Serenus Wealth Advisors, LLC
CIK
2053695
City
SANTA MONICA
State / Country
CA
Top Portfolio Positions
30 positions ·
$570,381,354 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
1,272,828 | $366,014,419 | 64.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
143,805 | $93,522,143 | 16.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
114,412 | $66,036,318 | 11.58% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
26,012 | $16,043,161 | 2.81% | |
| CMCSA |
Comcast Corp
Communication Services
|
349,654 | $10,038,566 | 1.76% | |
| AAPL |
Apple Inc.
Technology
|
19,087 | $4,844,089 | 0.85% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
4,950 | $2,292,790 | 0.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,274 | $1,723,225 | 0.30% | |
| NVDA |
Nvidia Corp
Technology
|
7,522 | $1,311,836 | 0.23% | |
| MSFT |
Microsoft Corp
Technology
|
2,511 | $929,496 | 0.16% |
Portfolio Trend
Holdings in AIO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $473,567 | 22,119 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $481,088 | 22,119 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $531,519 | 22,119 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $548,993 | 22,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $456,314 | 22,119 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $545,454 | 22,119 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||