CIK 2011267
SEAMOUNT FINANCIAL GROUP INC
Institutional 13F holdings & portfolio
Holdings
132
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 132
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 58K | $1M+ | SH |
| AMZN | AMAZON COM INC | 47K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 226K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 151K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 15K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 194K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 26K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| HYS | PIMCO ETF TR | 45K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 95K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 82K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 26K | $1M+ | SH |
| IWM | ISHARES TR | 13K | $1M+ | SH |
| LQD | ISHARES TR | 28K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 10K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 64K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 22K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 31K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 68K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 63K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 69K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 3K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 40K | $1M+ | SH |
| WMT | WALMART INC | 12K | $1M+ | SH |
| HYDB | ISHARES TR | 26K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| KO | COCA COLA CO | 16K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 8K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $500K+ | SH |
| DFP | FLAHERTY & CRUMRINE DYNAMIC | 47K | $500K+ | SH |
| PFF | ISHARES TR | 32K | $500K+ | SH |