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Lonny Elfenbein

Serenus Wealth Advisors, Llc

Assets Managed
$501.327M
Holdings
68
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-2.94%(2Q avg: -7.35%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Serenus Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Serenus Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 501.327M in assets, with a quarterly growth rate of -2.94% and a 2-quarter average growth rate of -7.35%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -7.11%
24.29%
$121.735M
2.418M shares@ $50.34 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.47%
18.66%
$93.508M
143,805 shares@ $650.25 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.06%
12.19%
$61.075M
114,412 shares@ $533.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.32%
9.81%
$49.15M
75,259 shares@ $653.08 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 4.33%
6.99%
$35.017M
398,649 shares@ $87.85 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 7.25%
5.19%
$25.976M
384,879 shares@ $67.5 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -1.26%
3.21%
$16.043M
26,012 shares@ $616.76 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.35%
2.23%
$11.156M
18,670 shares@ $597.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 24.36%
2.13%
$10.655M
42,072 shares@ $253.25 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -2.17%
1.53%
$7.669M
57,708 shares@ $132.91 avg price

1-10 of 68