Serenus Wealth Advisors, LLC - Portfolio overview

Serenus Wealth Advisors, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE FLOATING RATE TREASURY FUND, 24.11%
2. SPY - STATE STREET SPDR S&P 500 ETF, 18.52%
3. QQQ - INVESCO QQQ TRUST SERIES I, 12.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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