Seamount Financial Group

Seamount Financial Group as of March 31, 2026

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