Serenus Wealth Advisors, LLC: 13F holdings
CIK 20536952026Q2
| Positions | 75 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC CAP STK CL A | 1,273,078 | $634.1m | 51.6% |
| USFR WISDOMTREE FLOATING RATE TREASURY FUND | 2,424,914 | $122.1m | 9.9% |
| SPY STATE STREET SPDR S&P 500 ETF | 143,317 | $107.0m | 8.7% |
| QQQ INVESCO QQQ TRUST SERIES I | 115,966 | $79.1m | 6.4% |
| IVV ISHARES CORE S&P 500 ETF | 72,024 | $53.9m | 4.4% |
| DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 413,908 | $39.6m | 3.2% |
| IJH ISHARES CORE S&P MID-CAP ETF | 399,067 | $30.8m | 2.5% |
| MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 25,895 | $18.2m | 1.5% |
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 48,776 | $14.8m | 1.2% |
| VOO VANGUARD S&P 500 ETF | 18,414 | $12.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053695")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.