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Sherod Bigelow

Seros Financial, Llc

Assets Managed
$157.115M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
2mo 6d ago
Growth Rate
-7.84%(2Q avg: -2.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seros Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Seros Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 157.115M in assets, with a quarterly growth rate of -7.84% and a 2-quarter average growth rate of -2.34%. The portfolio is managed by Sherod Bigelow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -16.53%
13.32%
$20.915M
186,556 shares@ $112.11 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9.89%
9.12%
$14.314M
24,799 shares@ $577.19 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.94%
7.42%
$11.647M
470,590 shares@ $24.76 avg price
LVHI
Franklin International Low V
Recent Activity
New Position
6.96%
$10.93M
269,612 shares@ $40.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -13.07%
6.29%
$9.882M
20,622 shares@ $479.21 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 21.02%
6.12%
$9.611M
272,124 shares@ $35.33 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Increased 60.26%
6.07%
$9.523M
125,274 shares@ $76.02 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 7.01%
6%
$9.419M
172,669 shares@ $54.56 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Increased 1.92%
5.86%
$9.203M
518,453 shares@ $17.75 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 31.49%
5.6%
$8.785M
260,144 shares@ $33.78 avg price

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