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 Market Cap. of $200 Billions or more
