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
$167B
$795,000 0.09% of portfolio
8,650
Q4 2025 Reduced 10.06%
$156B
$791,000 0.09% of portfolio
6,380
Q4 2025 Reduced 0.09%
$0
$854,000 0.09% of portfolio
5,176
Q4 2025 Reduced 3.4%
$0
$828,000 0.09% of portfolio
10,667
Q4 2025 Reduced 0.93%
$0
$863,000 0.09% of portfolio
6,204
Q4 2025 Added 3.35%
$0
$842,000 0.09% of portfolio
6,962
Q4 2025 Added 14.19%
$0
$782,000 0.09% of portfolio
8,838
Q4 2025 Reduced 5.05%
$97.3B
$815,000 0.09% of portfolio
9,617
Q4 2025 Reduced 2.05%
$81.8B
$860,000 0.09% of portfolio
7,247
Q4 2025 Reduced 6.32%
$0
$855,000 0.09% of portfolio
9,631
Q4 2025 Added 3.22%
$99.5B
$860,000 0.09% of portfolio
18,388
Q4 2025 Added 1.62%
$0
$770,000 0.08% of portfolio
33,550
Q4 2025 Reduced 2.36%
$0
$728,000 0.08% of portfolio
14,383
Q3 2025 New
$300B
$761,000 0.08% of portfolio
2,376
Q4 2025 Added 0.13%
$72.7B
$699,000 0.08% of portfolio
4,005
Q4 2025 Reduced 11.57%
$0
$772,000 0.08% of portfolio
3,771
Q4 2025 Added 0.08%
$7.28B
$715,000 0.08% of portfolio
2,457
Q4 2025 Added 8.72%
$0
$762,000 0.08% of portfolio
30,348
Q4 2025 Reduced 18.49%
$99.7B
$729,000 0.08% of portfolio
3,650
Q4 2025 Reduced 3.29%
$0
$698,000 0.08% of portfolio
10,876
Q4 2025 Reduced 2.41%
$62.3B
$763,000 0.08% of portfolio
6,296
Q4 2025 Reduced 0.08%
$67.6B
$774,000 0.08% of portfolio
17,031
Q4 2025 Added 108.33%
$222B
$703,000 0.08% of portfolio
1,240
Q4 2025 Reduced 3.05%
$270B
$753,000 0.08% of portfolio
4,725
Q4 2025 Added 4.07%
$39.4B
$688,000 0.08% of portfolio
1,242
Q4 2025 Reduced 5.55%
$111B
$692,000 0.08% of portfolio
2,047
Q4 2025 Added 36.38%
$123B
$704,000 0.08% of portfolio
2,384
Q4 2025 Reduced 11.34%
$0
$645,000 0.07% of portfolio
6,419
Q3 2025 Reduced 3.85%
$0
$621,000 0.07% of portfolio
7,033
Q4 2025 Reduced 3.27%
$0
$663,000 0.07% of portfolio
6,201
Q3 2025 Reduced 7.09%
$65.3B
$666,000 0.07% of portfolio
8,652
Q4 2025 Added 4.7%
$53.8B
$654,000 0.07% of portfolio
3,186
Q4 2025 Reduced 3.66%
$0
$606,000 0.07% of portfolio
2,418
Q4 2025 Added 66.76%
$21.2B
$608,000 0.07% of portfolio
4,182
Q4 2025 Reduced 12.2%
$89.3B
$595,000 0.07% of portfolio
5,386
Q4 2025 Reduced 8.73%
$151B
$653,000 0.07% of portfolio
2,011
Q4 2025 Reduced 8.59%
$53.8B
$675,000 0.07% of portfolio
3,140
Q4 2025 Added 13.03%
$0
$605,000 0.07% of portfolio
5,463
Q4 2025 Reduced 5.47%
$104B
$647,000 0.07% of portfolio
2,580
Q4 2025 Reduced 0.77%
$65.7B
$616,000 0.07% of portfolio
2,172
Q4 2025 Reduced 2.99%
$128B
$635,000 0.07% of portfolio
6,601
Q4 2025 Reduced 7.77%
$76.2B
$609,000 0.07% of portfolio
10,962
Q4 2025 Reduced 4.43%
$96.4B
$625,000 0.07% of portfolio
4,995
Q3 2025 Reduced 1.48%
$0
$634,000 0.07% of portfolio
8,686
Q4 2025 Added 0.51%
$78.4B
$664,000 0.07% of portfolio
5,085
Q3 2025 Reduced 8.95%
$57.5B
$623,000 0.07% of portfolio
2,406
Q4 2025 Added 0.08%
$32.3B
$678,000 0.07% of portfolio
3,627
Q4 2025 New
$96.9B
$682,000 0.07% of portfolio
1,633
Q4 2025 Reduced 0.18%
$69.4B
$660,000 0.07% of portfolio
8,044
Q4 2025 Reduced 6.52%

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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