Serenus Wealth Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $517 Billion distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $131B, Spdr S&P 500 ETF Trust with a value of $99.5B, Invesco Qqq Trust, Series 1 with a value of $61.6B, Ishares Core S&P 500 ETF with a value of $53.9B, and Wisdomtree Tr Us Quality Divid with a value of $34.2B.
Examining the 13F form we can see an decrease of $68.8B in the current position value, from $585B to 517B.
Serenus Wealth Advisors, LLC is based out at Santa Monica, CA
Below you can find more details about Serenus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
