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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
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,186.0 $593K 0.10% $500.39
42 NFLX NETFLIX INC. COM Communication Services 8,210.0 $586K 0.10% +1K +21.6% $71.40 +8.9%
43 LLY ELI LILLY & CO COM Healthcare 425.0 $510K 0.09% -14.0 -3.2% $1199.56 +2.3%
44 SDY STATE STREET SPDR S&P DIVIDEND ETF 3,326.0 $506K 0.09% $152.16 +3.6%
45 VO VANGUARD MORNINGSTAR MID-CAP ETF 5,980.0 $482K 0.08% +4K +300.0% $80.57 +3.2%
46 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,555.0 $462K 0.08% $180.91 +3.7%
47 ALMONTY INDS INC COM NEW 25,755.0 $427K 0.07% +2K +8.7% $16.56
48 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,743.0 $412K 0.07% $236.62 +3.3%
49 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,438.0 $405K 0.07% $281.31 -17.3%
50 IEFA ISHARES CORE MSCI EAFE ETF 3,801.0 $367K 0.06% $96.58 +3.4%
51 ORCL ORACLE CORP COM Technology 2,501.0 $367K 0.06% -101.0 -3.9% $146.55 -2.6%
52 YI VALUE STOCK INDEX PORTFOLIO Healthcare 4,320.0 $359K 0.06% $83.03 -95.7%
53 CMCSA COMCAST CORP NEW CL A Communication Services 349,654.0 $354K 0.06% $1.01 +2489.2%
54 GOOG ALPHABET INC CAP STK CL C Communication Services 968.0 $342K 0.06% +80.0 +9.0% $353.26 -3.4%
55 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 1,100.0 $333K 0.06% $303.12 +0.2%
56 AVGO BROADCOM INC COM Technology 869.0 $328K 0.06% -21.0 -2.4% $377.75 +0.6%
57 CRWD CROWDSTRIKE HLDGS INC CL A Technology 428.0 $327K 0.06% NEW $190.79 +11.6%
58 MU MICRON TECHNOLOGY INC COM Technology 263.0 $304K 0.05% NEW $1154.29 -18.5%
59 SCHD SCHWAB US DIVIDEND EQUITY ETF 8,883.0 $282K 0.05% $31.71 +8.8%
60 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,281.0 $266K 0.05% NEW $116.66 +47.0%
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%