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Portfolio (Quarterly) Guide ↗

Serenus Wealth Advisors, LLC

· CIK 0002053695
13F Portfolio $573M AUM 75 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 15 Added 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SNPG XTRACKERS S&P 500 GROWTH SCORED & SCREENED ETF 16,559 $801K 0.16% SOLD
2 EGUS ISHARES ESG AWARE MSCI USA GROWTH ETF 8,767 $419K 0.08% SOLD
3 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 471 $217K 0.04% SOLD
Sector Allocation
Financial Services 88.8%
Technology 4.9%
Communication Services 3.6%
Consumer Cyclical 1.4%
Consumer Defensive 0.6%
Healthcare 0.6%
Industrials 0.1%
Energy 0.1%