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Arkadios Wealth Advisors’s Sera Prognostics SERA Stock Holding History

Arkadios Wealth Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.2K Buy
+12,400
New +$31.9K ﹤0.01% 1663

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arkadios Wealth Advisors's SERA Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Sera Prognostics (SERA) in Q1 2026: 12,400 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Arkadios Wealth Advisors held 12,400 shares of Sera Prognostics worth $25.2K as of Q1 2026.
  • Sera Prognostics was a new Arkadios Wealth Advisors position in Q1 2026.
  • Sera Prognostics made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1663 holding.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.