Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $220 Billion
  • Q4 2025

Seamount Financial Group Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.7B, Amazon Com Inc with a value of $10.9B, Capital Group Divid Value ETF with a value of $9.85B, J P Morgan ETF Tr U S Quality with a value of $9.55B, and Vanguard Total Stock Market Et with a value of $8.13B.

Examining the 13F form we can see an increase of $8.45B in the current position value, from $212B to 220B.

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 $220 Billion
ETFs: $108 Billion
Technology: $30.7 Billion
Financial Services: $14.7 Billion
Consumer Cyclical: $13.2 Billion
Industrials: $9.2 Billion
Energy: $6.8 Billion
Consumer Defensive: $6.55 Billion
Healthcare: $3.9 Billion
Other: $5.49 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.85 Billion 4.48% of portfolio
225,819
Q4 2025 Added 8.69%
$0
$9.55 Billion 4.34% of portfolio
151,110
Q4 2025 Added 5.12%
$0
$8.13 Billion 3.69% of portfolio
24,245
Q4 2025 Reduced 2.94%
$0
$6.21 Billion 2.82% of portfolio
9,900
Q4 2025 Added 12.92%
$0
$5.62 Billion 2.55% of portfolio
25,549
Q4 2025 Added 2.2%
$0
$4.85 Billion 2.2% of portfolio
7,890
Q4 2025 Added 2.32%
$0
$4.25 Billion 1.93% of portfolio
44,802
Q4 2025 Added 3.05%
$130B
$3.88 Billion 1.76% of portfolio
9,784
Q4 2025 Reduced 2.75%
$0
$3.84 Billion 1.74% of portfolio
95,368
Q4 2025 Added 6.39%
$0
$3.83 Billion 1.74% of portfolio
81,813
Q4 2025 Added 1.89%
$0
$3.72 Billion 1.69% of portfolio
26,392
Q4 2025 Added 1.15%
$0
$3.61 Billion 1.64% of portfolio
12,450
Q4 2025 Added 3.43%
$0
$3.32 Billion 1.51% of portfolio
13,486
Q4 2025 Added 1.83%
$0
$3.33 Billion 1.51% of portfolio
26,479
Q4 2025 Added 1.96%
$0
$3.08 Billion 1.4% of portfolio
27,918
Q4 2025 Added 8.04%
$0
$2.85 Billion 1.3% of portfolio
64,166
Q4 2025 Added 7.68%
$0
$2.63 Billion 1.19% of portfolio
31,390
Q4 2025 Reduced 0.97%
$0
$2.38 Billion 1.08% of portfolio
4,946
Q4 2025 Reduced 1.88%
$0
$2.05 Billion 0.93% of portfolio
6,496
Q4 2025 Added 0.98%
$0
$1.51 Billion 0.69% of portfolio
2,215
Q4 2025 Added 17.69%
$0
$1.48 Billion 0.67% of portfolio
20,665
Q4 2025 Reduced 5.52%
$0
$1.38 Billion 0.63% of portfolio
3,100
Q2 2025 New
$0
$1.37 Billion 0.62% of portfolio
39,671
Q4 2025 Added 12.07%
$0
$1.23 Billion 0.56% of portfolio
25,935
Q4 2025 Reduced 7.85%
$0
$1.2 Billion 0.55% of portfolio
23,744
Q4 2025 Reduced 13.99%
$0
$1.1 Billion 0.5% of portfolio
14,667
Q4 2025 Reduced 0.26%
$0
$1.07 Billion 0.49% of portfolio
7,709
Q4 2025 Reduced 6.41%
$0
$978 Million 0.44% of portfolio
31,589
Q4 2025 Added 23.4%
$0
$916 Million 0.42% of portfolio
10,174
Q4 2025 Added 0.25%
$0
$889 Million 0.4% of portfolio
8,639
Q4 2025 Added 20.61%
$0
$854 Million 0.39% of portfolio
18,456
Q3 2025 Reduced 2.69%
$0
$813 Million 0.37% of portfolio
10,783
Q4 2025 Added 35.29%
$0
$814 Million 0.37% of portfolio
5,668
Q4 2025 Reduced 7.66%
$0
$745 Million 0.34% of portfolio
15,547
Q4 2025 Added 0.5%
$0
$726 Million 0.33% of portfolio
3,924
Q4 2025 Reduced 3.78%
$0
$684 Million 0.31% of portfolio
8,187
Q4 2025 Added 0.27%
$0
$680 Million 0.31% of portfolio
3,217
Q4 2025 Reduced 3.28%
$0
$622 Million 0.28% of portfolio
8,927
Q4 2025 Added 5.13%
$0
$535 Million 0.24% of portfolio
1,485
Q4 2025 Reduced 0.54%
$0
$396 Million 0.18% of portfolio
7,743
Q4 2025 Added 7.63%
$0
$396 Million 0.18% of portfolio
4,331
Q4 2025 Added 0.16%
$0
$313 Million 0.14% of portfolio
4,030
Q4 2025 Added 1.41%
$0
$306 Million 0.14% of portfolio
3,941
Q4 2025 Added 7.24%
$0
$289 Million 0.13% of portfolio
610
Q4 2025 New
$0
$270 Million 0.12% of portfolio
394
Q4 2025 Added 0.25%
$0
$259 Million 0.12% of portfolio
900
Q4 2025 Added 0.56%
$0
$269 Million 0.12% of portfolio
5,086
Q4 2025 Added 10.3%
$0
$214 Million 0.1% of portfolio
1,023
Q4 2025 Added 0.29%
$24.1B
$200 Million 0.09% of portfolio
3,105
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $220 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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