Serenus Wealth Advisors
$561M 13F equity value
77 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Serenus Wealth Advisors covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 141,068 | $108M | 19.2% |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 2,095,513 | $106M | 18.8% |
| QQQ | INVESCO QQQ TRUST SERIES I | 116,414 | $80M | 14.2% |
| IVV | ISHARES CORE S&P 500 ETF | 72,110 | $55M | 9.8% |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 418,593 | $41M | 7.3% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 417,447 | $30M | 5.4% |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 25,208 | $17M | 3.0% |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 52,504 | $16M | 2.9% |
| VOO | VANGUARD S&P 500 ETF | 18,390 | $13M | 2.3% |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 143,890 | $12M | 2.2% |
Track Serenus Wealth Advisors's 13F portfolio: $561M in reported holdings, 77 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}