Seamount Financial Group Inc Portfolio Holdings

Seamount Financial Group Inc

  • $220 Billion
  • Q4 2025

Seamount Financial Group Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.7B, Amazon Com Inc with a value of $10.9B, Capital Group Divid Value ETF with a value of $9.85B, J P Morgan ETF Tr U S Quality with a value of $9.55B, and Vanguard Total Stock Market Et with a value of $8.13B.

Examining the 13F form we can see an increase of $8.45B in the current position value, from $212B to 220B.

Seamount Financial Group Inc is based out at Colorado Springs, CO

Below you can find more details about Seamount Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $220 Billion
ETFs: $108 Billion
Technology: $30.7 Billion
Financial Services: $14.7 Billion
Consumer Cyclical: $13.2 Billion
Industrials: $9.2 Billion
Energy: $6.8 Billion
Consumer Defensive: $6.55 Billion
Healthcare: $3.9 Billion
Other: $5.49 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15.7 Billion 7.14% of portfolio
57,813
Q4 2025 Reduced 2.04%
$2.39T
$10.9 Billion 4.94% of portfolio
47,139
Q4 2025 Reduced 2.93%
$662B
$7.47 Billion 3.39% of portfolio
14,869
Q4 2025 Reduced 1.35%
$3.78T
$4.4 Billion 2.0% of portfolio
9,105
Q4 2025 Reduced 1.46%
$465B
$3.7 Billion 1.68% of portfolio
19,840
Q4 2025 Added 0.3%
$266B
$2.9 Billion 1.32% of portfolio
9,780
Q3 2025 Reduced 1.91%
$404B
$2.81 Billion 1.28% of portfolio
3,259
Q4 2025 Reduced 0.24%
$490B
$2.63 Billion 1.19% of portfolio
21,864
Q4 2025 Reduced 0.97%
$139B
$2.59 Billion 1.18% of portfolio
7,481
Q4 2025 Added 2.33%
$303B
$2.13 Billion 0.97% of portfolio
13,960
Q4 2025 Added 1.98%
-
$1.92 Billion 0.87% of portfolio
-
Q4 2025 Added 6.07%
$881B
$1.93 Billion 0.87% of portfolio
5,976
Q4 2025 Added 0.17%
$1.65T
$1.5 Billion 0.68% of portfolio
4,798
Q4 2025 Reduced 0.64%
$279B
$1.36 Billion 0.62% of portfolio
12,205
Q4 2025 Reduced 1.54%
$306B
$1.1 Billion 0.5% of portfolio
15,690
Q4 2025 Added 0.22%
$113B
$1.06 Billion 0.48% of portfolio
11,281
Q4 2025 Added 4.79%
$522B
$970 Million 0.44% of portfolio
4,688
Q4 2025 Reduced 2.76%
$17.5B
$937 Million 0.43% of portfolio
2,719
Q2 2025 New
$346B
$955 Million 0.43% of portfolio
6,666
Q4 2025 Added 2.51%
$136B
$948 Million 0.43% of portfolio
4,099
Q4 2025 Added 2.71%
$31.1B
$897 Million 0.41% of portfolio
8,018
Q4 2025 Added 3.54%
$98.1B
$892 Million 0.4% of portfolio
5,784
Q4 2025 Added 5.7%
$85.9B
$859 Million 0.39% of portfolio
3,909
Q4 2025 Added 0.98%
$4.16B
$825 Million 0.37% of portfolio
6,677
Q4 2025 Added 3.86%
$74.9B
$802 Million 0.36% of portfolio
3,258
Q4 2025 Reduced 3.84%
$0
$749 Million 0.34% of portfolio
77,657
Q4 2025 Reduced 7.43%
$367B
$719 Million 0.33% of portfolio
2,089
Q3 2025 Added 1.51%
$224B
$712 Million 0.32% of portfolio
2,328
Q4 2025 Added 0.17%
$0
$684 Million 0.31% of portfolio
75,517
Q4 2025 Added 6.23%
$270B
$645 Million 0.29% of portfolio
8,777
Q4 2025 Reduced 2.08%
$533B
$624 Million 0.28% of portfolio
1,780
Q4 2025 Reduced 16.55%
$971B
$622 Million 0.28% of portfolio
579
Q4 2025 Added 0.7%
$65.2B
$592 Million 0.27% of portfolio
1,160
Q3 2025 Reduced 7.94%
$258B
$556 Million 0.25% of portfolio
3,030
Q4 2025 Reduced 15.6%
$190B
$523 Million 0.24% of portfolio
4,483
Q3 2025 Reduced 4.21%
$132B
$528 Million 0.24% of portfolio
2,708
Q4 2025 Added 3.0%
$0
$501 Million 0.23% of portfolio
30,339
Q4 2025 Added 0.03%
$38B
$511 Million 0.23% of portfolio
3,133
Q2 2025 Added 13.19%
$388B
$508 Million 0.23% of portfolio
2,370
Q4 2025 Reduced 18.5%
$235B
$502 Million 0.23% of portfolio
4,766
Q4 2025 Added 0.34%
$317B
$478 Million 0.22% of portfolio
5,125
Q4 2025 Added 0.73%
$414B
$482 Million 0.22% of portfolio
2,111
Q4 2025 Reduced 1.17%
$144B
$473 Million 0.21% of portfolio
1,015
Q3 2025 Reduced 22.81%
$35.1B
$431 Million 0.2% of portfolio
7,639
Q4 2025 Added 5.19%
-
$441 Million 0.2% of portfolio
-
Q4 2025 Added 22.48%
$291B
$448 Million 0.2% of portfolio
783
Q4 2025 Reduced 1.63%
$128B
$420 Million 0.19% of portfolio
4,372
Q4 2025 Added 0.34%
$172B
$410 Million 0.19% of portfolio
10,066
Q4 2025 Added 0.36%
$300B
$419 Million 0.19% of portfolio
1,269
Q4 2025 Reduced 1.17%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $220 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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