Institutional Manager · CIK 0002011267
SEAMOUNT FINANCIAL GROUP INC
COLORADO SPRINGS, CO · File #028-23805
Latest AUM
$220.2M
Positions
132
Top-10 Concentration
47.6%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $220.2M
- 13F HOLDINGS REPORTQ/E Sep 2025134 pos · $211.8M
- 13F HOLDINGS REPORTQ/E Jun 2025129 pos · $194.5M
- 13F HOLDINGS REPORTQ/E Mar 202598 pos · $146.9M
- 13F HOLDINGS REPORTQ/E Dec 202499 pos · $144.8M
- 13F HOLDINGS REPORTQ/E Sep 202492 pos · $133.0M
- 13F HOLDINGS REPORTQ/E Jun 202487 pos · $122.6M
- 13F HOLDINGS REPORTQ/E Mar 202485 pos · $114.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 57,813 | $15.7M | 8.79% |
| 2 | AMAZON COM INC | AMZN | 47,139 | $10.9M | 6.08% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 225,819 | $9.9M | 5.51% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 151,110 | $9.5M | 5.34% |
| 5 | VANGUARD INDEX FDS | 922908769 | 24,245 | $8.1M | 4.55% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,869 | $7.5M | 4.18% |
| 7 | CAPITAL GROUP CORE BALANCED | 14021D107 | 193,783 | $6.8M | 3.83% |
| 8 | VANGUARD INDEX FDS | 922908363 | 9,900 | $6.2M | 3.47% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 25,549 | $5.6M | 3.14% |
| 10 | INVESCO QQQ TR | IVZ | 7,890 | $4.8M | 2.71% |
| 11 | MICROSOFT CORP | MSFT | 9,105 | $4.4M | 2.46% |
| 12 | PIMCO ETF TR | 72201R783 | 44,802 | $4.2M | 2.38% |
| 13 | SPDR GOLD TR | GLD | 9,784 | $3.9M | 2.17% |
| 14 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 95,368 | $3.8M | 2.15% |
| 15 | DIMENSIONAL ETF TRUST | 25434V104 | 81,813 | $3.8M | 2.14% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042742 | 26,392 | $3.7M | 2.08% |
| 17 | NVIDIA CORPORATION | NVDA | 19,840 | $3.7M | 2.07% |
| 18 | VANGUARD INDEX FDS | 922908629 | 12,450 | $3.6M | 2.02% |
| 19 | VANGUARD WORLD FD | 92204A306 | 26,479 | $3.3M | 1.86% |
| 20 | ISHARES TR | 464287655 | 13,486 | $3.3M | 1.86% |