DOSSIER · 13F-HR · Q3 2026

SEAMOUNT FINANCIAL GROUP INC

$255M in tracked AUM across 143 positions as of Q3 2026.

SF
CIK 0002011267 · last filed Sep 30, 2026
Total AUM
$255M
as of Q3 2026
Holdings
143
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SEAMOUNT FINANCIAL GROUP INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M53K6.9%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M255K4.9%
03
JQUA
J P MORGAN EXCHANGE TRADED F
$12M156K4.5%
04
AMZN
AMAZON COM INC
$11M43K4.2%
05
CGBL
CAPITAL GROUP CORE BALANCED
$10M275K4.0%
06
VTI
VANGUARD INDEX FDS
$9M25K3.7%
07
VOO
VANGUARD INDEX FDS
$8M11K3.0%
08
QQQ
INVESCO QQQ TR
$7M10K2.8%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K2.7%
10
VIG
VANGUARD SPECIALIZED FUNDS
$6M27K2.4%

Filing history

2026Q3Sep 30
$255M▲ 2.7%
143 positionsView →
2026Q2Jun 30
$248M▲ 11.8%
141 positionsView →
2026Q1Mar 31
$222M▲ 0.7%
135 positionsView →
2025Q4Dec 31
$220M▲ 4.0%
132 positionsView →
2025Q3Sep 30
$212M▲ 8.9%
134 positionsLocked
2025Q2Jun 30
$194M▲ 32.4%
129 positionsLocked
2025Q1Mar 31
$147M▲ 1.5%
98 positionsLocked
2024Q4Dec 31
$145M▲ 8.9%
99 positionsLocked
2024Q3Sep 30
$133M▲ 8.5%
92 positionsLocked
2024Q2Jun 30
$123M▲ 7.5%
87 positionsLocked
2024Q1Mar 31
$114M▲ 9.3%
85 positionsLocked
2023Q4Dec 31
$104M—
81 positionsLocked