Filed: 4/24/2026ACC: 0002011267-26-000002
📋 What this filing means
SEAMOUNT FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $221.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$221.86M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
COM$74.79M33.7%
SHS CREATION UNI$19.55M8.8%
SHS$10.44M4.7%
US QUALTY FCTR$9.50M4.3%
TOTAL STK MKT$7.82M3.5%
CL B NEW$7.30M3.3%
S&P 500 ETF SHS$6.19M2.8%
Portfolio Concentration
Top 3$33.88M15.3%
4–10$49.35M22.2%
11–25$53.61M24.2%
Rest$85.02M38.3%
Top 3 weight
15.3%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 2.56M
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
2.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings135
Rows:
APPLE INC
SOLEShares55.80K
TypeSH
Market value$14.16M
6.38%
Sole
0.00
Shared
0.00
None
55.80K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares239.31K
TypeSH
Market value$10.18M
4.59%
Sole
0.00
Shared
0.00
None
239.31K
AMAZON COM INC
SOLEShares45.80K
TypeSH
Market value$9.54M
4.30%
Sole
0.00
Shared
0.00
None
45.80K
J P MORGAN EXCHANGE TRADED F
SOLEShares154.99K
TypeSH
Market value$9.50M
4.28%
Sole
0.00
Shared
0.00
None
154.99K
CAPITAL GROUP CORE BALANCED
SOLEShares241.32K
TypeSH
Market value$8.30M
3.74%
Sole
0.00
Shared
0.00
None
241.32K
VANGUARD INDEX FDS
SOLEShares24.37K
TypeSH
Market value$7.82M
3.52%
Sole
0.00
Shared
0.00
None
24.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.24K
TypeSH
Market value$7.30M
3.29%
Sole
0.00
Shared
0.00
None
15.24K
VANGUARD INDEX FDS
SOLEShares10.37K
TypeSH
Market value$6.19M
2.79%
Sole
0.00
Shared
0.00
None
10.37K
VANGUARD SPECIALIZED FUNDS
SOLEShares26.27K
TypeSH
Market value$5.65M
2.55%
Sole
0.00
Shared
0.00
None
26.27K
VANGUARD WORLD FD
SOLEShares26.46K
TypeSH
Market value$4.58M
2.06%
Sole
0.00
Shared
0.00
None
26.46K
INVESCO QQQ TR
SOLEShares7.82K
TypeSH
Market value$4.51M
2.03%
Sole
0.00
Shared
0.00
None
7.82K
PIMCO ETF TR
SOLEShares47.02K
TypeSH
Market value$4.39M
1.98%
Sole
0.00
Shared
0.00
None
47.02K
CAPITAL GROUP CORE EQUITY ET
SOLEShares107.30K
TypeSH
Market value$4.12M
1.86%
Sole
0.00
Shared
0.00
None
107.30K
DIMENSIONAL ETF TRUST
SOLEShares85.81K
TypeSH
Market value$3.87M
1.75%
Sole
0.00
Shared
0.00
None
85.81K
MICROSOFT CORP
SOLEShares10.28K
TypeSH
Market value$3.81M
1.72%
Sole
0.00
Shared
0.00
None
10.28K
VANGUARD INDEX FDS
SOLEShares13.06K
TypeSH
Market value$3.75M
1.69%
Sole
0.00
Shared
0.00
None
13.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.19K
TypeSH
Market value$3.62M
1.63%
Sole
0.00
Shared
0.00
None
26.19K
EXXON MOBIL CORP
SOLEShares20.90K
TypeSH
Market value$3.55M
1.60%
Sole
0.00
Shared
0.00
None
20.90K
NVIDIA CORPORATION
SOLEShares19.94K
TypeSH
Market value$3.48M
1.57%
Sole
0.00
Shared
0.00
None
19.94K
ISHARES TR
SOLEShares13.34K
TypeSH
Market value$3.31M
1.49%
Sole
0.00
Shared
0.00
None
13.34K
CAPITAL GROUP GROWTH ETF
SOLEShares78.32K
TypeSH
Market value$3.15M
1.42%
Sole
0.00
Shared
0.00
None
78.32K
ISHARES TR
SOLEShares28.74K
TypeSH
Market value$3.13M
1.41%
Sole
0.00
Shared
0.00
None
28.74K
VANGUARD INDEX FDS
SOLEShares34.02K
TypeSH
Market value$3.02M
1.36%
Sole
0.00
Shared
0.00
None
34.02K
SPDR GOLD TR
SOLEShares7K
TypeSH
Market value$3.01M
1.36%
Sole
0.00
Shared
0.00
None
7K
CHEVRON CORPORATION
SOLEShares13.97K
TypeSH
Market value$2.89M
1.30%
Sole
0.00
Shared
0.00
None
13.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 55.80K | SH | $14.16M 6.38% | 0.00 | 0.00 | 55.80K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 239.31K | SH | $10.18M 4.59% | 0.00 | 0.00 | 239.31K |
AMAZON COM INCSOLE | COM | 45.80K | SH | $9.54M 4.30% | 0.00 | 0.00 | 45.80K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 154.99K | SH | $9.50M 4.28% | 0.00 | 0.00 | 154.99K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 241.32K | SH | $8.30M 3.74% | 0.00 | 0.00 | 241.32K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.37K | SH | $7.82M 3.52% | 0.00 | 0.00 | 24.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.24K | SH | $7.30M 3.29% | 0.00 | 0.00 | 15.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.37K | SH | $6.19M 2.79% | 0.00 | 0.00 | 10.37K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.27K | SH | $5.65M 2.55% | 0.00 | 0.00 | 26.27K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 26.46K | SH | $4.58M 2.06% | 0.00 | 0.00 | 26.46K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.82K | SH | $4.51M 2.03% | 0.00 | 0.00 | 7.82K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 47.02K | SH | $4.39M 1.98% | 0.00 | 0.00 | 47.02K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 107.30K | SH | $4.12M 1.86% | 0.00 | 0.00 | 107.30K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 85.81K | SH | $3.87M 1.75% | 0.00 | 0.00 | 85.81K |
MICROSOFT CORPSOLE | COM | 10.28K | SH | $3.81M 1.72% | 0.00 | 0.00 | 10.28K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 13.06K | SH | $3.75M 1.69% | 0.00 | 0.00 | 13.06K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.19K | SH | $3.62M 1.63% | 0.00 | 0.00 | 26.19K |
EXXON MOBIL CORPSOLE | COM | 20.90K | SH | $3.55M 1.60% | 0.00 | 0.00 | 20.90K |
NVIDIA CORPORATIONSOLE | COM | 19.94K | SH | $3.48M 1.57% | 0.00 | 0.00 | 19.94K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 13.34K | SH | $3.31M 1.49% | 0.00 | 0.00 | 13.34K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 78.32K | SH | $3.15M 1.42% | 0.00 | 0.00 | 78.32K |
ISHARES TRSOLE | IBOXX INV CP ETF | 28.74K | SH | $3.13M 1.41% | 0.00 | 0.00 | 28.74K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.02K | SH | $3.02M 1.36% | 0.00 | 0.00 | 34.02K |
SPDR GOLD TRSOLE | GOLD SHS | 7K | SH | $3.01M 1.36% | 0.00 | 0.00 | 7K |
CHEVRON CORPORATIONSOLE | COM | 13.97K | SH | $2.89M 1.30% | 0.00 | 0.00 | 13.97K |
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