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Serenity Investment Advisors - Q3 2026 13F Filings

SE

Serenity Investment Advisors

CIK: 0002105389
Address: Illinois Chicago 333 S Wabash Ave Ste 2700
$230.39 M
Portfolio Value
70
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/30/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026

No buy transactions available for this period

Top Sells

Q3 2026

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$230.39 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Serenity Investment Advisors Q3 2026 Filing Summary

Serenity Investment Advisors filed its 13F report for Q3 2026 on October 30, 2026. The portfolio totaled 230.39 M reflecting a -100.00% change from the prior quarter, spanning 70 assets. The top 10 holdings comprised 70.4% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Serenity Investment Advisors’s Q3 2026 Filing

Serenity Investment Advisors submitted their Form 13F-HR for the Q3 2026 period on 10/30/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Serenity Investment Advisors reported a managed portfolio value of 230.39 M, consisting of 70 individual positions.

This page displays the raw filing documents. To see which stocks Serenity Investment Advisors bought or sold during Q3 2026, please visit Serenity Investment Advisors's Portfolio Analysis page.