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Manager record

Serenity Investment Advisors

Chicago, IL · CIK 2105389 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$234.60MReported 13F valueQ2 2026 · as filed
76Holdings listed
+9.8%vs prior quartervalue change includes market moves
3Quarters on record
Aug 24Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $171.2M$171.2MQ4 202563 holdingsQ1 2026: $213.7M$213.7MQ1 202674 holdingsQ2 2026: $234.6M$234.6MQ2 202676 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 24 2026 13F-HR · period Q2 2026

$234.60M · 76 holdings listed · View original SEC filing ↗
May 26 2026 13F-HR · period Q1 2026

$213.66M · 74 holdings listed · View original SEC filing ↗
May 22 2026 13F-HR · period Q4 2025

$171.24M · 63 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 24, 2026 · Change methodology