Investor
SEAMOUNT FINANCIAL GROUP INC
CIK 0002011267 · filed 2026-04-24 · SEC filing
13F book
$221.9M
Positions
135
8 new · 5 sold
Largest name
6.4%
Apple Inc. · AAPL
Est. mark
−$3.19M
Price effect on 127 names still held. Flow $4.83M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 55.8K | $14.2M | 6.4% | −$1.01M | Cut−$1.56M |
| Capital Group Dividend Value | — | 239.3K | $10.2M | 4.6% | −$248.4K | Added$325.3K |
| Amazon Com Inc | AMZN | 45.8K | $9.54M | 4.3% | −$1.03M | Cut−$1.34M |
| J P Morgan Exchange Traded F | — | 155K | $9.5M | 4.3% | −$281.1K | Added−$43K |
| Capital Group Core Balanced | — | 241.3K | $8.3M | 3.7% | −$178.3K | Added$1.46M |
| Vanguard Index Fds | — | 24.4K | $7.82M | 3.5% | −$350.6K | Added−$311.4K |
| Berkshire Hathaway Inc Del | — | 15.2K | $7.3M | 3.3% | −$348.7K | Added−$169.9K |
| Vanguard Index Fds | — | 10.4K | $6.19M | 2.8% | −$292.7K | Added−$14.8K |
| Vanguard Specialized Funds | — | 26.3K | $5.65M | 2.5% | −$120.6K | Added$33.4K |
| Vanguard World Fd | — | 26.5K | $4.58M | 2.1% | $1.25M | Cut$1.25M |
| Invesco Qqq Tr | — | 7.82K | $4.51M | 2.0% | −$290.4K | Cut−$332.2K |
| Pimco Etf Tr | — | 47K | $4.39M | 2.0% | −$69.4K | Added$137.2K |
| Capital Group Core Equity Et | — | 107.3K | $4.12M | 1.9% | −$172.6K | Added$286K |
| Dimensional Etf Trust | — | 85.8K | $3.87M | 1.7% | −$137.4K | Added$43K |
| Microsoft Corp | MSFT | 10.3K | $3.81M | 1.7% | −$1.03M | Added−$597.6K |
| Vanguard Index Fds | — | 13.1K | $3.75M | 1.7% | −$37.8K | Added$136.2K |
| Vanguard Intl Equity Index F | — | 26.2K | $3.62M | 1.6% | −$71.7K | Cut−$99.7K |
| Exxon Mobil Corp | — | 20.9K | $3.55M | 1.6% | $1.03M | Cut$915.5K |
| Nvidia Corp | NVDA | 19.9K | $3.48M | 1.6% | −$240.1K | Added−$223.2K |
| Ishares Tr | — | 13.3K | $3.31M | 1.5% | $24.6K | Cut−$10.3K |
| Capital Group Growth Etf | — | 78.3K | $3.15M | 1.4% | −$274.6K | Added$294.1K |
| Ishares Tr | — | 28.7K | $3.13M | 1.4% | −$33.5K | Added$56.4K |
| Vanguard Index Fds | — | 34K | $3.02M | 1.4% | $6.55K | Added$235.3K |
| Spdr Gold Tr | — | 7K | $3.01M | 1.4% | $237.8K | Cut−$865.1K |
| Chevron Corp New | CVX | 14K | $2.89M | 1.3% | $760.6K | Added$763.5K |
| Capital Grp Fixed Incm Etf T | — | 104.6K | $2.85M | 1.3% | −$27.1K | Added$929.8K |
| Vanguard Scottsdale Fds | — | 33.5K | $2.77M | 1.3% | −$31.4K | Added$143.5K |
| Capital Group Dividend Growe | — | 75K | $2.69M | 1.2% | $17.8K | Added$252.9K |
| International Business Machs | — | 9.83K | $2.38M | 1.1% | −$526.3K | Added−$514.2K |
| Broadcom Inc. | AVGO | 7.52K | $2.33M | 1.0% | −$273.5K | Added−$261.7K |
| Spdr Dow Jones Indl Average | — | 5K | $2.32M | 1.0% | −$85.9K | Added−$59K |
| T Rowe Price Etf Inc | — | 64.7K | $2.3M | 1.0% | −$165K | Added−$95.3K |
| Vanguard Index Fds | — | 6.84K | $2.04M | 0.9% | −$103.8K | Added−$1.04K |
| Costco Whsl Corp New | — | 1.82K | $1.82M | 0.8% | $244.2K | Cut−$994.3K |
| Jpmorgan Chase & Co. | — | 5.99K | $1.76M | 0.8% | −$167.7K | Added−$165K |
| Capital Group Gbl Growth Eqt | — | 52.1K | $1.74M | 0.8% | −$50.8K | Added$365K |
| Conocophillips | COP | 11.5K | $1.52M | 0.7% | $433K | Added$460.1K |
| Walmart Inc. | WMT | 11.9K | $1.48M | 0.7% | $153.1K | Cut$119K |
| Spdr S&P 500 Etf Tr | — | 2.25K | $1.47M | 0.7% | −$69.7K | Added−$44.3K |
| Invesco Exch Traded Fd Tr Ii | — | 20K | $1.46M | 0.7% | $34.3K | Cut−$15.7K |
| Alphabet Inc | — | 4.87K | $1.4M | 0.6% | −$122K | Added−$100.1K |
| Ishares Tr | — | 28.7K | $1.33M | 0.6% | −$21.5K | Added$105.7K |
| Vanguard Admiral Fds Inc | — | 3.1K | $1.26M | 0.6% | −$114.4K | Held |
| Coca Cola Co | KO | 15.8K | $1.2M | 0.5% | $96.3K | Added$104.7K |
| Johnson & Johnson | JNJ | 4.7K | $1.15M | 0.5% | $175.8K | Added$178.4K |
| Spdr Series Trust | — | 7.8K | $1.14M | 0.5% | $52.3K | Added$65.5K |
| Invesco Exchange Traded Fd T | — | 14.7K | $1.11M | 0.5% | $2.07K | Added$7.86K |
| Ishares Tr | — | 36.3K | $1.1M | 0.5% | −$20.2K | Added$121.3K |
| Matson, Inc. | MATX | 6.68K | $1.09M | 0.5% | $269.7K | Held |
| Vanguard Star Fds | — | 13.9K | $1.07M | 0.5% | $18.1K | Added$256.2K |
| Vanguard Whitehall Fds | — | 11.1K | $1.05M | 0.5% | $43.2K | Added$130.5K |
| Snap-on Inc | SNA | 2.72K | $987.6K | 0.4% | $50.6K | Held |
| Union Pac Corp | — | 4.04K | $980.7K | 0.4% | $45.7K | Cut$32.5K |
| Procter And Gamble Co | PG | 6.71K | $969K | 0.4% | $7.53K | Added$13.7K |
| J P Morgan Exchange Traded F | — | 18.9K | $957.7K | 0.4% | $378 | Cut−$243.5K |
| Flaherty & Crumrine Dynamic | — | 45K | $903K | 0.4% | −$32.4K | Cut−$75.8K |
| Waste Mgmt Inc Del | — | 3.92K | $901K | 0.4% | $39.4K | Added$42.2K |
| First Tr Exch Traded Fd Iii | — | 18.9K | $896.8K | 0.4% | −$6.15K | Added$151.5K |
| Spdr Series Trust | — | 8.87K | $875.5K | 0.4% | −$36.6K | Added−$13.9K |
| Illinois Tool Wks Inc | — | 3.26K | $848K | 0.4% | $45.6K | Held |
| Invesco Exchange Traded Fd T | — | 4.39K | $843K | 0.4% | — | New |
| Capital Group International | — | 24.7K | $835.1K | 0.4% | −$24.7K | Cut−$137.1K |
| Shell Plc | — | 8.33K | $774.4K | 0.3% | $162.5K | Cut$129.5K |
| Vanguard Whitehall Fds | — | 5.18K | $766.6K | 0.3% | $23.6K | Cut−$46.9K |
| Vanguard World Fd | — | 3.82K | $756.3K | 0.3% | $49.9K | Cut$30.1K |
| United Airls Hldgs Inc | — | 7.93K | $730.2K | 0.3% | −$156.6K | Cut−$166.4K |
| Vanguard World Fd | — | 3.23K | $726.2K | 0.3% | $43K | Added$46.6K |
| Mcdonalds Corp | MCD | 2.31K | $717.3K | 0.3% | $11.9K | Cut$5.8K |
| Vanguard Intl Equity Index F | — | 8.53K | $703.5K | 0.3% | −$9.61K | Added$19K |
| Invesco Municipal Trust | VKQ | 73.7K | $701.5K | 0.3% | −$9.58K | Cut−$47.9K |
| Dimensional Etf Trust | — | 9.62K | $684.3K | 0.3% | $13K | Added$62.3K |
| Home Depot, Inc. | HD | 2.07K | $679.8K | 0.3% | −$31.3K | Cut−$38.9K |
| Blackstone Inc. | BX | 5.77K | $663.1K | 0.3% | −$225.8K | Cut−$228.4K |
| Nuveen Mun Value Fd Inc | — | 70.8K | $636.3K | 0.3% | −$4.95K | Cut−$47.9K |
| Deere & Co | DE | 1.11K | $628.1K | 0.3% | $99.2K | Added$155.5K |
| Cummins Inc | CMI | 1.16K | $624.1K | 0.3% | $32K | Held |
| Honeywell Intl Inc | — | 2.71K | $612.3K | 0.3% | $83.7K | Added$84K |
| RTX Corp | RTX | 3.03K | $584.5K | 0.3% | $28.8K | Held |
| Merck & Co., Inc. | MRK | 4.77K | $573.3K | 0.3% | $71.6K | Held |
| Vaneck Etf Trust | — | 1.47K | $562.3K | 0.3% | $34.1K | Cut$27.6K |
| T Rowe Price Etf Inc | — | 15.1K | $555K | 0.3% | $11.7K | Cut$11.1K |
| Eli Lilly & Co | LLY | 579 | $532.5K | 0.2% | −$89.7K | Held |
| Nucor Corp | NUE | 3.13K | $529.8K | 0.2% | $18.8K | Held |
| Capital Grp Fixed Incm Etf T | — | 19.5K | $528.4K | 0.2% | −$3.69K | Added$87K |
| Verizon Communications Inc | VZ | 10.4K | $524.1K | 0.2% | $95.3K | Added$114.2K |
| Visa Inc. | V | 1.71K | $516.3K | 0.2% | −$82.8K | Cut−$108K |
| Advanced Micro Devices Inc | AMD | 2.5K | $509.6K | 0.2% | −$25.4K | Added$2.03K |
| Citigroup Inc | — | 4.48K | $508.4K | 0.2% | −$14.7K | Held |
| Caterpillar Inc | CAT | 703 | $498.1K | 0.2% | $95.4K | Cut$49.6K |
| Vaneck Etf Trust | — | 9.63K | $482.8K | 0.2% | −$7.58K | Added$87K |
| Phillips 66 | PSX | 2.6K | $474K | 0.2% | $138.3K | Held |
| Wells Fargo Co New | — | 5.93K | $472.3K | 0.2% | −$69.6K | Added−$5.32K |
| Realty Income Corp | O | 7.64K | $467.4K | 0.2% | $36.7K | Held |
| Flaherty & Crumrine Pfd Secs | — | 29.4K | $455.3K | 0.2% | −$30K | Cut−$45.5K |
| Arista Networks, Inc. | ANET | 3.64K | $446.9K | 0.2% | −$30K | Held |
| AbbVie Inc. | ABBV | 2.02K | $439.3K | 0.2% | −$22.2K | Cut−$43K |
| Global X Fds | — | 5.95K | $421.4K | 0.2% | $34.4K | Added$53.3K |
| Alphabet Inc | — | 1.46K | $417.7K | 0.2% | −$23.6K | Added$143.1K |
| Medtronic Plc | MDT | 4.62K | $400.5K | 0.2% | −$41.1K | Added−$19.5K |
| Micron Technology Inc | MU | 1.14K | $386.5K | 0.2% | $60K | Cut$41.4K |
| Meta Platforms, Inc. | META | 644 | $368.5K | 0.2% | −$56.8K | Cut−$626.6K |
| Fidelity Comwlth Tr | — | 4.34K | $368.2K | 0.2% | −$28.1K | Added−$27.6K |
| Capital Group Intl Focus Eqt | — | 12.4K | $364.3K | 0.2% | — | New |
| Digital Rlty Tr Inc | — | 1.96K | $352.4K | 0.2% | $49.9K | Cut$42.4K |
| Flaherty & Crumrine Total Re | — | 20.8K | $345.1K | 0.2% | −$18.7K | Held |
| Unitedhealth Group Inc | UNH | 1.26K | $342K | 0.2% | −$75.2K | Cut−$76.9K |
| Ishares Tr | — | 6.4K | $336.4K | 0.2% | −$1.63K | Added$67.5K |
| Fastenal Co | FAST | 7.01K | $325.1K | 0.1% | $43.9K | Held |
| At&T Inc | — | 10.6K | $308.3K | 0.1% | $43.7K | Added$46.9K |
| United Parcel Service Inc | UPS | 3.13K | $307.4K | 0.1% | −$2.53K | Held |
| Chipotle Mexican Grill Inc | CMG | 9.4K | $300.9K | 0.1% | −$44.1K | Added−$26.2K |
| Vanguard Scottsdale Fds | — | 3.83K | $294.2K | 0.1% | −$3.13K | Cut−$18.7K |
| General Dynamics Corp | GD | 848 | $291.2K | 0.1% | $5.64K | Held |
| Select Sector Spdr Tr | — | 3.24K | $265.7K | 0.1% | $13.9K | Cut−$40.4K |
| Disney Walt Co | — | 2.75K | $265.2K | 0.1% | −$47.9K | Cut−$97.1K |
| Edwards Lifesciences Corp | EW | 3.31K | $265.2K | 0.1% | −$17.1K | Held |
| General Mls Inc | GIS | 7.12K | $265K | 0.1% | −$66.1K | Held |
| Toast, Inc. | TOST | 9.87K | $261.7K | 0.1% | −$88.9K | Held |
| Ishares Tr | — | 610 | $260.1K | 0.1% | −$28.6K | Held |
| American Elec Pwr Co Inc | — | 1.98K | $259.5K | 0.1% | $30.4K | Added$37.4K |
| Ishares Tr | — | 395 | $258K | 0.1% | −$12.7K | Added−$12K |
| General Mtrs Co | — | 3.43K | $255.8K | 0.1% | −$23.4K | Cut−$31.5K |
| Metlife Inc | — | 3.53K | $249.5K | 0.1% | — | New |
| Vanguard World Fd | — | 903 | $246K | 0.1% | −$13.9K | Added−$13.1K |
| Consolidated Edison Inc | ED | 2.14K | $241.9K | 0.1% | $29.6K | Held |
| Tesla, Inc. | TSLA | 645 | $239.8K | 0.1% | −$50.3K | Held |
| Allstate Corp | — | 1.16K | $239.7K | 0.1% | −$936 | Held |
| Ge Aerospace | — | 802 | $227.6K | 0.1% | −$19.5K | Held |
| Pfizer Inc | PFE | 7.63K | $214.4K | 0.1% | — | New |
| Cisco Sys Inc | — | 2.74K | $212.4K | 0.1% | — | New |
| Fedex Corp | FDX | 595 | $211.9K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.03K | $211.2K | 0.1% | −$3.4K | Added−$2.78K |
| Us Bancorp Del | — | 4.05K | $210.7K | 0.1% | −$5.47K | Held |
| Kinder Morgan Inc Del | — | 6.27K | $210.1K | 0.1% | — | New |
| Pimco Calif Mun Income Fd | — | 14.4K | $123.9K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.