Serenity Investment Advisors Top Holdings and 13F Report (2026) About Serenity Investment AdvisorsInvestment ActivitySerenity Investment Advisors has $213.66 million in total holdings as of March 31, 2026.Serenity Investment Advisors owns shares of 74 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 23.53% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Serenity Investment Advisors has purchased 63 new stocks and bought additional shares in 36 stocks.Serenity Investment Advisors sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $36,804,891Schwab U.S. Large-Cap Value ETF $32,025,444Schwab International Equity ETF $18,377,335Vanguard Mid-Cap ETF $18,234,775Vanguard FTSE Emerging Markets ETF $11,328,920 Largest New Holdings this Quarter 31609A503 - FIDELITY COVINGTON TRUST $11,210,535 Holding808524797 - Schwab US Dividend Equity ETF $1,099,608 Holding922907746 - Vanguard Tax-Exempt Bond ETF $848,459 Holding922042775 - Vanguard FTSE All-World ex-US ETF $648,473 Holding464287804 - iShares Core S&P Small-Cap ETF $648,391 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 180,067 shares (about $14.06M)FIDELITY COVINGTON TRUST 286,056 shares (about $11.21M)Schwab U.S. Large-Cap Growth ETF 111,080 shares (about $3.82M)Schwab U.S. Large-Cap Value ETF 75,329 shares (about $2.51M)Schwab International Equity ETF 83,872 shares (about $2.29M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,302 shares (about $970.58K)Vanguard Value ETF 4,070 shares (about $858.34K)Vanguard FTSE Developed Markets ETF 3,906 shares (about $275.22K)iShares MSCI Emerging Markets ETF 4,037 shares (about $265.95K)SPDR S&P Dividend ETF 1,399 shares (about $209.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSerenity Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$36,804,891$3,817,818 â–²11.6%1,070,84417.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$32,025,444$2,509,210 â–²8.5%961,43615.0%ETFSCHFSchwab International Equity ETF$18,377,335$2,285,511 â–²14.2%674,3988.6%ETFVOVanguard Mid-Cap ETF$18,234,775$14,059,610 â–²336.7%233,5408.5%ETFVWOVanguard FTSE Emerging Markets ETF$11,328,920$1,514,545 â–²15.4%192,0815.3%ETFFIDELITY COVINGTON TRUST$11,210,535$11,210,535 â–²New Holding286,0565.2%ENHANCED MIDVBRVanguard Small-Cap Value ETF$7,406,060$382,506 â–²5.4%31,8313.5%ETFVBKVanguard Small-Cap Growth ETF$6,929,485$397,795 â–²6.1%19,9633.2%ETFDFIVDimensional International Value ETF$6,834,429$1,333,756 â–²24.2%123,0323.2%ETFVXUSVanguard Total International Stock ETF$4,819,698$856,000 â–²21.6%57,0652.3%ETFAAPLApple$2,826,994$151,634 â–²5.7%9,1541.3%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$2,751,446$379,148 â–²16.0%117,5331.3%ETFVTVVanguard Value ETF$2,734,672$858,342 â–¼-23.9%12,9671.3%ETFEFAiShares MSCI EAFE ETF$2,720,287$24,331 â–²0.9%26,1621.3%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$2,668,654$96,188 â–²3.7%16,4801.2%ETFSCHASchwab US Small-Cap ETF$2,582,674$187,015 â–¼-6.8%77,4881.2%ETFJPMJPMorgan Chase & Co.$2,516,750$70,165 â–²2.9%8,2141.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$2,512,282$323,149 â–²14.8%109,2301.2%ETFVUGVanguard Growth ETF$2,281,418$2,095,042 â–²1,124.1%26,0611.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,055,455$180,721 â–²9.6%25,5111.0%ETFNVDANVIDIA$1,890,730$134,575 â–¼-6.6%8,7810.9%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,857,277$109,736 â–¼-5.6%13,3200.9%ETFAMZNAmazon.com$1,846,053$129,692 â–²7.6%6,9320.9%Retail/WholesaleQQQInvesco QQQ$1,686,667$332,168 â–²24.5%2,3510.8%FinanceABBVAbbVie$1,606,8200.0%7,4490.8%MedicalRDVYFirst Trust Rising Dividend Achievers ETF$1,571,613$937,490 â–²147.8%20,8880.7%ManufacturingGOOGLAlphabet$1,300,626$383 â–²0.0%3,3960.6%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,285,922$36,050 â–²2.9%37,0260.6%ETFMSFTMicrosoft$1,174,744$86,631 â–¼-6.9%2,8070.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,099,608$1,099,608 â–²New Holding33,4940.5%ETFVOOVanguard S&P 500 ETF$952,492$30,858 â–²3.3%1,3890.4%ETFSDYSPDR S&P Dividend ETF$878,766$209,794 â–¼-19.3%5,8600.4%ETFVTEBVanguard Tax-Exempt Bond ETF$848,459$848,459 â–²New Holding17,0100.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$817,045$10,355 â–²1.3%6,3120.4%ETFWALMART INC$742,942$44,382 â–²6.4%6,1770.3%COMSPYSPDR S&P 500 ETF Trust$736,508$970,580 â–¼-56.9%9880.3%FinanceEEMiShares MSCI Emerging Markets ETF$701,605$265,951 â–¼-27.5%10,6500.3%FinanceVEAVanguard FTSE Developed Markets ETF$700,164$275,218 â–¼-28.2%9,9370.3%ETFVEUVanguard FTSE All-World ex-US ETF$648,473$648,473 â–²New Holding7,8660.3%ETFIJRiShares Core S&P Small-Cap ETF$648,391$648,391 â–²New Holding4,7190.3%ETFGILDGilead Sciences$639,5540.0%4,7600.3%MedicalBSVVanguard Short-Term Bond ETF$583,950$583,950 â–²New Holding7,5000.3%ETFVTIVanguard Total Stock Market ETF$578,401$52,815 â–²10.0%1,5770.3%ETFGOOGAlphabet$536,932$39,843 â–²8.0%1,4150.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$524,516$20,066 â–²4.0%7,1360.2%ETFIVViShares Core S&P 500 ETF$472,794$149,855 â–²46.4%6310.2%ETFMSIMotorola Solutions$470,3490.0%1,1640.2%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$462,272$462,272 â–²New Holding2,4260.2%ETFHYMUiShares High Yield Muni Income Active ETF$423,162$20,789 â–²5.2%19,1130.2%ETFTGTTarget$386,192$2,763 â–²0.7%3,0750.2%Retail/WholesaleMETAMeta Platforms$380,216$43,331 â–¼-10.2%6230.2%Computer and TechnologyOEFiShares S&P 100 ETF$352,350$743 â–²0.2%9490.2%ETFCMECME Group$335,497$8,154 â–²2.5%1,1520.2%FinanceBRK.BBerkshire Hathaway$328,307$1,946 â–¼-0.6%6750.2%FinanceJNJJohnson & Johnson$325,733$19,919 â–²6.5%1,3900.2%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$295,818$295,818 â–²New Holding2,5010.1%ETFBROBrown & Brown$280,485$97,253 â–¼-25.7%4,8510.1%FinanceSFStifel Financial$245,645$81,882 â–²50.0%3,3840.1%FinanceTSLATesla$243,678$243,678 â–²New Holding5720.1%Auto/Tires/TrucksPWBInvesco Large Cap Growth ETF$239,8010.0%1,5500.1%ETFDHRDanaher$237,704$237,704 â–²New Holding1,3820.1%MedicalCOSTCostco Wholesale$236,878$236,878 â–²New Holding2300.1%Retail/WholesaleVVisa$234,869$19,408 â–²9.0%7140.1%Business ServicesCATCaterpillar$233,171$233,171 â–²New Holding2650.1%IndustrialsMRKMerck & Co., Inc.$230,2530.0%1,8810.1%MedicalSBUXStarbucks$225,210$225,210 â–²New Holding2,1840.1%Retail/WholesaleGLDSPDR Gold Shares$224,704$23,588 â–¼-9.5%5430.1%FinanceXOMExxonMobil$222,673$222,673 â–²New Holding1,4370.1%EnergyXLVHealth Care Select Sector SPDR Fund$211,495$85,287 â–¼-28.7%1,4110.1%ETFVBVanguard Small-Cap ETF$211,325$26,885 â–¼-11.3%7310.1%ETFAMDAdvanced Micro Devices$211,315$211,315 â–²New Holding4520.1%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$203,661$203,661 â–²New Holding4,4390.1%ManufacturingFADFirst Trust Multi Cap Growth AlphaDEX Fund$200,444$200,444 â–²New Holding1,0900.1%ETFGRABGrab$58,006$58,006 â–²New Holding16,5260.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$1,262,100 â–¼-100.0%00.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$401,640 â–¼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$267,964 â–¼-100.0%00.0%ETFCAHCardinal Health$0$258,782 â–¼-100.0%00.0%MedicalBXBlackstone$0$247,506 â–¼-100.0%00.0%FinanceABNBAirbnb$0$207,851 â–¼-100.0%00.0%Consumer DiscretionaryLLYEli Lilly and Company$0$207,271 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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