Serenity Investment Advisors
CIK: 2105389SEC EDGAR →
Portfolio Value
$174.5B
Holdings
76
As of
Q2 2026
New Positions
16
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,097,595 | $38.5B | 22.08% |
| 2 | SCHWAB STRATEGIC TR | 979,372 | $34.1B | 19.53% |
| 3 | SCHWAB STRATEGIC TR | 710,111 | $20.0B | 11.48% |
| 4 | VANGUARD INDEX FDS | 236,070 | $19.5B | 11.16% |
| 5 | FIDELITY COVINGTON TRUST | 307,968 | $13.0B | 7.43% |
| 6 | VANGUARD INTL EQUITY INDEX F | 208,575 | $12.5B | 7.17% |
| 7 | DIMENSIONAL ETF TRUST | 134,329 | $7.8B | 4.45% |
| 8 | VANGUARD STAR FDS | 77,118 | $6.8B | 3.88% |
| 9 | SPDR SERIES TRUST | 127,299 | $3.0B | 1.70% |
| 10 | SCHWAB STRATEGIC TR | 75,901 | $2.6B | 1.51% |
Quarterly Changes
Top Buys
New Positions (17)
$13.0B · 308K shares
$1.2B · 35K shares
$668.5M · 8K shares
$624.5M · 13K shares
$271.7M · 4K shares
$218.0M · 3K shares
$42.9M · 12K shares
SPACE EXPLORATION TECHN CORP
$3.9M · 29K shares
$711K · 5K shares
$300K · 3K shares
$298K · 1K shares
$296K · 2K shares
$246K · 1K shares
$222K · 2K shares
$222K · 272 shares
$211K · 226 shares
$208K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $174.4B | 100.0% |
| Technology | 5 | $49.8M | 0.0% |
| Unknown | 5 | $6.6M | 0.0% |
| Healthcare | 6 | $3.9M | 0.0% |
| Consumer Cyclical | 3 | $2.3M | 0.0% |
| Communication Services | 3 | $2.0M | 0.0% |
| Consumer Defensive | 2 | $870K | 0.0% |
| Energy | 1 | $246K | 0.0% |
| Industrials | 1 | $222K | 0.0% |