Serenus Wealth Advisors, LLCCoreConcentrated long-term

CIK: 0002053695 | SANTA MONICA, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	75	$573.0M	2026-08-05	SEC ↗
Q1 2026	13F-HR	68	$501.3M	2026-04-27	SEC ↗
Q4 2025	13F-HR	74	$516.5M	2026-01-28	SEC ↗
Q3 2025	13F-HR	67	$585.4M	2025-11-07	SEC ↗
Q2 2025	13F-HR	60	$590.6M	2025-08-13	SEC ↗
Q1 2025	13F-HR	64	$602.6M	2025-05-07	SEC ↗
Q4 2024	13F-HR	60	$575.4M	2025-01-28	SEC ↗