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

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%
$0
$9.04 Billion 4.27% of portfolio
143,751
Q3 2025 Added 2.49%
$0
$8.73 Billion 4.12% of portfolio
207,757
Q3 2025 Added 6.23%
$0
$8.2 Billion 3.87% of portfolio
24,979
Q3 2025 Added 2.59%
$662B
$7.58 Billion 3.58% of portfolio
15,073
Q3 2025 Reduced 2.39%
$0
$5.39 Billion 2.55% of portfolio
25,000
Q3 2025 Added 1.14%
$0
$5.37 Billion 2.54% of portfolio
8,767
Q3 2025 Added 5.69%
Capital Group Core Balanced
-
$5.36 Billion 2.53% of portfolio
-
Q3 2025 Added 21.66%
$3.78T
$4.79 Billion 2.26% of portfolio
9,240
Q3 2025 Added 3.6%
$0
$4.63 Billion 2.19% of portfolio
7,711
Q3 2025 Added 4.27%
$0
$4.16 Billion 1.96% of portfolio
43,478
Q3 2025 Added 7.04%
$465B
$3.69 Billion 1.74% of portfolio
19,781
Q3 2025 Added 3.52%
$0
$3.67 Billion 1.74% of portfolio
80,293
Q3 2025 Reduced 1.11%
$0
$3.6 Billion 1.7% of portfolio
26,093
Q3 2025 Added 0.41%
$130B
$3.58 Billion 1.69% of portfolio
10,061
Q3 2025 Reduced 2.02%
$0
$3.54 Billion 1.67% of portfolio
12,037
Q3 2025 Added 8.59%
$0
$3.27 Billion 1.54% of portfolio
25,971
Q3 2025 Added 3.84%
$0
$3.2 Billion 1.51% of portfolio
13,244
Q3 2025 Added 5.58%
$404B
$3.02 Billion 1.43% of portfolio
3,267
Q3 2025 Reduced 7.08%
$0
$2.88 Billion 1.36% of portfolio
25,841
Q3 2025 Added 7.46%
$0
$2.83 Billion 1.34% of portfolio
30,966
Q3 2025 Added 4.93%
$266B
$2.76 Billion 1.3% of portfolio
9,780
Q3 2025 Reduced 1.91%
$0
$2.67 Billion 1.26% of portfolio
31,697
Q3 2025 Reduced 0.3%
$0
$2.62 Billion 1.24% of portfolio
59,588
Q3 2025 Added 11.94%
$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%
$0
$2.34 Billion 1.1% of portfolio
5,041
Q3 2025 Reduced 3.45%
Capital Group Dividend Growe
-
$2.24 Billion 1.06% of portfolio
-
Q3 2025 Added 13.11%
$303B
$2.13 Billion 1.0% of portfolio
13,689
Q3 2025 Added 5.45%
T Rowe Price ETF Inc
-
$2.05 Billion 0.97% of portfolio
-
Q3 2025 Added 15.32%
$0
$1.98 Billion 0.94% of portfolio
6,433
Q3 2025 Added 2.93%
$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%
$0
$1.61 Billion 0.76% of portfolio
21,873
Q3 2025 Added 1.2%
$0
$1.4 Billion 0.66% of portfolio
27,606
Q3 2025 Reduced 6.03%
$0
$1.35 Billion 0.64% of portfolio
28,143
Q3 2025 Added 2.82%
$0
$1.35 Billion 0.64% of portfolio
3,100
Q2 2025 New
$279B
$1.28 Billion 0.6% of portfolio
12,396
Q3 2025 Reduced 4.62%
$0
$1.25 Billion 0.59% of portfolio
1,882
Q3 2025 Added 1.67%
$0
$1.21 Billion 0.57% of portfolio
35,397
Q3 2025 Added 13.65%
$1.65T
$1.17 Billion 0.55% of portfolio
4,829
Q3 2025 Added 5.16%
$0
$1.15 Billion 0.54% of portfolio
8,237
Q3 2025 Reduced 6.79%
$1.37T
$1.1 Billion 0.52% of portfolio
1,499
Q3 2025 Reduced 3.85%
$0
$1.08 Billion 0.51% of portfolio
14,705
Q3 2025 Added 0.27%
$306B
$1.04 Billion 0.49% of portfolio
15,656
Q3 2025 Added 0.73%
Flaherty & Crumrine Dynamic
-
$1.02 Billion 0.48% of portfolio
-
Q3 2025 Reduced 1.32%
$113B
$1.02 Billion 0.48% of portfolio
10,765
Q3 2025 Added 13.92%
$346B
$999 Million 0.47% of portfolio
6,503
Q3 2025 Reduced 5.89%

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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