Seaview Investment Managers LLC Portfolio Holdings

Seaview Investment Managers LLC

$256 Million
Q3 2025

Seaview Investment Managers LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.6M, Spdr S&P 500 ETF Trust with a value of $10.5M, Asml Holding Nv with a value of $10.3M, Alphabet Inc. with a value of $9.89M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $9.71M.

Examining the 13F form we can see an decrease of $195M in the current position value, from $451M to 256M.

Below you can find more details about Seaview Investment Managers LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Million

Technology: $91.1 Million

ETFs: $59.9 Million

Communication Services: $33.5 Million

Financial Services: $24.7 Million

Healthcare: $24.5 Million

Consumer Cyclical: $8.86 Million

Utilities: $8.5 Million

Energy: $4.79 Million

Other: $251,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$11.6 Million 4.54% of portfolio	19,369	Q3 2025 Reduced 56.28%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$10.5 Million 4.1% of portfolio	15,750	Q3 2025 Reduced 43.95%
VUG Vanguard Growth ETF ETFs	$0	$5.06 Million 1.98% of portfolio	10,552	Q3 2025 Added 346.55%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$3.81 Million 1.49% of portfolio	96,104	Q3 2025 Reduced 62.55%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$3.66 Million 1.43% of portfolio	27,074	Q3 2025 Reduced 46.92%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$3.34 Million 1.31% of portfolio	53,144	Q3 2025 Reduced 47.85%
GLD Spdr Gold Trust ETFs	$130B	$2.08 Million 0.81% of portfolio	5,838	Q3 2025 Reduced 43.07%
AIQ Global X Funds Global X Artifi ETFs	$0	$1.38 Million 0.54% of portfolio	27,967	Q3 2025 Reduced 8.21%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.37 Million 0.53% of portfolio	28,742	Q3 2025 Reduced 5.9%

VPN Global X Fds Data Ctr Reits & ETFs	$0	$1.31 Million 0.51% of portfolio	81,953	Q3 2025 Added 3.31%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.27 Million 0.49% of portfolio	16,660	Q3 2025 Reduced 6.96%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$1.2 Million 0.47% of portfolio	7,912	Q3 2025 Reduced 14.46%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$1.16 Million 0.45% of portfolio	15,817	Q3 2025 New
SJNK Spdr Bloomberg Short Term High ETFs	$0	$839,000 0.33% of portfolio	32,792	Q3 2025 Reduced 6.8%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$826,000 0.32% of portfolio	19,089	Q3 2025 Reduced 9.2%
FALN Ishares Tr Fallen Angels Usd B ETFs	$0	$826,000 0.32% of portfolio	29,767	Q3 2025 Reduced 10.62%
BSJT Invesco Self Indexed Fd Tr Bul ETFs	$0	$794,000 0.31% of portfolio	36,820	Q3 2025 New
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$745,000 0.29% of portfolio	2,283	Q3 2025 Reduced 11.31%

NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$755,000 0.29% of portfolio	5,567	Q3 2025 Reduced 2.83%
ESPO Vaneck ETF Tr Video Gaming & E ETFs	$0	$696,000 0.27% of portfolio	5,749	Q3 2025 Reduced 1.29%
XLU Utilities Sector Spdr ETFs	$0	$642,000 0.25% of portfolio	7,362	Q3 2025 Reduced 8.94%
LVHI Franklin International Low Vol ETFs	$0	$608,000 0.24% of portfolio	17,521	Q3 2025 Reduced 13.79%
YYY Amplify ETF Tr High Income ETF ETFs	$0	$624,000 0.24% of portfolio	52,888	Q3 2025 Reduced 9.32%
EWG Ishares Msci Germany ETF ETFs	$0	$602,000 0.24% of portfolio	14,484	Q3 2025 Reduced 1.02%
FTHI First Trust Exchange Traded Fd ETFs	$0	$591,000 0.23% of portfolio	24,951	Q3 2025 New
INDY Ishares India 50 ETF ETFs	$0	$583,000 0.23% of portfolio	11,468	Q3 2025 Added 0.57%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$503,000 0.2% of portfolio	2,655	Q3 2025 Reduced 56.18%
PPLT Abrdn Platinum ETF Trust ETFs	$1.09B	$459,000 0.18% of portfolio	5,112	Q3 2025 Added 5.47%
VIG Vanguard Dividend Appreciation ETFs	$0	$307,000 0.12% of portfolio	1,688	Q3 2025 Reduced 43.15%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$270,000 0.11% of portfolio	3,213	Q3 2025 Added 0.75%
JPIB Jpmorgan International Bond Op ETFs	$0	$269,000 0.11% of portfolio	5,494	Q3 2025 Added 1.18%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$259,000 0.1% of portfolio	423	Q3 2025 Reduced 42.37%
REZ Ishares Tr Residential And Mul ETFs	$0	$253,000 0.1% of portfolio	2,978	Q3 2025 Added 13.02%
CEMB Ishares J.P. Morgan Em Corpora ETFs	$0	$268,000 0.1% of portfolio	5,812	Q3 2025 Added 0.92%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$198,000 0.08% of portfolio	10,865	Q3 2025 Reduced 2.8%

Summary

Portfolio
No. of Stocks 211
Current Value $256 Million
Prior Value $451 Million
Filing
Period Q3 2025
Filing Date November 06, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 6 stocks
Additional Purchases 12 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Seaview Investment Managers LLC Portfolio Holdings