SEAMOUNT FINANCIAL GROUP INC

Filed: 1/26/2026ACC: 0002011267-26-000001

📋 What this filing means

SEAMOUNT FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $220.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

132

Positions

$220.22M

Total AUM (reported)

2.38M

Total Shares

Allocation by class

COM$76.76M34.9%

SHS CREATION UNI$17.92M8.1%

US QUALTY FCTR$9.55M4.3%

SHS$9.22M4.2%

TOTAL STK MKT$8.13M3.7%

CL B NEW$7.47M3.4%

S&P 500 ETF SHS$6.21M2.8%

Portfolio Concentration

Top 3$36.45M16.6%

4–10$48.67M22.1%

11–25$52.30M23.8%

Rest$82.79M37.6%

Top 3 weight

16.6%

Top 10 weight

38.7%

Voting Authority Distribution

Total shares with voting rights: 2.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole132

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings132

Rows:

APPLE INC

SOLE

COM

Shares57.81K

TypeSH

Market value$15.72M

7.14%

Sole

0.00

Shared

0.00

None

57.81K

AMAZON COM INC

SOLE

COM

Shares47.14K

TypeSH

Market value$10.88M

4.94%

Sole

0.00

Shared

0.00

None

47.14K

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares225.82K

TypeSH

Market value$9.85M

4.48%

Sole

0.00

Shared

0.00

None

225.82K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares151.11K

TypeSH

Market value$9.55M

4.34%

Sole

0.00

Shared

0.00

None

151.11K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares24.25K

TypeSH

Market value$8.13M

3.69%

Sole

0.00

Shared

0.00

None

24.25K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares14.87K

TypeSH

Market value$7.47M

3.39%

Sole

0.00

Shared

0.00

None

14.87K

CAPITAL GROUP CORE BALANCED

SOLE

SHS

Shares193.78K

TypeSH

Market value$6.85M

3.11%

Sole

0.00

Shared

0.00

None

193.78K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.90K

TypeSH

Market value$6.21M

2.82%

Sole

0.00

Shared

0.00

None

9.90K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares25.55K

TypeSH

Market value$5.62M

2.55%

Sole

0.00

Shared

0.00

None

25.55K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares7.89K

TypeSH

Market value$4.85M

2.20%

Sole

0.00

Shared

0.00

None

7.89K

MICROSOFT CORP

SOLE

COM

Shares9.11K

TypeSH

Market value$4.40M

2.00%

Sole

0.00

Shared

0.00

None

9.11K

PIMCO ETF TR

SOLE

0-5 HIGH YIELD

Shares44.80K

TypeSH

Market value$4.25M

1.93%

Sole

0.00

Shared

0.00

None

44.80K

SPDR GOLD TR

SOLE

GOLD SHS

Shares9.78K

TypeSH

Market value$3.88M

1.76%

Sole

0.00

Shared

0.00

None

9.78K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares95.37K

TypeSH

Market value$3.84M

1.74%

Sole

0.00

Shared

0.00

None

95.37K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares81.81K

TypeSH

Market value$3.83M

1.74%

Sole

0.00

Shared

0.00

None

81.81K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares26.39K

TypeSH

Market value$3.72M

1.69%

Sole

0.00

Shared

0.00

None

26.39K

NVIDIA CORPORATION

SOLE

COM

Shares19.84K

TypeSH

Market value$3.70M

1.68%

Sole

0.00

Shared

0.00

None

19.84K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares12.45K

TypeSH

Market value$3.61M

1.64%

Sole

0.00

Shared

0.00

None

12.45K

VANGUARD WORLD FD

SOLE

ENERGY ETF

Shares26.48K

TypeSH

Market value$3.33M

1.51%

Sole

0.00

Shared

0.00

None

26.48K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares13.49K

TypeSH

Market value$3.32M

1.51%

Sole

0.00

Shared

0.00

None

13.49K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares27.92K

TypeSH

Market value$3.08M

1.40%

Sole

0.00

Shared

0.00

None

27.92K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares9.78K

TypeSH

Market value$2.90M

1.32%

Sole

0.00

Shared

0.00

None

9.78K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares64.17K

TypeSH

Market value$2.85M

1.30%

Sole

0.00

Shared

0.00

None

64.17K

COSTCO WHSL CORP NEW

SOLE

COM

Shares3.26K

TypeSH

Market value$2.81M

1.28%

Sole

0.00

Shared

0.00

None

3.26K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares31.44K

TypeSH

Market value$2.78M

1.26%

Sole

0.00

Shared

0.00

None

31.44K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	57.81K	SH	$15.72M 7.14%	57.81K
AMAZON COM INCSOLE	COM	47.14K	SH	$10.88M 4.94%	47.14K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	225.82K	SH	$9.85M 4.48%	225.82K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	151.11K	SH	$9.55M 4.34%	151.11K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	24.25K	SH	$8.13M 3.69%	24.25K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	14.87K	SH	$7.47M 3.39%	14.87K
CAPITAL GROUP CORE BALANCEDSOLE	SHS	193.78K	SH	$6.85M 3.11%	193.78K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.90K	SH	$6.21M 2.82%	9.90K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	25.55K	SH	$5.62M 2.55%	25.55K
INVESCO QQQ TRSOLE	UNIT SER 1	7.89K	SH	$4.85M 2.20%	7.89K
MICROSOFT CORPSOLE	COM	9.11K	SH	$4.40M 2.00%	9.11K
PIMCO ETF TRSOLE	0-5 HIGH YIELD	44.80K	SH	$4.25M 1.93%	44.80K
SPDR GOLD TRSOLE	GOLD SHS	9.78K	SH	$3.88M 1.76%	9.78K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	95.37K	SH	$3.84M 1.74%	95.37K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	81.81K	SH	$3.83M 1.74%	81.81K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	26.39K	SH	$3.72M 1.69%	26.39K
NVIDIA CORPORATIONSOLE	COM	19.84K	SH	$3.70M 1.68%	19.84K
VANGUARD INDEX FDSSOLE	MID CAP ETF	12.45K	SH	$3.61M 1.64%	12.45K
VANGUARD WORLD FDSOLE	ENERGY ETF	26.48K	SH	$3.33M 1.51%	26.48K
ISHARES TRSOLE	RUSSELL 2000 ETF	13.49K	SH	$3.32M 1.51%	13.49K
ISHARES TRSOLE	IBOXX INV CP ETF	27.92K	SH	$3.08M 1.40%	27.92K
INTERNATIONAL BUSINESS MACHSSOLE	COM	9.78K	SH	$2.90M 1.32%	9.78K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	64.17K	SH	$2.85M 1.30%	64.17K
COSTCO WHSL CORP NEWSOLE	COM	3.26K	SH	$2.81M 1.28%	3.26K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	31.44K	SH	$2.78M 1.26%	31.44K

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