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 $248.0M across 141 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($16.0M, 6.44%), CGDV ($12.3M, 4.95%), JQUA ($11.2M, 4.52%), AMZN ($10.7M, 4.31%), CGBL ($9.8M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.0M | 6.44% | 55,203 | Trimmed |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.3M | 4.95% | 249,281 | Added |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $11.2M | 4.52% | 155,205 | Added |
| 4 | AMZN | AMAZON COM INC | $10.7M | 4.31% | 44,893 | Trimmed |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $9.8M | 3.95% | 258,114 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $9.1M | 3.68% | 24,635 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $7.3M | 2.95% | 10,666 | Added |
| 8 | QQQ | INVESCO QQQ TR | $7.2M | 2.90% | 9,771 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.0M | 2.84% | 14,077 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 2.51% | 26,286 | Added |
| 11 | CGUS | CAPITAL GROUP CORE EQUITY ET | $5.2M | 2.10% | 117,067 | Added |
| 12 | HYS | PIMCO ETF TR | $4.5M | 1.83% | 48,596 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $4.5M | 1.81% | 86,794 | Added |
| 14 | VO | VANGUARD INDEX FDS | $4.4M | 1.77% | 54,593 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.67% | 26,357 | Added |
| 16 | VDE | VANGUARD WORLD FD | $4.0M | 1.61% | 26,520 | Added |
| 17 | IWM | ISHARES TR | $4.0M | 1.60% | 13,235 | Trimmed |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 1.57% | 82,343 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $3.8M | 1.55% | 19,176 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $3.8M | 1.53% | 10,201 | Trimmed |
| 21 | VNQ | VANGUARD INDEX FDS | $3.3M | 1.35% | 34,714 | Added |
| 22 | LQD | ISHARES TR | $3.2M | 1.30% | 29,528 | Added |
| 23 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $2.9M | 1.17% | 77,344 | Added |
| 24 | XOM | EXXON MOBIL CORP | $2.8M | 1.14% | 20,624 | Trimmed |
| 25 | AVGO | BROADCOM INC | $2.8M | 1.13% | 7,441 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30