change