Seamount Financial Group

Seamount Financial Group as of June 30, 2026

Portfolio Holdings for Seamount Financial Group

Seamount Financial Group holds 141 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $16M 55k 289.36
Capital Group Dividend Value Shs Creat Unit (CGDV) 5.0 $12M 249k 49.28
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.5 $11M 155k 72.28
Amazon (AMZN) 4.3 $11M 45k 238.34
Capital Group Core Balanced SHS (CGBL) 4.0 $9.8M 258k 37.96
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $9.1M 25k 370.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $7.3M 11k 686.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $7.2M 9.8k 736.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $7.0M 14k 500.39
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $6.2M 26k 236.62
Capital Group Core Equity Et Shs Creat Unit (CGUS) 2.1 $5.2M 117k 44.48
Pimco Etf Tr 0-5 High Yield (HYS) 1.8 $4.5M 49k 93.52
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.8 $4.5M 87k 51.69
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $4.4M 55k 80.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $4.1M 26k 156.95
Vanguard World Energy Etf (VDE) 1.6 $4.0M 27k 150.13
Ishares Tr Russell 2000 Etf (IWM) 1.6 $4.0M 13k 300.45
Capital Group Growth Etf Shs Creat Unit (CGGR) 1.6 $3.9M 82k 47.20
NVIDIA Corporation (NVDA) 1.5 $3.8M 19k 200.09
Microsoft Corporation (MSFT) 1.5 $3.8M 10k 373.02
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.3M 35k 96.43
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.3 $3.2M 30k 109.07
Capital Group Dividend Growe Shs Etf (CGDG) 1.2 $2.9M 77k 37.51
Exxon Mobil Corporation (XOM) 1.1 $2.8M 21k 136.72
Broadcom (AVGO) 1.1 $2.8M 7.4k 377.74
International Business Machines (IBM) 1.1 $2.8M 9.9k 281.20
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 1.1 $2.7M 67k 41.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.7M 33k 82.65
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.1 $2.7M 98k 27.33
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.1 $2.6M 5.1k 522.35
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.5M 6.7k 368.38
Chevron Corporation (CVX) 1.0 $2.4M 14k 165.76
Vanguard Index Fds Large Cap Etf (VV) 0.9 $2.3M 6.8k 343.91
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.9 $2.3M 54k 42.33
JPMorgan Chase & Co. (JPM) 0.8 $1.9M 5.9k 327.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.8M 2.4k 746.68
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.8M 4.9k 357.40
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $1.5M 19k 82.62
Costco Wholesale Corporation (COST) 0.6 $1.5M 1.6k 935.49
Ishares Tr High Yld Systm B (HYDB) 0.6 $1.5M 31k 46.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.4M 19k 74.90
Wal-Mart Stores (WMT) 0.5 $1.3M 12k 113.26
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $1.3M 14k 90.10
Coca-Cola Company (KO) 0.5 $1.3M 16k 81.27
Matson (MATX) 0.5 $1.3M 6.6k 192.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.3M 15k 85.49
Spdr Series Trust St Str Sp Div (SDY) 0.5 $1.2M 7.8k 152.18
ConocoPhillips (COP) 0.5 $1.2M 12k 103.96
Johnson & Johnson (JNJ) 0.5 $1.2M 4.7k 253.95
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.2M 39k 30.49
Micron Technology (MU) 0.5 $1.1M 987.00 1154.29
Union Pacific Corporation (UNP) 0.5 $1.1M 4.1k 272.00
Advanced Micro Devices (AMD) 0.4 $1.1M 1.9k 580.91
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $1.1M 11k 98.20
Hldgs (UAL) 0.4 $1.1M 7.9k 135.99
Capital Group International SHS (CGIE) 0.4 $1.1M 29k 36.78
Spdr Series Trust St Str Sp Home (XHB) 0.4 $1.0M 9.0k 115.56
Procter & Gamble Company (PG) 0.4 $1.0M 6.9k 146.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $983k 4.6k 212.75
Snap-on Incorporated (SNA) 0.4 $973k 2.4k 402.40
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $934k 1.4k 655.73
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $921k 18k 50.57
Flaherty & Crumrine Dynamic SHS (DFP) 0.4 $908k 44k 20.67
Waste Management (WM) 0.4 $882k 4.0k 222.91
Illinois Tool Works (ITW) 0.3 $856k 3.2k 270.47
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.3 $843k 17k 48.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $819k 10k 82.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $794k 5.0k 158.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $759k 8.6k 88.54
Cummins (CMI) 0.3 $756k 1.1k 713.21
Home Depot (HD) 0.3 $751k 2.1k 352.66
Caterpillar (CAT) 0.3 $749k 703.00 1065.33
Invesco Van Kampen Municipal Trust (VKQ) 0.3 $740k 74k 10.04
Vanguard World Consum Stp Etf (VDC) 0.3 $725k 3.2k 225.48
Nuveen Muni Value Fund (NUV) 0.3 $722k 78k 9.22
Deere & Company (DE) 0.3 $707k 1.1k 634.33
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.3 $700k 20k 34.62
Nucor Corporation (NUE) 0.3 $698k 3.1k 222.75
Eli Lilly & Co. (LLY) 0.3 $695k 579.00 1199.43
Vanguard World Utilities Etf (VPU) 0.3 $687k 3.5k 195.70
Blackstone Group Inc Com Cl A (BX) 0.3 $679k 5.8k 117.66
T Rowe Price Exchange-traded Small Mid Cap (TMSL) 0.3 $664k 15k 43.85
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.3 $640k 23k 27.47
Merck & Co (MRK) 0.2 $612k 4.8k 128.50
Visa Com Cl A (V) 0.2 $612k 1.8k 343.00
McDonald's Corporation (MCD) 0.2 $597k 2.2k 270.37
Arista Networks Com Shs (ANET) 0.2 $584k 3.4k 169.88
Shell Spon Ads (SHEL) 0.2 $574k 7.4k 77.54
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $554k 11k 51.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $531k 1.5k 353.33
UnitedHealth (UNH) 0.2 $525k 1.3k 415.67
Wells Fargo & Company (WFC) 0.2 $511k 6.2k 82.64
Abbvie (ABBV) 0.2 $506k 2.0k 251.64
Raytheon Technologies Corp (RTX) 0.2 $501k 2.6k 189.73
Realty Income (O) 0.2 $486k 7.8k 61.96
Flaherty & Crumrine/Claymore Preferred S (FFC) 0.2 $474k 29k 16.28
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $448k 4.3k 103.22
Phillips 66 (PSX) 0.2 $440k 2.6k 169.05
Verizon Communications (VZ) 0.2 $401k 9.5k 42.34
Citigroup Com New (C) 0.2 $390k 2.8k 139.96
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $364k 6.9k 52.41
Medtronic SHS (MDT) 0.1 $360k 4.6k 78.23
Flaherty & Crumrine/Claymore Total Retur (FLC) 0.1 $351k 21k 16.90
Fastenal Company (FAST) 0.1 $347k 7.2k 48.03
Chipotle Mexican Grill (CMG) 0.1 $340k 10k 34.00
Digital Realty Trust (DLR) 0.1 $336k 1.9k 179.58
Lam Research Corp Com New (LRCX) 0.1 $333k 768.00 433.33
United Parcel Svcs CL B (UPS) 0.1 $314k 2.9k 107.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $303k 2.4k 124.17
Tesla Motors (TSLA) 0.1 $302k 719.00 420.60
Honeywell International (HON) 0.1 $301k 1.3k 223.91
Ge Aerospace Com New (GE) 0.1 $300k 802.00 373.73
Edwards Lifesciences (EW) 0.1 $300k 3.3k 90.46
General Dynamics Corporation (GD) 0.1 $299k 845.00 354.12
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $297k 3.9k 76.81
Honeywell Aerospace (HONA) 0.1 $297k 1.3k 221.08
Ishares Tr Core S&p500 Etf (IVV) 0.1 $296k 396.00 748.17
Applied Materials (AMAT) 0.1 $283k 392.00 722.17
Allstate Corporation (ALL) 0.1 $275k 1.2k 237.94
Toast Cl A (TOST) 0.1 $275k 9.9k 27.82
MetLife (MET) 0.1 $273k 3.2k 84.61
Rockwell Automation (ROK) 0.1 $272k 550.00 495.08
American Electric Power Company (AEP) 0.1 $272k 2.0k 136.80
Vanguard World Health Car Etf (VHT) 0.1 $271k 906.00 299.07
Walt Disney Company (DIS) 0.1 $265k 2.8k 96.25
Cisco Systems (CSCO) 0.1 $263k 2.2k 117.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $253k 1.0k 246.28
Meta Platforms Cl A (META) 0.1 $250k 444.00 563.29
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $249k 3.0k 83.07
General Motors Company (GM) 0.1 $242k 3.1k 77.08
General Mills (GIS) 0.1 $241k 6.9k 34.80
Consolidated Edison (ED) 0.1 $236k 2.1k 110.63
Intel Corporation (INTC) 0.1 $229k 1.6k 139.67
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $223k 10k 22.29
At&t (T) 0.1 $218k 11k 20.70
Boeing Company (BA) 0.1 $212k 980.00 216.47
Philip Morris International (PM) 0.1 $212k 1.2k 180.87
Vanguard Index Fds Growth Etf (VUG) 0.1 $207k 2.4k 86.14
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $207k 2.1k 100.67
Amgen (AMGN) 0.1 $201k 555.00 362.12
Pimco CA Municipal Income Fund (PCQ) 0.1 $130k 14k 8.97