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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, CGDV, AMZN, JQUA, CGBL, and represent 23.30% of Seamount Financial Group's stock portfolio.
Added to shares of these 10 stocks: CGBL, CGMS, RSP, CGDV, CGGR, CGUS, MSFT, CGGO, CGXU, VOO.
Started 8 new stock positions in PFE, CSCO, PCQ, MET, FDX, KMI, RSP, CGXU.
Reduced shares in these 10 stocks: COST, GLD, JPIE, AAPL, META, AMZN, JPST, PLTR, ROK, CVS.
Sold out of its positions in CVS, SLV, JPIE, PLTR, ROK.
Seamount Financial Group was a net buyer of stock by $4.6M.
Seamount Financial Group has $222M in assets under management (AUM), dropping by 0.74%.
Central Index Key (CIK): 0002011267

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Portfolio Holdings for Seamount Financial Group

Seamount Financial Group holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.4	$14M	-3%	56k	253.79	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.6	$10M	+5%	239k	42.54	View chart
Amazon (AMZN)	4.3	$9.5M	-2%	46k	208.27	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.3	$9.5M	+2%	155k	61.32	View chart
Capital Group Core Balanced SHS (CGBL)	3.7	$8.3M	+24%	241k	34.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$7.8M		24k	320.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.3	$7.3M	+2%	15k	479.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$6.2M	+4%	10k	597.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$5.6M	+2%	26k	215.06	View chart
Vanguard World Energy Etf (VDE)	2.1	$4.6M		27k	173.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$4.5M		7.8k	577.15	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	2.0	$4.4M	+4%	47k	93.27	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.9	$4.1M	+12%	107k	38.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.7	$3.9M	+4%	86k	45.12	View chart
Microsoft Corporation (MSFT)	1.7	$3.8M	+12%	10k	370.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$3.7M	+4%	13k	287.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.6	$3.6M		26k	138.32	View chart
Exxon Mobil Corporation (XOM)	1.6	$3.5M	-4%	21k	169.66	View chart
NVIDIA Corporation (NVDA)	1.6	$3.5M		20k	174.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$3.3M		13k	248.01	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.4	$3.1M	+22%	78k	40.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$3.1M	+2%	29k	108.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$3.0M	+8%	34k	88.70	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$3.0M	-28%	7.0k	430.27	View chart
Chevron Corporation (CVX)	1.3	$2.9M		14k	206.89	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.3	$2.8M	+50%	105k	27.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$2.8M	+6%	34k	82.75	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$2.7M	+9%	75k	35.90	View chart
International Business Machines (IBM)	1.1	$2.4M		9.8k	242.38	View chart
Broadcom (AVGO)	1.0	$2.3M		7.5k	309.53	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$2.3M		5.0k	463.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.0	$2.3M	+3%	65k	35.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$2.0M	+5%	6.8k	298.84	View chart
Costco Wholesale Corporation (COST)	0.8	$1.8M	-44%	1.8k	996.43	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.8M		6.0k	294.16	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.8	$1.7M	+31%	52k	33.37	View chart
ConocoPhillips (COP)	0.7	$1.5M		12k	132.00	View chart
Wal-Mart Stores (WMT)	0.7	$1.5M	-2%	12k	124.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.5M		2.3k	650.48	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$1.5M	-3%	20k	73.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.4M		4.9k	287.58	View chart
Ishares Tr High Yld Systm B (HYDB)	0.6	$1.3M	+10%	29k	46.52	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$1.3M		3.1k	407.69	View chart
Coca-Cola Company (KO)	0.5	$1.2M		16k	76.05	View chart
Johnson & Johnson (JNJ)	0.5	$1.1M		4.7k	244.44	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$1.1M		7.8k	145.94	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$1.1M		15k	75.19	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.1M	+14%	36k	30.32	View chart
Matson (MATX)	0.5	$1.1M		6.7k	163.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.1M	+28%	14k	77.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.0M	+9%	11k	94.24	View chart
Snap-on Incorporated (SNA)	0.4	$988k		2.7k	363.22	View chart
Union Pacific Corporation (UNP)	0.4	$981k		4.0k	242.62	View chart
Procter & Gamble Company (PG)	0.4	$969k		6.7k	144.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$958k	-20%	19k	50.61	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.4	$903k	-4%	45k	20.07	View chart
Waste Management (WM)	0.4	$901k		3.9k	229.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.4	$897k	+21%	19k	47.54	View chart
Spdr Series Trust State Street Spd (XHB)	0.4	$876k	+2%	8.9k	98.72	View chart
Illinois Tool Works (ITW)	0.4	$848k		3.3k	260.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$843k	NEW	4.4k	191.94	View chart
Capital Group International SHS (CGIE)	0.4	$835k	-11%	25k	33.82	View chart
Shell Spon Ads (SHEL)	0.3	$774k	-5%	8.3k	93.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$767k	-8%	5.2k	148.09	View chart
Vanguard World Utilities Etf (VPU)	0.3	$756k	-2%	3.8k	198.14	View chart
Hldgs (UAL)	0.3	$730k		7.9k	92.07	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$726k		3.2k	224.61	View chart
McDonald's Corporation (MCD)	0.3	$717k		2.3k	310.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$704k	+4%	8.5k	82.43	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.3	$702k	-5%	74k	9.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$684k	+7%	9.6k	71.13	View chart
Home Depot (HD)	0.3	$680k		2.1k	328.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$663k		5.8k	114.99	View chart
Nuveen Muni Value Fund (NUV)	0.3	$636k	-6%	71k	8.99	View chart
Deere & Company (DE)	0.3	$628k	+9%	1.1k	563.30	View chart
Cummins (CMI)	0.3	$624k		1.2k	538.02	View chart
Honeywell International (HON)	0.3	$612k		2.7k	226.03	View chart
Raytheon Technologies Corp (RTX)	0.3	$585k		3.0k	192.90	View chart
Merck & Co (MRK)	0.3	$573k		4.8k	120.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$562k		1.5k	383.31	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.3	$555k		15k	36.67	View chart
Eli Lilly & Co. (LLY)	0.2	$533k		579.00	919.77	View chart
Nucor Corporation (NUE)	0.2	$530k		3.1k	169.10	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$528k	+20%	20k	27.15	View chart
Verizon Communications (VZ)	0.2	$524k	+3%	10k	50.20	View chart
Visa Com Cl A (V)	0.2	$516k	-4%	1.7k	302.31	View chart
Advanced Micro Devices (AMD)	0.2	$510k	+5%	2.5k	203.43	View chart
Citigroup Com New (C)	0.2	$508k		4.5k	113.41	View chart
Caterpillar (CAT)	0.2	$498k	-10%	703.00	708.56	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$483k	+24%	9.6k	50.14	View chart
Phillips 66 (PSX)	0.2	$474k		2.6k	182.18	View chart
Wells Fargo & Company (WFC)	0.2	$472k	+15%	5.9k	79.61	View chart
Realty Income (O)	0.2	$467k		7.6k	61.18	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.2	$455k	-3%	29k	15.49	View chart
Arista Networks Com Shs (ANET)	0.2	$447k		3.6k	122.78	View chart
Abbvie (ABBV)	0.2	$439k	-4%	2.0k	217.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$421k	+4%	5.9k	70.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$418k	+66%	1.5k	286.86	View chart
Medtronic SHS (MDT)	0.2	$401k	+5%	4.6k	86.65	View chart
Micron Technology (MU)	0.2	$387k	-5%	1.1k	337.84	View chart
Meta Platforms Cl A (META)	0.2	$369k	-57%	644.00	572.13	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$368k		4.3k	84.90	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$364k	NEW	12k	29.49	View chart
Digital Realty Trust (DLR)	0.2	$352k	-2%	2.0k	180.25	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.2	$345k		21k	16.60	View chart
UnitedHealth (UNH)	0.2	$342k		1.3k	270.59	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$336k	+25%	6.4k	52.56	View chart
Fastenal Company (FAST)	0.1	$325k		7.0k	46.40	View chart
At&t (T)	0.1	$308k		11k	28.99	View chart
United Parcel Svcs CL B (UPS)	0.1	$307k		3.1k	98.38	View chart
Chipotle Mexican Grill (CMG)	0.1	$301k	+6%	9.4k	32.01	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$294k	-4%	3.8k	76.83	View chart
General Dynamics Corporation (GD)	0.1	$291k		848.00	343.42	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$266k	-17%	3.2k	81.98	View chart
Walt Disney Company (DIS)	0.1	$265k	-13%	2.8k	96.38	View chart
Edwards Lifesciences (EW)	0.1	$265k		3.3k	80.08	View chart
General Mills (GIS)	0.1	$265k		7.1k	37.22	View chart
Toast Cl A (TOST)	0.1	$262k		9.9k	26.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$260k		610.00	426.40	View chart
American Electric Power Company (AEP)	0.1	$260k	+2%	2.0k	131.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$258k		395.00	653.08	View chart
General Motors Company (GM)	0.1	$256k	-2%	3.4k	74.50	View chart
MetLife (MET)	0.1	$250k	NEW	3.5k	70.72	View chart
Vanguard World Health Car Etf (VHT)	0.1	$246k		903.00	272.37	View chart
Consolidated Edison (ED)	0.1	$242k		2.1k	113.18	View chart
Tesla Motors (TSLA)	0.1	$240k		645.00	371.75	View chart
Allstate Corporation (ALL)	0.1	$240k		1.2k	207.34	View chart
Ge Aerospace Com New (GE)	0.1	$228k		802.00	283.77	View chart
Pfizer (PFE)	0.1	$214k	NEW	7.6k	28.08	View chart
Cisco Systems (CSCO)	0.1	$212k	NEW	2.7k	77.59	View chart
FedEx Corporation (FDX)	0.1	$212k	NEW	595.00	356.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$211k		1.0k	205.82	View chart
Us Bancorp Com New (USB)	0.1	$211k		4.1k	52.01	View chart
Kinder Morgan (KMI)	0.1	$210k	NEW	6.3k	33.53	View chart
Pimco CA Municipal Income Fund (PCQ)	0.1	$124k	NEW	14k	8.58	View chart

Past Filings by Seamount Financial Group

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

Seamount Financial Group 2026 Q1 filed April 24, 2026
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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