13F Filings History of Serenus Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$511,010,304
Signature - Title
Lonny Elfenbein - Chief Compliance Officer
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Serenus Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Serenus Wealth Advisors, LLC reported 74 stock holdings with total value $511,010,304 as of Q4 2025. Top holdings included USFR, SPY, QQQ, IVV, and DGRW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $511,010,304 +$15,775,672 -$88,896,248 -$73,120,576 USFR, SPY, QQQ, IVV, DGRW 13F-HR 28 Jan 2026, 10:45
Q3 2025 67 $581,052,176 +$10,891,427 -$40,881,075 -$29,989,648 USFR, SPY, QQQ, IVV, DGRW 13F-HR 07 Nov 2025, 13:01
Q2 2025 58 $585,553,024 +$5,068,133 -$91,407,562 -$86,339,429 USFR, SPY, QQQ, IVV, DGRW 13F-HR 13 Aug 2025, 15:46
Q1 2025 64 $597,661,903 +$43,617,290 -$4,345,357 +$39,271,933 USFR, SPY, IVV, QQQ, DGRW 13F-HR 07 May 2025, 11:35
Q4 2024 60 $529,933,407 $0 $0 $0 USFR, SPY, QQQ, DGRW, IJH 13F-HR 28 Jan 2025, 13:35