Serenus Wealth Advisors, LLC - Portfolio Stock Holdings
Serenus Wealth Advisors, LLC disclosed 77 stock positions in a recent SEC 13F filing. $874,001,169 of stock holdings were filed, with the largest holdings including GOOGL, USFR, and SPY. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.We estimate the fund has a total AUM of $1,473,292,464 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
77Est. Stock Holding Value:
$874,001,169Top Stock Holdings By Sector
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Portfolio Stock Holdings - Serenus Wealth Advisors, LLC
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% of Portfolio
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