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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 4,760.0 $640K 0.30% $134.36 -0.5%
42 BSV VANGUARD BD INDEX FDS 7,500.0 $584K 0.27% NEW $77.86 +0.2%
43 VTI VANGUARD INDEX FDS 1,577.0 $578K 0.27% +144.0 +10.1% $366.77 +0.7%
44 GOOG ALPHABET INC Communication Services 1,415.0 $537K 0.25% +105.0 +8.0% $379.46 +1.4%
45 IJH ISHARES TR 7,136.0 $525K 0.24% +273.0 +4.0% $73.50 +1.6%
46 IVV ISHARES TR 631.0 $473K 0.22% +200.0 +46.4% $749.28 +0.6%
47 MSI MOTOROLA SOLUTIONS INC Technology 1,164.0 $470K 0.22% $404.08 +1.6%
48 SOXL DIREXION SHARES ETF TRUST 2,426.0 $462K 0.22% NEW $190.55 +18.5%
49 SHYM BLACKROCK ETF TRUST II 19,113.0 $423K 0.20% +939.0 +5.2% $22.14 +0.3%
50 TGT TARGET CORP Consumer Defensive 3,075.0 $386K 0.18% +22.0 +0.7% $125.59 -0.1%
51 META META PLATFORMS INC Communication Services 623.0 $380K 0.18% -71.0 -10.2% $610.30 +0.3%
52 OEF ISHARES TR 949.0 $352K 0.17% $371.29 +0.5%
53 CME CME GROUP INC Financial Services 1,152.0 $335K 0.16% +28.0 +2.5% $291.23 -3.0%
54 BERKSHIRE HATHAWAY INC DEL 675.0 $328K 0.15% -4.0 -0.6% $486.38
55 JNJ JOHNSON & JOHNSON Healthcare 1,390.0 $326K 0.15% +85.0 +6.5% $234.34 -1.8%
56 SPYG SPDR SERIES TRUST 2,501.0 $296K 0.14% NEW $118.28 +1.3%
57 BRO BROWN & BROWN INC Financial Services 4,851.0 $280K 0.13% -2K -25.8% $57.82 -1.4%
58 SF STIFEL FINL CORP Financial Services 3,384.0 $246K 0.12% +1K +50.0% $72.59 +0.0%
59 TSLA TESLA INC Consumer Cyclical 572.0 $244K 0.11% NEW $426.01 +1.8%
60 PWB INVESCO EXCHANGE TRADED FD T 1,550.0 $240K 0.11% $154.71 +2.7%
Page 3 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%