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

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%
$0
$9.85 Billion 4.48% of portfolio
225,819
Q4 2025 Added 8.69%
$0
$9.55 Billion 4.34% of portfolio
151,110
Q4 2025 Added 5.12%
$0
$8.13 Billion 3.69% of portfolio
24,245
Q4 2025 Reduced 2.94%
$662B
$7.47 Billion 3.39% of portfolio
14,869
Q4 2025 Reduced 1.35%
Capital Group Core Balanced
-
$6.85 Billion 3.11% of portfolio
-
Q4 2025 Added 25.51%
$0
$6.21 Billion 2.82% of portfolio
9,900
Q4 2025 Added 12.92%
$0
$5.62 Billion 2.55% of portfolio
25,549
Q4 2025 Added 2.2%
$0
$4.85 Billion 2.2% of portfolio
7,890
Q4 2025 Added 2.32%
$3.78T
$4.4 Billion 2.0% of portfolio
9,105
Q4 2025 Reduced 1.46%
$0
$4.25 Billion 1.93% of portfolio
44,802
Q4 2025 Added 3.05%
$130B
$3.88 Billion 1.76% of portfolio
9,784
Q4 2025 Reduced 2.75%
$0
$3.84 Billion 1.74% of portfolio
95,368
Q4 2025 Added 6.39%
$0
$3.83 Billion 1.74% of portfolio
81,813
Q4 2025 Added 1.89%
$0
$3.72 Billion 1.69% of portfolio
26,392
Q4 2025 Added 1.15%
$0
$3.61 Billion 1.64% of portfolio
12,450
Q4 2025 Added 3.43%
$0
$3.32 Billion 1.51% of portfolio
13,486
Q4 2025 Added 1.83%
$0
$3.33 Billion 1.51% of portfolio
26,479
Q4 2025 Added 1.96%
$0
$3.08 Billion 1.4% of portfolio
27,918
Q4 2025 Added 8.04%
$266B
$2.9 Billion 1.32% of portfolio
9,780
Q3 2025 Reduced 1.91%
$0
$2.85 Billion 1.3% of portfolio
64,166
Q4 2025 Added 7.68%
$404B
$2.81 Billion 1.28% of portfolio
3,259
Q4 2025 Reduced 0.24%
$0
$2.78 Billion 1.26% of portfolio
31,442
Q4 2025 Added 1.54%
$490B
$2.63 Billion 1.19% of portfolio
21,864
Q4 2025 Reduced 0.97%
$0
$2.63 Billion 1.19% of portfolio
31,390
Q4 2025 Reduced 0.97%
$139B
$2.59 Billion 1.18% of portfolio
7,481
Q4 2025 Added 2.33%
Capital Group Dividend Growe
-
$2.44 Billion 1.11% of portfolio
-
Q4 2025 Added 5.9%
T Rowe Price ETF Inc
-
$2.4 Billion 1.09% of portfolio
-
Q4 2025 Added 15.45%
$0
$2.38 Billion 1.08% of portfolio
4,946
Q4 2025 Reduced 1.88%
$303B
$2.13 Billion 0.97% of portfolio
13,960
Q4 2025 Added 1.98%
$0
$2.05 Billion 0.93% of portfolio
6,496
Q4 2025 Added 0.98%
-
$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%
$0
$1.51 Billion 0.69% of portfolio
2,215
Q4 2025 Added 17.69%
$1.65T
$1.5 Billion 0.68% of portfolio
4,798
Q4 2025 Reduced 0.64%
$0
$1.48 Billion 0.67% of portfolio
20,665
Q4 2025 Reduced 5.52%
$0
$1.38 Billion 0.63% of portfolio
3,100
Q2 2025 New
$0
$1.37 Billion 0.62% of portfolio
39,671
Q4 2025 Added 12.07%
$279B
$1.36 Billion 0.62% of portfolio
12,205
Q4 2025 Reduced 1.54%
$0
$1.23 Billion 0.56% of portfolio
25,935
Q4 2025 Reduced 7.85%
$0
$1.2 Billion 0.55% of portfolio
23,744
Q4 2025 Reduced 13.99%
$0
$1.1 Billion 0.5% of portfolio
14,667
Q4 2025 Reduced 0.26%
$306B
$1.1 Billion 0.5% of portfolio
15,690
Q4 2025 Added 0.22%
$0
$1.07 Billion 0.49% of portfolio
7,709
Q4 2025 Reduced 6.41%
$113B
$1.06 Billion 0.48% of portfolio
11,281
Q4 2025 Added 4.79%
$1.37T
$995 Million 0.45% of portfolio
1,507
Q4 2025 Added 0.53%
$0
$978 Million 0.44% of portfolio
31,589
Q4 2025 Added 23.4%
Capital Group International
-
$972 Million 0.44% of portfolio
-
Q4 2025 Added 13.03%

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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