Serenity Investment Advisors holds a focused book of 74 stocks worth $213.7M as of Q1 2026 (disclosed May 26, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Enhanced Mid Cap Co and trimmed Vanguard Value ETF. Their largest long position is Schwab US Large-Cap Growth at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2105389/holdings"
Use Arkolith to show Serenity Investment Advisors's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $36.8M | 1.07M | 17.2% | ▲+12% Added · +111K sh | |
| 2 | Schwab Strategic TR US LCAP VA ETF | $32.0M | 961.4K | 15.0% | ▲+8.5% Added · +75K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $18.4M | 674.4K | 8.6% | ▲+14% Added · +84K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $18.2M | 233.5K | 8.5% | ▲+337% Added · +180K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $11.3M | 192.1K | 5.3% | ▲+15% Added · +26K sh | |
| 6 | Fidelity Covington Trust ENHANCED MID | $11.2M | 286.1K | 5.2% | ▲New New position | |
| 7 | Vanguard Index FDS SM CP VAL ETF | $7.4M | 31.8K | 3.5% | ▲+5.4% Added · +2K sh | |
| 8 | Vanguard Index FDS SML CP GRW ETF | $6.9M | 20.0K | 3.2% | ▲+6.1% Added · +1K sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $6.8M | 123.0K | 3.2% | ▲+24% Added · +24K sh | |
| 10 | Vanguard Star FDS VG TL INTL STK F | $4.8M | 57.1K | 2.3% | ▲+22% Added · +10K sh | |
| 11 | Apple Inc COM | $2.8M | 9.2K | 1.3% | ▲+5.7% Added · +491 sh | |
| 12 | SPDR Series Trust STATE STREET SPD | $2.8M | 117.5K | 1.3% | ▲+16% Added · +16K sh | |
| 13 | Vanguard Index FDS VALUE ETF | $2.7M | 13.0K | 1.3% | ▼−24% Reduced · −4K sh | |
| 14 | Ishares TR MSCI EAFE ETF | $2.7M | 26.2K | 1.3% | ▲+0.9% Added · +234 sh | |
| 15 | Ishares TR S&P SML 600 GWT | $2.7M | 16.5K | 1.2% | ▲+3.7% Added · +594 sh | |
| 16 | Schwab Strategic TR US SML CAP ETF | $2.6M | 77.5K | 1.2% | ▼−6.8% Reduced · −6K sh | |
| 17 | JPMorgan Chase & Co COM | $2.5M | 8.2K | 1.2% | ▲+2.9% Added · +229 sh | |
| 18 | Schwab Strategic TR US AGGREGATE B | $2.5M | 109.2K | 1.2% | ▲+15% Added · +14K sh | |
| 19 | Vanguard Index FDS GROWTH ETF | $2.3M | 26.1K | 1.1% | ▲12× Added · +24K sh | |
| 20 | Ishares Inc CORE MSCI EMKT | $2.1M | 25.5K | 1.0% | ▲+9.6% Added · +2K sh | |
| 21 | Nvidia Corporation COM | $1.9M | 8.8K | 0.9% | ▼−6.6% Reduced · −625 sh | |
| 22 | Ishares TR RUS MD CP GR ETF | $1.9M | 13.3K | 0.9% | ▼−5.6% Reduced · −787 sh | |
| 23 | Amazon Com Inc COM | $1.8M | 6.9K | 0.9% | ▲+7.5% Added · +487 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.4K | 0.8% | ▲+25% Added · +463 sh | |
| 25 | Abbvie Inc COM | $1.6M | 7.4K | 0.8% | —Held | |
| 26 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.6M | 20.9K | 0.7% | ▲+148% Added · +12K sh | |
| 27 | Alphabet Inc CAP STK CL A | $1.3M | 3.4K | 0.6% | ▲~0% Added · +1 sh | |
| 28 | Schwab Strategic TR US MID-CAP ETF | $1.3M | 37.0K | 0.6% | ▲+2.9% Added · +1K sh | |
| 29 | Microsoft Corp COM | $1.2M | 2.8K | 0.5% | ▼−6.9% Reduced · −207 sh | |
| 30 | Schwab Strategic TR US DIVIDEND EQ | $1.1M | 33.5K | 0.5% | ▲New New position | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $952K | 1.4K | 0.4% | ▲+3.3% Added · +45 sh | |
| 32 | SPDR Series Trust STATE STREET SPD | $879K | 5.9K | 0.4% | ▼−19% Reduced · −1K sh | |
| 33 | Vanguard Mun BD FDS TAX EXEMPT BD | $848K | 17.0K | 0.4% | ▲New New position | |
| 34 | Ishares TR SP SMCP600VL ETF | $817K | 6.3K | 0.4% | ▲+1.3% Added · +80 sh | |
| 35 | Walmart Inc COM | $743K | 6.2K | 0.3% | ▲+6.3% Added · +369 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $737K | 988 | 0.3% | ▼−57% Reduced · −1K sh | |
| 37 | Ishares TR MSCI EMG MKT ETF | $702K | 10.7K | 0.3% | ▼−27% Reduced · −4K sh | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $700K | 9.9K | 0.3% | ▼−28% Reduced · −4K sh | |
| 39 | Vanguard Intl Equity Index F ALLWRLD EX US | $648K | 7.9K | 0.3% | ▲New New position | |
| 40 | Ishares TR CORE S&P SCP ETF | $648K | 4.7K | 0.3% | ▲New New position | |
| 41 | Gilead Sciences Inc COM | $640K | 4.8K | 0.3% | —Held | |
| 42 | Vanguard BD Index FDS SHORT TRM BOND | $584K | 7.5K | 0.3% | ▲New New position | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $578K | 1.6K | 0.3% | ▲+10% Added · +144 sh | |
| 44 | Alphabet Inc CAP STK CL C | $537K | 1.4K | 0.3% | ▲+8.0% Added · +105 sh | |
| 45 | Ishares TR CORE S&P MCP ETF | $525K | 7.1K | 0.2% | ▲+4.0% Added · +273 sh | |
| 46 | Ishares TR CORE S&P500 ETF | $473K | 631 | 0.2% | ▲+46% Added · +200 sh | |
| 47 | Motorola Solutions Inc COM NEW | $470K | 1.2K | 0.2% | —Held | |
| 48 | Direxion Shares ETF Trust DAILY SEMICONDUC | $462K | 2.4K | 0.2% | ▲New New position | |
| 49 | BlackRock ETF Trust II SHORT DURATION H | $423K | 19.1K | 0.2% | ▲+5.2% Added · +939 sh | |
| 50 | Target Corp COM | $386K | 3.1K | 0.2% | ▲+0.7% Added · +22 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.