Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Serenus Wealth Advisors, LLC (CIK 2053695) reported $501.3M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($121.7M, 24.28%), SPY ($93.5M, 18.65%), QQQ ($61.1M, 12.18%), IVV ($49.2M, 9.80%), DGRW ($35.0M, 6.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $121.7M | 24.28% | 2.4M | Trimmed |
| 2 | SPY | STATE STREET SPDR S&P 500 ETF | $93.5M | 18.65% | 143,805 | Trimmed |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | $61.1M | 12.18% | 114,412 | Added |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $49.2M | 9.80% | 75,259 | Trimmed |
| 5 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $35.0M | 6.98% | 398,649 | Added |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | $26.0M | 5.18% | 384,879 | Added |
| 7 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $16.0M | 3.20% | 26,012 | Trimmed |
| 8 | VOO | VANGUARD S&P 500 ETF | $11.2M | 2.23% | 18,670 | Added |
| 9 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $10.7M | 2.13% | 42,072 | Added |
| 10 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.7M | 1.53% | 57,708 | Trimmed |
| 11 | IJR | ISHARES CORE S&P SMALL CAP ETF | $7.4M | 1.48% | 59,684 | Added |
| 12 | SPHQ | INVESCO S&P 500 QUALITY ETF | $6.9M | 1.38% | 91,787 | Added |
| 13 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $5.9M | 1.17% | 13,756 | Added |
| 14 | GOOGL | ALPHABET INC CAP STK CL A | $5.3M | 1.05% | 1.3M | Added |
| 15 | AAPL | APPLE INC COM | $4.8M | 0.97% | 19,087 | Added |
| 16 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $4.1M | 0.82% | 19,223 | Trimmed |
| 17 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.7M | 0.55% | 19,292 | Hold |
| 18 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.4M | 0.47% | 30,873 | Hold |
| 19 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.3M | 0.46% | 4,950 | Trimmed |
| 20 | AMZN | AMAZON COM INC COM | $1.7M | 0.34% | 8,274 | Hold |
| 21 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.6M | 0.32% | 17,665 | Added |
| 22 | NVDA | NVIDIA CORPORATION COM | $1.3M | 0.26% | 7,522 | Trimmed |
| 23 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.2M | 0.23% | 15,152 | Hold |
| 24 | VTV | VANGUARD VALUE ETF | $1.0M | 0.21% | 5,342 | Trimmed |
| 25 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $983,848 | 0.20% | 9,774 | Added |
Source: SEC Form 13F filings · as of 2026-03-31