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Home > Institutional Investor > Seros Financial, Llc > Profile

Instuitional Investor - Seros Financial, Llc

Fund Profile
Filing Period:
Fund Name: Seros Financial, Llc
Portfolio Value $157,114,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 186,556 $20,914,768 13.31%
2.
Invesco Qqq Tr
 24,799 $14,313,561 9.11%
3.
Schwab Strategic Trust
 SCHD 470,590 $11,647,106 7.41%
4.
Legg Mason Etf Invt
 269,612 $10,930,077 6.96%
5.
Berkshire Hathaway Inc
 BRK-B 20,622 $9,882,225 6.29%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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