Serenus Wealth Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $585 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $216B, Spdr S&P 500 ETF Trust with a value of $98.7B, Invesco Qqq Trust, Series 1 with a value of $59.6B, Ishares Core S&P 500 ETF with a value of $51.8B, and Wisdomtree Tr Us Quality Divid with a value of $33B.

Examining the 13F form we can see an decrease of $5.21B in the current position value, from $591B to 585B.

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 $585 Billion
ETFs: $564 Billion
Technology: $7.67 Billion
Communication Services: $6.25 Billion
Consumer Cyclical: $2.62 Billion
Financial Services: $1.25 Billion
Consumer Defensive: $1.2 Billion
N/A: $532 Million
Healthcare: $327 Million
Other: $265 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $585 Billion
  • Prior Value $591 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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