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 Market Cap. of $200 Billions or more
