Serenus Wealth Advisors, LLC
Serenus Wealth Advisors, LLC reported 75 holdings worth US$573M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Serenus Wealth Advisors, LLC reported 75 holdings worth US$573M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$573M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,078 | US$5.52M | 0.96% |
| Amazon.com, Inc. | 8,565 | US$2.04M | 0.36% |
| Nvidia Corporation | 7,567 | US$1.51M | 0.26% |
| Advanced Micro Devices Inc | 1,772 | US$1.03M | 0.18% |
| Jp Morgan Chase & Co. | 3,095 | US$1.01M | 0.18% |
| Tesla, Inc. | 2,161 | US$909K | 0.16% |
| Microsoft Corp. | 2,377 | US$887K | 0.15% |
| Altria Group, Inc. | 11,721 | US$843K | 0.15% |
| Meta Platforms, Inc. | 1,363 | US$768K | 0.13% |
| Palo Alto Networks, Inc. | 1,793 | US$611K | 0.11% |
| Berkshire Hathaway Inc. | 1,186 | US$593K | 0.10% |
| Netflix, Inc. | 8,210 | US$586K | 0.10% |
| Eli Lilly And Company | 425 | US$510K | 0.09% |
| Philip Morris International Inc | 2,555 | US$462K | 0.08% |
| Almonty Industries Inc. | 25,755 | US$427K | 0.07% |
| International Business Machines Corporation | 1,438 | US$405K | 0.07% |
| Oracle Corporation | 2,501 | US$367K | 0.06% |
| Alphabet Inc (google) Class C | 957 | US$342K | 0.06% |
| Broadcom Inc. | 869 | US$328K | 0.06% |
| Crowdstrike Holdings, Inc. | 428 | US$327K | 0.06% |
| Micron Technology, Inc. | 263 | US$304K | 0.05% |
| Palantir Technologies Inc. | 2,281 | US$266K | 0.05% |
| Lantheus Holdings, Inc. | 2,170 | US$241K | 0.04% |
| Bridgebio Pharma, Inc. | 3,000 | US$223K | 0.04% |
| Williams Companies, Inc. (the) | 3,000 | US$223K | 0.04% |
| Golub Capital Bdc, Inc. | 17,068 | US$220K | 0.04% |
| Home Depot, Inc. (the) | 622 | US$219K | 0.04% |
| Houlihan Lokey, Inc. | 1,610 | US$216K | 0.04% |
| Axon Enterprise, Inc. | 369 | US$207K | 0.04% |
| Visa Inc. | 593 | US$203K | 0.04% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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