Serenity Investment Advisors
Serenity Investment Advisors reported 70 stocks worth $230M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SCHG (16.9%), SCHV (14.1%) and SCHF (8.4%). Compared with Q2 2026, the fund opened new positions in XOM and AMD, added to VO, FMDE and VXUS, trimmed SCHG, SCHV and SCHF and sold out of BSV, XOM and XLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $38.9M | 16.9% | 1.1M | −14K (−1%) | 4 of 4 | |
| 2 |  SCHV Schwab US Large Cap | $32.4M | 14.1% | 974K | −5,433 (−1%) | 4 of 4 | |
| 3 |  SCHF Schwab International | $19.4M | 8.4% | 705K | −5,184 (−1%) | 4 of 4 | |
| 4 |  VO Vanguard Index Fds | $18.6M | 8.1% | 237K | +1,202 (+1%) | 4 of 4 | |
| 5 |  FMDE Fidelity Enhanced Mid Cap ETF | $12.5M | 5.4% | 309K | +739 (+0%) | 3 of 4 | |
| 6 |  VWO Vanguard Intl Equity Index F | $12.3M | 5.3% | 207K | −1,255 (−1%) | 4 of 4 | |
| 7 |  DFIV Dimensional ETF Trust | $7.5M | 3.3% | 134K | −149 (−0%) | 4 of 4 | |
| 8 |  VBR Vanguard Index Fds | $7.4M | 3.2% | 32K | −416 (−1%) | 4 of 4 | |
| 9 |  VXUS Vanguard Star Fds | $6.7M | 2.9% | 78K | +1,203 (+2%) | 4 of 4 | |
| 10 |  VBK Vanguard Small Cap | $6.5M | 2.8% | 19K | −660 (−3%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BSV Vanguard Short-Term Bond ETF | $272K | 3,500 |
 XOM Exxon Mobil Corp | $246K | 1,483 |
 XLV State Street | $239K | 1,389 |
 BX Blackstone Inc | $226K | 1,600 |
 SF Stifel Finl Corp | $223K | 2,789 |
🔒 Free account: see all 8.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Serenity Investment Advisors 13F FAQ
What does Serenity Investment Advisors own?
Serenity Investment Advisors reported 70 stocks worth $230M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SCHG (16.9%), SCHV (14.1%) and SCHF (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Serenity Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 23 added to, 24 trimmed and 8 sold out. New positions include XOM and AMD. It sold all of BSV, XOM and XLV.
When will Serenity Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Serenity Investment Advisors's portfolio worth?
The Q3 2026 filing reports $230M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.