Seros Financial, LLC Portfolio Holdings

Seros Financial, LLC

  • $158 Billion
  • Q2 2025

Seros Financial, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $15.4B, Invesco Qqq Trust, Series 1 with a value of $15.2B, Invesco ETF Tr Ii S&P 500 Mome with a value of $13.9B, Ishares S&P 500 Value ETF with a value of $9.54B, and Berkshire Hathaway Inc Class B with a value of $9.42B.

Examining the 13F form we can see an increase of $24B in the current position value, from $134B to 158B.

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 $158 Billion
ETFs: $131 Billion
Financial Services: $10 Billion
Technology: $6.45 Billion
Consumer Defensive: $3.82 Billion
Industrials: $2.65 Billion
Consumer Cyclical: $1.97 Billion
Communication Services: $568 Million
Healthcare: $209 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 61
  • Current Value $158 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Seros Financial, LLC Portfolio

Follow Seros Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seros Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seros Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email