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SEAMOUNT FINANCIAL GROUP INC

SEAMOUNT FINANCIAL GROUP INC is an Investment Adviser institutional filer with the SEC under CIK 2011267, reporting 143 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CO
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-21

Top 10 portfolio positions

The largest reported holdings in SEAMOUNT FINANCIAL GROUP INC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. CAPITAL GROUP DIVIDEND VALUE (CGDV)
  3. J P MORGAN EXCHANGE TRADED F (JQUA)
  4. AMAZON COM INC (AMZN)
  5. CAPITAL GROUP CORE BALANCED (CGBL)
  6. VANGUARD INDEX FDS (VTI)
  7. VANGUARD INDEX FDS (VOO)
  8. INVESCO QQQ TR (QQQ)
  9. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  10. VANGUARD SPECIALIZED FUNDS (VIG)
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