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Portfolio (Quarterly) Guide ↗

Serenity Investment Advisors

· CIK 0002105389
13F Portfolio $214M AUM 74 positions Filed May 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 34 Added 15 Reduced 7 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 8,781.0 $1.9M 0.89% -625.0 -6.6% $215.32 -0.2%
22 IWP ISHARES TR 13,320.0 $1.9M 0.87% -787.0 -5.6% $139.44 +1.0%
23 AMZN AMAZON COM INC Consumer Cyclical 6,932.0 $1.8M 0.86% +487.0 +7.6% $266.31 -0.4%
24 QQQ INVESCO QQQ TR Financial Services 2,351.0 $1.7M 0.79% +463.0 +24.5% $717.43 +1.8%
25 ABBV ABBVIE INC Healthcare 7,449.0 $1.6M 0.75% $215.71 -1.2%
26 RDVY FIRST TR EXCHANGE TRADED FD 20,888.0 $1.6M 0.74% +12K +147.8% $75.24 +1.6%
27 GOOGL ALPHABET INC Communication Services 3,396.0 $1.3M 0.61% $382.99 +1.5%
28 SCHM SCHWAB STRATEGIC TR 37,026.0 $1.3M 0.60% +1K +2.9% $34.73 +1.4%
29 MSFT MICROSOFT CORP Technology 2,807.0 $1.2M 0.55% -207.0 -6.9% $418.51 -0.6%
30 SCHD SCHWAB STRATEGIC TR 33,494.0 $1.1M 0.52% NEW $32.83 -0.5%
31 VOO VANGUARD INDEX FDS 1,389.0 $952K 0.45% +45.0 +3.4% $685.74 +0.6%
32 SDY SPDR SERIES TRUST 5,860.0 $879K 0.41% -1K -19.3% $149.96 +0.1%
33 VTEB VANGUARD MUN BD FDS 17,010.0 $848K 0.40% NEW $49.88 +0.4%
34 IJS ISHARES TR 6,312.0 $817K 0.38% +80.0 +1.3% $129.44 +1.2%
35 WMT WALMART INC Consumer Defensive 6,177.0 $743K 0.35% +369.0 +6.3% $120.28 -0.0%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 988.0 $737K 0.34% -1K -56.9% $745.45 +0.7%
37 EEM ISHARES TR 10,650.0 $702K 0.33% -4K -27.5% $65.88 +3.8%
38 VEA VANGUARD TAX-MANAGED FDS 9,937.0 $700K 0.33% -4K -28.2% $70.46 +1.9%
39 VEU VANGUARD INTL EQUITY INDEX F 7,866.0 $648K 0.30% NEW $82.44 +2.0%
40 IJR ISHARES TR 4,719.0 $648K 0.30% NEW $137.40 +1.6%
Page 2 of 4  ·  74 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
Technology 29.8%
Financial Services 28.1%
Healthcare 13.6%
Consumer Cyclical 10.4%
Communication Services 10.0%
Consumer Defensive 6.1%
Industrials 1.0%
Energy 1.0%