Seros Financial, LLC
All 13F Filings
- Location
- Tempe, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 157,115
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 58 | 157,115 | 13F-HR | Seros Financial, LLC |
| Q4 2025 | 2/6/2026 | 61 | 170,488 | 13F-HR | Seros Financial, LLC |
| Q3 2025 | 12/11/2025 | 63 | 165,259 | 13F-HR/A - RESTATEMENT | Seros Financial, LLC |
| Q3 2025 | 11/5/2025 | 64 | 171,758 | 13F-HR | Seros Financial, LLC |
| Q2 2025 | 7/21/2025 | 61 | 157,771 | 13F-HR | Seros Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.91 K | 30.5% | 0 | 81.7 K | -81.7 K |
| ETFs | 109.2 K | 69.5% | 68.33 K | 0 | 68.33 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
157,115
Holdings
58
QoQ value change ($000)
-13,373
(-7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.