DOSSIER · 13F-HR · Q2 2026

SEAMOUNT FINANCIAL GROUP INC

$248M in tracked AUM across 141 positions as of Q2 2026.

SF
CIK 0002011267 · last filed Jun 30, 2026
Total AUM
$248M
as of Q2 2026
Holdings
141
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SEAMOUNT FINANCIAL GROUP INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M55K6.4%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M249K5.0%
03
JQUA
J P MORGAN EXCHANGE TRADED F
$11M155K4.5%
04
AMZN
AMAZON COM INC
$11M45K4.3%
05
CGBL
CAPITAL GROUP CORE BALANCED
$10M258K4.0%
06
VTI
VANGUARD INDEX FDS
$9M25K3.7%
07
VOO
VANGUARD INDEX FDS
$7M11K3.0%
08
QQQ
INVESCO QQQ TR
$7M10K2.9%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K2.8%
10
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K2.5%

Filing history

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 positionsView →
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