Filed: 10/24/2025ACC: 0002011267-25-000003
📋 What this filing means
SEAMOUNT FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $211.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$211.76M
Total AUM (reported)
2.28M
Total Shares
Allocation by class
COM$76.28M36.0%
SHS CREATION UNI$16.10M7.6%
US QUALTY FCTR$9.04M4.3%
TOTAL STK MKT$8.20M3.9%
SHS$7.63M3.6%
CL B NEW$7.58M3.6%
DIV APP ETF$5.39M2.5%
Portfolio Concentration
Top 3$34.73M16.4%
4–10$45.42M21.4%
11–25$51.04M24.1%
Rest$80.57M38.0%
Top 3 weight
16.4%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 2.28M
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
2.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings134
Rows:
APPLE INC
SOLEShares59.02K
TypeSH
Market value$15.03M
7.10%
Sole
0.00
Shared
0.00
None
59.02K
AMAZON COM INC
SOLEShares48.56K
TypeSH
Market value$10.66M
5.04%
Sole
0.00
Shared
0.00
None
48.56K
J P MORGAN EXCHANGE TRADED F
SOLEShares143.75K
TypeSH
Market value$9.04M
4.27%
Sole
0.00
Shared
0.00
None
143.75K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares207.76K
TypeSH
Market value$8.73M
4.12%
Sole
0.00
Shared
0.00
None
207.76K
VANGUARD INDEX FDS
SOLEShares24.98K
TypeSH
Market value$8.20M
3.87%
Sole
0.00
Shared
0.00
None
24.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.07K
TypeSH
Market value$7.58M
3.58%
Sole
0.00
Shared
0.00
None
15.07K
VANGUARD SPECIALIZED FUNDS
SOLEShares25K
TypeSH
Market value$5.39M
2.55%
Sole
0.00
Shared
0.00
None
25K
VANGUARD INDEX FDS
SOLEShares8.77K
TypeSH
Market value$5.37M
2.54%
Sole
0.00
Shared
0.00
None
8.77K
CAPITAL GROUP CORE BALANCED
SOLEShares154.40K
TypeSH
Market value$5.36M
2.53%
Sole
0.00
Shared
0.00
None
154.40K
MICROSOFT CORP
SOLEShares9.24K
TypeSH
Market value$4.79M
2.26%
Sole
0.00
Shared
0.00
None
9.24K
INVESCO QQQ TR
SOLEShares7.71K
TypeSH
Market value$4.63M
2.19%
Sole
0.00
Shared
0.00
None
7.71K
PIMCO ETF TR
SOLEShares43.48K
TypeSH
Market value$4.16M
1.96%
Sole
0.00
Shared
0.00
None
43.48K
NVIDIA CORPORATION
SOLEShares19.78K
TypeSH
Market value$3.69M
1.74%
Sole
0.00
Shared
0.00
None
19.78K
DIMENSIONAL ETF TRUST
SOLEShares80.29K
TypeSH
Market value$3.67M
1.74%
Sole
0.00
Shared
0.00
None
80.29K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.09K
TypeSH
Market value$3.60M
1.70%
Sole
0.00
Shared
0.00
None
26.09K
SPDR GOLD TR
SOLEShares10.06K
TypeSH
Market value$3.58M
1.69%
Sole
0.00
Shared
0.00
None
10.06K
CAPITAL GROUP CORE EQUITY ET
SOLEShares89.64K
TypeSH
Market value$3.54M
1.67%
Sole
0.00
Shared
0.00
None
89.64K
VANGUARD INDEX FDS
SOLEShares12.04K
TypeSH
Market value$3.54M
1.67%
Sole
0.00
Shared
0.00
None
12.04K
VANGUARD WORLD FD
SOLEShares25.97K
TypeSH
Market value$3.27M
1.54%
Sole
0.00
Shared
0.00
None
25.97K
ISHARES TR
SOLEShares13.24K
TypeSH
Market value$3.20M
1.51%
Sole
0.00
Shared
0.00
None
13.24K
COSTCO WHSL CORP NEW
SOLEShares3.27K
TypeSH
Market value$3.02M
1.43%
Sole
0.00
Shared
0.00
None
3.27K
ISHARES TR
SOLEShares25.84K
TypeSH
Market value$2.88M
1.36%
Sole
0.00
Shared
0.00
None
25.84K
VANGUARD INDEX FDS
SOLEShares30.97K
TypeSH
Market value$2.83M
1.34%
Sole
0.00
Shared
0.00
None
30.97K
INTERNATIONAL BUSINESS MACHS
SOLEShares9.78K
TypeSH
Market value$2.76M
1.30%
Sole
0.00
Shared
0.00
None
9.78K
VANGUARD SCOTTSDALE FDS
SOLEShares31.70K
TypeSH
Market value$2.67M
1.26%
Sole
0.00
Shared
0.00
None
31.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 59.02K | SH | $15.03M 7.10% | 0.00 | 0.00 | 59.02K |
AMAZON COM INCSOLE | COM | 48.56K | SH | $10.66M 5.04% | 0.00 | 0.00 | 48.56K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 143.75K | SH | $9.04M 4.27% | 0.00 | 0.00 | 143.75K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 207.76K | SH | $8.73M 4.12% | 0.00 | 0.00 | 207.76K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.98K | SH | $8.20M 3.87% | 0.00 | 0.00 | 24.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.07K | SH | $7.58M 3.58% | 0.00 | 0.00 | 15.07K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 25K | SH | $5.39M 2.55% | 0.00 | 0.00 | 25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.77K | SH | $5.37M 2.54% | 0.00 | 0.00 | 8.77K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 154.40K | SH | $5.36M 2.53% | 0.00 | 0.00 | 154.40K |
MICROSOFT CORPSOLE | COM | 9.24K | SH | $4.79M 2.26% | 0.00 | 0.00 | 9.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.71K | SH | $4.63M 2.19% | 0.00 | 0.00 | 7.71K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 43.48K | SH | $4.16M 1.96% | 0.00 | 0.00 | 43.48K |
NVIDIA CORPORATIONSOLE | COM | 19.78K | SH | $3.69M 1.74% | 0.00 | 0.00 | 19.78K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 80.29K | SH | $3.67M 1.74% | 0.00 | 0.00 | 80.29K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.09K | SH | $3.60M 1.70% | 0.00 | 0.00 | 26.09K |
SPDR GOLD TRSOLE | GOLD SHS | 10.06K | SH | $3.58M 1.69% | 0.00 | 0.00 | 10.06K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 89.64K | SH | $3.54M 1.67% | 0.00 | 0.00 | 89.64K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.04K | SH | $3.54M 1.67% | 0.00 | 0.00 | 12.04K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 25.97K | SH | $3.27M 1.54% | 0.00 | 0.00 | 25.97K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 13.24K | SH | $3.20M 1.51% | 0.00 | 0.00 | 13.24K |
COSTCO WHSL CORP NEWSOLE | COM | 3.27K | SH | $3.02M 1.43% | 0.00 | 0.00 | 3.27K |
ISHARES TRSOLE | IBOXX INV CP ETF | 25.84K | SH | $2.88M 1.36% | 0.00 | 0.00 | 25.84K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 30.97K | SH | $2.83M 1.34% | 0.00 | 0.00 | 30.97K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.78K | SH | $2.76M 1.30% | 0.00 | 0.00 | 9.78K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 31.70K | SH | $2.67M 1.26% | 0.00 | 0.00 | 31.70K |
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