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Portfolio (Quarterly) Guide ↗

Serenity Investment Advisors

· CIK 0002105389
13F Portfolio $171M AUM 63 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 63 New
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 694.0 $448K 0.26% NEW $646.09 -5.2%
42 MSI MOTOROLA SOLUTIONS INC Technology 1,164.0 $445K 0.26% NEW $381.89 +7.5%
43 GOOG ALPHABET INC Communication Services 1,310.0 $427K 0.25% NEW $325.97 +18.1%
44 SHYM BLACKROCK ETF TRUST II 18,174.0 $405K 0.24% NEW $22.29 -0.4%
45 MINT PIMCO ETF TR 4,000.0 $402K 0.23% NEW $100.41 +0.2%
46 BERKSHIRE HATHAWAY INC DEL 679.0 $339K 0.20% NEW $499.77
47 OEF ISHARES TR 947.0 $326K 0.19% NEW $344.31 +8.4%
48 TGT TARGET CORP Consumer Defensive 3,053.0 $325K 0.19% NEW $106.33 +18.0%
49 XLV SELECT SECTOR SPDR TR 1,980.0 $313K 0.18% NEW $158.12 -6.1%
50 CME CME GROUP INC Financial Services 1,124.0 $300K 0.17% NEW $266.64 +6.0%
51 IVV ISHARES TR 431.0 $299K 0.17% NEW $693.32 +8.8%
52 SF STIFEL FINL CORP Financial Services 2,256.0 $293K 0.17% NEW $130.07 -44.2%
53 JNJ JOHNSON & JOHNSON Healthcare 1,305.0 $269K 0.16% NEW $205.75 +11.9%
54 USMV ISHARES TR 2,835.0 $268K 0.16% NEW $94.52 +2.1%
55 CAH CARDINAL HEALTH INC Healthcare 1,278.0 $259K 0.15% NEW $202.49 -1.0%
56 BX BLACKSTONE INC Financial Services 1,594.0 $248K 0.14% NEW $155.27 -23.9%
57 GLD SPDR GOLD TR Financial Services 600.0 $247K 0.14% NEW $411.49 +0.6%
58 V VISA INC Financial Services 655.0 $231K 0.14% NEW $352.31 -7.3%
59 VB VANGUARD INDEX FDS 824.0 $222K 0.13% NEW $269.23 +8.8%
60 MRK MERCK & CO INC Healthcare 1,881.0 $209K 0.12% NEW $110.99 +7.9%
Page 3 of 4  ·  63 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 34.4%
Technology 27.9%
Healthcare 15.1%
Communication Services 9.4%
Consumer Cyclical 8.5%
Consumer Defensive 4.7%