account_balance
Investment manager · 13F filer · SEC CIK 2053695
Serenus Wealth Advisors, LLC
Reported value$561Mas of Sep 30, 2026
Positions75 3 new, 3 sold out
Top 10 weight85.0%SPY alone is 19%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
19.2%
USFRWisdomtree Floating Rate Treasury Fund
18.8%Trimmed −14%
QQQInvesco QQQ Trust Series I
14.2%
IVViShares Core S&P 500 ETF
9.8%
DGRWWisdomtree US Quality Dividend Growth Fund
7.3%
IJHiShares Core S&P Mid-Cap ETF
5.4%Added +5%
MDYSPDR S&P Midcap 400 ETF Trust
3.0%
VTIVanguard Morningstar Total Stock Market ETF
2.9%Added +8%
VOOVanguard S&P 500 ETF
2.3%
SPHQInvesco S&P 500 Quality ETF
2.2%+17%
XLKState Street Technology Select Sector SPDR ETF
2.0%
IJR1.4%
SPYSPDR S&P 500 ETF Trust
19.2%
USFRWisdomtree Floating Rate Treasury Fund
18.8%Trimmed −14%
QQQInvesco QQQ Trust Series I
14.2%
IVViShares Core S&P 500 ETF
9.8%
DGRWWisdomtree US Quality Dividend Growth Fund
7.3%
IJH5.4%
MDY3.0%VTI2.9%
VOO
XLK
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 19.2% Held
USFR Wisdomtree Floating Rate Treasury Fund 18.8% Trimmed −14%
QQQ Invesco QQQ Trust Series I 14.2% Held
IVV iShares Core S&P 500 ETF 9.8% Held
DGRW Wisdomtree US Quality Dividend Growth Fund 7.3% Held
IJH iShares Core S&P Mid-Cap ETF 5.4% Added +5%
MDY SPDR S&P Midcap 400 ETF Trust 3.0% Trimmed −3%VTI Vanguard Morningstar Total Stock Market ETF 2.9% Added +8%
VOO Vanguard S&P 500 ETF 2.3% Held
SPHQ Invesco S&P 500 Quality ETF 2.2% Added +17%
XLK State Street Technology Select Sector SPDR ETF 2.0% Held
IJR iShares Core S&P Small Cap ETF 1.4% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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