Serenus Wealth Advisors, LLC

DOSSIER · 13F-HR · Q1 2026

Serenus Wealth Advisors, LLC

$501M in tracked AUM across 68 positions as of Q1 2026.

SW

CIK 0002053695 · last filed Mar 31, 2026

Total AUM

$501M

as of Q1 2026

Holdings

68

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

AI Analysis · 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