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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, JQUA, AMZN, CGBL, and represent 24.41% of Seamount Financial Group's stock portfolio.
Added to shares of these 10 stocks: XOM, DFAX, Dimensional Etf Trust, CGBL, CGMS, NVDA, CGCP, CGUS, VNQ, CVS.
Started 8 new stock positions in Dimensional Etf Trust, XOM, EMR, DFLV, PLTR, PFE, CVS, DFAX.
Reduced shares in these 10 stocks: , , AAPL, AMZN, PSX, HONA, AMAT, INTC, UAL, AMD.
Sold out of its positions in AMAT, Exxon Mobil Corporation, HONA, INTC, PSX, SDY.
Seamount Financial Group was a net buyer of stock by $4.6M.
Seamount Financial Group has $255M in assets under management (AUM), dropping by 2.73%.
Central Index Key (CIK): 0002011267

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Portfolio Holdings for Seamount Financial Group

Seamount Financial Group holds 143 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.9	$18M	-4%	53k	333.02	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	4.9	$13M	+2%	255k	48.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.5	$12M		156k	73.80	View chart
Amazon (AMZN)	4.2	$11M	-5%	43k	249.15	View chart
Capital Group Core Balanced SHS (CGBL)	4.0	$10M	+6%	275k	36.75	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	3.7	$9.4M	+2%	25k	374.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$7.6M	+2%	11k	700.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$7.1M		9.7k	739.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$6.9M	-2%	14k	497.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$6.2M		27k	233.31	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	2.2	$5.6M	+7%	126k	44.50	View chart
Microsoft Corporation (MSFT)	2.0	$5.2M		10k	512.89	View chart
NVIDIA Corporation (NVDA)	1.9	$4.8M	+10%	21k	228.38	View chart
Vanguard World Energy Etf (VDE)	1.9	$4.8M	+5%	28k	172.16	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.8	$4.6M	+4%	51k	90.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.8	$4.6M		88k	52.36	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.7	$4.3M		55k	78.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.6	$4.2M		27k	157.85	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.6	$4.1M	+6%	87k	47.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$3.7M		13k	277.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$3.5M	+12%	39k	89.63	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.4	$3.5M	NEW	21k	162.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$3.2M	+7%	32k	102.18	View chart
Chevron Corporation (CVX)	1.2	$3.0M	+4%	15k	204.21	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.2	$3.0M	+18%	115k	26.23	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$3.0M	+5%	81k	37.03	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	1.1	$2.8M		67k	42.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.7M	+4%	35k	78.31	View chart
Broadcom (AVGO)	1.0	$2.6M		7.4k	351.17	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.0	$2.6M		5.0k	508.57	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$2.5M		6.7k	380.84	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.9	$2.4M		6.8k	351.86	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$2.3M	+6%	58k	39.78	View chart
International Business Machines (IBM)	0.8	$2.1M	-3%	9.5k	219.92	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.0M		5.9k	330.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.9M	+6%	2.6k	762.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M	-3%	4.8k	344.06	View chart
ConocoPhillips (COP)	0.6	$1.6M	+11%	13k	125.15	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.6	$1.6M		19k	85.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.5M	+15%	17k	84.96	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M		1.6k	910.36	View chart
Matson (MATX)	0.6	$1.4M	-2%	6.5k	219.66	View chart
Ishares Tr High Yld Systm B (HYDB)	0.6	$1.4M		32k	44.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.3M		18k	70.51	View chart
Coca-Cola Company (KO)	0.5	$1.3M	-5%	15k	86.08	View chart
Wal-Mart Stores (WMT)	0.5	$1.2M	+3%	12k	103.92	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M		4.6k	264.72	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.2M	+3%	12k	101.13	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.1M	-6%	13k	84.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.1M	+17%	5.4k	208.02	View chart
Union Pacific Corporation (UNP)	0.4	$1.1M		4.1k	272.13	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.1M	-3%	37k	29.50	View chart
Micron Technology (MU)	0.4	$1.1M		987.00	1065.11	View chart
Capital Group International SHS (CGIE)	0.4	$1.0M	-2%	28k	36.70	View chart
Procter & Gamble Company (PG)	0.4	$996k		6.9k	145.28	View chart
Advanced Micro Devices (AMD)	0.4	$950k	-18%	1.6k	611.76	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.4	$909k	+4%	9.5k	96.03	View chart
Snap-on Incorporated (SNA)	0.3	$879k		2.4k	363.35	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.3	$873k	+41%	22k	40.70	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$837k	+38%	32k	25.94	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$826k	-4%	1.4k	608.85	View chart
Dimensional Etf Trust Us Small Cap Etf	0.3	$825k	+7%	11k	77.42	View chart
Illinois Tool Works (ITW)	0.3	$814k		3.2k	257.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$814k	-11%	16k	50.37	View chart
Waste Management (WM)	0.3	$807k		4.0k	203.94	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.3	$801k	+15%	23k	34.29	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$784k		18k	44.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$782k		5.0k	155.21	View chart
Deere & Company (DE)	0.3	$749k		1.1k	671.55	View chart
Nucor Corporation (NUE)	0.3	$732k		3.1k	233.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$730k		8.4k	86.80	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$712k	NEW	19k	37.02	View chart
Arista Networks Com Shs (ANET)	0.3	$700k		3.4k	203.59	View chart
Shell Spon Ads (SHEL)	0.3	$698k		7.3k	95.05	View chart
Merck & Co (MRK)	0.3	$693k		4.8k	145.31	View chart
Nuveen Muni Value Fund (NUV)	0.3	$691k	+6%	83k	8.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$687k	+34%	2.0k	340.74	View chart
Flaherty & Crumrine Dynamic SHS (DFP)	0.3	$675k	-18%	36k	18.88	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$673k	-4%	3.1k	218.24	View chart
Eli Lilly & Co. (LLY)	0.3	$670k		579.00	1157.08	View chart
Hldgs (UAL)	0.3	$656k	-25%	5.9k	110.95	View chart
Dimensional Etf Trust Us Targeted Vlu	0.3	$655k	NEW	9.9k	66.44	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$647k		5.8k	112.08	View chart
Visa Com Cl A (V)	0.3	$641k		1.8k	359.26	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$637k	+201%	30k	21.17	View chart
Home Depot (HD)	0.2	$606k		2.1k	284.45	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.2	$603k	-3%	71k	8.48	View chart
Caterpillar (CAT)	0.2	$570k		703.00	811.35	View chart
Vanguard World Utilities Etf (VPU)	0.2	$566k	-5%	3.3k	171.01	View chart
Cummins (CMI)	0.2	$548k		1.1k	516.57	View chart
Wells Fargo & Company (WFC)	0.2	$537k	+8%	6.7k	80.05	View chart
Abbvie (ABBV)	0.2	$526k		2.0k	261.59	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$520k		11k	48.03	View chart
McDonald's Corporation (MCD)	0.2	$510k		2.2k	230.99	View chart
Raytheon Technologies Corp (RTX)	0.2	$481k		2.6k	185.65	View chart
UnitedHealth (UNH)	0.2	$481k	+3%	1.3k	367.12	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$479k	+4%	4.5k	105.85	View chart
Verizon Communications (VZ)	0.2	$435k		9.5k	45.87	View chart
Realty Income (O)	0.2	$433k		8.0k	54.30	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.2	$407k	-6%	27k	14.94	View chart
Medtronic SHS (MDT)	0.2	$398k		4.6k	86.29	View chart
CVS Caremark Corporation (CVS)	0.1	$368k	NEW	4.3k	85.69	View chart
Chipotle Mexican Grill (CMG)	0.1	$362k	+13%	11k	31.95	View chart
Citigroup Com New (C)	0.1	$360k		2.8k	129.48	View chart
Fastenal Company (FAST)	0.1	$358k		7.2k	49.53	View chart
Digital Realty Trust (DLR)	0.1	$352k	+7%	2.0k	175.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$346k	-2%	6.7k	51.23	View chart
Meta Platforms Cl A (META)	0.1	$331k	+2%	456.00	725.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$306k		2.4k	125.26	View chart
MetLife (MET)	0.1	$304k		3.2k	94.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$304k		396.00	766.59	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.1	$299k	-8%	19k	15.75	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$298k	NEW	7.4k	40.17	View chart
Vanguard World Health Car Etf (VHT)	0.1	$287k		909.00	316.06	View chart
Edwards Lifesciences (EW)	0.1	$286k		3.3k	86.32	View chart
Toast Cl A (TOST)	0.1	$285k		9.8k	28.99	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$282k		3.9k	72.79	View chart
Tesla Motors (TSLA)	0.1	$282k	+10%	794.00	354.81	View chart
General Dynamics Corporation (GD)	0.1	$280k		845.00	331.80	View chart
Walt Disney Company (DIS)	0.1	$272k	-5%	2.6k	104.90	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$262k	+10%	1.1k	231.59	View chart
Allstate Corporation (ALL)	0.1	$257k		1.2k	221.86	View chart
United Parcel Svcs CL B (UPS)	0.1	$255k	-6%	2.7k	93.44	View chart
Honeywell International (HON)	0.1	$254k	-10%	1.2k	210.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$252k		768.00	328.51	View chart
General Motors Company (GM)	0.1	$241k		3.1k	77.00	View chart
Cisco Systems (CSCO)	0.1	$241k		2.2k	107.63	View chart
Rockwell Automation (ROK)	0.1	$239k		550.00	435.33	View chart
Ge Aerospace Com New (GE)	0.1	$239k	-4%	765.00	312.29	View chart
American Electric Power Company (AEP)	0.1	$237k		2.0k	118.61	View chart
Amgen (AMGN)	0.1	$234k		555.00	421.51	View chart
At&t (T)	0.1	$232k	-9%	9.5k	24.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$224k	NEW	1.2k	187.05	View chart
Philip Morris International (PM)	0.1	$224k		1.2k	190.77	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$223k	-7%	2.8k	80.60	View chart
Consolidated Edison (ED)	0.1	$218k		2.1k	102.21	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$217k		2.4k	90.11	View chart
General Mills (GIS)	0.1	$215k	-3%	6.7k	32.16	View chart
Emerson Electric (EMR)	0.1	$215k	NEW	1.4k	155.10	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$207k		2.1k	100.68	View chart
Pfizer (PFE)	0.1	$205k	NEW	7.2k	28.52	View chart
Boeing Company (BA)	0.1	$201k	+10%	1.1k	186.05	View chart
Pimco CA Municipal Income Fund (PCQ)	0.0	$111k		14k	7.71	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 Q3 filed Oct. 21, 2026
Seamount Financial Group 2026 Q2 filed July 24, 2026
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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