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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$8.56 Million 0.94% of portfolio
31,800
Q4 2025 Reduced 1.34%
$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%
$0
$6.56 Million 0.72% of portfolio
8,672
Q4 2025 Reduced 0.02%
$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%
$0
$5.07 Million 0.56% of portfolio
57,085
Q4 2025 Added 2.51%
$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%
$0
$3.89 Million 0.43% of portfolio
67,216
Q4 2025 Added 3.07%
$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%
$0
$3.33 Million 0.36% of portfolio
11,597
Q4 2025 Added 16.07%
$0
$3.15 Million 0.35% of portfolio
13,826
Q4 2025 Added 0.89%
$0
$3.1 Million 0.34% of portfolio
17,038
Q4 2025 Added 0.97%
$0
$3.12 Million 0.34% of portfolio
51,732
Q4 2025 Added 10.74%
$0
$3.06 Million 0.34% of portfolio
16,345
Q4 2025 Reduced 4.73%
$0
$2.85 Million 0.31% of portfolio
104,592
Q4 2025 Reduced 5.87%
$0
$2.68 Million 0.29% of portfolio
56,598
Q4 2025 Added 5.0%
$0
$2.66 Million 0.29% of portfolio
7,707
Q4 2025 Added 6.98%
$0
$2.59 Million 0.28% of portfolio
3,834
Q4 2025 Added 8.31%
$0
$2.53 Million 0.28% of portfolio
52,328
Q4 2025 Added 3.52%
$0
$2.6 Million 0.28% of portfolio
88,992
Q4 2025 Reduced 1.7%
$0
$2.51 Million 0.27% of portfolio
91,365
Q4 2025 Reduced 2.23%
$0
$2.37 Million 0.26% of portfolio
4,911
Q4 2025 Added 4.94%
$0
$2.37 Million 0.26% of portfolio
38,674
Q4 2025 Reduced 6.91%
$0
$2.15 Million 0.24% of portfolio
28,761
Q4 2025 Added 0.86%
$0
$2.17 Million 0.24% of portfolio
10,896
Q4 2025 Added 4.18%
$0
$2.16 Million 0.24% of portfolio
29,125
Q4 2025 Added 86.6%
$0
$2.14 Million 0.23% of portfolio
25,830
Q4 2025 New
$11.9B
$1.89 Million 0.21% of portfolio
23,350
Q4 2025 Reduced 18.39%
$0
$1.9 Million 0.21% of portfolio
7,610
Q4 2025 Reduced 1.09%
$0
$1.92 Million 0.21% of portfolio
6,170
Q4 2025 Reduced 5.09%
$0
$1.6 Million 0.18% of portfolio
60,276
Q4 2025 Reduced 3.29%
$0
$1.53 Million 0.17% of portfolio
6,789
Q4 2025 Added 4.67%
$0
$1.49 Million 0.16% of portfolio
11,329
Q4 2025 Added 7.29%
$0
$1.46 Million 0.16% of portfolio
5,184
Q4 2025 Added 143.72%
$0
$1.45 Million 0.16% of portfolio
13,180
Q4 2025 Reduced 0.17%
$0
$1.46 Million 0.16% of portfolio
20,436
Q4 2025 Added 8.49%
$0
$1.43 Million 0.16% of portfolio
27,208
Q4 2025 Added 7.9%
$0
$1.48 Million 0.16% of portfolio
55,325
Q4 2025 Added 0.48%
$0
$1.39 Million 0.15% of portfolio
53,688
Q4 2025 Added 23.53%
$0
$1.34 Million 0.15% of portfolio
13,287
Q4 2025 Reduced 12.68%

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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