Sea Crest Wealth Management, LLC Portfolio Holdings

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

Sea Crest Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $913 Million distributed in 632 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $79.2M, Alphabet Inc. with a value of $49.4M, Nvidia Corp with a value of $36.9M, Alphabet Inc. with a value of $33.4M, and Microsoft Corp with a value of $28.2M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $882M to 913M.

Sea Crest Wealth Management, LLC is based out at Purchase, NY

Below you can find more details about Sea Crest Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $913 Million
ETFs: $280 Million
Technology: $237 Million
Communication Services: $106 Million
Financial Services: $74.6 Million
Healthcare: $49.3 Million
Consumer Cyclical: $41.4 Million
Industrials: $39.6 Million
Consumer Defensive: $27.5 Million
Other: $48.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$79.2 Million 8.68% of portfolio
296,205
Q4 2025 Reduced 0.46%
$1.65T
$49.4 Million 5.41% of portfolio
178,693
Q4 2025 Added 0.3%
$465B
$36.9 Million 4.04% of portfolio
197,695
Q4 2025 Reduced 3.41%
$1.74T
$33.4 Million 3.66% of portfolio
117,015
Q4 2025 Reduced 0.58%
$3.78T
$28.2 Million 3.09% of portfolio
55,598
Q4 2025 Reduced 3.46%
$139B
$22.2 Million 2.43% of portfolio
64,667
Q4 2025 Reduced 3.42%
$2.39T
$19.4 Million 2.13% of portfolio
82,760
Q4 2025 Reduced 0.31%
$0
$17.6 Million 1.92% of portfolio
544,206
Q4 2025 Added 2.61%
$0
$16.1 Million 1.77% of portfolio
26,728
Q4 2025 Reduced 1.93%
$971B
$14.3 Million 1.56% of portfolio
13,950
Q4 2025 Added 0.39%
$169B
$13.3 Million 1.46% of portfolio
15,927
Q4 2025 Added 411.79%
$1.37T
$12.8 Million 1.41% of portfolio
21,075
Q4 2025 Reduced 5.48%
$662B
$11.9 Million 1.31% of portfolio
23,457
Q4 2025 Reduced 5.7%
$0
$10.2 Million 1.12% of portfolio
15,397
Q4 2025 Added 0.12%
$0
$9.81 Million 1.08% of portfolio
15,885
Q4 2025 Added 3.42%
$533B
$8.76 Million 0.96% of portfolio
26,907
Q4 2025 Reduced 1.46%
$404B
$8.35 Million 0.92% of portfolio
9,150
Q4 2025 Reduced 4.09%
$0
$7.8 Million 0.85% of portfolio
137,476
Q4 2025 Reduced 3.26%
$0
$6.75 Million 0.74% of portfolio
23,425
Q4 2025 Added 125.2%
$130B
$6.77 Million 0.74% of portfolio
18,008
Q4 2025 Added 7.2%
$881B
$6.54 Million 0.72% of portfolio
21,767
Q4 2025 Reduced 3.89%
$0
$6.56 Million 0.72% of portfolio
8,672
Q4 2025 Reduced 0.02%
$1.29T
$6.35 Million 0.7% of portfolio
15,540
Q4 2025 Reduced 1.83%
$1.46T
$5.7 Million 0.63% of portfolio
20,227
Q4 2025 Reduced 1.83%
$0
$5.68 Million 0.62% of portfolio
64,018
Q4 2025 Added 132.55%
$0
$5.56 Million 0.61% of portfolio
16,848
Q4 2025 Added 8.8%
$0
$5.21 Million 0.57% of portfolio
201,657
Q4 2025 Reduced 16.76%
$342B
$5.08 Million 0.56% of portfolio
29,211
Q4 2025 Added 1.58%
$0
$5.07 Million 0.56% of portfolio
57,085
Q4 2025 Added 2.51%
$183B
$4.89 Million 0.54% of portfolio
14,314
Q4 2025 Reduced 1.85%
$49.1B
$4.88 Million 0.53% of portfolio
44,240
Q4 2025 Added 836.1%
$0
$4.81 Million 0.53% of portfolio
110,018
Q4 2025 Added 3.56%
$0
$4.66 Million 0.51% of portfolio
160,813
Q4 2025 Reduced 1.41%
$522B
$4.63 Million 0.51% of portfolio
23,218
Q4 2025 Added 2.57%
$0
$4.48 Million 0.49% of portfolio
267,691
Q4 2025 Reduced 3.34%
$291B
$4.35 Million 0.48% of portfolio
7,879
Q4 2025 Reduced 5.23%
$367B
$4.17 Million 0.46% of portfolio
11,656
Q4 2025 Added 0.23%
$303B
$4.05 Million 0.44% of portfolio
26,172
Q4 2025 Reduced 2.1%
$0
$3.89 Million 0.43% of portfolio
67,216
Q4 2025 Added 3.07%
$0
$3.78 Million 0.41% of portfolio
8,019
Q4 2025 Added 1.51%
$490B
$3.78 Million 0.41% of portfolio
32,105
Q4 2025 Reduced 0.34%
$328B
$3.65 Million 0.4% of portfolio
12,175
Q4 2025 Reduced 2.91%
$0
$3.59 Million 0.39% of portfolio
97,411
Q4 2025 Reduced 3.2%
$0
$3.59 Million 0.39% of portfolio
150,145
Q4 2025 Reduced 1.32%
$204B
$3.44 Million 0.38% of portfolio
23,294
Q4 2025 Added 0.92%
$235B
$3.34 Million 0.37% of portfolio
35,988
Q4 2025 Added 46.69%
$181B
$3.3 Million 0.36% of portfolio
36,015
Q4 2025 Reduced 0.12%
$102B
$3.31 Million 0.36% of portfolio
27,042
Q4 2025 Reduced 19.43%
$414B
$3.27 Million 0.36% of portfolio
13,961
Q4 2025 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 632
  • Current Value $913 Million
  • Prior Value $882 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 53 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 291 stocks
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