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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.16B
$634 Million 0.3% of portfolio
6,429
Q2 2025 Added 7.69%

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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