Serenus Wealth Advisors, LLC

CIK

2053695

Location

SANTA MONICA, CA

Portfolio Value

Small $570,949,685

Diversification

Highly concentrated

Filing Date

Global Rank

#2,428 / 8,603 ▲ 449 · as of Mar 2026

Top Industry

Internet Content & Information 93.3%

3Y Alpha vs SPY

+17.6%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.9%

SPY

+24.0%

Annualised alpha

+17.6%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

64.1%

+13.3 pts

Top 5

96.6%

+1.6 pts

Top 10

98.6%

+0.8 pts

HHI

4,524

Highly concentrated+1,156

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	66.1%	$377,481,906	4
Unclassified	31.2%	$177,894,412	4
Technology	1.5%	$8,733,641	8
Consumer Cyclical	0.5%	$2,703,636	3
Financial Services	0.3%	$1,489,206	4
Consumer Defensive	0.2%	$1,205,876	2
Healthcare	0.2%	$871,851	4
Basic Materials	0.1%	$343,176	1
Energy	0.0%	$225,981	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+567,210	1,272,828	$366,014,419
QQQ	Invesco Qqq Trust, Series 1	+5,503	114,412	$66,036,318
ALM	Almonty Industries Inc.	+1,500	23,700	$343,176
AAPL	Apple Inc.	+1,381	19,087	$4,844,089
BRK-B	Berkshire Hathaway Inc	+256	1,186	$568,331
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−2,149	143,805	$93,522,143
MDY	Spdr S&P Midcap 400 ETF Trust	−333	26,012	$16,043,161
NVDA	Nvidia Corp	−158	7,522	$1,311,836
MSFT	Microsoft Corp	−77	2,511	$929,496
YI	111, Inc.	−64	4,320	$28,166
AVGO	Broadcom Inc.	−57	890	$275,463
AMD	Advanced Micro Devices Inc	−50	1,740	$353,968
DIA	Spdr Dow Jones Industrial Average ETF Trust	−30	4,950	$2,292,790
TSLA	Tesla, Inc.	−25	2,087	$775,842
META	Meta Platforms, Inc.	−10	1,363	$779,813
MO	Altria Group, Inc.	−7	11,872	$783,433
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WMB	Williams Companies, Inc.	3,105	$225,981
HD	Home Depot, Inc.	622	$204,569
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,217	$322,395
KKR	KKR & Co. Inc.	1,806	$230,228
AXON	Axon Enterprise, Inc.	369	$209,566
V	Visa Inc.	594	$208,321
LULU	lululemon athletica inc.	1,000	$207,810
BX	Blackstone Inc.	1,300	$200,382
CRWD	CrowdStrike Holdings, Inc.	428	$50,157
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $570,949,685 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	1,272,828	+567,210	$366,014,419	+65.7%	64.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	143,805	-2,149	$93,522,143	−6.0%	16.38%
QQQ	Invesco Qqq Trust, Series 1	Added	114,412	+5,503	$66,036,318	−1.3%	11.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	26,012	-333	$16,043,161	+0.9%	2.81%
CMCSA	Comcast Corp Communication Services	Held	349,654	0	$10,038,566	+2.5%	1.76%
AAPL	Apple Inc. Technology	Added	19,087	+1,381	$4,844,089	+0.6%	0.85%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,950	-30	$2,292,790	−4.2%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Held	8,274	0	$1,723,225	−9.8%	0.30%
NVDA	Nvidia Corp Technology	Reduced	7,522	-158	$1,311,836	−8.4%	0.23%
MSFT	Microsoft Corp Technology	Reduced	2,511	-77	$929,496	−25.7%	0.16%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,872	-7	$783,433	+14.4%	0.14%
META	Meta Platforms, Inc. Communication Services	Reduced	1,363	-10	$779,813	−14.0%	0.14%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,087	-25	$775,842	−18.3%	0.14%
NFLX	Netflix Inc Communication Services	Held	6,751	0	$649,108	+2.5%	0.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,186	+256	$568,331	+21.6%	0.10%
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund Financial Services	Held	22,119	0	$473,567	−1.6%	0.08%
PM	Philip Morris International Inc. Consumer Defensive	Held	2,555	0	$422,443	+3.1%	0.07%
LLY	ELI LILLY & Co Healthcare	Held	439	0	$403,779	−14.4%	0.07%
ORCL	Oracle Corp Technology	Held	2,602	0	$382,780	−24.5%	0.07%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,740	-50	$353,968	−7.7%	0.06%
IBM	International Business Machines Corp Technology	Held	1,438	0	$348,556	−18.2%	0.06%
ALM	Almonty Industries Inc. Basic Materials	Added	23,700	+1,500	$343,176	+75.5%	0.06%
PANW	Palo Alto Networks Inc Technology	Held	1,793	0	$287,453	−13.0%	0.05%
AVGO	Broadcom Inc. Technology	Reduced	890	-57	$275,463	−16.0%	0.05%
HLI	Houlihan Lokey, Inc. Financial Services	Held	1,610	0	$231,228	−17.5%	0.04%
WMB	Williams Companies, Inc. Energy	NEW	3,105	NEW	$225,981	NEW	0.04%
BBIO	BridgeBio Pharma, Inc. Healthcare	Held	3,000	0	$222,780	−2.9%	0.04%
ISRG	Intuitive Surgical Inc Healthcare	Held	471	0	$217,126	−18.6%	0.04%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Held	17,068	0	$216,080	−6.7%	0.04%
HD	Home Depot, Inc. Consumer Cyclical	NEW	622	NEW	$204,569	NEW	0.04%
YI	111, Inc. Healthcare	Reduced	4,320	-64	$28,166	+151.0%	0.00%