Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $212 Billion
  • Q3 2025

Seamount Financial Group Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15B, Amazon Com Inc with a value of $10.7B, J P Morgan ETF Tr U S Quality with a value of $9.04B, Capital Group Divid Value ETF with a value of $8.73B, and Vanguard Total Stock Market Et with a value of $8.2B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $194B to 212B.

Seamount Financial Group Inc is based out at Colorado Springs, CO

Below you can find more details about Seamount Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $212 Billion
ETFs: $102 Billion
Technology: $29.9 Billion
Financial Services: $14.8 Billion
Consumer Cyclical: $13.3 Billion
Industrials: $8.81 Billion
Consumer Defensive: $6.94 Billion
Energy: $6.63 Billion
Communication Services: $4.11 Billion
Other: $5.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15 Billion 7.1% of portfolio
59,019
Q3 2025 Reduced 10.55%
$2.39T
$10.7 Billion 5.04% of portfolio
48,564
Q3 2025 Reduced 3.59%
$662B
$7.58 Billion 3.58% of portfolio
15,073
Q3 2025 Reduced 2.39%
$3.78T
$4.79 Billion 2.26% of portfolio
9,240
Q3 2025 Added 3.6%
$465B
$3.69 Billion 1.74% of portfolio
19,781
Q3 2025 Added 3.52%
$404B
$3.02 Billion 1.43% of portfolio
3,267
Q3 2025 Reduced 7.08%
$266B
$2.76 Billion 1.3% of portfolio
9,780
Q3 2025 Reduced 1.91%
$490B
$2.49 Billion 1.18% of portfolio
22,079
Q3 2025 Added 2.85%
$139B
$2.41 Billion 1.14% of portfolio
7,311
Q3 2025 Added 3.42%
$303B
$2.13 Billion 1.0% of portfolio
13,689
Q3 2025 Added 5.45%
$881B
$1.88 Billion 0.89% of portfolio
5,966
Q3 2025 Reduced 2.55%
-
$1.82 Billion 0.86% of portfolio
-
Q3 2025 Added 12.12%
$279B
$1.28 Billion 0.6% of portfolio
12,396
Q3 2025 Reduced 4.62%
$1.65T
$1.17 Billion 0.55% of portfolio
4,829
Q3 2025 Added 5.16%
$1.37T
$1.1 Billion 0.52% of portfolio
1,499
Q3 2025 Reduced 3.85%
$306B
$1.04 Billion 0.49% of portfolio
15,656
Q3 2025 Added 0.73%
$346B
$999 Million 0.47% of portfolio
6,503
Q3 2025 Reduced 5.89%
$136B
$943 Million 0.45% of portfolio
3,991
Q2 2025 Added 120.74%
$98.1B
$935 Million 0.44% of portfolio
5,472
Q3 2025 Reduced 0.05%
$17.5B
$942 Million 0.44% of portfolio
2,719
Q2 2025 New
$74.9B
$883 Million 0.42% of portfolio
3,388
Q3 2025 Reduced 2.87%
$522B
$894 Million 0.42% of portfolio
4,821
Q2 2025 Added 7.28%
$85.9B
$855 Million 0.4% of portfolio
3,871
Q3 2025 Reduced 1.53%
$367B
$846 Million 0.4% of portfolio
2,089
Q3 2025 Added 1.51%
$0
$810 Million 0.38% of portfolio
83,888
Q1 2025 Added 2.48%
$31.1B
$747 Million 0.35% of portfolio
7,744
Q2 2025 Added 15.79%
$533B
$728 Million 0.34% of portfolio
2,133
Q3 2025 Added 3.19%
$224B
$706 Million 0.33% of portfolio
2,324
Q2 2025 Added 2.88%
$0
$638 Million 0.3% of portfolio
71,090
Q3 2025 Added 13.2%
$270B
$641 Million 0.3% of portfolio
8,963
Q3 2025 Reduced 3.58%
$4.16B
$634 Million 0.3% of portfolio
6,429
Q2 2025 Added 7.69%
$258B
$601 Million 0.28% of portfolio
3,590
Q3 2025 Reduced 8.95%
$132B
$553 Million 0.26% of portfolio
2,629
Q3 2025 Added 2.7%
$0
$512 Million 0.24% of portfolio
30,331
Q3 2025 Reduced 10.67%
$49.1B
$518 Million 0.24% of portfolio
432
Q3 2025 Added 3.85%
$414B
$495 Million 0.23% of portfolio
2,136
Q2 2025 Added 65.58%
$65.2B
$490 Million 0.23% of portfolio
1,160
Q3 2025 Reduced 7.94%
$144B
$464 Million 0.22% of portfolio
1,015
Q3 2025 Reduced 22.81%
$388B
$470 Million 0.22% of portfolio
2,908
Q2 2025 Added 20.46%
$300B
$443 Million 0.21% of portfolio
1,284
Q3 2025 Added 56.97%
$1.29T
$446 Million 0.21% of portfolio
1,004
Q2 2025 New
$172B
$441 Million 0.21% of portfolio
10,030
Q3 2025 Reduced 3.84%
$190B
$455 Million 0.21% of portfolio
4,483
Q3 2025 Reduced 4.21%
$35.1B
$441 Million 0.21% of portfolio
7,262
Q3 2025 Added 10.05%
$971B
$439 Million 0.21% of portfolio
575
Q3 2025 Added 64.29%
$317B
$426 Million 0.2% of portfolio
5,088
Q3 2025 New
$128B
$415 Million 0.2% of portfolio
4,357
Q3 2025 Added 4.81%
$38B
$424 Million 0.2% of portfolio
3,133
Q2 2025 Added 13.19%
$235B
$399 Million 0.19% of portfolio
4,750
Q3 2025 Added 4.4%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $212 Billion
  • Prior Value $194 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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