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 Companies Only

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%
$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%
$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%
$881B
$6.54 Million 0.72% of portfolio
21,767
Q4 2025 Reduced 3.89%
$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%
$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%
$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%
$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%
$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%
$85.9B
$3.16 Million 0.35% of portfolio
15,092
Q4 2025 Reduced 1.44%
$388B
$2.82 Million 0.31% of portfolio
11,742
Q4 2025 Added 11.73%
$266B
$2.81 Million 0.31% of portfolio
9,448
Q4 2025 Reduced 0.47%
$279B
$2.7 Million 0.3% of portfolio
26,195
Q4 2025 Added 9.94%
$237B
$2.42 Million 0.27% of portfolio
15,848
Q4 2025 Reduced 12.54%
$82.2B
$2.47 Million 0.27% of portfolio
9,622
Q4 2025 Added 1.74%
$3.44B
$2.49 Million 0.27% of portfolio
9,945
Q4 2025 Added 2.81%
$346B
$2.34 Million 0.26% of portfolio
16,019
Q4 2025 Reduced 8.14%
$306B
$2.37 Million 0.26% of portfolio
33,505
Q4 2025 Added 38.76%
$161B
$2.3 Million 0.25% of portfolio
2,029
Q4 2025 Added 7.58%
$237B
$2.2 Million 0.24% of portfolio
9,294
Q4 2025 Reduced 2.7%
$59.5B
$2.07 Million 0.23% of portfolio
46,087
Q4 2025 Reduced 0.61%
$121B
$1.98 Million 0.22% of portfolio
2,352
Q4 2025 Added 6.62%
$270B
$2.01 Million 0.22% of portfolio
26,582
Q4 2025 Added 11.83%
$70.1B
$1.98 Million 0.22% of portfolio
10,902
Q4 2025 Added 6.96%
$593B
$1.94 Million 0.21% of portfolio
8,826
Q4 2025 Reduced 25.51%
$187B
$1.81 Million 0.2% of portfolio
10,863
Q4 2025 Reduced 3.09%
$94.5B
$1.82 Million 0.2% of portfolio
5,278
Q3 2025 Reduced 11.56%
$8.04B
$1.84 Million 0.2% of portfolio
6,273
Q4 2025 Reduced 8.73%

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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