Seros Financial, LLC Portfolio Holdings

Seros Financial, LLC

  • $172 Billion
  • Q3 2025

Seros Financial, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $24.4B, Invesco Qqq Trust, Series 1 with a value of $16.1B, Berkshire Hathaway Inc Class B with a value of $10.7B, Schwab Strategic Tr Intl Eqty with a value of $10.6B, and Global X Fds Adaptive U S Fact with a value of $10.3B.

Examining the 13F form we can see an increase of $14B in the current position value, from $158B to 172B.

Seros Financial, LLC is based out at Tempe, AZ

Below you can find more details about Seros Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $135 Billion
Financial Services: $17.7 Billion
Technology: $7.41 Billion
Consumer Defensive: $3.98 Billion
Industrials: $2.67 Billion
Consumer Cyclical: $2.15 Billion
Communication Services: $574 Million
Healthcare: $517 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $172 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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