Seamount Financial Group

Seamount Financial Group as of Dec. 31, 2025

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