Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Serenity Investment Advisors

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

Top 5 stock holdings are SCHG, SCHV, SCHF, VO, FMDE, and represent 52.87% of Serenity Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: FAD, SCHD, VUG, VEU, IJR, XOM, AMD, VTI, VXUS, VO.
Started 2 new stock positions in AMD, XOM.
Reduced shares in these 10 stocks: SCHG, SPCX, BSV, SDY, , , VTEB, BX, VBK, SF.
Sold out of its positions in BX, CAT, Exxon Mobil Corporation, XLV, XLE, SBUX, SF, BSV.
Serenity Investment Advisors was a net buyer of stock by $453k.
Serenity Investment Advisors has $230M in assets under management (AUM), dropping by -1.79%.
Central Index Key (CIK): 0002105389

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Serenity Investment Advisors

Serenity Investment Advisors holds 70 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	16.9	$39M		1.1M	35.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	14.1	$32M		974k	33.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.4	$19M		705k	27.47	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	8.1	$19M		237k	78.42	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	5.4	$13M		309k	40.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.3	$12M		207k	59.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.3	$7.5M		134k	55.86	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	3.2	$7.4M		32k	231.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.9	$6.7M		78k	84.96	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	2.8	$6.5M	-3%	19k	337.84	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.7	$3.9M	-10%	26k	150.86	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.4	$3.1M	+31%	35k	90.11	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.3	$2.9M		129k	22.59	View chart
Apple (AAPL)	1.3	$2.9M	-4%	8.7k	333.01	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.2	$2.8M		13k	216.08	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.2	$2.8M		17k	160.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.2	$2.7M		26k	103.89	View chart
JPMorgan Chase & Co. (JPM)	1.1	$2.6M		8.0k	330.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$2.5M		77k	32.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$2.5M		113k	22.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$2.3M	+4%	29k	78.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.1M	+81%	64k	32.53	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$2.0M		25k	81.16	View chart
NVIDIA Corporation (NVDA)	0.9	$2.0M	-3%	8.6k	228.38	View chart
Abbvie (ABBV)	0.8	$2.0M		7.5k	261.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$1.8M		13k	137.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.8M	+4%	2.5k	739.86	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.8	$1.7M	+767%	9.6k	181.28	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M	-3%	3.3k	512.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.6M		2.2k	700.92	View chart
Amazon (AMZN)	0.7	$1.6M	-9%	6.2k	249.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.4M		40k	34.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.2M	+2%	3.4k	344.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$1.2M	+80%	14k	82.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$969k	+46%	7.1k	136.04	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$800k	+16%	2.1k	374.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$756k		991.00	762.65	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$724k	-7%	5.7k	128.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$714k		10k	70.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$710k		11k	66.79	View chart
Gilead Sciences (GILD)	0.3	$705k		4.7k	149.05	View chart
Wal-Mart Stores (WMT)	0.3	$628k	-4%	6.0k	103.93	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$592k	-29%	4.0k	146.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$537k		7.5k	71.95	View chart
Motorola Solutions Com New (MSI)	0.2	$519k		1.2k	445.97	View chart
Target Corporation (TGT)	0.2	$482k		3.1k	156.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$445k		580.00	766.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$428k	-13%	1.3k	340.76	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.2	$427k		20k	21.38	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.2	$389k	+8%	2.6k	147.88	View chart
Johnson & Johnson (JNJ)	0.2	$368k		1.4k	264.74	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$364k		953.00	382.10	View chart
Meta Platforms Cl A (META)	0.2	$363k	-17%	501.00	725.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$360k	-39%	7.6k	47.36	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$308k		2.5k	123.08	View chart
Danaher Corporation (DHR)	0.1	$306k		1.4k	221.55	View chart
Cme (CME)	0.1	$302k		1.2k	261.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$300k	-4%	603.00	497.95	View chart
Brown & Brown (BRO)	0.1	$294k		4.8k	60.90	View chart
Merck & Co (MRK)	0.1	$278k		1.9k	145.31	View chart
Visa Com Cl A (V)	0.1	$254k		706.00	359.41	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$251k		1.6k	162.15	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$241k	NEW	1.5k	162.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$235k		618.00	380.84	View chart
Advanced Micro Devices (AMD)	0.1	$222k	NEW	363.00	611.76	View chart
Airbnb Com Cl A (ABNB)	0.1	$215k		1.3k	160.65	View chart
Eli Lilly & Co. (LLY)	0.1	$208k	-21%	180.00	1157.08	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$208k		731.00	284.49	View chart
Costco Wholesale Corporation (COST)	0.1	$202k		222.00	911.90	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$40k	+4%	13k	3.11	View chart

Past Filings by Serenity Investment Advisors

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

Serenity Investment Advisors 2026 Q3 filed Oct. 30, 2026
Serenity Investment Advisors 2026 Q2 filed Aug. 24, 2026
Serenity Investment Advisors 2026 Q1 filed May 26, 2026
Serenity Investment Advisors 2025 Q4 filed May 22, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z