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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
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 1,550.0 $297K 0.19% NEW $191.92 +7.6%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 277.0 $276K 0.18% -20.0 -6.7% $997.44 +3.1%
43 PAPR INNOVATOR ETFS TRUST 6,930.0 $276K 0.18% $39.80 +5.6%
44 IVV ISHARES TR 418.0 $273K 0.17% -74.0 -15.0% $653.21 +14.7%
45 PSEP INNOVATOR ETFS TRUST 6,296.0 $271K 0.17% $43.06 +6.0%
46 AVGO BROADCOM INC Technology 859.0 $266K 0.17% +5.0 +0.6% $309.51 +33.8%
47 IVW ISHARES TR 2,342.0 $265K 0.17% -3K -52.7% $113.11 +20.8%
48 POCT INNOVATOR ETFS TRUST 6,132.0 $264K 0.17% $43.11 +6.7%
49 META META PLATFORMS INC Communication Services 455.0 $260K 0.17% -60.0 -11.7% $572.30 +6.6%
50 AUSF GLOBAL X FDS 5,245.0 $254K 0.16% -10K -66.5% $48.35 +2.4%
51 ABBV ABBVIE INC Healthcare 1,080.0 $235K 0.15% $217.49 -0.8%
52 IWM ISHARES TR 892.0 $221K 0.14% -635.0 -41.6% $248.12 +14.9%
53 MSI MOTOROLA SOLUTIONS INC Technology 508.0 $220K 0.14% NEW $433.97 -6.9%
54 BDEC INNOVATOR ETFS TRUST 4,577.0 $220K 0.14% $48.00 +10.1%
55 UNH UNITEDHEALTH GROUP INC Healthcare 810.0 $219K 0.14% +67.0 +9.0% $270.59 +43.6%
56 KJUL INNOVATOR ETFS TRUST 6,698.0 $215K 0.14% $32.03 +5.0%
57 CREATIVE MEDIA & CMNTY TR 289,318.0 $178K 0.11% NEW $0.61
58 PRPL PURPLE INNOVATION INC Consumer Cyclical 10,000.0 $7K 0.00% $0.66 -39.2%
Page 3 of 3  ·  58 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 61.5%
Technology 15.0%
Industrials 12.5%
Consumer Cyclical 5.9%
Communication Services 2.3%
Healthcare 1.8%
Consumer Defensive 1.1%