Serenity Investment Advisors
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 234,605
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 8/24/2026 | 76 | 234,605 | 13F-HR | Serenity Investment Advisors |
| Q1 2026 | 5/26/2026 | 74 | 213,664 | 13F-HR | Serenity Investment Advisors |
| Q4 2025 | 5/22/2026 | 63 | 171,243 | 13F-HR | Serenity Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.5 K | 10.9% | 0 | 5.883 K | -5.883 K |
| ETFs | 208.8 K | 89.0% | 27.13 K | 0 | 27.13 K |
| Debt | 272 | 0.1% | 0 | 312 | -312 |
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Fund Snapshot
Q2 2026
Latest filed
8/24/2026
Total value ($000)
234,605
Holdings
76
QoQ value change ($000)
20,941
(9.8%)
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.