SEAMOUNT FINANCIAL GROUP INC

CIK 0002011267 • 7 13F filings • Apr 30, 2025 – Oct 21, 2026

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Filer information

Filed by: SEAMOUNT FINANCIAL GROUP INC, Compliance Consultant
Address: 90 SO CASCADE AVENUE, SUITE 970, COLORADO SPRINGS, CO, 80903
Phone: 954-729-6262
AUM: $220.2M

AUM over time

$254.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $220.2M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$482K	0.2%Prev: 0.2%	2,111 SH	Decreased+101 SH
ADVANCED MICRO DEVICES INC	COM	$508K	0.2%Prev: 0.4%	2,370 SH	Decreased+818 SH
ALLSTATE CORP	COM	$241K	0.1%Prev: 0.1%	1,156 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.5M	0.7%Prev: 0.6%	4,798 SH	Decreased+28 SH
ALPHABET INC	CAP STK CL C	$275K	0.1%Prev: 0.3%	875 SH	Decreased-1,140 SH
AMAZON COM INC	COM	$10.9M	4.9%Prev: 4.2%	47,139 SH	Increased+4,616 SH
AMERICAN ELEC PWR CO INC	COM	$222K	0.1%Prev: 0.1%	1,926 SH	Decreased-73 SH
APPLE INC	COM	$15.7M	7.1%Prev: 6.9%	57,813 SH	Decreased+5,288 SH
ARISTA NETWORKS INC	COM SHS	$477K	0.2%Prev: 0.3%	3,640 SH	Decreased+200 SH
AT&T INC	COM	$261K	0.1%Prev: 0.1%	10,521 SH	Increased+1,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.5M	3.4%Prev: 2.7%	14,869 SH	Increased+1,112 SH
BLACKSTONE INC	COM	$892K	0.4%Prev: 0.3%	5,784 SH	Increased+15 SH
BROADCOM INC	COM	$2.6M	1.2%Prev: 1.0%	7,481 SH	Increased+117 SH
CAPITAL GROUP CORE BALANCED	SHS	$6.8M	3.1%Prev: 4.0%	193,783 SH	Decreased-80,967 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$3.8M	1.7%	95,368 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.4M	1.1%Prev: 1.2%	68,498 SH	Decreased-12,803 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$9.9M	4.5%	225,819 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$1.4M	0.6%	39,671 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.9M	1.3%	64,166 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$972K	0.4%Prev: 0.4%	27,919 SH	Decreased+60 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$441K	0.2%	16,122 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.9M	0.9%Prev: 1.2%	69,414 SH	Decreased-46,021 SH
CATERPILLAR INC	COM	$448K	0.2%Prev: 0.2%	783 SH	Decreased+80 SH
CHEVRON CORP NEW	COM	$2.1M	1.0%	13,960 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$327K	0.1%Prev: 0.1%	8,841 SH	Decreased-2,494 SH
CITIGROUP INC	COM NEW	$523K	0.2%Prev: 0.1%	4,483 SH	Increased+1,700 SH
COCA COLA CO	COM	$1.1M	0.5%Prev: 0.5%	15,690 SH	Decreased+809 SH
CONOCOPHILLIPS	COM	$1.1M	0.5%Prev: 0.6%	11,281 SH	Decreased-1,483 SH
CONSOLIDATED EDISON INC	COM	$212K	0.1%Prev: 0.1%	2,137 SH	Decreased
COSTCO WHSL CORP NEW	COM	$2.8M	1.3%	3,259 SH	New
CUMMINS INC	COM	$592K	0.3%Prev: 0.2%	1,160 SH	Increased+100 SH
CVS HEALTH CORP	COM	$206K	0.1%Prev: 0.1%	2,600 SH	Decreased-1,690 SH
DEERE & CO	COM	$473K	0.2%Prev: 0.3%	1,015 SH	Decreased-100 SH
DIGITAL RLTY TR INC	COM	$310K	0.1%Prev: 0.1%	2,004 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.8M	1.7%Prev: 1.8%	81,813 SH	Decreased-5,793 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$622K	0.3%Prev: 0.3%	8,927 SH	Decreased-1,730 SH
DISNEY WALT CO	COM	$362K	0.2%Prev: 0.1%	3,185 SH	Increased+593 SH
EDWARDS LIFESCIENCES CORP	COM	$282K	0.1%Prev: 0.1%	3,312 SH	Decreased
ELI LILLY & CO	COM	$622K	0.3%Prev: 0.3%	579 SH	Decreased
EXXON MOBIL CORP	COM	$2.6M	1.2%	21,864 SH	New
FASTENAL CO	COM	$281K	0.1%Prev: 0.1%	7,007 SH	Decreased-214 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$396K	0.2%Prev: 0.2%	4,331 SH	Decreased-193 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$745K	0.3%Prev: 0.3%	15,547 SH	Decreased-1,922 SH
FLAHERTY & CRUMRINE DYNAMIC	SHS	$979K	0.4%Prev: 0.3%	47,080 SH	Increased+11,316 SH
FLAHERTY & CRUMRINE PFD SECS	COM	$501K	0.2%	30,339 SH	New
FLAHERTY & CRUMRINE TOTAL RE	COM	$364K	0.2%Prev: 0.1%	20,790 SH	Increased+1,795 SH
GE AEROSPACE	COM NEW	$247K	0.1%Prev: 0.1%	802 SH	Increased+37 SH
GENERAL DYNAMICS CORP	COM	$286K	0.1%Prev: 0.1%	848 SH	Increased+3 SH
GENERAL MLS INC	COM	$331K	0.2%	7,119 SH	New
GENERAL MTRS CO	COM	$287K	0.1%Prev: 0.1%	3,533 SH	Increased+400 SH
GLOBAL X FDS	DEFENSE TECH ETF	$368K	0.2%	5,682 SH	New
HOME DEPOT INC	COM	$719K	0.3%Prev: 0.2%	2,089 SH	Increased-40 SH
HONEYWELL INTL INC	COM	$528K	0.2%Prev: 0.1%	2,708 SH	Increased+1,505 SH
ILLINOIS TOOL WKS INC	COM	$802K	0.4%Prev: 0.3%	3,258 SH	Decreased+94 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.9M	1.3%Prev: 0.8%	9,780 SH	Increased+310 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.5M	0.7%Prev: 0.5%	20,665 SH	Increased+2,239 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.1M	0.5%Prev: 0.4%	14,667 SH	Decreased+1,234 SH
INVESCO MUNICIPAL TRUST	COM	$749K	0.3%Prev: 0.2%	77,657 SH	Increased+6,571 SH
INVESCO QQQ TR	UNIT SER 1	$4.8M	2.2%Prev: 2.8%	7,890 SH	Decreased-1,772 SH
ISHARES SILVER TR	ISHARES	$200K	0.1%	3,105 SH	New
ISHARES TR	CORE S&P500 ETF	$270K	0.1%Prev: 0.1%	394 SH	Decreased-2 SH
ISHARES TR	HIGH YLD SYSTM B	$1.2M	0.6%Prev: 0.6%	25,935 SH	Decreased-5,575 SH
ISHARES TR	IBOXX INV CP ETF	$3.1M	1.4%Prev: 1.3%	27,918 SH	Decreased-3,802 SH
ISHARES TR	ISHS 1-5YR INVS	$269K	0.1%Prev: 0.1%	5,086 SH	Decreased-1,659 SH
ISHARES TR	PFD AND INCM SEC	$978K	0.4%Prev: 0.4%	31,589 SH	Decreased-5,801 SH
ISHARES TR	RUS 1000 GRW ETF	$289K	0.1%Prev: 0.1%	610 SH	Decreased-1,830 SH
ISHARES TR	RUSSELL 2000 ETF	$3.3M	1.5%Prev: 1.5%	13,486 SH	Decreased+89 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$854K	0.4%	18,456 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	0.5%Prev: 0.3%	23,744 SH	Increased+7,591 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$9.5M	4.3%Prev: 4.5%	151,110 SH	Decreased-4,995 SH
JOHNSON & JOHNSON	COM	$970K	0.4%Prev: 0.5%	4,688 SH	Decreased+100 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.9%	5,976 SH	New
MATSON INC	COM	$825K	0.4%Prev: 0.6%	6,677 SH	Decreased+189 SH
MCDONALDS CORP	COM	$712K	0.3%Prev: 0.2%	2,328 SH	Increased+120 SH
MEDTRONIC PLC	SHS	$420K	0.2%Prev: 0.2%	4,372 SH	Increased-235 SH
MERCK & CO INC	COM	$502K	0.2%Prev: 0.3%	4,766 SH	Decreased
META PLATFORMS INC	CL A	$995K	0.5%Prev: 0.1%	1,507 SH	Increased+1,051 SH
MICRON TECHNOLOGY INC	COM	$345K	0.2%Prev: 0.4%	1,209 SH	Decreased+222 SH
MICROSOFT CORP	COM	$4.4M	2.0%Prev: 2.0%	9,105 SH	Decreased-1,008 SH
NUCOR CORP	COM	$511K	0.2%Prev: 0.3%	3,133 SH	Decreased
NUVEEN MUN VALUE FD INC	COM	$684K	0.3%Prev: 0.3%	75,517 SH	Decreased-7,791 SH
NVIDIA CORPORATION	COM	$3.7M	1.7%Prev: 1.9%	19,840 SH	Decreased-1,260 SH
PALANTIR TECHNOLOGIES INC	CL A	$234K	0.1%Prev: 0.1%	1,318 SH	Increased+119 SH
PHILLIPS 66	COM	$336K	0.2%	2,602 SH	New
PIMCO ETF TR	0-5 HIGH YIELD	$4.2M	1.9%Prev: 1.8%	44,802 SH	Decreased-6,154 SH
PROCTER AND GAMBLE CO	COM	$955K	0.4%	6,666 SH	New
REALTY INCOME CORP	COM	$431K	0.2%Prev: 0.2%	7,639 SH	Decreased-330 SH
ROCKWELL AUTOMATION INC	COM	$214K	0.1%Prev: 0.1%	550 SH	Decreased
RTX CORPORATION	COM	$556K	0.3%Prev: 0.2%	3,030 SH	Increased+440 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$306K	0.1%	3,941 SH	New
SHELL PLC	SPON ADS	$645K	0.3%Prev: 0.3%	8,777 SH	Decreased+1,435 SH
SNAP ON INC	COM	$937K	0.4%Prev: 0.3%	2,719 SH	Increased+300 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.4M	1.1%	4,946 SH	New
SPDR GOLD TR	GOLD SHS	$3.9M	1.8%Prev: 1.0%	9,784 SH	Increased+3,105 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.7%	2,215 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	0.9%	16,348 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$2.4M	1.1%	62,729 SH	New
T ROWE PRICE ETF INC	SMALL MID CAP	$544K	0.2%	15,149 SH	New
TESLA INC	COM	$290K	0.1%Prev: 0.1%	645 SH	Increased-149 SH
TOAST INC	CL A	$351K	0.2%Prev: 0.1%	9,873 SH	Increased+32 SH
UNION PAC CORP	COM	$948K	0.4%Prev: 0.4%	4,099 SH	Decreased-4 SH
UNITED AIRLS HLDGS INC	COM	$897K	0.4%Prev: 0.3%	8,018 SH	Increased+2,109 SH
UNITED PARCEL SERVICE INC	CL B	$310K	0.1%	3,125 SH	New
UNITEDHEALTH GROUP INC	COM	$419K	0.2%Prev: 0.2%	1,269 SH	Decreased-40 SH
US BANCORP DEL	COM NEW	$216K	0.1%	4,052 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$396K	0.2%Prev: 0.2%	7,743 SH	Decreased-3,073 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$535K	0.2%Prev: 0.3%	1,485 SH	Decreased+129 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.4M	0.6%Prev: 0.6%	3,100 SH	Decreased-15,500 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$214K	0.1%Prev: 0.1%	1,023 SH	Decreased-110 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.0M	0.9%	6,496 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$3.6M	1.6%	12,450 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.8M	1.3%Prev: 1.4%	31,442 SH	Decreased-7,523 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.2M	2.8%Prev: 3.0%	9,900 SH	Decreased-998 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.1M	3.7%	24,245 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$684K	0.3%Prev: 0.3%	8,187 SH	Decreased-223 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.7M	1.7%Prev: 1.6%	26,392 SH	Decreased-80 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.6M	1.2%Prev: 1.1%	31,390 SH	Decreased-3,316 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$313K	0.1%Prev: 0.1%	4,030 SH	Increased+151 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.6M	2.5%Prev: 2.4%	25,549 SH	Decreased-990 SH
VANGUARD STAR FDS	VG TL INTL STK F	$813K	0.4%Prev: 0.6%	10,783 SH	Decreased-6,403 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$814K	0.4%Prev: 0.3%	5,668 SH	Increased+630 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$916K	0.4%Prev: 0.5%	10,174 SH	Decreased-1,474 SH
VANGUARD WORLD FD	CONSUM STP ETF	$680K	0.3%Prev: 0.3%	3,217 SH	Increased+135 SH
VANGUARD WORLD FD	ENERGY ETF	$3.3M	1.5%Prev: 1.9%	26,479 SH	Decreased-1,415 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$259K	0.1%Prev: 0.1%	900 SH	Decreased-9 SH
VANGUARD WORLD FD	UTILITIES ETF	$726K	0.3%Prev: 0.2%	3,924 SH	Increased+615 SH
VERIZON COMMUNICATIONS INC	COM	$410K	0.2%Prev: 0.2%	10,066 SH	Decreased+592 SH
VISA INC	COM CL A	$624K	0.3%Prev: 0.3%	1,780 SH	Decreased-4 SH
WALMART INC	COM	$1.4M	0.6%Prev: 0.5%	12,205 SH	Increased+230 SH
WASTE MGMT INC DEL	COM	$859K	0.4%Prev: 0.3%	3,909 SH	Increased-46 SH
WELLS FARGO CO NEW	COM	$478K	0.2%	5,125 SH	New

Sold (vs prior filing)

AMGEN INC — $234K
BOEING CO — $201K
CAPITAL GROUP CORE EQUITY ET — $5.6M
CAPITAL GROUP DIVIDEND VALUE — $12.5M
CAPITAL GROUP GBL GROWTH EQT — $2.3M
CAPITAL GROUP GROWTH ETF — $4.1M
CAPITAL GROUP INTL FOCUS EQT — $801K
CAPITAL GRP FIXED INCM ETF T — $637K
CAPITAL GRP FIXED INCM ETF T — $837K
CHEVRON CORPORATION — $3.0M
CISCO SYS INC — $241K
COSTCO WHOLESALE CORPORATION — $1.4M
DIMENSIONAL ETF TRUST — $297K
DIMENSIONAL ETF TRUST — $655K
DIMENSIONAL ETF TRUST — $712K
EMERSON ELEC CO — $215K
EXXONMOBIL HOLDINGS CORP — $3.5M
FLAHERTY & CRUMRIN PFD & INM — $407K
GENERAL MILLS INC — $215K
INVESCO EXCHANGE TRADED FD T — $1.1M
… and 20 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0002011267-26-000001	$220.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0002011267-26-000005	$254.8M	View
Oct 24, 2025	Q3 2025