Serenity Investment Advisors
Serenity Investment Advisors reported 76 positions worth $234.6M as of June 30, 2026 (13F filed August 24, 2026). Largest holding: SCHG (16.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $38.5M | 16.42% | 1,097,595 | — | — | |
| ▸ 2 | SCHV | SH | $34.1M | 14.53% | 979,372 | — | — | |
| ▸ 3 | SCHF | SH | $20.0M | 8.54% | 710,111 | — | — | |
| ▸ 4 | VO | SH | $19.5M | 8.30% | 236,070 | — | — | |
| ▸ 5 | FMDE | SH | $13.0M | 5.53% | 307,968 | — | — | |
| ▸ 6 | VWO | SH | $12.5M | 5.34% | 208,575 | — | — | |
| ▸ 7 | VBR | SH | $8.0M | 3.43% | 32,475 | — | — | |
| ▸ 8 | DFIV | SH | $7.8M | 3.31% | 134,329 | — | — | |
| ▸ 9 | VBK | SH | $7.1M | 3.02% | 19,906 | — | — | |
| ▸ 10 | VXUS | SH | $6.8M | 2.88% | 77,118 | — | — |
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Frequently Asked Questions
What stocks does Serenity Investment Advisors hold as of Q2 2026?
Serenity Investment Advisors reported 76 positions worth $234.6M in its Q2 2026 13F filing. Largest positions: SCHG (16.4%), SCHV (14.5%), SCHF (8.5%), VO (8.3%) and FMDE (5.5%).
What did Serenity Investment Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Serenity Investment Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.