Filed: 7/23/2025ACC: 0001085146-25-004042
📋 What this filing means
SEAMOUNT FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $194.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$194.46M
Total AUM (reported)
2.19M
Total Shares
Allocation by class
COM$72.11M37.1%
SHS CREATION UNI$14.04M7.2%
US QUALTY FCTR$8.42M4.3%
CL B NEW$7.50M3.9%
TOTAL STK MKT$7.40M3.8%
SHS$6.07M3.1%
DIV APP ETF$5.06M2.6%
Portfolio Concentration
Top 3$33.01M17.0%
4–10$41.07M21.1%
11–25$47.13M24.2%
Rest$73.24M37.7%
Top 3 weight
17.0%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 2.19M
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
2.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
APPLE INC
SOLEShares65.98K
TypeSH
Market value$13.54M
6.96%
Sole
0.00
Shared
0.00
None
65.98K
AMAZON COM INC
SOLEShares50.37K
TypeSH
Market value$11.05M
5.68%
Sole
0.00
Shared
0.00
None
50.37K
J P MORGAN EXCHANGE TRADED F
SOLEShares140.26K
TypeSH
Market value$8.42M
4.33%
Sole
0.00
Shared
0.00
None
140.26K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares195.57K
TypeSH
Market value$7.72M
3.97%
Sole
0.00
Shared
0.00
None
195.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.44K
TypeSH
Market value$7.50M
3.86%
Sole
0.00
Shared
0.00
None
15.44K
VANGUARD INDEX FDS
SOLEShares24.35K
TypeSH
Market value$7.40M
3.81%
Sole
0.00
Shared
0.00
None
24.35K
VANGUARD SPECIALIZED FUNDS
SOLEShares24.72K
TypeSH
Market value$5.06M
2.60%
Sole
0.00
Shared
0.00
None
24.72K
VANGUARD INDEX FDS
SOLEShares8.29K
TypeSH
Market value$4.71M
2.42%
Sole
0.00
Shared
0.00
None
8.29K
MICROSOFT CORP
SOLEShares8.92K
TypeSH
Market value$4.44M
2.28%
Sole
0.00
Shared
0.00
None
8.92K
CAPITAL GROUP CORE BALANCED
SOLEShares126.91K
TypeSH
Market value$4.24M
2.18%
Sole
0.00
Shared
0.00
None
126.91K
INVESCO QQQ TR
SOLEShares7.39K
TypeSH
Market value$4.08M
2.10%
Sole
0.00
Shared
0.00
None
7.39K
PIMCO ETF TR
SOLEShares40.62K
TypeSH
Market value$3.86M
1.98%
Sole
0.00
Shared
0.00
None
40.62K
COSTCO WHSL CORP NEW
SOLEShares3.52K
TypeSH
Market value$3.48M
1.79%
Sole
0.00
Shared
0.00
None
3.52K
DIMENSIONAL ETF TRUST
SOLEShares81.20K
TypeSH
Market value$3.44M
1.77%
Sole
0.00
Shared
0.00
None
81.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares25.99K
TypeSH
Market value$3.34M
1.72%
Sole
0.00
Shared
0.00
None
25.99K
CAPITAL GROUP CORE EQUITY ET
SOLEShares85.42K
TypeSH
Market value$3.15M
1.62%
Sole
0.00
Shared
0.00
None
85.42K
SPDR GOLD TR
SOLEShares10.27K
TypeSH
Market value$3.13M
1.61%
Sole
0.00
Shared
0.00
None
10.27K
VANGUARD INDEX FDS
SOLEShares11.09K
TypeSH
Market value$3.10M
1.60%
Sole
0.00
Shared
0.00
None
11.09K
NVIDIA CORPORATION
SOLEShares19.11K
TypeSH
Market value$3.02M
1.55%
Sole
0.00
Shared
0.00
None
19.11K
VANGUARD WORLD FD
SOLEShares25.01K
TypeSH
Market value$2.98M
1.53%
Sole
0.00
Shared
0.00
None
25.01K
INTERNATIONAL BUSINESS MACHS
SOLEShares9.97K
TypeSH
Market value$2.94M
1.51%
Sole
0.00
Shared
0.00
None
9.97K
ISHARES TR
SOLEShares12.54K
TypeSH
Market value$2.71M
1.39%
Sole
0.00
Shared
0.00
None
12.54K
VANGUARD SCOTTSDALE FDS
SOLEShares31.79K
TypeSH
Market value$2.64M
1.36%
Sole
0.00
Shared
0.00
None
31.79K
ISHARES TR
SOLEShares24.05K
TypeSH
Market value$2.64M
1.36%
Sole
0.00
Shared
0.00
None
24.05K
VANGUARD INDEX FDS
SOLEShares29.51K
TypeSH
Market value$2.63M
1.35%
Sole
0.00
Shared
0.00
None
29.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 65.98K | SH | $13.54M 6.96% | 0.00 | 0.00 | 65.98K |
AMAZON COM INCSOLE | COM | 50.37K | SH | $11.05M 5.68% | 0.00 | 0.00 | 50.37K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 140.26K | SH | $8.42M 4.33% | 0.00 | 0.00 | 140.26K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 195.57K | SH | $7.72M 3.97% | 0.00 | 0.00 | 195.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.44K | SH | $7.50M 3.86% | 0.00 | 0.00 | 15.44K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.35K | SH | $7.40M 3.81% | 0.00 | 0.00 | 24.35K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 24.72K | SH | $5.06M 2.60% | 0.00 | 0.00 | 24.72K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.29K | SH | $4.71M 2.42% | 0.00 | 0.00 | 8.29K |
MICROSOFT CORPSOLE | COM | 8.92K | SH | $4.44M 2.28% | 0.00 | 0.00 | 8.92K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 126.91K | SH | $4.24M 2.18% | 0.00 | 0.00 | 126.91K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.39K | SH | $4.08M 2.10% | 0.00 | 0.00 | 7.39K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 40.62K | SH | $3.86M 1.98% | 0.00 | 0.00 | 40.62K |
COSTCO WHSL CORP NEWSOLE | COM | 3.52K | SH | $3.48M 1.79% | 0.00 | 0.00 | 3.52K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 81.20K | SH | $3.44M 1.77% | 0.00 | 0.00 | 81.20K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 25.99K | SH | $3.34M 1.72% | 0.00 | 0.00 | 25.99K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 85.42K | SH | $3.15M 1.62% | 0.00 | 0.00 | 85.42K |
SPDR GOLD TRSOLE | GOLD SHS | 10.27K | SH | $3.13M 1.61% | 0.00 | 0.00 | 10.27K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.09K | SH | $3.10M 1.60% | 0.00 | 0.00 | 11.09K |
NVIDIA CORPORATIONSOLE | COM | 19.11K | SH | $3.02M 1.55% | 0.00 | 0.00 | 19.11K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 25.01K | SH | $2.98M 1.53% | 0.00 | 0.00 | 25.01K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.97K | SH | $2.94M 1.51% | 0.00 | 0.00 | 9.97K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 12.54K | SH | $2.71M 1.39% | 0.00 | 0.00 | 12.54K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 31.79K | SH | $2.64M 1.36% | 0.00 | 0.00 | 31.79K |
ISHARES TRSOLE | IBOXX INV CP ETF | 24.05K | SH | $2.64M 1.36% | 0.00 | 0.00 | 24.05K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 29.51K | SH | $2.63M 1.35% | 0.00 | 0.00 | 29.51K |
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