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Portfolio (Quarterly) Guide ↗

Seros Financial, LLC

· CIK 0002039918
13F Portfolio $157M AUM 58 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 15 Added 23 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LVHI LEGG MASON ETF INVT 269,612.0 $10.9M 6.96% NEW $40.54 +2.4%
2 PHYL PGIM ETF TR 61,709.0 $2.1M 1.36% NEW $34.63 +1.4%
3 RWK INVESCO EXCH TRADED FD TR II 3,543.0 $454K 0.29% NEW $128.26 +8.1%
4 RSP INVESCO EXCHANGE TRADED FD T 1,550.0 $297K 0.19% NEW $191.92 +7.6%
5 MSI MOTOROLA SOLUTIONS INC Technology 508.0 $220K 0.14% NEW $433.97 -6.9%
6 CREATIVE MEDIA & CMNTY TR 289,318.0 $178K 0.11% NEW $0.61

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 61.5%
Technology 15.0%
Industrials 12.5%
Consumer Cyclical 5.9%
Communication Services 2.3%
Healthcare 1.8%
Consumer Defensive 1.1%