Seros Financial, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 5, 2025
Value $
$165M
Signature - Title
Sherod Bigelow - CCO
Location
Tempe, AZ
Summary
This page shows a list of all the recent 13F filings made by Seros Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Seros Financial, LLC reported 64 stock holdings with total value $165M as of Q3 2025. Top holdings included SPMO, QQQ, BRKB, SCHF, and AUSF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 64 $165M +$29.9M -$31.8M -$1.93M SPMO, QQQ, BRKB, SCHF, AUSF 13F-HR 11/5/2025, 10:25 AM
Q2 2025 61 $158M +$21.9M -$10.5M +$11.5M BUFR, QQQ, SPMO, IVE, BRKB 13F-HR 7/21/2025, 05:10 PM
Q1 2025 55 $134M +$49.8M -$28.8M +$21M SPMO, QQQ, BRKB, IVE, AUSF 13F-HR 4/16/2025, 01:43 PM
Q4 2024 52 $108M $0 $0 QQQ, IWY, IVE, BRKB, RWK 13F-HR 1/17/2025, 05:03 PM