StockDriftsStockDriftsTop 50 Serenity Investment Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 16.42% | 1.10M | $38.5M | +2.50%(+26.75K) | $32.09(+9.56%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 14.53% | 979.4K | $34.1M | +1.87%(+17.94K) | $29.47(+17.04%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.54% | 710.1K | $20.0M | +5.30%(+35.71K) | $23.86(+18.17%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 8.3% | 236.1K | $19.5M | -74.73%(-698.09K) | $72.36(+11.98%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 5.53% | 308.0K | $13.0M | +7.66%(+21.91K) | $36.28(+14.24%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.34% | 208.6K | $12.5M | +8.59%(+16.49K) | $54.13(+11.50%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.43% | 32.5K | $8.0M | +2.02%(+644) | $210.81(+14.84%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.31% | 134.3K | $7.8M | +9.18%(+11.30K) | $49.00(+19.55%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.02% | 19.9K | $7.1M | -0.29%(-57) | $300.00(+13.56%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.88% | 77.1K | $6.8M | +35.14%(+20.05K) | $76.15(+14.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.40% |
Serenity Investment Advisors reports $234.60M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (16.4%), SCHV (14.5%) and SCHF (8.5%). The top 20 holdings account for 82.86% of reported assets. Its disclosed equity book has returned +11.50% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Serenity Investment Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2105389). View Serenity Investment Advisors’s 13F filings on SEC