Seros Financial, LLC - Portfolio overview

Seros Financial, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPMO - INVESCO EXCH TRADED FD TR II, 12.43%
2. QQQ - INVESCO QQQ TR, 8.51%
3. SCHF - SCHWAB STRATEGIC TR, 6.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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