Filed: 4/30/2025ACC: 0001085146-25-002499
📋 What this filing means
SEAMOUNT FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $146.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$146.92M
Total AUM (reported)
1.85M
Total Shares
Allocation by class
COM$47.42M32.3%
SHS CREATION UNI$10.84M7.4%
US QUALTY FCTR$7.38M5.0%
TOTAL STK MKT$6.31M4.3%
CL B NEW$5.32M3.6%
SHS$4.54M3.1%
DIV APP ETF$4.49M3.1%
Portfolio Concentration
Top 3$28.74M19.6%
4–10$33.02M22.5%
11–25$37.36M25.4%
Rest$47.80M32.5%
Top 3 weight
19.6%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:
APPLE INC
SOLEShares55.72K
TypeSH
Market value$12.38M
8.42%
Sole
0.00
Shared
0.00
None
55.72K
AMAZON COM INC
SOLEShares47.21K
TypeSH
Market value$8.98M
6.11%
Sole
0.00
Shared
0.00
None
47.21K
J P MORGAN EXCHANGE TRADED F
SOLEShares130.63K
TypeSH
Market value$7.38M
5.02%
Sole
0.00
Shared
0.00
None
130.63K
VANGUARD INDEX FDS
SOLEShares22.97K
TypeSH
Market value$6.31M
4.30%
Sole
0.00
Shared
0.00
None
22.97K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares176.66K
TypeSH
Market value$6.30M
4.29%
Sole
0.00
Shared
0.00
None
176.66K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.99K
TypeSH
Market value$5.32M
3.62%
Sole
0.00
Shared
0.00
None
9.99K
VANGUARD SPECIALIZED FUNDS
SOLEShares23.14K
TypeSH
Market value$4.49M
3.06%
Sole
0.00
Shared
0.00
None
23.14K
VANGUARD INDEX FDS
SOLEShares7.31K
TypeSH
Market value$3.76M
2.56%
Sole
0.00
Shared
0.00
None
7.31K
PIMCO ETF TR
SOLEShares37.91K
TypeSH
Market value$3.55M
2.42%
Sole
0.00
Shared
0.00
None
37.91K
CAPITAL GROUP CORE BALANCED
SOLEShares106.16K
TypeSH
Market value$3.29M
2.24%
Sole
0.00
Shared
0.00
None
106.16K
VANGUARD WORLD FD
SOLEShares24.17K
TypeSH
Market value$3.13M
2.13%
Sole
0.00
Shared
0.00
None
24.17K
INVESCO QQQ TR
SOLEShares6.60K
TypeSH
Market value$3.09M
2.11%
Sole
0.00
Shared
0.00
None
6.60K
DIMENSIONAL ETF TRUST
SOLEShares75.82K
TypeSH
Market value$2.91M
1.98%
Sole
0.00
Shared
0.00
None
75.82K
SPDR GOLD TR
SOLEShares10.03K
TypeSH
Market value$2.89M
1.97%
Sole
0.00
Shared
0.00
None
10.03K
VANGUARD INDEX FDS
SOLEShares10.25K
TypeSH
Market value$2.65M
1.80%
Sole
0.00
Shared
0.00
None
10.25K
VANGUARD SCOTTSDALE FDS
SOLEShares31.32K
TypeSH
Market value$2.56M
1.74%
Sole
0.00
Shared
0.00
None
31.32K
CAPITAL GROUP CORE EQUITY ET
SOLEShares76.61K
TypeSH
Market value$2.56M
1.74%
Sole
0.00
Shared
0.00
None
76.61K
VANGUARD INTL EQUITY INDEX F
SOLEShares22.06K
TypeSH
Market value$2.56M
1.74%
Sole
0.00
Shared
0.00
None
22.06K
ISHARES TR
SOLEShares23.11K
TypeSH
Market value$2.51M
1.71%
Sole
0.00
Shared
0.00
None
23.11K
MICROSOFT CORP
SOLEShares6.12K
TypeSH
Market value$2.30M
1.56%
Sole
0.00
Shared
0.00
None
6.12K
VANGUARD INDEX FDS
SOLEShares25.20K
TypeSH
Market value$2.28M
1.55%
Sole
0.00
Shared
0.00
None
25.20K
COSTCO WHSL CORP NEW
SOLEShares2.34K
TypeSH
Market value$2.21M
1.51%
Sole
0.00
Shared
0.00
None
2.34K
ISHARES TR
SOLEShares10.82K
TypeSH
Market value$2.16M
1.47%
Sole
0.00
Shared
0.00
None
10.82K
SPDR DOW JONES INDL AVERAGE
SOLEShares4.78K
TypeSH
Market value$2.01M
1.37%
Sole
0.00
Shared
0.00
None
4.78K
CAPITAL GRP FIXED INCM ETF T
SOLEShares56.11K
TypeSH
Market value$1.53M
1.04%
Sole
0.00
Shared
0.00
None
56.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 55.72K | SH | $12.38M 8.42% | 0.00 | 0.00 | 55.72K |
AMAZON COM INCSOLE | COM | 47.21K | SH | $8.98M 6.11% | 0.00 | 0.00 | 47.21K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 130.63K | SH | $7.38M 5.02% | 0.00 | 0.00 | 130.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.97K | SH | $6.31M 4.30% | 0.00 | 0.00 | 22.97K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 176.66K | SH | $6.30M 4.29% | 0.00 | 0.00 | 176.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.99K | SH | $5.32M 3.62% | 0.00 | 0.00 | 9.99K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 23.14K | SH | $4.49M 3.06% | 0.00 | 0.00 | 23.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.31K | SH | $3.76M 2.56% | 0.00 | 0.00 | 7.31K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 37.91K | SH | $3.55M 2.42% | 0.00 | 0.00 | 37.91K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 106.16K | SH | $3.29M 2.24% | 0.00 | 0.00 | 106.16K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 24.17K | SH | $3.13M 2.13% | 0.00 | 0.00 | 24.17K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.60K | SH | $3.09M 2.11% | 0.00 | 0.00 | 6.60K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 75.82K | SH | $2.91M 1.98% | 0.00 | 0.00 | 75.82K |
SPDR GOLD TRSOLE | GOLD SHS | 10.03K | SH | $2.89M 1.97% | 0.00 | 0.00 | 10.03K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.25K | SH | $2.65M 1.80% | 0.00 | 0.00 | 10.25K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 31.32K | SH | $2.56M 1.74% | 0.00 | 0.00 | 31.32K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 76.61K | SH | $2.56M 1.74% | 0.00 | 0.00 | 76.61K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 22.06K | SH | $2.56M 1.74% | 0.00 | 0.00 | 22.06K |
ISHARES TRSOLE | IBOXX INV CP ETF | 23.11K | SH | $2.51M 1.71% | 0.00 | 0.00 | 23.11K |
MICROSOFT CORPSOLE | COM | 6.12K | SH | $2.30M 1.56% | 0.00 | 0.00 | 6.12K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 25.20K | SH | $2.28M 1.55% | 0.00 | 0.00 | 25.20K |
COSTCO WHSL CORP NEWSOLE | COM | 2.34K | SH | $2.21M 1.51% | 0.00 | 0.00 | 2.34K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.82K | SH | $2.16M 1.47% | 0.00 | 0.00 | 10.82K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 4.78K | SH | $2.01M 1.37% | 0.00 | 0.00 | 4.78K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 56.11K | SH | $1.53M 1.04% | 0.00 | 0.00 | 56.11K |
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