Serenus Wealth Advisors, LLC
RIA/Wealth
Serenus Wealth Advisors, LLC is a RIA/Wealth based in Santa Monica, CA led by Kara Sue Boccella, reporting $1.3B in AUM as of Q3 2025 with 97% ETF concentration, 90% concentrated in top 10 holdings, and 37% allocation to USFR.
CEOKara Sue Boccella
- Portfolio Value
- $581.1M
- Positions
- 64
- Top Holding
- USFR at 37.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Serenus Wealth Advisors, LLC's portfolio (90% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $215.6M | 37.10% | -$34.5M Sold | — 4.3M shares | |
ETF ETF | $98.7M | 16.98% | +$1.6M Bought | — 148.1K shares | |
ETF ETF | $59.6M | 10.26% | +$2.0M Bought | — 107.9K shares | |
ETF ETF | $51.8M | 8.92% | +$455.1K Bought | — 77.4K shares | |
ETF ETF | $33.0M | 5.68% | -$1.2M Sold | — 371.1K shares | |
ETF ETF | $22.6M | 3.89% | -$47.6K Sold | — 346.6K shares | |
ETF ETF | $15.9M | 2.73% | -$1.4M Sold | — 26.6K shares | |
ETF ETF | $10.2M | 1.76% | -$234.4K Sold | — 18.6K shares | |
ETF ETF | $8.5M | 1.46% | -$56.9K Sold | — 30.1K shares | |
ETF ETF | $7.2M | 1.24% | -$408.8K Sold | — 60.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Serenus Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-44.21% | |
-18.35% | |
-14.88% |
Analytics
Portfolio insights and performance metrics for Serenus Wealth Advisors, LLC
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