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.
SEAMOUNT FINANCIAL GROUP INC (CIK 2011267) reported $221.9M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.2M, 6.38%), CGDV ($10.2M, 4.59%), AMZN ($9.5M, 4.30%), JQUA ($9.5M, 4.28%), CGBL ($8.3M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.2M | 6.38% | 55,795 | Trimmed |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.2M | 4.59% | 239,306 | Added |
| 3 | AMZN | AMAZON COM INC | $9.5M | 4.30% | 45,800 | Trimmed |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | $9.5M | 4.28% | 154,992 | Added |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $8.3M | 3.74% | 241,321 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $7.8M | 3.52% | 24,367 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 3.29% | 15,242 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $6.2M | 2.79% | 10,365 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 2.55% | 26,265 | Added |
| 10 | VDE | VANGUARD WORLD FD | $4.6M | 2.06% | 26,464 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $4.5M | 2.03% | 7,822 | Trimmed |
| 12 | HYS | PIMCO ETF TR | $4.4M | 1.98% | 47,017 | Added |
| 13 | CGUS | CAPITAL GROUP CORE EQUITY ET | $4.1M | 1.86% | 107,304 | Added |
| 14 | DFAU | DIMENSIONAL ETF TRUST | $3.9M | 1.75% | 85,812 | Added |
| 15 | MSFT | MICROSOFT CORP | $3.8M | 1.72% | 10,281 | Added |
| 16 | VO | VANGUARD INDEX FDS | $3.7M | 1.69% | 13,056 | Added |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.63% | 26,194 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $3.5M | 1.60% | 20,904 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.5M | 1.57% | 19,937 | Added |
| 20 | IWM | ISHARES TR | $3.3M | 1.49% | 13,344 | Trimmed |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $3.1M | 1.42% | 78,317 | Added |
| 22 | LQD | ISHARES TR | $3.1M | 1.41% | 28,743 | Added |
| 23 | VNQ | VANGUARD INDEX FDS | $3.0M | 1.36% | 34,021 | Added |
| 24 | GLD | SPDR GOLD TR | $3.0M | 1.36% | 7,001 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $2.9M | 1.30% | 13,974 | Added |
Source: SEC Form 13F filings · as of 2026-03-31