Serenus Wealth Advisors, LLC
Annual return '25
+10.5%
SPY '25
+17.7%
Alpha
-7.2ptsvs SPY
Invested
$501.3M
Holdings
68
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE FLOATING RATE TREASURY FUND
Held since at least Q1 2024
24.3%
02
$SPY
STATE STREET SPDR S&P 500 ETF
Held since at least Q1 2024
18.7%
03
$NDQ
INVESCO QQQ TRUST SERIES I
Held since at least Q1 2024
12.2%
04
$IVV
ISHARES CORE S&P 500 ETF
Q4 2025: New position (1.8k shares)
9.8%
05
$DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Held since at least Q1 2024
7.0%
06
$IJH
ISHARES CORE S&P MID-CAP ETF
Held since at least Q1 2024
5.2%
07
$MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Held since at least Q1 2024
3.2%
08
$VOO
VANGUARD S&P 500 ETF
Q4 2025: New position (1.6k shares)
2.2%
09
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: Increased +5.7% (8.7k → 9.2k shares)
2.1%
10
$XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:26 UTC.