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Seamount Financial Group

Latest statistics and disclosures from Seamount Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, AMZN, CGDV, JQUA, VTI, and represent 24.58% of Seamount Financial Group's stock portfolio.
Added to shares of these 10 stocks: CGBL, CGDV, VOO, JQUA, TCAF, IWF, FAST, CGUS, LQD, SPY.
Started 4 new stock positions in IWF, SLV, USB, FAST.
Reduced shares in these 10 stocks: NFLX, AMZN, AAPL, VTI, K, LMT, , JMUB, JPST, TSLA.
Sold out of its positions in F, JMUB, K, LMT, MET, NFLX.
Seamount Financial Group was a net buyer of stock by $3.8M.
Seamount Financial Group has $220M in assets under management (AUM), dropping by 3.99%.
Central Index Key (CIK): 0002011267

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Positions held by Seamount Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Seamount Financial Group

Seamount Financial Group holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.1	$16M	-2%	58k	271.86	View chart
Amazon (AMZN)	4.9	$11M	-2%	47k	230.82	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.5	$9.9M	+8%	226k	43.64	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.3	$9.5M	+5%	151k	63.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.7	$8.1M	-2%	24k	335.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.4	$7.5M		15k	502.65	View chart
Capital Group Core Balanced SHS (CGBL)	3.1	$6.8M	+25%	194k	35.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$6.2M	+12%	9.9k	627.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$5.6M	+2%	26k	219.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$4.8M	+2%	7.9k	614.28	View chart
Microsoft Corporation (MSFT)	2.0	$4.4M		9.1k	483.61	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.9	$4.2M	+3%	45k	94.82	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$3.9M	-2%	9.8k	396.31	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.7	$3.8M	+6%	95k	40.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.7	$3.8M		82k	46.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.7	$3.7M		26k	141.06	View chart
NVIDIA Corporation (NVDA)	1.7	$3.7M		20k	186.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$3.6M	+3%	13k	290.21	View chart
Vanguard World Energy Etf (VDE)	1.5	$3.3M		27k	125.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$3.3M		14k	246.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$3.1M	+8%	28k	110.19	View chart
International Business Machines (IBM)	1.3	$2.9M		9.8k	296.20	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$2.9M	+7%	64k	44.47	View chart
Costco Wholesale Corporation (COST)	1.3	$2.8M		3.3k	862.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$2.8M		31k	88.49	View chart
Exxon Mobil Corporation (XOM)	1.2	$2.6M		22k	120.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$2.6M		31k	83.75	View chart
Broadcom (AVGO)	1.2	$2.6M	+2%	7.5k	346.09	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.1	$2.4M	+5%	69k	35.64	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.1	$2.4M	+15%	63k	38.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.1	$2.4M		4.9k	480.55	View chart
Chevron Corporation (CVX)	1.0	$2.1M		14k	152.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$2.0M		6.5k	314.82	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.9M		6.0k	322.22	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.9	$1.9M	+6%	69k	27.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.5M	+17%	2.2k	681.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.5M		4.8k	313.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$1.5M	-5%	21k	71.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$1.4M		3.1k	444.59	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.6	$1.4M	+12%	40k	34.65	View chart
Wal-Mart Stores (WMT)	0.6	$1.4M		12k	111.41	View chart
Ishares Tr High Yld Systm B (HYDB)	0.6	$1.2M	-7%	26k	47.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$1.2M	-13%	24k	50.59	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$1.1M		15k	75.05	View chart
Coca-Cola Company (KO)	0.5	$1.1M		16k	69.91	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$1.1M	-6%	7.7k	139.16	View chart
ConocoPhillips (COP)	0.5	$1.1M	+4%	11k	93.61	View chart
Meta Platforms Cl A (META)	0.5	$995k		1.5k	660.26	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.4	$979k		47k	20.79	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$978k	+23%	32k	30.96	View chart
Capital Group International SHS (CGIE)	0.4	$972k	+13%	28k	34.82	View chart
Johnson & Johnson (JNJ)	0.4	$970k	-2%	4.7k	206.95	View chart
Procter & Gamble Company (PG)	0.4	$955k	+2%	6.7k	143.31	View chart
Union Pacific Corporation (UNP)	0.4	$948k	+2%	4.1k	231.32	View chart
Snap-on Incorporated (SNA)	0.4	$937k		2.7k	344.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$916k		10k	90.00	View chart
Hldgs (UAL)	0.4	$897k	+3%	8.0k	111.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$892k	+5%	5.8k	154.14	View chart
Spdr Series Trust State Street Spd (XHB)	0.4	$889k	+20%	8.6k	102.96	View chart
Waste Management (WM)	0.4	$859k		3.9k	219.71	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$854k		19k	46.29	View chart
Matson (MATX)	0.4	$825k	+3%	6.7k	123.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$814k	-7%	5.7k	143.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$813k	+35%	11k	75.44	View chart
Illinois Tool Works (ITW)	0.4	$802k	-3%	3.3k	246.30	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.3	$749k	-7%	78k	9.65	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$745k		16k	47.94	View chart
Vanguard World Utilities Etf (VPU)	0.3	$726k	-3%	3.9k	185.06	View chart
Home Depot (HD)	0.3	$719k		2.1k	344.05	View chart
McDonald's Corporation (MCD)	0.3	$712k		2.3k	305.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$685k		8.2k	83.61	View chart
Nuveen Muni Value Fund (NUV)	0.3	$684k	+6%	76k	9.06	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$680k	-3%	3.2k	211.23	View chart
Shell Spon Ads (SHEL)	0.3	$645k	-2%	8.8k	73.48	View chart
Visa Com Cl A (V)	0.3	$624k	-16%	1.8k	350.76	View chart
Eli Lilly & Co. (LLY)	0.3	$622k		579.00	1074.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$622k	+5%	8.9k	69.67	View chart
Cummins (CMI)	0.3	$592k		1.2k	510.45	View chart
Raytheon Technologies Corp (RTX)	0.3	$556k	-15%	3.0k	183.40	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.2	$544k		15k	35.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$535k		1.5k	360.05	View chart
Honeywell International (HON)	0.2	$528k	+3%	2.7k	195.11	View chart
Citigroup Com New (C)	0.2	$523k		4.5k	116.69	View chart
Nucor Corporation (NUE)	0.2	$511k		3.1k	163.11	View chart
Advanced Micro Devices (AMD)	0.2	$508k	-18%	2.4k	214.16	View chart
Merck & Co (MRK)	0.2	$502k		4.8k	105.26	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.2	$501k		30k	16.51	View chart
Abbvie (ABBV)	0.2	$482k		2.1k	228.49	View chart
Wells Fargo & Company (WFC)	0.2	$478k		5.1k	93.20	View chart
Arista Networks Com Shs (ANET)	0.2	$477k		3.6k	131.03	View chart
Deere & Company (DE)	0.2	$473k		1.0k	465.57	View chart
Caterpillar (CAT)	0.2	$449k		783.00	572.79	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$441k	+22%	16k	27.38	View chart
Realty Income (O)	0.2	$431k	+5%	7.6k	56.37	View chart
Medtronic SHS (MDT)	0.2	$420k		4.4k	96.06	View chart
UnitedHealth (UNH)	0.2	$419k		1.3k	330.11	View chart
Verizon Communications (VZ)	0.2	$410k		10k	40.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$396k		4.3k	91.40	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$396k	+7%	7.7k	51.12	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$368k	+2%	5.7k	64.79	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$364k		21k	17.50	View chart
Walt Disney Company (DIS)	0.2	$362k		3.2k	113.77	View chart
Toast Cl A (TOST)	0.2	$351k		9.9k	35.51	View chart
Micron Technology (MU)	0.2	$345k		1.2k	285.41	View chart
Phillips 66 (PSX)	0.2	$336k		2.6k	129.04	View chart
General Mills (GIS)	0.2	$331k	-5%	7.1k	46.50	View chart
Chipotle Mexican Grill (CMG)	0.1	$327k	+5%	8.8k	37.00	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$313k		4.0k	77.64	View chart
Digital Realty Trust (DLR)	0.1	$310k	+4%	2.0k	154.71	View chart
United Parcel Service CL B (UPS)	0.1	$310k	-24%	3.1k	99.19	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$306k	+7%	3.9k	77.68	View chart
Tesla Motors (TSLA)	0.1	$290k	-35%	645.00	449.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$289k	NEW	610.00	473.30	View chart
General Motors Company (GM)	0.1	$287k	-5%	3.5k	81.32	View chart
General Dynamics Corporation (GD)	0.1	$286k		848.00	336.77	View chart
Edwards Lifesciences (EW)	0.1	$282k		3.3k	85.25	View chart
Fastenal Company (FAST)	0.1	$281k	NEW	7.0k	40.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$275k		875.00	313.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$270k		394.00	685.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$269k	+10%	5.1k	52.88	View chart
At&t (T)	0.1	$261k		11k	24.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$259k		900.00	287.80	View chart
Ge Aerospace Com New (GE)	0.1	$247k	-3%	802.00	308.03	View chart
Allstate Corporation (ALL)	0.1	$241k		1.2k	208.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$234k		1.3k	177.75	View chart
American Electric Power Company (AEP)	0.1	$222k		1.9k	115.31	View chart
Us Bancorp Del Com New (USB)	0.1	$216k	NEW	4.1k	53.36	View chart
Rockwell Automation (ROK)	0.1	$214k	-8%	550.00	389.07	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$214k		1.0k	209.14	View chart
Consolidated Edison (ED)	0.1	$212k		2.1k	99.32	View chart
CVS Caremark Corporation (CVS)	0.1	$206k	-16%	2.6k	79.36	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$200k	NEW	3.1k	64.42	View chart

Past Filings by Seamount Financial Group

SEC 13F filings are viewable for Seamount Financial Group going back to 2024

Seamount Financial Group 2025 Q4 filed Jan. 26, 2026
Seamount Financial Group 2025 Q3 filed Oct. 24, 2025
Seamount Financial Group 2025 Q2 filed July 23, 2025
Seamount Financial Group 2025 Q1 filed April 30, 2025
Seamount Financial Group 2024 Q4 filed Jan. 28, 2025
Seamount Financial Group 2024 Q3 filed Oct. 18, 2024
Seamount Financial Group 2024 Q2 filed July 18, 2024
Seamount Financial Group 2024 Q1 filed April 18, 2024

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