Diversify Wealth Management
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Diversify Wealth Management’s Sera Prognostics SERA Stock Holding History

Diversify Wealth Management’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
Q3 		$21.5K Buy
+10,591
New +$21.7K ﹤0.01% 1268

Other funds holding SERA

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Wealth Management's SERA Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Sera Prognostics (SERA) in Q3 2026: 10,591 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings.

7 funds tracked by Wall St. Rank hold SERA as of Q3 2026.

  • Diversify Wealth Management held 10,591 shares of Sera Prognostics worth $21.5K as of Q3 2026.
  • Sera Prognostics was a new Diversify Wealth Management position in Q3 2026.
  • Sera Prognostics made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1268 holding.
  • 7 funds tracked by Wall St. Rank held Sera Prognostics as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.