§ 13F · FUND PROFILE
Serenus Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $590.6T (13F)Positions · 60Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 2.60M | $131.0T | 25.4% | −39% |
| 2 | SPY | SPDR S&P 500 ETF TRUST | 146K | $99.5T | 19.3% | −1% |
| 3 | QQQ | INVESCO QQQ TRUST SERIES I | 109K | $61.6T | 11.9% | +1% |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 79K | $53.9T | 10.4% | +2% |
| 5 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 382K | $34.2T | 6.6% | +3% |
| 6 | IJH | ISHARES CORE S&P MID-CAP ETF | 359K | $23.7T | 4.6% | +4% |
| 7 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | 26K | $15.9T | 3.1% | −1% |
| 8 | VOO | VANGUARD S&P 500 ETF | 18K | $10.3T | 2.0% | −2% |
| 9 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 59K | $8.5T | 1.6% | +96% |
| 10 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 34K | $8.4T | 1.6% | +32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SERENUS SIGNAL
AC read
Serenus Wealth Advisors, LLC is a Other fund managing $590587.5 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed