Seamount Financial Group Inc Top Holdings and 13F Report (2026)

About Seamount Financial Group Inc

Investment Activity

Seamount Financial Group Inc has $221.86 million in total holdings as of March 31, 2026.
Seamount Financial Group Inc owns shares of 135 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 5.20% of the portfolio was purchased this quarter.
About 3.11% of the portfolio was sold this quarter.
This quarter, Seamount Financial Group Inc has purchased 132 new stocks and bought additional shares in 63 stocks.
Seamount Financial Group Inc sold shares of 38 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $14,160,221
Capital Group Dividend Value ETF: $10,180,062
Amazon.com: $9,538,766
JPMorgan U.S. Quality Factor ETF: $9,504,133
CAPITAL GROUP CORE BALANCED: $8,303,871

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF: $842,987 Holding
14019W109 - Capital Group International Focus Equity ETF: $364,306 Holding
59156R108 - MetLife: $249,500 Holding
717081103 - Pfizer: $214,363 Holding
17275R102 - Cisco Systems: $212,364 Holding

Largest Purchases this Quarter

CAPITAL GROUP CORE BALANCED: 47,538 shares (about $1.64M)
Capital Group U.S. Multi-Sector Income ETF: 35,142 shares (about $956.92K)
Invesco S&P 500 Equal Weight ETF: 4,392 shares (about $842.99K)
Capital Group Dividend Value ETF: 13,487 shares (about $573.74K)
Capital Group Growth ETF: 14,151 shares (about $568.73K)

Largest Sales this Quarter

Costco Wholesale: 1,436 shares (about $1.43M)
SPDR Gold Shares: 2,783 shares (about $1.20M)
Apple: 2,018 shares (about $512.15K)
Meta Platforms: 863 shares (about $493.75K)
Amazon.com: 1,339 shares (about $278.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$14,160,221	$512,149 â–¼	-3.5%	55,795	6.4%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$10,180,062	$573,736 â–²	6.0%	239,306	4.6%	ETF
AMZN Amazon.com	$9,538,766	$278,874 â–¼	-2.8%	45,800	4.3%	Retail/Wholesale
JQUA JPMorgan U.S. Quality Factor ETF	$9,504,133	$238,045 â–²	2.6%	154,992	4.3%	ETF
CAPITAL GROUP CORE BALANCED	$8,303,871	$1,635,786 â–²	24.5%	241,321	3.7%	SHS
VTI Vanguard Total Stock Market ETF	$7,817,166	$39,139 â–²	0.5%	24,367	3.5%	ETF
BRK.B Berkshire Hathaway	$7,303,966	$178,742 â–²	2.5%	15,242	3.3%	Finance
VOO Vanguard S&P 500 ETF	$6,193,666	$277,863 â–²	4.7%	10,365	2.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,648,521	$153,982 â–²	2.8%	26,265	2.5%	ETF
VDE Vanguard Energy ETF	$4,579,304	$2,596 â–¼	-0.1%	26,464	2.1%	ETF
QQQ Invesco QQQ	$4,514,479	$39,246 â–¼	-0.9%	7,822	2.0%	Finance
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$4,385,314	$206,595 â–²	4.9%	47,017	2.0%	ETF
CGUS Capital Group Core Equity ETF	$4,122,614	$458,580 â–²	12.5%	107,304	1.9%	ETF
DFAU Dimensional US Core Equity Market ETF	$3,871,837	$180,435 â–²	4.9%	85,812	1.7%	ETF
MSFT Microsoft	$3,805,741	$435,323 â–²	12.9%	10,281	1.7%	Computer and Technology
VO Vanguard Mid-Cap ETF	$3,749,350	$174,028 â–²	4.9%	13,056	1.7%	ETF
VT Vanguard Total World Stock ETF	$3,623,156	$27,387 â–¼	-0.8%	26,194	1.6%	ETF
XOM ExxonMobil	$3,546,651	$162,877 â–¼	-4.4%	20,904	1.6%	Energy
NVDA NVIDIA	$3,477,082	$16,917 â–²	0.5%	19,937	1.6%	Computer and Technology
IWM iShares Russell 2000 ETF	$3,309,430	$35,217 â–¼	-1.1%	13,344	1.5%	Finance
CGGR Capital Group Growth ETF	$3,147,558	$568,728 â–²	22.1%	78,317	1.4%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,132,697	$89,917 â–²	3.0%	28,743	1.4%	Finance
VNQ Vanguard Real Estate ETF	$3,017,648	$228,756 â–²	8.2%	34,021	1.4%	ETF
GLD SPDR Gold Shares	$3,012,354	$1,197,455 â–¼	-28.4%	7,001	1.4%	Finance
CVX Chevron	$2,891,126	$2,897 â–²	0.1%	13,974	1.3%	Energy
CGMS Capital Group U.S. Multi-Sector Income ETF	$2,847,062	$956,917 â–²	50.6%	104,556	1.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,772,342	$174,849 â–²	6.7%	33,503	1.2%	ETF
CAPITAL GROUP DIVIDEND GROWE	$2,694,159	$235,074 â–²	9.6%	75,046	1.2%	SHS ETF
IBM International Business Machines	$2,382,576	$12,119 â–²	0.5%	9,830	1.1%	Computer and Technology
AVGO Broadcom	$2,327,332	$11,762 â–²	0.5%	7,519	1.0%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,317,822	$26,865 â–²	1.2%	5,004	1.0%	Finance
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,302,182	$69,650 â–²	3.1%	64,686	1.0%	ETF
VV Vanguard Large-Cap ETF	$2,044,037	$102,800 â–²	5.3%	6,840	0.9%	ETF
COST Costco Wholesale	$1,816,492	$1,430,874 â–¼	-44.1%	1,823	0.8%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,760,548	$2,647 â–²	0.2%	5,985	0.8%	Finance
CGGO Capital Group Global Growth Equity ETF	$1,739,601	$415,788 â–²	31.4%	52,131	0.8%	ETF
COP ConocoPhillips	$1,516,148	$27,060 â–²	1.8%	11,486	0.7%	Energy
WALMART INC	$1,478,808	$38,030 â–¼	-2.5%	11,899	0.7%	COM
SPY SPDR S&P 500 ETF Trust	$1,466,188	$25,369 â–²	1.8%	2,254	0.7%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$1,460,167	$51,271 â–¼	-3.4%	19,964	0.7%	ETF
GOOGL Alphabet	$1,401,650	$21,856 â–²	1.6%	4,874	0.6%	Computer and Technology
HYDB iShares High Yield Systematic Bond ETF	$1,333,674	$127,185 â–²	10.5%	28,669	0.6%	ETF
VOOG Vanguard S&P 500 Growth ETF	$1,263,839		0.0%	3,100	0.6%	ETF
KO CocaCola	$1,201,590	$8,366 â–²	0.7%	15,800	0.5%	Consumer Staples
JNJ Johnson & Johnson	$1,148,624	$2,689 â–²	0.2%	4,699	0.5%	Medical
SDY SPDR S&P Dividend ETF	$1,138,332	$13,281 â–²	1.2%	7,800	0.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$1,108,612	$5,790 â–²	0.5%	14,744	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$1,099,284	$141,504 â–²	14.8%	36,256	0.5%	ETF
MATX Matson	$1,094,627		0.0%	6,677	0.5%	Transportation
VXUS Vanguard Total International Stock ETF	$1,069,618	$238,121 â–²	28.6%	13,871	0.5%	ETF
VYMI Vanguard International High Dividend Yield ETF	$1,046,176	$87,362 â–²	9.1%	11,101	0.5%	ETF
SNA Snap-On	$987,595		0.0%	2,719	0.4%	Consumer Discretionary
UNP Union Pacific	$980,670	$13,829 â–¼	-1.4%	4,042	0.4%	Transportation
PG Procter & Gamble	$969,048	$6,211 â–²	0.6%	6,709	0.4%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$957,693	$243,991 â–¼	-20.3%	18,923	0.4%	ETF
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund	$902,984	$41,906 â–¼	-4.4%	44,992	0.4%	Financial Services
WM Waste Management	$901,007	$2,757 â–²	0.3%	3,921	0.4%	Business Services
FMHI First Trust Municipal High Income ETF	$896,752	$157,644 â–²	21.3%	18,863	0.4%	Manufacturing
XHB SPDR S&P Homebuilders ETF	$875,529	$22,705 â–²	2.7%	8,869	0.4%	ETF
ITW Illinois Tool Works	$848,025		0.0%	3,258	0.4%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$842,987	$842,987 â–²	New Holding	4,392	0.4%	ETF
CAPITAL GROUP INTERNATIONAL	$835,053	$109,171 â–¼	-11.6%	24,691	0.4%	SHS
SHEL Shell	$774,411	$41,850 â–¼	-5.1%	8,327	0.3%	Energy
VYM Vanguard High Dividend Yield ETF	$766,649	$72,711 â–¼	-8.7%	5,177	0.3%	Financial Services
VPU Vanguard Utilities ETF	$756,299	$21,201 â–¼	-2.7%	3,817	0.3%	ETF
UAL United Airlines	$730,207	$8,010 â–¼	-1.1%	7,931	0.3%	Transportation
VDC Vanguard Consumer Staples ETF	$726,170	$3,594 â–²	0.5%	3,233	0.3%	ETF
MCD McDonald's	$717,303	$6,216 â–¼	-0.9%	2,308	0.3%	Retail/Wholesale
VGK Vanguard FTSE Europe ETF	$703,487	$28,604 â–²	4.2%	8,534	0.3%	ETF
VKQ Inv Vk Mun Tr	$701,508	$37,785 â–¼	-5.1%	73,688	0.3%	Finance
DFAS Dimensional U.S. Small Cap ETF	$684,271	$49,293 â–²	7.8%	9,620	0.3%	ETF
HD Home Depot	$679,844	$7,236 â–¼	-1.1%	2,067	0.3%	Retail/Wholesale
BX Blackstone	$663,147	$1,955 â–¼	-0.3%	5,767	0.3%	Finance
NUV Nuveen Municipal Value Fund	$636,331	$42,568 â–¼	-6.3%	70,782	0.3%	Finance
DE Deere & Company	$628,080	$56,330 â–²	9.9%	1,115	0.3%	Industrials
CMI Cummins	$624,103		0.0%	1,160	0.3%	Auto/Tires/Trucks
HON Honeywell International	$612,316	$226 â–²	0.0%	2,709	0.3%	Multi-Sector Conglomerates
RTX RTX	$584,487		0.0%	3,030	0.3%	Aerospace
MRK Merck & Co., Inc.	$573,302		0.0%	4,766	0.3%	Medical
SMH VanEck Semiconductor ETF	$562,318	$6,900 â–¼	-1.2%	1,467	0.3%	Manufacturing
TMSL T. Rowe Price Small-Mid Cap ETF	$554,964	$550 â–¼	-0.1%	15,134	0.3%	ETF
LLY Eli Lilly and Company	$532,547		0.0%	579	0.2%	Medical
NUE Nucor	$529,790		0.0%	3,133	0.2%	Basic Materials
CGMU Capital Group Municipal Income ETF	$528,403	$90,683 â–²	20.7%	19,462	0.2%	ETF
VZ Verizon Communications	$524,138	$18,825 â–²	3.7%	10,441	0.2%	Computer and Technology
V Visa	$516,343	$21,766 â–¼	-4.0%	1,708	0.2%	Business Services
AMD Advanced Micro Devices	$509,592	$27,463 â–²	5.7%	2,505	0.2%	Computer and Technology
C Citigroup	$508,417		0.0%	4,483	0.2%	Financial Services
CAT Caterpillar	$498,117	$56,685 â–¼	-10.2%	703	0.2%	Industrials
HYD VanEck High Yield Muni ETF	$482,775	$94,560 â–²	24.4%	9,629	0.2%	ETF
PSX Phillips 66	$474,032		0.0%	2,602	0.2%	Energy
WFC Wells Fargo & Company	$472,326	$64,325 â–²	15.8%	5,933	0.2%	Finance
O Realty Income	$467,354		0.0%	7,639	0.2%	Finance
FFC Flaherty & Crumrine Preferred Securities Income Fund	$455,346	$14,607 â–¼	-3.1%	29,396	0.2%	Financial Services
ARISTA NETWORKS INC	$446,919		0.0%	3,640	0.2%	COM SHS
ABBV AbbVie	$439,330	$19,792 â–¼	-4.3%	2,020	0.2%	Medical
GLOBAL X FDS	$421,423	$18,914 â–²	4.7%	5,949	0.2%	DEFENSE TECH ETF
GOOG Alphabet	$417,668	$166,666 â–²	66.4%	1,456	0.2%	Computer and Technology
MDT Medtronic	$400,484	$21,662 â–²	5.7%	4,622	0.2%	Medical
MU Micron Technology	$386,489	$21,960 â–¼	-5.4%	1,144	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Seamount Financial Group Inc Top Holdings and 13F Report (2026)

About Seamount Financial Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Seamount Financial Group Inc Top Holdings and 13F Report (2026)

About Seamount Financial Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeamount Financial Group Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools