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
$258B
$1.53 Million 0.17% of portfolio
8,712
Q4 2025 Reduced 4.17%
$0
$1.52 Million 0.17% of portfolio
31,028
Q4 2025 Added 93.26%
$5.6B
$1.51 Million 0.17% of portfolio
149,241
Q4 2025 Added 15.73%
$132B
$1.56 Million 0.17% of portfolio
7,939
Q4 2025 Reduced 6.74%
$107B
$1.56 Million 0.17% of portfolio
1,875
Q4 2025 Added 1.24%
$9.92B
$1.45 Million 0.16% of portfolio
25,736
Q4 2024 Reduced 0.41%
$0
$1.49 Million 0.16% of portfolio
47,811
Q4 2025 Added 7.4%
$0
$1.49 Million 0.16% of portfolio
11,329
Q4 2025 Added 7.29%
$228B
$1.44 Million 0.16% of portfolio
11,099
Q4 2025 Reduced 3.67%
$0
$1.46 Million 0.16% of portfolio
5,184
Q4 2025 Added 143.72%
$51.1B
$1.43 Million 0.16% of portfolio
19,335
Q4 2025 Reduced 6.06%
$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%
$181B
$1.49 Million 0.16% of portfolio
58,328
Q4 2025 Reduced 0.25%
$6.2B
$1.48 Million 0.16% of portfolio
14,947
Q4 2025 Reduced 9.02%
$0
$1.43 Million 0.16% of portfolio
27,208
Q4 2025 Added 7.9%
$123B
$1.34 Million 0.15% of portfolio
2,107
Q4 2025 Reduced 23.71%
$0
$1.39 Million 0.15% of portfolio
53,688
Q4 2025 Added 23.53%
$197B
$1.41 Million 0.15% of portfolio
6,158
Q4 2025 Reduced 1.85%
$6.49B
$1.39 Million 0.15% of portfolio
10,873
Q4 2025 Added 2.31%
$140B
$1.39 Million 0.15% of portfolio
3,951
Q4 2025 Reduced 2.66%
$28.2B
$1.37 Million 0.15% of portfolio
53,865
Q4 2025 Added 16.63%
$0
$1.34 Million 0.15% of portfolio
13,287
Q4 2025 Reduced 12.68%
$0
$1.26 Million 0.14% of portfolio
23,967
Q4 2025 Reduced 0.84%
$0
$1.3 Million 0.14% of portfolio
61,298
Q4 2025 Added 4.69%
$0
$1.26 Million 0.14% of portfolio
53,949
Q4 2025 Added 4.19%
$0
$1.31 Million 0.14% of portfolio
14,194
Q4 2025 Added 108.58%
$0
$1.28 Million 0.14% of portfolio
24,006
Q4 2025 Added 5.68%
$0
$1.25 Million 0.14% of portfolio
36,831
Q4 2025 Reduced 0.57%
$172B
$1.3 Million 0.14% of portfolio
31,643
Q4 2025 Added 5.64%
$277B
$1.26 Million 0.14% of portfolio
14,080
Q4 2025 Reduced 2.19%
$413B
$1.32 Million 0.14% of portfolio
25,619
Q4 2025 Reduced 2.02%
$0
$1.25 Million 0.14% of portfolio
12,116
Q4 2025 Reduced 3.15%
$0
$1.24 Million 0.14% of portfolio
5,999
Q4 2025 Reduced 7.76%
$0
$1.15 Million 0.13% of portfolio
30,162
Q4 2025 Reduced 5.93%
$66.3B
$1.16 Million 0.13% of portfolio
5,532
Q3 2025 Added 0.14%
$104B
$1.18 Million 0.13% of portfolio
20,342
Q4 2025 Added 1.17%
$193B
$1.21 Million 0.13% of portfolio
2,217
Q4 2025 Added 9.92%
$0
$1.22 Million 0.13% of portfolio
9,070
Q4 2025 Added 7.64%
$55.9B
$1.17 Million 0.13% of portfolio
1,456
Q4 2025 Added 9.72%
$512B
$1.18 Million 0.13% of portfolio
2,190
Q4 2025 Reduced 4.37%
$0
$1.15 Million 0.13% of portfolio
19,636
Q4 2025 New
$255B
$1.06 Million 0.12% of portfolio
3,094
Q4 2025 Reduced 2.24%
$0
$1.06 Million 0.12% of portfolio
11,124
Q3 2025 Reduced 10.45%
$0
$1.13 Million 0.12% of portfolio
5,822
Q4 2025 Added 12.72%
$0
$1.09 Million 0.12% of portfolio
7,108
Q4 2025 Added 4.85%
$143B
$1.08 Million 0.12% of portfolio
31,013
Q4 2025 Reduced 2.47%
$91.4B
$1.05 Million 0.12% of portfolio
6,361
Q4 2025 Added 0.62%
$0
$1.14 Million 0.12% of portfolio
25,222
Q4 2025 Reduced 0.49%

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
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email