# EDGAR Filing Document

**Accession Number:** 0002105389
**File Stem:** 0002105389-26-000001
**Filing Date:** 2026-5
**Character Count:** 10087
**Document Hash:** 647cf3d78b19543d673609915c7ac81b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002105389-26-000001.hdr.sgml**: 20260522

**ACCESSION NUMBER**: 0002105389-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260522

**DATE AS OF CHANGE**: 20260522

**EFFECTIVENESS DATE**: 20260522

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Serenity Investment Advisors
- **CENTRAL INDEX KEY:** 0002105389

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26997
- **FILM NUMBER:** 261014065

**BUSINESS ADDRESS:**
- **STREET 1:** 333 S WABASH AVE
- **STREET 2:** STE 2700
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60604
- **BUSINESS PHONE:** 3127341415

**MAIL ADDRESS:**
- **STREET 1:** 333 S WABASH AVE
- **STREET 2:** STE 2700
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60604

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Serenity Investment Advisors<br>**Address:** 333 S WABASH AVE<br>STE 2700<br>CHICAGO, IL 60604

**Form 13F File Number:** 028-26997

**CRD Number (if applicable):** 000307924

**SEC File Number (if applicable):** 801-123727

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Richard Little<br>**Title:** Chief Compliance Officer<br>**Phone:** 312-734-1415

**Signature, Place, and Date of Signing:**

Richard Little  Chicago, IL  05-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $171242905

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1669458 | 7449 | SH |  | SOLE | 0 | 0 | 0 | 7449 |
| AIRBNB INC | COM CL A | 009066101 |  | 207851 | 1499 | SH |  | SOLE | 0 | 0 | 0 | 1499 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 427023 | 1310 | SH |  | SOLE | 0 | 0 | 0 | 1310 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1105005 | 3395 | SH |  | SOLE | 0 | 0 | 0 | 3395 |
| AMAZON COM INC | COM | 023135106 |  | 1587267 | 6445 | SH |  | SOLE | 0 | 0 | 0 | 6445 |
| APPLE INC | COM | 037833100 |  | 2244001 | 8663 | SH |  | SOLE | 0 | 0 | 0 | 8663 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 339344 | 679 | SH |  | SOLE | 0 | 0 | 0 | 679 |
| BLACKROCK ETF TRUST II | SHORT DURATION H | 092528108 |  | 405098 | 18174 | SH |  | SOLE | 0 | 0 | 0 | 18174 |
| BLACKSTONE INC | COM | 09260D107 |  | 247506 | 1594 | SH |  | SOLE | 0 | 0 | 0 | 1594 |
| BROWN  BROWN INC | COM | 115236101 |  | 526494 | 6533 | SH |  | SOLE | 0 | 0 | 0 | 6533 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 258782 | 1278 | SH |  | SOLE | 0 | 0 | 0 | 1278 |
| CME GROUP INC | COM | 12572Q105 |  | 299703 | 1124 | SH |  | SOLE | 0 | 0 | 0 | 1124 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 5002591 | 99022 | SH |  | SOLE | 0 | 0 | 0 | 99022 |
| ELI LILLY  CO | COM | 532457108 |  | 207271 | 191 | SH |  | SOLE | 0 | 0 | 0 | 191 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 607237 | 8428 | SH |  | SOLE | 0 | 0 | 0 | 8428 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 574389 | 4760 | SH |  | SOLE | 0 | 0 | 0 | 4760 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 |  | 200694 | 1550 | SH |  | SOLE | 0 | 0 | 0 | 1550 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1171689 | 1888 | SH |  | SOLE | 0 | 0 | 0 | 1888 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1623670 | 23268 | SH |  | SOLE | 0 | 0 | 0 | 23268 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 267964 | 2835 | SH |  | SOLE | 0 | 0 | 0 | 2835 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 470162 | 6863 | SH |  | SOLE | 0 | 0 | 0 | 6863 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 744749 | 6232 | SH |  | SOLE | 0 | 0 | 0 | 6232 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2325880 | 15886 | SH |  | SOLE | 0 | 0 | 0 | 15886 |
| ISHARES TR | CORE S ETF | 464287200 |  | 298821 | 431 | SH |  | SOLE | 0 | 0 | 0 | 431 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2539353 | 25928 | SH |  | SOLE | 0 | 0 | 0 | 25928 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1973944 | 14107 | SH |  | SOLE | 0 | 0 | 0 | 14107 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 835235 | 14687 | SH |  | SOLE | 0 | 0 | 0 | 14687 |
| ISHARES TR | S 100 ETF | 464287101 |  | 326063 | 947 | SH |  | SOLE | 0 | 0 | 0 | 947 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 268504 | 1305 | SH |  | SOLE | 0 | 0 | 0 | 1305 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2633451 | 7985 | SH |  | SOLE | 0 | 0 | 0 | 7985 |
| MERCK  CO INC | COM | 58933Y105 |  | 208772 | 1881 | SH |  | SOLE | 0 | 0 | 0 | 1881 |
| META PLATFORMS INC | CL A | 30303M102 |  | 448388 | 694 | SH |  | SOLE | 0 | 0 | 0 | 694 |
| MICROSOFT CORP | COM | 594918104 |  | 1440798 | 3014 | SH |  | SOLE | 0 | 0 | 0 | 3014 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 444520 | 1164 | SH |  | SOLE | 0 | 0 | 0 | 1164 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1740413 | 9406 | SH |  | SOLE | 0 | 0 | 0 | 9406 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 401640 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 14544651 | 590526 | SH |  | SOLE | 0 | 0 | 0 | 590526 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 2479685 | 83099 | SH |  | SOLE | 0 | 0 | 0 | 83099 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 31374679 | 959764 | SH |  | SOLE | 0 | 0 | 0 | 959764 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 26911070 | 886107 | SH |  | SOLE | 0 | 0 | 0 | 886107 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1129317 | 35988 | SH |  | SOLE | 0 | 0 | 0 | 35988 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 2226254 | 95180 | SH |  | SOLE | 0 | 0 | 0 | 95180 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1262100 | 8750 | SH |  | SOLE | 0 | 0 | 0 | 8750 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 313078 | 1980 | SH |  | SOLE | 0 | 0 | 0 | 1980 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 246894 | 600 | SH |  | SOLE | 0 | 0 | 0 | 600 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1578836 | 2290 | SH |  | SOLE | 0 | 0 | 0 | 2290 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 2407764 | 101337 | SH |  | SOLE | 0 | 0 | 0 | 101337 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 1037601 | 7259 | SH |  | SOLE | 0 | 0 | 0 | 7259 |
| STIFEL FINL CORP | COM | 860630102 |  | 293438 | 2256 | SH |  | SOLE | 0 | 0 | 0 | 2256 |
| TARGET CORP | COM | 87612E106 |  | 324617 | 3053 | SH |  | SOLE | 0 | 0 | 0 | 3053 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3331818 | 17037 | SH |  | SOLE | 0 | 0 | 0 | 17037 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 15882025 | 53473 | SH |  | SOLE | 0 | 0 | 0 | 53473 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 6660556 | 30187 | SH |  | SOLE | 0 | 0 | 0 | 30187 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 221846 | 824 | SH |  | SOLE | 0 | 0 | 0 | 824 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1039199 | 2129 | SH |  | SOLE | 0 | 0 | 0 | 2129 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 5961331 | 18817 | SH |  | SOLE | 0 | 0 | 0 | 18817 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 487393 | 1433 | SH |  | SOLE | 0 | 0 | 0 | 1433 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 851930 | 1344 | SH |  | SOLE | 0 | 0 | 0 | 1344 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9203697 | 166402 | SH |  | SOLE | 0 | 0 | 0 | 166402 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3626764 | 46930 | SH |  | SOLE | 0 | 0 | 0 | 46930 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 885142 | 13843 | SH |  | SOLE | 0 | 0 | 0 | 13843 |
| VISA INC | COM CL A | 92826C839 |  | 230763 | 655 | SH |  | SOLE | 0 | 0 | 0 | 655 |
| WALMART INC | COM | 931142103 |  | 656727 | 5808 | SH |  | SOLE | 0 | 0 | 0 | 5808 |

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