Arkolith/Funds/Seros Financial, LLC

Seros Financial, LLC

CIK 2039918
Holdings as of Aug 13, 2026·disclosed Aug 13, 2026·~0-day 13F lag·13F-HR
Active Filer

Seros Financial, LLC holds a focused book of 66 stocks worth $192.0M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Invesco S&P 500 Momentum ETF. Their largest long position is Invesco S&P 500 Momentum ETF at 15% of the equity book.

Opened
12
bought for the first time
Added to
28
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
72%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Industrials
2%
Consumer Discretionary
1%
Financials
1%
Health Care
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Seros Financial, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.68 / 66$14.8B
LPL Financial LLC67 / 66$73.3B
ENVESTNET ASSET MANAGEMENT INC67 / 66$73.2B
MORGAN STANLEY66 / 66$468.6B
Cetera Investment Advisers66 / 66$19.5B
CWM, LLC66 / 66$7.5B
MML INVESTORS SERVICES, LLC65 / 66$11.4B
Steward Partners Investment Advisory, LLC65 / 66$5.4B

Ranked by how many of Seros Financial, LLC's top 66 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

66 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$28.7M177.9K
15.0%
−4.6%
Reduced · −9K sh
2Invesco QQQ TR
UNIT SER 1
$18.3M24.9K
9.5%
+0.3%
Added · +89 sh
3Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$16.4M174.7K
8.5%
+39%
Added · +49K sh
4Schwab Strategic TR
INTL EQTY ETF
$13.1M473.9K
6.8%
+0.7%
Added · +3K sh
5Legg Mason ETF Invt
FRANKLIN INTL LW
$11.2M275.1K
5.8%
+2.0%
Added · +6K sh
6First TR Exchng Traded FD VI
FT VEST NASD ETF
$10.9M277.1K
5.7%
+1.8%
Added · +5K sh
7Invesco Exchange Traded FD T
S&P 500 TOP 50
$10.8M176.3K
5.6%
+2.1%
Added · +4K sh
8American Centy ETF TR
US LARGE CAP VLU
$9.9M109.1K
5.2%
New
New position
9First TR Exch Traded FD III
PFD SECS INC ETF
$9.9M555.3K
5.2%
+7.1%
Added · +37K sh
10First TR Exchng Traded FD VI
FT LADD BUFF ETF
$9.7M265.4K
5.1%
+2.0%
Added · +5K sh
11Schwab Strategic TR
US LRG CAP ETF
$5.5M186.7K
2.9%
+16%
Added · +25K sh
12Innovator Etfs Trust
LADERD ALCTN PWR
$5.0M95.4K
2.6%
+4.0%
Added · +4K sh
13DBX ETF TR
XTRACKERS SHRT
$4.9M110.6K
2.6%
+7.5%
Added · +8K sh
14Vanguard BD Index FDS
TOTAL BND MRKT
$4.2M57.6K
2.2%
+6.5%
Added · +4K sh
15Orion Group Hldgs Inc
COM
$2.8M168.7K
1.5%
Held
16Pgim ETF TR
ACTV HY BD ETF
$2.3M67.0K
1.2%
+8.6%
Added · +5K sh
17Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.3M7.7K
1.2%
+74%
Added · +3K sh
18Innovator Etfs Trust
LADDERED ALC BFR
$1.9M49.2K
1.0%
+0.7%
Added · +334 sh
19Vaneck ETF Trust
SEMICONDUCTR ETF
$1.8M2.8K
1.0%
+15%
Added · +359 sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.1K
0.8%
−2.3%
Reduced · −49 sh
21Apple Inc
COM
$1.3M4.5K
0.7%
−0.4%
Reduced · −19 sh
22Vanguard BD Index FDS
INTERMED TERM
$1.2M16.2K
0.6%
+6.4%
Added · +983 sh
23Ishares TR
RUS TP200 GR ETF
$1.1M3.8K
0.6%
−7.5%
Reduced · −311 sh
24Johnson Controls Internation
SHS
$1.0M7.1K
0.5%
Held
25Amazon Com Inc
COM
$990K4.2K
0.5%
+4.8%
Added · +189 sh
26Invesco Exch Traded FD TR II
S&P 500 HB ETF
$935K6.0K
0.5%
−7.7%
Reduced · −500 sh
27Crowdstrike Hldgs Inc
CL A
$852K1.1K
0.4%
−0.4%
Reduced · −5 sh
28Nvidia Corporation
COM
$782K3.9K
0.4%
−9.5%
Reduced · −411 sh
29Berkshire Hathaway Inc Del
CL B NEW
$773K1.5K
0.4%
−93%
Reduced · −19K sh
30Tesla Inc
COM
$752K1.8K
0.4%
−0.3%
Reduced · −6 sh
31Microsoft Corp
COM
$733K2.0K
0.4%
+6.5%
Added · +121 sh
32NEOS ETF Trust
NEOS S&P 500 HI
$562K10.6K
0.3%
New
New position
33Innovator Etfs Trust
US EQTY PWR BUF
$487K11.3K
0.3%
−16%
Reduced · −2K sh
34Verisk Analytics Inc
COM
$459K2.6K
0.2%
+15%
Added · +332 sh
35Etfis Ser TR I
VIRTUS INFRCAP
$436K21.2K
0.2%
−18%
Reduced · −5K sh
36NEOS ETF Trust
ENHANCED INCOME
$400K8.1K
0.2%
New
New position
37Innovator Etfs Trust
GRWT100 PWR BUF
$396K5.1K
0.2%
Held
38Alphabet Inc
CAP STK CL A
$392K1.1K
0.2%
−2.1%
Reduced · −24 sh
39Bank Of Amer Corp
COM
$384K6.7K
0.2%
New
New position
40Ishares TR
S&P 500 VAL ETF
$378K1.7K
0.2%
Held
41Innovator Etfs Trust
US EQTY BUFR JUL
$344K6.3K
0.2%
+1.8%
Added · +114 sh
42Broadcom Inc
COM
$329K870
0.2%
+1.3%
Added · +11 sh
43Advanced Micro Devices Inc
COM
$323K556
0.2%
New
New position
44Lam Research Corp
COM NEW
$312K720
0.2%
New
New position
45Ishares TR
MSCI EMG MKT ETF
$309K4.5K
0.2%
New
New position
46Innovator Etfs Trust
US EQT PWR BUF
$300K7.1K
0.2%
+2.5%
Added · +170 sh
47Innovator Etfs Trust
US EQTY PWR BUF
$292K6.3K
0.2%
+2.5%
Added · +151 sh
48Ishares TR
S&P 500 GRWT ETF
$288K2.1K
0.1%
−11%
Reduced · −250 sh
49Abbvie Inc
COM
$286K1.1K
0.1%
+5.3%
Added · +57 sh
50Costco Wholesale Corporation
COM
$274K293
0.1%
+5.8%
Added · +16 sh
Showing 50 of 66 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q3 2026Aug 13, 2026Aug 13, 202666$192.0M13F-HR
Q2 2026May 5, 2026May 5, 202658$157.1M13F-HR
Q1 2026Feb 6, 2026Feb 6, 202661$170.5M13F-HR
Q4 2025Dec 11, 2025Dec 11, 202563$165.3M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.