SEAMOUNT FINANCIAL GROUP INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, SEAMOUNT FINANCIAL GROUP INC held in its portfolio 131 assets valued at $220,215,935 (i.e. $220.22M).
The most valuable assets in the portfolio included: APPLE INC ($15.72M), AMAZON COM INC ($10.88M), and CAPITAL GROUP DIVIDEND VALUE ($9.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 131 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SEAMOUNT FINANCIAL GROUP INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 57813 | 15717014 | COM |
| AMAZON COM INC | 47139 | 10880624 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 225819 | 9854725 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 151110 | 9547154 | US QUALTY FCTR |
| VANGUARD INDEX FDS | 24245 | 8128609 | TOTAL STK MKT |
| BERKSHIRE HATHAWAY INC DEL | 14869 | 7473903 | CL B NEW |
| CAPITAL GROUP CORE BALANCED | 193783 | 6846369 | SHS |
| VANGUARD INDEX FDS | 9900 | 6208509 | S&P 500 ETF SHS |
| VANGUARD SPECIALIZED FUNDS | 25549 | 5615122 | DIV APP ETF |
| INVESCO QQQ TR | 7890 | 4846669 | UNIT SER 1 |
| MICROSOFT CORP | 9105 | 4403307 | COM |
| PIMCO ETF TR | 44802 | 4248078 | 0-5 HIGH YIELD |
| SPDR GOLD TR | 9784 | 3877497 | GOLD SHS |
| CAPITAL GROUP CORE EQUITY ET | 95368 | 3836660 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 81813 | 3828848 | US CORE EQT MKT |
| VANGUARD INTL EQUITY INDEX F | 26392 | 3722832 | TT WRLD ST ETF |
| NVIDIA CORPORATION | 19840 | 3700234 | COM |
| VANGUARD INDEX FDS | 12450 | 3613166 | MID CAP ETF |
| VANGUARD WORLD FD | 26479 | 3334262 | ENERGY ETF |
| ISHARES TR | 13486 | 3319755 | RUSSELL 2000 ETF |
| ISHARES TR | 27918 | 3076323 | IBOXX INV CP ETF |
| INTERNATIONAL BUSINESS MACHS | 9780 | 2896790 | COM |
| CAPITAL GROUP GROWTH ETF | 64166 | 2853460 | SHS CREATION UNI |
| COSTCO WHSL CORP NEW | 3259 | 2810782 | COM |
| VANGUARD INDEX FDS | 31442 | 2782339 | REAL ESTATE ETF |
| EXXON MOBIL CORP | 21864 | 2631104 | COM |
| VANGUARD SCOTTSDALE FDS | 31390 | 2628874 | INT-TERM CORP |
| BROADCOM INC | 7481 | 2589076 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 68498 | 2441276 | SHS ETF |
| T ROWE PRICE ETF INC | 62729 | 2397510 | CAP APPRECIATION |
| SPDR DOW JONES INDL AVERAGE | 4946 | 2376815 | UT SER 1 |
| CHEVRON CORP NEW | 13960 | 2127605 | COM |
| VANGUARD INDEX FDS | 6496 | 2045078 | LARGE CAP ETF |
| SPDR SERIES TRUST | 16348 | 1962223 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 5976 | 1925587 | COM |
| CAPITAL GRP FIXED INCM ETF T | 69414 | 1917222 | US MULTI-SECTOR |
| SPDR S&P 500 ETF TR | 2215 | 1510509 | TR UNIT |
| ALPHABET INC | 4798 | 1501767 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 20665 | 1475894 | S&P500 LOW VOL |
| VANGUARD ADMIRAL FDS INC | 3100 | 1378229 | 500 GRTH IDX F |
| CAPITAL GROUP GBL GROWTH EQT | 39671 | 1374589 | SHS CREATION UNI |
| WALMART INC | 12205 | 1359759 | COM |
| ISHARES TR | 25935 | 1228022 | HIGH YLD SYSTM B |
| J P MORGAN EXCHANGE TRADED F | 23744 | 1201209 | ULTRA SHRT ETF |
| INVESCO EXCHANGE TRADED FD T | 14667 | 1100752 | S&P500 QUALITY |
| COCA COLA CO | 15690 | 1096888 | COM |
| CONOCOPHILLIPS | 11281 | 1056044 | COM |
| META PLATFORMS INC | 1507 | 995012 | CL A |
| FLAHERTY & CRUMRINE DYNAMIC | 47080 | 978802 | SHS |
| ISHARES TR | 31589 | 978008 | PFD AND INCM SEC |
| CAPITAL GROUP INTERNATIONAL | 27919 | 972143 | SHS |
| JOHNSON & JOHNSON | 4688 | 970182 | COM |
| PROCTER AND GAMBLE CO | 6666 | 955304 | COM |
| UNION PAC CORP | 4099 | 948181 | COM |
| SNAP ON INC | 2719 | 936967 | COM |
| VANGUARD WHITEHALL FDS | 10174 | 915635 | INTL HIGH ETF |
| UNITED AIRLS HLDGS INC | 8018 | 896573 | COM |
| BLACKSTONE INC | 5784 | 891546 | COM |
| WASTE MGMT INC DEL | 3909 | 858846 | COM |
| J P MORGAN EXCHANGE TRADED F | 18456 | 854342 | INCOME ETF |
| MATSON INC | 6677 | 824943 | COM |
| VANGUARD WHITEHALL FDS | 5668 | 813506 | HIGH DIV YLD |
| VANGUARD STAR FDS | 10783 | 813438 | VG TL INTL STK F |
| ILLINOIS TOOL WKS INC | 3258 | 802445 | COM |
| INVESCO MUNICIPAL TRUST | 77657 | 749389 | COM |
| FIRST TR EXCH TRADED FD III | 15547 | 745257 | MUNI HI INCM ETF |
| VANGUARD WORLD FD | 3924 | 726182 | UTILITIES ETF |
| HOME DEPOT INC | 2089 | 718710 | COM |
| MCDONALDS CORP | 2328 | 711507 | COM |
| VANGUARD INTL EQUITY INDEX F | 8187 | 684490 | FTSE EUROPE ETF |
| NUVEEN MUN VALUE FD INC | 75517 | 684182 | COM |
| VANGUARD WORLD FD | 3217 | 679530 | CONSUM STP ETF |
| SHELL PLC | 8777 | 644934 | SPON ADS |
| VISA INC | 1780 | 624350 | COM CL A |
| ELI LILLY & CO | 579 | 622240 | COM |
| DIMENSIONAL ETF TRUST | 8927 | 621944 | US SMALL CAP ETF |
| CUMMINS INC | 1160 | 592122 | COM |
| RTX CORPORATION | 3030 | 555702 | COM |
| T ROWE PRICE ETF INC | 15149 | 543849 | SMALL MID CAP |
| VANECK ETF TRUST | 1485 | 534671 | SEMICONDUCTR ETF |
| HONEYWELL INTL INC | 2708 | 528351 | COM |
| CITIGROUP INC | 4483 | 523121 | COM NEW |
| NUCOR CORP | 3133 | 511024 | COM |
| ADVANCED MICRO DEVICES INC | 2370 | 507559 | COM |
| MERCK & CO INC | 4766 | 501669 | COM |
| FLAHERTY & CRUMRINE PFD SECS | 30339 | 500889 | COM |
| ABBVIE INC | 2111 | 482342 | COM |
| WELLS FARGO CO NEW | 5125 | 477650 | COM |
| ARISTA NETWORKS INC | 3640 | 476949 | COM SHS |
| DEERE & CO | 1015 | 472554 | COM |
| CATERPILLAR INC | 783 | 448493 | COM |
| CAPITAL GRP FIXED INCM ETF T | 16122 | 441414 | MUNICIPAL INCOME |
| REALTY INCOME CORP | 7639 | 430610 | COM |
| MEDTRONIC PLC | 4372 | 419960 | SHS |
| UNITEDHEALTH GROUP INC | 1269 | 418910 | COM |
| VERIZON COMMUNICATIONS INC | 10066 | 409988 | COM |
| FIDELITY COMWLTH TR | 4331 | 395859 | NASDAQ COMPSIT |
| VANECK ETF TRUST | 7743 | 395797 | HIGH YLD MUNIETF |
| GLOBAL X FDS | 5682 | 368137 | DEFENSE TECH ETF |
| FLAHERTY & CRUMRINE TOTAL RE | 20790 | 363830 | COM |
| DISNEY WALT CO | 3185 | 362357 | COM |
| TOAST INC | 9873 | 350590 | CL A |
| MICRON TECHNOLOGY INC | 1209 | 345061 | COM |
| PHILLIPS 66 | 2602 | 335762 | COM |
| GENERAL MLS INC | 7119 | 331034 | COM |
| CHIPOTLE MEXICAN GRILL INC | 8841 | 327117 | COM |
| VANGUARD SCOTTSDALE FDS | 4030 | 312898 | TOTAL CORP BND |
| DIGITAL RLTY TR INC | 2004 | 310039 | COM |
| UNITED PARCEL SERVICE INC | 3125 | 309969 | CL B |
| SELECT SECTOR SPDR TR | 3941 | 306137 | STATE STREET CON |
| TESLA INC | 645 | 290069 | COM |
| ISHARES TR | 610 | 288713 | RUS 1000 GRW ETF |
| GENERAL MTRS CO | 3533 | 287304 | COM |
| GENERAL DYNAMICS CORP | 848 | 285580 | COM |
| EDWARDS LIFESCIENCES CORP | 3312 | 282348 | COM |
| FASTENAL CO | 7007 | 281191 | COM |
| ALPHABET INC | 875 | 274575 | CAP STK CL C |
| ISHARES TR | 394 | 270009 | CORE S&P500 ETF |
| ISHARES TR | 5086 | 268948 | ISHS 1-5YR INVS |
| AT&T INC | 10521 | 261342 | COM |
| VANGUARD WORLD FD | 900 | 259018 | HEALTH CAR ETF |
| GE AEROSPACE | 802 | 247040 | COM NEW |
| ALLSTATE CORP | 1156 | 240621 | COM |
| PALANTIR TECHNOLOGIES INC | 1318 | 234275 | CL A |
| AMERICAN ELEC PWR CO INC | 1926 | 222080 | COM |
| US BANCORP DEL | 4052 | 216215 | COM NEW |
| ROCKWELL AUTOMATION INC | 550 | 213989 | COM |
| VANGUARD INDEX FDS | 1023 | 213946 | EXTEND MKT ETF |
| CONSOLIDATED EDISON INC | 2137 | 212247 | COM |
| CVS HEALTH CORP | 2600 | 206336 | COM |
| ISHARES SILVER TR | 3105 | 200024 | ISHARES |
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