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Portfolio (Quarterly) Guide ↗

Seros Financial, LLC

· CIK 0002039918
13F Portfolio $170M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NJUL INNOVATOR ETFS TRUST 5,109.0 $371K 0.22% NEW $72.62 +5.8%
42 PMAY INNOVATOR ETFS TRUST 9,082.0 $360K 0.21% NEW $39.59 +4.0%
43 GOOGL ALPHABET INC Communication Services 1,114.0 $349K 0.20% NEW $313.12 +22.3%
44 META META PLATFORMS INC Communication Services 515.0 $340K 0.20% NEW $660.24 -7.6%
45 IVV ISHARES TR 492.0 $337K 0.20% NEW $684.94 +9.4%
46 BJUL INNOVATOR ETFS TRUST 6,211.0 $315K 0.18% NEW $50.76 +5.7%
47 ORCL ORACLE CORP Technology 1,558.0 $304K 0.18% NEW $194.97 -1.5%
48 AVGO BROADCOM INC Technology 854.0 $296K 0.17% NEW $346.10 +19.7%
49 XUSP INNOVATOR ETFS TRUST 6,079.0 $289K 0.17% NEW $47.50 +10.8%
50 PSEP INNOVATOR ETFS TRUST 6,296.0 $275K 0.16% NEW $43.72 +4.4%
51 PAPR INNOVATOR ETFS TRUST 6,930.0 $271K 0.16% NEW $39.12 +7.4%
52 POCT INNOVATOR ETFS TRUST 6,132.0 $269K 0.16% NEW $43.92 +4.8%
53 V VISA INC Financial Services 748.0 $262K 0.15% NEW $350.81 -6.3%
54 COST COSTCO WHSL CORP NEW Consumer Defensive 297.0 $256K 0.15% NEW $862.76 +19.2%
55 ABBV ABBVIE INC Healthcare 1,075.0 $246K 0.14% NEW $228.49 -5.6%
56 UNH UNITEDHEALTH GROUP INC Healthcare 743.0 $245K 0.14% NEW $330.11 +17.7%
57 QDEC FIRST TR EXCHNG TRADED FD VI 7,461.0 $243K 0.14% NEW $32.53 +8.5%
58 BDEC INNOVATOR ETFS TRUST 4,577.0 $227K 0.13% NEW $49.56 +6.6%
59 KJUL INNOVATOR ETFS TRUST 6,698.0 $212K 0.12% NEW $31.70 +6.1%
60 QTJL INNOVATOR ETFS TRUST 5,157.0 $203K 0.12% NEW $39.33 +6.8%
Page 3 of 4  ·  61 positions

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 58.5%
Technology 20.8%
Industrials 9.3%
Consumer Cyclical 7.0%
Communication Services 2.2%
Healthcare 1.5%
Consumer Defensive 0.8%