Serenus Wealth Advisors LLC Portfolio
Invests via Serenus Wealth Advisors LLC | Managed by Kara S. Boccella, Devon M. Galindo, Graham K. Mandl
Invests via Serenus Wealth Advisors LLC
Managed by Kara S. Boccella, Devon M. Galindo, Graham K. Mandl
Automatically Tracked
Company Profile
Boutique wealth manager focused on high-net-worth individuals, family offices and small institutional clients, offering fiduciary wealth planning, investment management, and retirement advisory services. Serenus Wealth Advisors LLC blends personalized financial planning with multi-asset portfolio construction, risk management and tax-aware strategies. The firm typically targets taxable and tax-advantaged accounts, emphasizing low-turnover equity, fixed income allocation and outsourced CIO capabilities for clients seeking tailored governance and consolidated reporting. Positioned regionally with advisor-led client relationships and fee-based revenue.
Boutique wealth manager focused on high-net-worth individuals, family offices and small institutional clients, offering fiduciary wealth planning, investment management, and retirement advisory services. Serenus Wealth Advisors LLC blends personalized financial planning with multi-asset portfolio construction, risk management and tax-aware strategies. The firm typically targets taxable and tax-advantaged accounts, emphasizing low-turnover equity, fixed income allocation and outsourced CIO capabilities for clients seeking tailored governance and consolidated reporting. Positioned regionally with advisor-led client relationships and fee-based revenue.
Investment Philosophy & Strategy
Acts as a fiduciary boutique deploying conservative, client-centric capital allocation across multi-asset portfolios for HNW individuals, family offices and small institutions. Emphasizes tax-aware, low-turnover equity and diversified fixed income core holdings, combined with active risk management and outsourced-CIO oversight to deliver bespoke governance and consolidated reporting. Strategy favors long-term total-return and income orientation, fee-based alignment, disciplined rebalancing, and customized liquidity and tax efficiency solutions tailored to each household’s objectives and time horizon.
Acts as a fiduciary boutique deploying conservative, client-centric capital allocation across multi-asset portfolios for HNW individuals, family offices and small institutions. Emphasizes tax-aware, low-turnover equity and diversified fixed income core holdings, combined with active risk management and outsourced-CIO oversight to deliver bespoke governance and consolidated reporting. Strategy favors long-term total-return and income orientation, fee-based alignment, disciplined rebalancing, and customized liquidity and tax efficiency solutions tailored to each household’s objectives and time horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.35%
Gain
Monthly
-0.02%
Yearly
-0.23%
Drawdown
28.65%
$1.03B
Equity
Holdings
$1.03B
Investment
$792.74M
$229.53M
Profit -$13.93M
Realized
-$2.8M
Unrealized
$232.33M
Dividends
$20.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$13.93M
Win %
80%
This Week
Compared To Last Week
Gain
-2.13%
Profit
-$22.33M
Win %
80%
This Month
Compared to last month
Gain
-1.97%
Profit
-$20.63M
Win %
80%
This Year
Compared to last year
Gain
14.95%
Profit
$133.39M
Win %
78%
PANW Palo Alto Networks, Inc.
+3.13%
+$19,866.46 
BBIO BridgeBio Pharma, Inc.
+2.32%
+$5,595 
MO Altria Group, Inc.
+1.93%
+$16,739.52 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$9,381.26 
ORCL Oracle Corporation
+1.49%
+$4,813.7 
LLY Eli Lilly and Company
+1.26%
+$6,484.01 
PM Philip Morris International Inc.
+1.23%
+$5,965.93 
ALM Almonty Industries Inc.
+0.87%
+$2,725.5 
CMCSA Comcast Corp
+0.64%
+$54,196.37 
VTV Vanguard Value ETF
+0.56%
+$6,570.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$1,598.93 
SDY SPDR S&P Dividend ETF
+0.48%
+$2,508.11 
HD The Home Depot, Inc.
+0.37%
+$808.61 
RCGE RockCreek Global Equality ETF
+0.34%
+$3,409.77 
SCHV Schwab U.S. Large-Cap Value ETF
+0.32%
+$758.01 
VO Vanguard Mid-Cap ETF
+0.27%
+$1,315.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.18%
+$1,497.07 
IWD iShares Russell 1000 Value ETF
+0.12%
+$5,574.48 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$768.61 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.07%
+$177.8 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$174.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$292.24 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$362.13 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$24,182.62 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.14%
-$21,105.51 
NFLX Netflix, Inc.
-8.81%
-$44,219.05 
YI 111, Inc. ADR
-5.01%
-$820.8 
META Meta Platforms Inc Class A
-4.51%
-$40,849.08 
TSLA Tesla, Inc.
-2.58%
-$21,047.39 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-2.49%
-$14,377.35 
GOOGL Alphabet Inc
-2.39%
-$10.8M 
GOOG Alphabet Inc
-2.36%
-$7,428.12 
IBM International Business Machines Corporation
-2.31%
-$7,261.9 
AMD Advanced Micro Devices, Inc.
-2.17%
-$18,948.6 
MSFT Microsoft Corp.
-2.01%
-$20,288.91 
ARKW ARK Next Generation Internet ETF
-1.97%
-$273,753.28 
EGUS iShares ESG Aware MSCI USA ETF
-1.96%
-$9,994.38 
NVDA NVIDIA Corporation
-1.74%
-$27,154.34 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$12,830.05 
WMB The Williams Companies, Inc.
-1.35%
-$3,136.05 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$1.02M 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$78,134.08 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$116,570.16 
SNPG Xtrackers S&P 500 Growth ESG Fund
-1.11%
-$10,665.65 
AVGO Broadcom Inc.
-1.07%
-$3,551.11 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.04%
-$7,888.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.95%
-$24,698.34 
SPHQ Invesco S&P 500 Quality ETF
-0.77%
-$60,120.49 
IEFA iShares Core MSCI EAFE ETF
-0.73%
-$2,698.71 
VOO Vanguard S&P 500 ETF
-0.6%
-$76,920.59 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$630,580.61 
IVV iShares Core S&P 500 ETF
-0.57%
-$325,869.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$17,748.64 
AMZN Amazon.com Inc
-0.55%
-$11,418.12 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$7,226.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$84,143.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$7,121.44 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.51%
-$4,943.77 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.49%
-$190,793.41 
AAPL Apple Inc.
-0.44%
-$28,248.95 
HLI Houlihan Lokey Inc.
-0.33%
-$756.7 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$24,470.44 
GBDC Golub Capital BDC, Inc.
-0.15%
-$346.48 
VB Vanguard Small-Cap ETF
-0.15%
-$484 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$23,670.66 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$36,563.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$1,039.5 Events
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Dividends
Dividend Analysis
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| Trades 279 | Longs Won 199/279 71% | Profit Factor 16.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.59M |
| Average Win $1.23M | Best Trade (Jul 10) $107.51M | Sharpe Ratio -12.72 |
| Average Loss -$183,359.45 | Worst Trade (Jun 29) -$4.9M | Z-Score 10.03 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 3d | Expectancy $822,672.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 5,587 | 5,028 | 4,469 | 3,911 | 3,352 | 2,793 | 2,235 | 1,676 | 1,117 | 559 |
Hover over the desired column for a detailed explanation.
Returns
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