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

About Seamount Financial Group Inc

Investment Activity

Seamount Financial Group Inc has $254.76 million in total holdings as of September 30, 2026.
Seamount Financial Group Inc owns shares of 143 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 5.18% of the portfolio was purchased this quarter.
About 3.37% of the portfolio was sold this quarter.
This quarter, Seamount Financial Group Inc has purchased 141 new stocks and bought additional shares in 56 stocks.
Seamount Financial Group Inc sold shares of 40 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $17,491,868
Capital Group Dividend Value ETF: $12,472,462
JPMorgan U.S. Quality Factor ETF: $11,520,567
Amazon.com: $10,594,605
CAPITAL GROUP CORE BALANCED: $10,097,065

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,463,938 Holding
25434V880 - Dimensional World ex U.S. Core Equity 2 ETF: $711,895 Holding
25434V609 - Dimensional U.S. Targeted Value ETF: $655,032 Holding
126650100 - CVS Health: $367,610 Holding
25434V666 - Dimensional US Large Cap Value ETF: $297,499 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 21,284 shares (about $3.46M)
Dimensional World ex U.S. Core Equity 2 ETF: 19,230 shares (about $711.90K)
Dimensional U.S. Targeted Value ETF: 9,859 shares (about $655.03K)
CAPITAL GROUP CORE BALANCED: 16,636 shares (about $611.37K)
Capital Group U.S. Multi-Sector Income ETF: 17,943 shares (about $470.64K)

Largest Sales this Quarter

Apple: 2,678 shares (about $891.83K)
Amazon.com: 2,370 shares (about $590.49K)
United Airlines: 1,973 shares (about $218.90K)
Advanced Micro Devices: 355 shares (about $217.17K)
Berkshire Hathaway: 320 shares (about $159.34K)

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	$17,491,868	$891,827 ▼	-4.9%	52,525	6.9%	Technology
CGDV Capital Group Dividend Value ETF	$12,472,462	$295,102 ▲	2.4%	255,322	4.9%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$11,520,567	$66,420 ▲	0.6%	156,105	4.5%	ETF
AMZN Amazon.com	$10,594,605	$590,485 ▼	-5.3%	42,523	4.2%	Consumer Discretionary
CAPITAL GROUP CORE BALANCED	$10,097,065	$611,373 ▲	6.4%	274,750	4.0%	SHS
VTI Vanguard Total Stock Market ETF	$9,436,200	$216,688 ▲	2.4%	25,214	3.7%	ETF
VOO Vanguard S&P 500 ETF	$7,638,216	$162,605 ▲	2.2%	10,898	3.0%	ETF
QQQ Invesco QQQ	$7,147,622	$80,635 ▼	-1.1%	9,662	2.8%	ETF
BRK.B Berkshire Hathaway	$6,850,298	$159,344 ▼	-2.3%	13,757	2.7%	Finance
VIG Vanguard Dividend Appreciation ETF	$6,191,813	$59,027 ▲	1.0%	26,539	2.4%	ETF
CGUS Capital Group Core Equity ETF	$5,620,973	$411,492 ▲	7.9%	126,314	2.2%	ETF
MSFT Microsoft	$5,186,816	$45,134 ▼	-0.9%	10,113	2.0%	Technology
NVDA NVIDIA	$4,818,892	$439,410 ▲	10.0%	21,100	1.9%	Technology
VDE Vanguard Energy ETF	$4,802,268	$236,550 ▲	5.2%	27,894	1.9%	ETF
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$4,610,473	$213,532 ▲	4.9%	50,956	1.8%	ETF
DFAU Dimensional US Core Equity Market ETF	$4,587,053	$42,516 ▲	0.9%	87,606	1.8%	ETF
VO Vanguard Mid-Cap ETF	$4,329,040	$47,836 ▲	1.1%	55,203	1.7%	ETF
VT Vanguard Total World Stock ETF	$4,178,527	$18,152 ▲	0.4%	26,472	1.6%	ETF
CGGR Capital Group Growth ETF	$4,147,188	$241,656 ▲	6.2%	87,438	1.6%	ETF
IWM iShares Russell 2000 ETF	$3,723,029	$45,020 ▲	1.2%	13,397	1.5%	ETF
VNQ Vanguard Real Estate ETF	$3,492,477	$381,022 ▲	12.2%	38,965	1.4%	ETF
EXXONMOBIL HOLDINGS CORP	$3,463,938	$3,463,938 ▲	New Holding	21,284	1.4%	COM SHS
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,241,130	$223,977 ▲	7.4%	31,720	1.3%	ETF
CVX Chevron	$3,033,983	$130,492 ▲	4.5%	14,857	1.2%	Energy
CGMS Capital Group U.S. Multi-Sector Income ETF	$3,027,851	$470,643 ▲	18.4%	115,435	1.2%	ETF
CAPITAL GROUP DIVIDEND GROWE	$3,010,565	$146,527 ▲	5.1%	81,301	1.2%	SHS ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,845,117	$26,123 ▲	0.9%	67,308	1.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,717,808	$121,615 ▲	4.7%	34,706	1.1%	ETF
AVGO Broadcom	$2,586,049	$27,040 ▼	-1.0%	7,364	1.0%	Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,561,692	$14,240 ▼	-0.6%	5,037	1.0%	ETF
GLD SPDR Gold Shares	$2,543,630	$25,516 ▼	-1.0%	6,679	1.0%	ETF
VV Vanguard Large-Cap ETF	$2,389,103	$352 ▲	0.0%	6,790	0.9%	ETF
CGGO Capital Group Global Growth Equity ETF	$2,296,208	$135,490 ▲	6.3%	57,723	0.9%	ETF
IBM International Business Machines	$2,082,630	$86,428 ▼	-4.0%	9,470	0.8%	Technology
JPM JPMorgan Chase & Co.	$1,954,544	$9,925 ▼	-0.5%	5,908	0.8%	Finance
SPY SPDR S&P 500 ETF Trust	$1,948,578	$122,024 ▲	6.7%	2,555	0.8%	ETF
GOOGL Alphabet	$1,641,147	$58,490 ▼	-3.4%	4,770	0.6%	Communication Services
COP ConocoPhillips	$1,597,410	$160,317 ▲	11.2%	12,764	0.6%	Energy
VOOG Vanguard S&P 500 Growth ETF	$1,589,928		0.0%	18,600	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$1,460,126	$196,513 ▲	15.6%	17,186	0.6%	ETF
COST Costco Wholesale	$1,429,268		0.0%	1,570	0.6%	Consumer Staples
MATX Matson	$1,425,130	$29,434 ▼	-2.0%	6,488	0.6%	Industrials
HYDB iShares High Yield Systematic Bond ETF	$1,416,709	$7,868 ▲	0.6%	31,510	0.6%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$1,299,217	$23,691 ▼	-1.8%	18,426	0.5%	ETF
KO Coca-Cola	$1,280,922	$79,105 ▼	-5.8%	14,881	0.5%	Consumer Staples
WALMART INC	$1,244,484	$40,426 ▲	3.4%	11,975	0.5%	COM
JNJ Johnson & Johnson	$1,214,515	$18,265 ▼	-1.5%	4,588	0.5%	Healthcare
VYMI Vanguard International High Dividend Yield ETF	$1,177,952	$42,171 ▲	3.7%	11,648	0.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$1,129,439	$81,977 ▼	-6.8%	13,433	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,124,555	$163,712 ▲	17.0%	5,406	0.4%	ETF
UNP Union Pacific	$1,116,549		0.0%	4,103	0.4%	Industrials
PFF iShares Preferred and Income Securities ETF	$1,103,003	$35,459 ▼	-3.1%	37,390	0.4%	ETF
MU Micron Technology	$1,051,264		0.0%	987	0.4%	Technology
CAPITAL GROUP INTERNATIONAL	$1,022,550	$29,841 ▼	-2.8%	27,859	0.4%	SHS
PG Procter & Gamble	$995,894		0.0%	6,855	0.4%	Consumer Staples
AMD Advanced Micro Devices	$949,452	$217,175 ▼	-18.6%	1,552	0.4%	Technology
XHB SPDR S&P Homebuilders ETF	$909,046	$41,774 ▲	4.8%	9,466	0.4%	ETF
SNA Snap-On	$878,944		0.0%	2,419	0.3%	Industrials
TMSL T. Rowe Price Small-Mid Cap ETF	$873,219	$257,265 ▲	41.8%	21,455	0.3%	ETF
CGMU Capital Group Municipal Income ETF	$837,277	$232,841 ▲	38.5%	32,277	0.3%	ETF
SMH VanEck Semiconductor ETF	$825,597	$41,402 ▼	-4.8%	1,356	0.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$825,065	$54,581 ▲	7.1%	10,657	0.3%	ETF
ITW Illinois Tool Works	$814,034		0.0%	3,164	0.3%	Industrials
JPST JPMorgan Ultra-Short Income ETF	$813,627	$103,762 ▼	-11.3%	16,153	0.3%	ETF
WM Waste Management	$806,597		0.0%	3,955	0.3%	Industrials
CGXU Capital Group International Focus Equity ETF	$801,202	$107,810 ▲	15.5%	23,365	0.3%	ETF
FMHI First Trust Municipal High Income ETF	$783,481	$3,947 ▲	0.5%	17,469	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$781,958	$2,639 ▲	0.3%	5,038	0.3%	ETF
DE Deere & Company	$748,778		0.0%	1,115	0.3%	Industrials
NUE Nucor	$732,339		0.0%	3,133	0.3%	Materials
VGK Vanguard FTSE Europe ETF	$730,013	$13,715 ▼	-1.8%	8,410	0.3%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$711,895	$711,895 ▲	New Holding	19,230	0.3%	ETF
ARISTA NETWORKS INC	$700,350		0.0%	3,440	0.3%	COM SHS
SHEL Shell	$697,857	$5,703 ▼	-0.8%	7,342	0.3%	Energy
MRK Merck & Co., Inc.	$692,547		0.0%	4,766	0.3%	Healthcare
NUV Nuveen Municipal Value Fund	$690,625	$41,558 ▲	6.4%	83,308	0.3%	Finance
GOOG Alphabet	$686,591	$174,459 ▲	34.1%	2,015	0.3%	Communication Services
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund	$675,228	$153,684 ▼	-18.5%	35,764	0.3%	Finance
VDC Vanguard Consumer Staples ETF	$672,627	$28,590 ▼	-4.1%	3,082	0.3%	ETF
LLY Eli Lilly and Company	$669,949		0.0%	579	0.3%	Healthcare
UAL United Airlines	$655,604	$218,905 ▼	-25.0%	5,909	0.3%	Industrials
DFAT Dimensional U.S. Targeted Value ETF	$655,032	$655,032 ▲	New Holding	9,859	0.3%	ETF
BX Blackstone	$646,597		0.0%	5,769	0.3%	Finance
V Visa	$640,915		0.0%	1,784	0.3%	Finance
CGCP Capital Group Core Plus Income ETF	$637,236	$425,664 ▲	201.2%	30,101	0.3%	ETF
HD Home Depot	$605,597	$284 ▲	0.0%	2,129	0.2%	Consumer Discretionary
VKQ Inv Vk Mun Tr	$602,808	$22,065 ▼	-3.5%	71,086	0.2%	Finance
CAT Caterpillar	$570,379		0.0%	703	0.2%	Industrials
VPU Vanguard Utilities ETF	$565,862	$34,030 ▼	-5.7%	3,309	0.2%	ETF
CMI Cummins	$547,564		0.0%	1,060	0.2%	Industrials
WFC Wells Fargo & Company	$536,581	$41,707 ▲	8.4%	6,703	0.2%	Finance
ABBV AbbVie	$525,796		0.0%	2,010	0.2%	Healthcare
HYD VanEck High Yield Muni ETF	$519,504	$2,834 ▲	0.5%	10,816	0.2%	ETF
MCD McDonald's	$510,020		0.0%	2,208	0.2%	Consumer Discretionary
RTX RTX	$480,834	$9,283 ▼	-1.9%	2,590	0.2%	Industrials
UNH UnitedHealth Group	$480,555	$16,520 ▲	3.6%	1,309	0.2%	Healthcare
ONEQ Fidelity NASDAQ Composite Index ETF	$478,856	$19,158 ▲	4.2%	4,524	0.2%	ETF
VZ Verizon Communications	$434,572		0.0%	9,474	0.2%	Communication Services
O Realty Income	$432,717	$7,059 ▲	1.7%	7,969	0.2%	Real Estate
FFC Flaherty & Crumrine Preferred Securities Income Fund	$406,843	$27,728 ▼	-6.4%	27,232	0.2%	Finance

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