Arkolith/Funds/Serenity Investment Advisors

Serenity Investment Advisors

CIK 2105389
Holdings as of Jun 30, 2026·disclosed Aug 24, 2026·~55-day 13F lag·13F-HR
Active Filer

Serenity Investment Advisors holds a focused book of 76 reported positions worth $234.6M as of Q2 2026 (disclosed Aug 24, 2026, a ~55-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Eli Lilly & Co and trimmed Vanguard Small-Cap GRWTH ETF. Their largest long position is Schwab US Large-Cap Growth at 16% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.6%
+8.4%/yr · since May '26
Their reported book
+8.8%
held from quarter-end
S&P 500
+2.5%
same window
$10K$10K$10K$10K$10KMay '26Jun '26Jul '26Jul '26Aug '26Sep '26
Serenity Investment Advisors (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +8.8%, a 6.3-point gap that is the cost of the ~55-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Serenity Investment Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~55 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
71%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

11% mapped to company sectors

ETFs / funds
58%
No sector on file yet
31%
Information Technology
5%
Financials
2%
Health Care
2%
Consumer Discretionary
1%

+3 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Serenity Investment Advisors

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 76$2.9B
Donor Advised Charitable Giving, Inc.11 / 76$4.4B
Hoffman, Alan N Investment Management10 / 76$162.3M
Swiss Re Ltd24 / 76$1.0B
Kearns & Associates LLC18 / 76$197.1M
Greenbrier Partners Capital Management, LLC8 / 76$1.2B
Vestwell Advisors, LLC10 / 76$373.7M
Golden Reserve Retirement LLC28 / 76$560.2M

Ranked by the share of each fund's own book sitting in the names it shares with Serenity Investment Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

76 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP GR ETF
$38.5M1.10M
16.4%
+2.5%
Added · +27K sh
2Schwab Strategic TR
US LCAP VA ETF
$34.1M979.4K
14.5%
+1.9%
Added · +18K sh
3Schwab Strategic TR
INTL EQTY ETF
$20.0M710.1K
8.5%
+5.3%
Added · +36K sh
4Vanguard Index FDS
MID CAP ETF
$19.5M236.1K
8.3%
+1.1%
Added · +3K sh
5Fidelity Covington Trust
ENH MID COR ETF
$13.0M308.0K
5.5%
+7.7%
Added · +22K sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.5M208.6K
5.3%
+8.6%
Added · +16K sh
7Vanguard Index FDS
SM CP VAL ETF
$8.0M32.5K
3.4%
+2.0%
Added · +644 sh
8Dimensional ETF Trust
INTERNATNAL VAL
$7.8M134.3K
3.3%
+9.2%
Added · +11K sh
9Vanguard Index FDS
SML CP GRW ETF
$7.1M19.9K
3.0%
−0.3%
Reduced · −57 sh
10Vanguard Star FDS
VG TL INTL STK F
$6.8M77.1K
2.9%
+35%
Added · +20K sh
11Space Exploration Techn Corp
CLASS A COM STK
$3.9M28.8K
1.6%
Listed
Newly reportable
12Ishares TR
S&P SML 600 GWT
$3.0M17.4K
1.3%
+5.4%
Added · +884 sh
13SPDR Series Trust
ST PORT HIGH ETF
$3.0M127.3K
1.3%
+8.3%
Added · +10K sh
14Vanguard Index FDS
VALUE ETF
$2.9M13.0K
1.2%
+0.4%
Added · +49 sh
15Apple Inc
COM
$2.8M9.1K
1.2%
−0.1%
Reduced · −11 sh
16Ishares TR
MSCI EAFE ETF
$2.8M26.4K
1.2%
+0.9%
Added · +248 sh
17JPMorgan Chase & Co
COM
$2.8M8.0K
1.2%
−2.5%
Reduced · −206 sh
18Schwab Strategic TR
US SML CAP ETF
$2.6M75.9K
1.1%
−2.0%
Reduced · −2K sh
19Schwab Strategic TR
US AGGREGATE B
$2.5M111.2K
1.1%
+1.8%
Added · +2K sh
20Vanguard Index FDS
GROWTH ETF
$2.3M26.4K
1.0%
+1.2%
Added · +321 sh
21First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.3M28.0K
1.0%
+34%
Added · +7K sh
22Ishares Inc
CORE MSCI EMKT
$2.0M25.0K
0.9%
−1.8%
Reduced · −462 sh
23Abbvie Inc
COM
$2.0M7.5K
0.8%
+0.3%
Added · +19 sh
24Nvidia Corporation
COM
$1.9M8.9K
0.8%
+1.3%
Added · +116 sh
25Ishares TR
RUS MD CP GR ETF
$1.9M13.3K
0.8%
−0.3%
Reduced · −37 sh
26Amazon Com Inc
COM
$1.8M6.9K
0.8%
−0.5%
Reduced · −34 sh
27Invesco QQQ TR
UNIT SER 1
$1.7M2.3K
0.7%
−0.1%
Reduced · −2 sh
28Microsoft Corp
COM
$1.6M3.4K
0.7%
+21%
Added · +595 sh
29Vanguard Index FDS
S&P 500 ETF SHS
$1.5M2.2K
0.7%
+58%
Added · +811 sh
30Schwab Strategic TR
US MID-CAP ETF
$1.5M40.5K
0.6%
+9.3%
Added · +3K sh
31Schwab Strategic TR
US DIVIDEND EQ
$1.2M35.3K
0.5%
+5.4%
Added · +2K sh
32Alphabet Inc
CAP STK CL A
$1.1M3.4K
0.5%
−0.9%
Reduced · −30 sh
33SPDR Series Trust
ST STR SP DIV
$907K5.7K
0.4%
−2.1%
Reduced · −122 sh
34Ishares TR
SP SMCP600VL ETF
$844K6.1K
0.4%
−2.8%
Reduced · −175 sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$750K983
0.3%
−0.5%
Reduced · −5 sh
36Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$736K10.1K
0.3%
+1.7%
Added · +172 sh
37Ishares TR
CORE S&P SCP ETF
$711K4.9K
0.3%
+3.0%
Added · +140 sh
38Ishares TR
MSCI EMG MKT ETF
$711K10.7K
0.3%
+0.2%
Added · +20 sh
39Vanguard Index FDS
TOTAL STK MKT
$693K1.8K
0.3%
+17%
Added · +263 sh
40Gilead Sciences Inc
COM
$678K4.7K
0.3%
−0.6%
Reduced · −30 sh
41Vanguard Intl Equity Index F
ALLWRLD EX US
$669K7.9K
0.3%
Held
42Walmart Inc
COM
$659K6.3K
0.3%
+2.7%
Added · +166 sh
43Vanguard Mun BD FDS
TAX EXEMPT BD
$624K12.6K
0.3%
−26%
Reduced · −4K sh
44Ishares TR
CORE S&P MCP ETF
$569K7.5K
0.2%
+4.4%
Added · +315 sh
45Motorola Solutions Inc
COM NEW
$551K1.2K
0.2%
Held
46Alphabet Inc
CAP STK CL C
$493K1.5K
0.2%
+3.0%
Added · +42 sh
47Target Corp
COM
$487K3.1K
0.2%
Held
48Ishares TR
CORE S&P500 ETF
$444K580
0.2%
−8.1%
Reduced · −51 sh
49BlackRock ETF Trust II
SHOR DURA HI ETF
$442K20.0K
0.2%
+4.6%
Added · +882 sh
50Johnson & Johnson
COM
$372K1.4K
0.2%
Held
Showing 50 of 76 positions
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Filing history

As-of date vs the date the SEC received each filing

$234.6M · Q2 2026Q4 2025 · $171.2MQ2 2026 · $234.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 24, 202655d76$234.6M13F-HR
Q1 2026Mar 31, 2026May 26, 202656d74$213.7M13F-HR
Q4 2025Dec 31, 2025May 22, 2026142d63$171.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.