Serenus Wealth Advisors, LLC Portfolio Holdings

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

Serenus Wealth Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $591 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $250B, Spdr S&P 500 ETF Trust with a value of $90.1B, Invesco Qqq Trust, Series 1 with a value of $52.7B, Ishares Core S&P 500 ETF with a value of $47.7B, and Wisdomtree Tr Us Quality Divid with a value of $32.2B.

Examining the 13F form we can see an decrease of $12B in the current position value, from $603B to 591B.

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.

Portfolio value $591 Billion
ETFs: $570 Billion
Technology: $6.44 Billion
Communication Services: $5.11 Billion
Consumer Cyclical: $2.47 Billion
Consumer Defensive: $1.16 Billion
Financial Services: $991 Million
N/A: $549 Million
Healthcare: $377 Million
Other: $248 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.35 Billion 0.57% of portfolio
16,324
Q2 2025 Reduced 6.86%
$1.21T
$2.99 Billion 0.51% of portfolio
704,718
Q2 2025 Reduced 0.07%
$2.26T
$1.79 Billion 0.3% of portfolio
8,137
Q2 2025 Reduced 86.23%
$3.95T
$1.27 Billion 0.21% of portfolio
2,547
Q2 2025 Added 4.43%
$1.78T
$1.01 Billion 0.17% of portfolio
1,373
Q2 2025 Reduced 6.09%
$545B
$904 Million 0.15% of portfolio
675
Q2 2025 Added 17.39%
$456B
$900 Million 0.15% of portfolio
5,694
Q2 2025 Reduced 2.05%
$1.08T
$689 Million 0.12% of portfolio
2,169
Q2 2025 Added 41.12%
$261B
$465 Million 0.08% of portfolio
2,555
Q1 2025 Added 6.24%
$210B
$376 Million 0.06% of portfolio
1,275
Q1 2025 New
$608B
$377 Million 0.06% of portfolio
484
Q2 2025 Reduced 4.91%
$282B
$298 Million 0.05% of portfolio
2,103
Q4 2024 New
$684B
$252 Million 0.04% of portfolio
1,152
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $591 Billion
  • Prior Value $603 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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