Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SeaCrest Wealth Management, LLC (CIK 1728121) reported $935.0M across 629 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($74.6M, 7.98%), GOOGL ($50.2M, 5.37%), GOOG ($33.6M, 3.59%), NVDA ($33.1M, 3.54%), MSFT ($19.5M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $74.6M | 7.98% | 293,952 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $50.2M | 5.37% | 174,476 | Trimmed |
| 3 | GOOG | ALPHABET INC | $33.6M | 3.59% | 116,995 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $33.1M | 3.54% | 189,533 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $19.5M | 2.08% | 52,624 | Trimmed |
| 6 | AVGO | BROADCOM INC | $17.3M | 1.85% | 55,851 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $17.2M | 1.84% | 82,721 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.7M | 1.68% | 27,155 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $15.7M | 1.67% | 537,292 | Trimmed |
| 10 | LLY | ELI LILLY & CO | $12.7M | 1.36% | 13,787 | Trimmed |
| 11 | META | META PLATFORMS INC | $11.8M | 1.26% | 20,638 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.2M | 1.20% | 23,327 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $10.0M | 1.07% | 16,686 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 1.03% | 14,822 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $9.2M | 0.98% | 9,196 | Added |
| 16 | GLD | SPDR GOLD TR | $8.0M | 0.85% | 18,518 | Added |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.8M | 0.83% | 137,320 | Trimmed |
| 18 | V | VISA INC | $7.7M | 0.82% | 25,388 | Trimmed |
| 19 | FDN | FIRST TR EXCHANGE-TRADED FD | $7.4M | 0.79% | 31,565 | Trimmed |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.5M | 0.69% | 19,156 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $6.1M | 0.65% | 20,677 | Trimmed |
| 22 | GEV | GE VERNOVA INC | $6.0M | 0.64% | 6,882 | Trimmed |
| 23 | VGT | VANGUARD WORLD FD | $5.9M | 0.63% | 8,418 | Trimmed |
| 24 | TSLA | TESLA INC | $5.8M | 0.62% | 15,564 | Added |
| 25 | CVX | CHEVRON CORPORATION | $5.8M | 0.62% | 27,875 | Added |
Source: SEC Form 13F filings · as of 2026-03-31