Serenity Investment Advisors

CHICAGO, IL · CIK 2105389 · 13F filing filed 2026-08-24

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$513.6m
Staff7 · 5 in investment roles
Main clients (by assets)Pension plans 50%, High net worth individuals 28%, Individuals 21%
Websiteserenitywm.com
Form ADV · 2026-05-22SEC adviser record

Kindinstitutions
Others nearbyChicago, IL, Costa Mesa, CA, Charlotte, NC, Salem, WI

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Chicago, IL (main office)United States	United States	about 2
Charolotte, NCUnited States	United States	1
Costa Mesa, CAUnited States	United States	1
Salem, WIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$234.6m reported value +9.8% vs Q1 2026

76positions

71.3%in top 10

5 new 33 added 27 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,097,595	$38.5m16.42%	16.42%	Added +26.8k	+26,751 2.5%
2	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	979,372	$34.1m14.53%	14.53%	Added +17.9k	+17,936 1.9%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	710,111	$20.0m8.54%	8.54%	Added +35.7k	+35,713 5.3%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	236,070	$19.5m8.30%	8.30%	Reduced -698.1k	-698,090 -74.7%
5	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	307,968	$13.0m5.53%	5.53%	Added +21.9k	+21,912 7.7%
6	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	208,575	$12.5m5.34%	5.34%	Added +16.5k	+16,494 8.6%
7	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	32,475	$8.0m3.43%	3.43%	Added +644	+644 2.0%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	134,329	$7.8m3.31%	3.31%	Added +11.3k	+11,297 9.2%
9	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	19,906	$7.1m3.02%	3.02%	Reduced -57	-57 -0.3%
10	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	77,118	$6.8m2.88%	2.88%	Added +20.1k	+20,053 35.1%
11	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	28,807	$3.9m1.65%	1.65%	New
12	ISHARES TR S&P SML 600 GWT IJT	IJT	17,364	$3.0m1.28%	1.28%	Added +884	+884 5.4%
13	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	127,299	$3.0m1.26%	1.26%	Added +9.8k	+9,766 8.3%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	13,016	$2.9m1.25%	1.25%	Added +49	+49 0.4%
15	APPLE INC COM AAPL	AAPL	9,143	$2.8m1.21%	1.21%	Reduced -11	-11 -0.1%
16	ISHARES TR MSCI EAFE ETF EFA	EFA	26,410	$2.8m1.21%	1.21%	Added +248	+248 0.9%
17	JPMORGAN CHASE & CO COM JPM	JPM	8,008	$2.8m1.20%	1.20%	Reduced -206	-206 -2.5%
18	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	75,901	$2.6m1.12%	1.12%	Reduced -1.6k	-1,587 -2.0%
19	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	111,150	$2.5m1.08%	1.08%	Added +1.9k	+1,920 1.8%
20	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	26,382	$2.3m0.98%	0.98%	Reduced -130.0k	-129,984 -83.1%
21	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	28,004	$2.3m0.97%	0.97%	Added +7.1k	+7,116 34.1%
22	ISHARES INC CORE MSCI EMKT IEMG	IEMG	25,049	$2.0m0.87%	0.87%	Reduced -462	-462 -1.8%
23	ABBVIE INC COM ABBV	ABBV	7,468	$2.0m0.83%	0.83%	Added +19	+19 0.3%
24	NVIDIA CORPORATION COM NVDA	NVDA	8,897	$1.9m0.82%	0.82%	Added +116	+116 1.3%
25	ISHARES TR RUS MD CP GR ETF IWP	IWP	13,283	$1.9m0.81%	0.81%	Reduced -37	-37 -0.3%
26	AMAZON COM INC COM AMZN	AMZN	6,898	$1.8m0.76%	0.76%	Reduced -34	-34 -0.5%
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,349	$1.7m0.71%	0.71%	Reduced -2	-2 -0.1%
28	MICROSOFT CORP COM MSFT	MSFT	3,402	$1.6m0.70%	0.70%	Added +595	+595 21.2%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,200	$1.5m0.66%	0.66%	Added +811	+811 58.4%
30	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	40,466	$1.5m0.62%	0.62%	Added +3.4k	+3,440 9.3%
31	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	35,308	$1.2m0.53%	0.53%	Added +1.8k	+1,814 5.4%
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,366	$1.1m0.49%	0.49%	Reduced -30	-30 -0.9%
33	SPDR SER TR S&P DIVID ETF SDY	SDY	5,738	$907.1k0.39%	0.39%	Reduced -122	-122 -2.1%
34	ISHARES TR SP SMCP600VL ETF IJS	IJS	6,137	$843.9k0.36%	0.36%	Reduced -175	-175 -2.8%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	983	$749.7k0.32%	0.32%	Reduced -5	-5 -0.5%
36	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	10,109	$736.4k0.31%	0.31%	Added +172	+172 1.7%
37	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,859	$711.2k0.30%	0.30%	Added +140	+140 3.0%
38	ISHARES TR MSCI EMG MKT ETF EEM	EEM	10,670	$710.8k0.30%	0.30%	Added +20	+20 0.2%
39	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,840	$692.8k0.30%	0.30%	Added +263	+263 16.7%
40	GILEAD SCIENCES INC COM GILD	GILD	4,730	$678.5k0.29%	0.29%	Reduced -30	-30 -0.6%
41	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	7,866	$668.5k0.28%	0.28%	Unchanged
42	WALMART INC COM WMT	WMT	6,343	$658.6k0.28%	0.28%	Added +166	+166 2.7%
43	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	12,605	$624.5k0.27%	0.27%	Reduced -4.4k	-4,405 -25.9%
44	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,451	$569.0k0.24%	0.24%	Added +315	+315 4.4%
45	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,164	$551.3k0.23%	0.23%	Unchanged
46	ALPHABET INC CAP STK CL C GOOG	GOOG	1,457	$492.6k0.21%	0.21%	Added +42	+42 3.0%
47	TARGET CORP COM TGT	TGT	3,075	$486.6k0.21%	0.21%	Unchanged
48	ISHARES TR CORE S&P500 ETF IVV	IVV	580	$444.3k0.19%	0.19%	Reduced -51	-51 -8.1%
49	BLACKROCK ETF TRUST II SHORT DURATION H SHYM	SHYM	19,995	$442.4k0.19%	0.19%	Added +882	+882 4.6%
50	JOHNSON & JOHNSON COM JNJ	JNJ	1,390	$371.6k0.16%	0.16%	Unchanged
51	ISHARES TR S&P 100 ETF OEF	OEF	951	$358.3k0.15%	0.15%	Added +2	+2 0.2%
52	BROWN & BROWN INC COM BRO	BRO	4,824	$347.7k0.15%	0.15%	Reduced -27	-27 -0.6%
53	META PLATFORMS INC CL A META	META	605	$330.3k0.14%	0.14%	Reduced -18	-18 -2.9%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	630	$313.0k0.13%	0.13%	Reduced -45	-45 -6.7%
55	CME GROUP INC COM CME	CME	1,152	$312.0k0.13%	0.13%	Unchanged
56	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	2,501	$299.6k0.13%	0.13%	Unchanged
57	DANAHER CORPORATION COM DHR	DHR	1,382	$298.4k0.13%	0.13%	Unchanged
58	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	2,426	$296.5k0.13%	0.13%	Unchanged
59	ELI LILLY & CO COM LLY	LLY	230	$286.2k0.12%	0.12%	New
60	MERCK & CO INC COM MRK	MRK	1,881	$280.2k0.12%	0.12%	Unchanged
61	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,500	$271.7k0.12%	0.12%	Reduced -4.0k	-4,000 -53.3%
62	VISA INC COM CL A V	V	706	$258.3k0.11%	0.11%	Reduced -8	-8 -1.1%
63	SPDR GOLD TR GOLD SHS GLD	GLD	618	$256.6k0.11%	0.11%	Added +75	+75 13.8%
64	AIRBNB INC COM CL A ABNB	ABNB	1,339	$247.7k0.11%	0.11%	New
65	EXXON MOBIL CORP COM XOM	XOM	1,483	$246.5k0.11%	0.11%	Added +46	+46 3.2%
66	INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH PWB	PWB	1,550	$241.8k0.10%	0.10%	Unchanged
67	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,389	$239.4k0.10%	0.10%	Reduced -22	-22 -1.6%
68	BLACKSTONE INC COM BX	BX	1,600	$226.1k0.10%	0.10%	New
69	STIFEL FINL CORP COM SF	SF	2,789	$222.8k0.09%	0.09%	Reduced -595	-595 -17.6%
70	STARBUCKS CORP COM SBUX	SBUX	2,136	$222.1k0.09%	0.09%	Reduced -48	-48 -2.2%
71	CATERPILLAR INC COM CAT	CAT	272	$221.8k0.09%	0.09%	Added +7	+7 2.6%
72	VANGUARD INDEX FDS SMALL CP ETF VB	VB	731	$221.4k0.09%	0.09%	Unchanged
73	SELECT SECTOR SPDR TR ENERGY XLE	XLE	3,420	$218.0k0.09%	0.09%	New
74	COSTCO WHSL CORP NEW COM COST	COST	226	$211.3k0.09%	0.09%	Reduced -4	-4 -1.7%
75	FIRST TR EXCHANGE-TRADED ALP COM SHS FAD	FAD	1,110	$207.9k0.09%	0.09%	Added +20	+20 1.8%
76	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	12,218	$42.9k0.02%	0.02%	Reduced -4.3k	-4,308 -26.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	572	$243.7k572 shares
ADVANCED MICRO DEVICES INC AMD	AMD	452	$211.3k452 shares
ISHARES TR IUSB	IUSB	4,439	$203.7k4.4k shares