13F Insight
DOSSIER · 13F-HR · Q1 2026

Serenus Wealth Advisors, LLC

Serenus Wealth's asset manager based in Chicago, IL — $501M in tracked AUM across 68 positions as of Q1 2026.

SW
Serenus Wealth·Chicago, IL·Asset Manager
CIK 0002053695 · last filed Mar 31, 2026
Total AUM
$501M
▼ 8.5%
vs prior
Holdings
68
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Serenus Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
$122M2.4M24.3%
02
SPY
STATE STREET SPDR S&P 500 ETF
$94M144K18.7%
03
QQQ
INVESCO QQQ TRUST SERIES I
$61M114K12.2%
04
IVV
ISHARES CORE S&P 500 ETF
$49M75K9.8%
05
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$35M399K7.0%
06
IJH
ISHARES CORE S&P MID-CAP ETF
$26M385K5.2%
07
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
$16M26K3.2%
08
VOO
VANGUARD S&P 500 ETF
$11M19K2.2%
09
VTI
VANGUARD TOTAL STOCK MARKET ETF
$11M42K2.1%
10
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$8M58K1.5%

Filing history

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