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Serenity Investment Advisors

Latest statistics and disclosures from Serenity Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002105389

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Positions held by Serenity Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Serenity Investment Advisors

Serenity Investment Advisors holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	18.3	$31M	960k	32.69	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	15.7	$27M	886k	30.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	9.3	$16M	54k	297.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.5	$15M	591k	24.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.4	$9.2M	166k	55.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.9	$6.7M	30k	220.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.5	$6.0M	19k	316.81	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$5.0M	99k	50.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$3.6M	47k	77.28	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$3.3M	17k	195.56	View chart
JPMorgan Chase & Co. (JPM)	1.5	$2.6M	8.0k	329.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$2.5M	26k	97.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$2.5M	83k	29.84	View chart
Spdr Series Trust State Street Spd (SPHY)	1.4	$2.4M	101k	23.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$2.3M	16k	146.41	View chart
Apple (AAPL)	1.3	$2.2M	8.7k	259.03	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.3	$2.2M	95k	23.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.2	$2.0M	14k	139.93	View chart
NVIDIA Corporation (NVDA)	1.0	$1.7M	9.4k	185.03	View chart
Abbvie (ABBV)	1.0	$1.7M	7.4k	224.12	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.6M	23k	69.78	View chart
Amazon (AMZN)	0.9	$1.6M	6.4k	246.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.6M	2.3k	689.45	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	3.0k	478.04	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.3M	8.8k	144.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M	1.9k	620.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$1.1M	36k	31.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M	3.4k	325.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.0M	2.1k	488.12	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$1.0M	7.3k	142.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$885k	14k	63.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$852k	1.3k	633.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$835k	15k	56.87	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$745k	6.2k	119.50	View chart
Wal-Mart Stores (WMT)	0.4	$657k	5.8k	113.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$607k	8.4k	72.05	View chart
Gilead Sciences (GILD)	0.3	$574k	4.8k	120.67	View chart
Brown & Brown (BRO)	0.3	$527k	6.5k	80.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$487k	1.4k	340.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$470k	6.9k	68.51	View chart
Meta Platforms Cl A (META)	0.3	$448k	694.00	646.09	View chart
Motorola Solutions Com New (MSI)	0.3	$445k	1.2k	381.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$427k	1.3k	325.97	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.2	$405k	18k	22.29	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$402k	4.0k	100.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$339k	679.00	499.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$326k	947.00	344.31	View chart
Target Corporation (TGT)	0.2	$325k	3.1k	106.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$313k	2.0k	158.12	View chart
Cme (CME)	0.2	$300k	1.1k	266.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$299k	431.00	693.32	View chart
Stifel Financial (SF)	0.2	$293k	2.3k	130.07	View chart
Johnson & Johnson (JNJ)	0.2	$269k	1.3k	205.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$268k	2.8k	94.52	View chart
Cardinal Health (CAH)	0.2	$259k	1.3k	202.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$248k	1.6k	155.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$247k	600.00	411.49	View chart
Visa Com Cl A (V)	0.1	$231k	655.00	352.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$222k	824.00	269.23	View chart
Merck & Co (MRK)	0.1	$209k	1.9k	110.99	View chart
Airbnb Com Cl A (ABNB)	0.1	$208k	1.5k	138.66	View chart
Eli Lilly & Co. (LLY)	0.1	$207k	191.00	1085.19	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$201k	1.6k	129.48	View chart

Past Filings by Serenity Investment Advisors

SEC 13F filings are viewable for Serenity Investment Advisors going back to 2025

Serenity Investment Advisors 2025 Q4 filed May 22, 2026

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