Serenus Wealth Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Serenus Wealth Advisors, LLC

$573M in tracked AUM across 75 positions as of Q2 2026.

SW

CIK 0002053695 · last filed Jun 30, 2026

Total AUM

$573M

as of Q2 2026

Holdings

75

—

positions

Whale Score

72

72

strong

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Serenus Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

$122M2.4M21.3%02

SPY

STATE STREET SPDR S&P 500 ETF

$107M143K18.7%03

QQQ

INVESCO QQQ TRUST SERIES I

$79M116K13.8%04

IVV

ISHARES CORE S&P 500 ETF

$54M72K9.4%05

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

$40M414K6.9%06

IJH

ISHARES CORE S&P MID-CAP ETF

$31M399K5.4%07

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

$18M26K3.2%08

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF