Serenus Wealth Advisors, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 572,963
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 75 | 572,963 | 13F-HR | Serenus Wealth Advisors, LLC |
| Q1 2026 | 4/27/2026 | 68 | 501,327 | 13F-HR | Serenus Wealth Advisors, LLC |
| Q4 2025 | 1/28/2026 | 74 | 516,526 | 13F-HR | Serenus Wealth Advisors, LLC |
| Q3 2025 | 11/7/2025 | 67 | 585,373 | 13F-HR | Serenus Wealth Advisors, LLC |
| Q2 2025 | 8/13/2025 | 60 | 590,587 | 13F-HR | Serenus Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.64 K | 5.2% | 6.459 K | 0 | 6.459 K |
| ETFs | 543.3 K | 94.8% | 65.18 K | 0 | 65.18 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
572,963
Holdings
75
QoQ value change ($000)
71,636
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.