Serenity Investment Advisors Top Holdings and 13F Report (2026) About Serenity Investment AdvisorsInvestment ActivitySerenity Investment Advisors has $234.60 million in total holdings as of June 30, 2026.Serenity Investment Advisors owns shares of 76 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 0.68% of the portfolio was sold this quarter.This quarter, Serenity Investment Advisors has purchased 74 new stocks and bought additional shares in 35 stocks.Serenity Investment Advisors sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $38,525,589Schwab U.S. Large-Cap Value ETF $34,082,140Schwab International Equity ETF $20,039,333Vanguard Mid-Cap ETF $19,482,874FIDELITY COVINGTON TRUST $12,962,373 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $3,860,138 Holding532457108 - Eli Lilly and Company $286,212 Holding009066101 - Airbnb $247,715 Holding09260D107 - Blackstone $226,117 Holding81369Y506 - Energy Select Sector SPDR Fund $218,036 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 28,807 shares (about $3.86M)Vanguard Total International Stock ETF 20,053 shares (about $1.76M)Schwab International Equity ETF 35,713 shares (about $1.01M)Vanguard FTSE Emerging Markets ETF 16,494 shares (about $989.97K)Schwab U.S. Large-Cap Growth ETF 26,751 shares (about $938.96K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 4,000 shares (about $310.48K)Vanguard Tax-Exempt Bond ETF 4,405 shares (about $218.22K)JPMorgan Chase & Co. 206 shares (about $72.42K)Schwab US Small-Cap ETF 1,587 shares (about $54.99K)Stifel Financial 595 shares (about $47.53K) 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$38,525,589$938,960 â–²2.5%1,097,59516.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$34,082,140$624,173 â–²1.9%979,37214.5%ETFSCHFSchwab International Equity ETF$20,039,333$1,007,821 â–²5.3%710,1118.5%ETFVOVanguard Mid-Cap ETF$19,482,874$208,801 â–²1.1%236,0708.3%ETFFIDELITY COVINGTON TRUST$12,962,373$922,276 â–²7.7%307,9685.5%ENH MID COR ETFVWOVanguard FTSE Emerging Markets ETF$12,518,683$989,971 â–²8.6%208,5755.3%ETFVBRVanguard Small-Cap Value ETF$8,037,352$159,386 â–²2.0%32,4753.4%ETFDFIVDimensional International Value ETF$7,764,203$652,965 â–²9.2%134,3293.3%ETFVBKVanguard Small-Cap Growth ETF$7,089,799$20,301 â–¼-0.3%19,9063.0%ETFVXUSVanguard Total International Stock ETF$6,763,996$1,758,842 â–²35.1%77,1182.9%ETFSPACE EXPLORATION TECHN CORP$3,860,138$3,860,138 â–²New Holding28,8071.6%CLASS A COM STKIJTiShares S&P Small-Cap 600 Growth ETF$3,001,416$152,802 â–²5.4%17,3641.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,966,056$227,547 â–²8.3%127,2991.3%ETFVTVVanguard Value ETF$2,930,999$11,034 â–²0.4%13,0161.2%ETFAAPLApple$2,846,159$3,424 â–¼-0.1%9,1431.2%TechnologyEFAiShares MSCI EAFE ETF$2,835,090$26,623 â–²0.9%26,4101.2%ETFJPMJPMorgan Chase & Co.$2,815,221$72,420 â–¼-2.5%8,0081.2%FinanceSCHASchwab US Small-Cap ETF$2,629,980$54,990 â–¼-2.0%75,9011.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,530,878$43,718 â–²1.8%111,1501.1%ETFVUGVanguard Growth ETF$2,299,736$27,982 â–²1.2%26,3821.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,282,326$579,954 â–²34.1%28,0041.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,043,214$37,685 â–¼-1.8%25,0490.9%ETFABBVAbbVie$1,955,287$4,975 â–²0.3%7,4680.8%HealthcareNVDANVIDIA$1,929,289$25,154 â–²1.3%8,8970.8%TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,889,501$5,263 â–¼-0.3%13,2830.8%ETFAMZNAmazon.com$1,794,163$8,843 â–¼-0.5%6,8980.8%Consumer DiscretionaryQQQInvesco QQQ$1,675,743$1,427 â–¼-0.1%2,3490.7%ETFMSFTMicrosoft$1,636,697$286,254 â–²21.2%3,4020.7%TechnologyVOOVanguard S&P 500 ETF$1,548,278$570,752 â–²58.4%2,2000.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,463,253$124,391 â–²9.3%40,4660.6%ETFSCHDSchwab US Dividend Equity ETF$1,239,677$63,690 â–²5.4%35,3080.5%ETFGOOGLAlphabet$1,146,850$10,221 â–¼-0.9%3,3660.5%Communication ServicesSDYSPDR S&P Dividend ETF$907,063$19,286 â–¼-2.1%5,7380.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$843,880$24,064 â–¼-2.8%6,1370.4%ETFSPYSPDR S&P 500 ETF Trust$749,658$3,813 â–¼-0.5%9830.3%ETFVEAVanguard FTSE Developed Markets ETF$736,365$12,529 â–²1.7%10,1090.3%ETFIJRiShares Core S&P Small-Cap ETF$711,212$20,492 â–²3.0%4,8590.3%ETFEEMiShares MSCI Emerging Markets ETF$710,807$1,332 â–²0.2%10,6700.3%ETFVTIVanguard Total Stock Market ETF$692,839$99,031 â–²16.7%1,8400.3%ETFGILDGilead Sciences$678,471$4,303 â–¼-0.6%4,7300.3%HealthcareVEUVanguard FTSE All-World ex-US ETF$668,5310.0%7,8660.3%ETFWALMART INC$658,636$17,237 â–²2.7%6,3430.3%COMVTEBVanguard Tax-Exempt Bond ETF$624,452$218,224 â–¼-25.9%12,6050.3%ETFIJHiShares Core S&P Mid-Cap ETF$569,046$24,057 â–²4.4%7,4510.2%ETFMSIMotorola Solutions$551,3050.0%1,1640.2%TechnologyGOOGAlphabet$492,646$14,201 â–²3.0%1,4570.2%Communication ServicesTGTTarget$486,6180.0%3,0750.2%Consumer StaplesIVViShares Core S&P 500 ETF$444,280$39,066 â–¼-8.1%5800.2%ETFHYMUiShares High Yield Muni Income Active ETF$442,389$19,514 â–²4.6%19,9950.2%ETFJNJJohnson & Johnson$371,6440.0%1,3900.2%HealthcareOEFiShares S&P 100 ETF$358,282$753 â–²0.2%9510.2%ETFBROBrown & Brown$347,714$1,946 â–¼-0.6%4,8240.1%FinanceMETAMeta Platforms$330,251$9,826 â–¼-2.9%6050.1%Communication ServicesBRK.BBerkshire Hathaway$313,022$22,359 â–¼-6.7%6300.1%FinanceCMECME Group$312,0420.0%1,1520.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$299,6450.0%2,5010.1%ETFDHRDanaher$298,3880.0%1,3820.1%HealthcareSOXLDirexion Daily Semiconductors Bull 3x Shares$296,4640.0%2,4260.1%ETFLLYEli Lilly and Company$286,212$286,212 â–²New Holding2300.1%HealthcareMRKMerck & Co., Inc.$280,2500.0%1,8810.1%HealthcareBSVVanguard Short-Term Bond ETF$271,670$310,480 â–¼-53.3%3,5000.1%ETFVVisa$258,260$2,926 â–¼-1.1%7060.1%FinanceGLDSPDR Gold Shares$256,631$31,145 â–²13.8%6180.1%ETFABNBAirbnb$247,715$247,715 â–²New Holding1,3390.1%Consumer DiscretionaryXOMExxonMobil$246,458$7,645 â–²3.2%1,4830.1%EnergyPWBInvesco Large Cap Growth ETF$241,7540.0%1,5500.1%ETFXLVHealth Care Select Sector SPDR Fund$239,450$3,793 â–¼-1.6%1,3890.1%ETFBXBlackstone$226,117$226,117 â–²New Holding1,6000.1%FinanceSFStifel Financial$222,785$47,529 â–¼-17.6%2,7890.1%FinanceSBUXStarbucks$222,141$4,992 â–¼-2.2%2,1360.1%Consumer DiscretionaryCATCaterpillar$221,786$5,708 â–²2.6%2720.1%IndustrialsVBVanguard Small-Cap ETF$221,3690.0%7310.1%ETFXLEEnergy Select Sector SPDR Fund$218,036$218,036 â–²New Holding3,4200.1%ETFCOSTCostco Wholesale$211,329$3,740 â–¼-1.7%2260.1%Consumer StaplesFADFirst Trust Multi Cap Growth AlphaDEX Fund$207,881$3,746 â–²1.8%1,1100.1%ETFGRABGrab$42,885$15,121 â–¼-26.1%12,2180.0%IndustrialsTSLATesla$0$243,678 â–¼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$211,315 â–¼-100.0%00.0%TechnologyIUSBiShares Core Total USD Bond Market ETF$0$203,661 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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