SEAMOUNT FINANCIAL GROUP INC

Est. AUM

$221.9M

13F long equity, this entity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$14.2M	55795	6.38%	SOLE
2	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$10.2M	239306	4.59%	SOLE
3	AMAZON COM INC	COM	$9.5M	45800	4.30%	SOLE
4	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$9.5M	154992	4.28%	SOLE
5	CAPITAL GROUP CORE BALANCED	SHS	$8.3M	241321	3.74%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$7.8M	24367	3.52%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.3M	15242	3.29%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	10365	2.79%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.6M	26265	2.55%	SOLE
10	VANGUARD WORLD FD	ENERGY ETF	$4.6M	26464	2.06%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$4.5M	7822	2.03%	SOLE
12	PIMCO ETF TR	0-5 HIGH YIELD	$4.4M	47017	1.98%	SOLE
13	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$4.1M	107304	1.86%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.9M	85812	1.75%	SOLE
15	MICROSOFT CORP	COM	$3.8M	10281	1.72%	SOLE
16	VANGUARD INDEX FDS	MID CAP ETF	$3.7M	13056	1.69%	SOLE
17	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.6M	26194	1.63%	SOLE
18	EXXON MOBIL CORP	COM	$3.5M	20904	1.60%	SOLE
19	NVIDIA CORPORATION	COM	$3.5M	19937	1.57%	SOLE
20	ISHARES TR	RUSSELL 2000 ETF	$3.3M	13344	1.49%	SOLE
21	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.1M	78317	1.42%	SOLE
22	ISHARES TR	IBOXX INV CP ETF	$3.1M	28743	1.41%	SOLE
23	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	34021	1.36%	SOLE
24	SPDR GOLD TR	GOLD SHS	$3.0M	7001	1.36%	SOLE
25	CHEVRON CORPORATION	COM	$2.9M	13974	1.30%	SOLE
26	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$2.8M	104556	1.28%	SOLE
27	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.8M	33503	1.25%	SOLE
28	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.7M	75046	1.21%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$2.4M	9830	1.07%	SOLE
30	BROADCOM INC	COM	$2.3M	7519	1.05%	SOLE
31	STATE STR SPDR DOW JONES IND	UT SER 1	$2.3M	5004	1.04%	SOLE
32	T ROWE PRICE ETF INC	CAP APPRECIATION	$2.3M	64686	1.04%	SOLE
33	VANGUARD INDEX FDS	LARGE CAP ETF	$2.0M	6840	0.92%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1823	0.82%	SOLE
35	JPMORGAN CHASE & CO	COM	$1.8M	5985	0.79%	SOLE
36	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.7M	52131	0.78%	SOLE
37	CONOCOPHILLIPS	COM	$1.5M	11486	0.68%	SOLE
38	WALMART INC	COM	$1.5M	11899	0.67%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	2254	0.66%	SOLE
40	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.5M	19964	0.66%	SOLE
41	ALPHABET INC	CAP STK CL A	$1.4M	4874	0.63%	SOLE
42	ISHARES TR	HIGH YLD SYSTM B	$1.3M	28669	0.60%	SOLE
43	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.3M	3100	0.57%	SOLE
44	COCA COLA CO	COM	$1.2M	15800	0.54%	SOLE
45	JOHNSON & JOHNSON	COM	$1.1M	4699	0.52%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	7800	0.51%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.1M	14744	0.50%	SOLE
48	ISHARES TR	PFD AND INCM SEC	$1.1M	36256	0.50%	SOLE
49	MATSON INC	COM	$1.1M	6677	0.49%	SOLE
50	VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	13871	0.48%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.