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: $254.8M143 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$526K	0.2%Prev: 0.2%	2,010 SH	Increased-126 SH
ADVANCED MICRO DEVICES INC	COM	$949K	0.4%Prev: 0.2%	1,552 SH	Increased-1,356 SH
ALLSTATE CORP	COM	$256K	0.1%Prev: 0.1%	1,156 SH	Increased
ALPHABET INC	CAP STK CL A	$1.6M	0.6%Prev: 0.6%	4,770 SH	Increased-59 SH
ALPHABET INC	CAP STK CL C	$687K	0.3%Prev: 0.1%	2,015 SH	Increased+1,140 SH
AMAZON COM INC	COM	$10.6M	4.2%Prev: 5.0%	42,523 SH	Decreased-6,041 SH
AMERICAN ELEC PWR CO INC	COM	$237K	0.1%Prev: 0.1%	1,999 SH	Increased+99 SH
AMGEN INC	COM	$234K	0.1%	555 SH	New
APPLE INC	COM	$17.5M	6.9%Prev: 7.1%	52,525 SH	Increased-6,494 SH
ARISTA NETWORKS INC	COM SHS	$700K	0.3%Prev: 0.3%	3,440 SH	Increased-200 SH
AT&T INC	COM	$232K	0.1%Prev: 0.1%	9,521 SH	Decreased-1,203 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.9M	2.7%Prev: 3.6%	13,757 SH	Decreased-1,316 SH
BLACKSTONE INC	COM	$647K	0.3%Prev: 0.4%	5,769 SH	Decreased+297 SH
BOEING CO	COM	$201K	0.1%	1,080 SH	New
BROADCOM INC	COM	$2.6M	1.0%Prev: 1.1%	7,364 SH	Increased+53 SH
CAPITAL GROUP CORE BALANCED	SHS	$10.1M	4.0%Prev: 2.5%	274,750 SH	Increased+120,353 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$5.6M	2.2%	126,314 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$3.0M	1.2%Prev: 1.1%	81,301 SH	Increased+16,620 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$12.5M	4.9%	255,322 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$2.3M	0.9%	57,723 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$4.1M	1.6%	87,438 SH	New
CAPITAL GROUP INTERNATIONAL	SHS	$1.0M	0.4%Prev: 0.4%	27,859 SH	Increased+3,159 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$801K	0.3%	23,365 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$637K	0.3%	30,101 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$837K	0.3%	32,277 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$3.0M	1.2%Prev: 0.9%	115,435 SH	Increased+49,993 SH
CATERPILLAR INC	COM	$570K	0.2%Prev: 0.2%	703 SH	Increased-93 SH
CHEVRON CORPORATION	COM	$3.0M	1.2%	14,857 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$362K	0.1%Prev: 0.2%	11,335 SH	Increased+2,965 SH
CISCO SYS INC	COM	$241K	0.1%	2,237 SH	New
CITIGROUP INC	COM NEW	$360K	0.1%Prev: 0.2%	2,783 SH	Decreased-1,700 SH
COCA COLA CO	COM	$1.3M	0.5%Prev: 0.5%	14,881 SH	Increased-775 SH
CONOCOPHILLIPS	COM	$1.6M	0.6%Prev: 0.5%	12,764 SH	Increased+1,999 SH
CONSOLIDATED EDISON INC	COM	$218K	0.1%Prev: 0.1%	2,137 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.6%	1,570 SH	New
CUMMINS INC	COM	$548K	0.2%Prev: 0.2%	1,060 SH	Increased-100 SH
CVS HEALTH CORP	COM	$368K	0.1%Prev: 0.1%	4,290 SH	Increased+1,190 SH
DEERE & CO	COM	$749K	0.3%Prev: 0.2%	1,115 SH	Increased+100 SH
DIGITAL RLTY TR INC	COM	$352K	0.1%Prev: 0.2%	2,004 SH	Increased+95 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.6M	1.8%Prev: 1.7%	87,606 SH	Increased+7,313 SH
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$297K	0.1%	7,406 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$825K	0.3%Prev: 0.3%	10,657 SH	Increased+2,166 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$655K	0.3%	9,859 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$712K	0.3%	19,230 SH	New
DISNEY WALT CO	COM	$272K	0.1%Prev: 0.2%	2,592 SH	Decreased-593 SH
EDWARDS LIFESCIENCES CORP	COM	$286K	0.1%Prev: 0.1%	3,312 SH	Increased
ELI LILLY & CO	COM	$670K	0.3%Prev: 0.2%	579 SH	Increased+4 SH
EMERSON ELEC CO	COM	$215K	0.1%	1,385 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$3.5M	1.4%	21,284 SH	New
FASTENAL CO	COM	$358K	0.1%	7,221 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$479K	0.2%Prev: 0.2%	4,524 SH	Increased+200 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$783K	0.3%Prev: 0.3%	17,469 SH	Increased+2,000 SH
FLAHERTY & CRUMRIN PFD & INM	COM	$407K	0.2%	27,232 SH	New
FLAHERTY & CRUMRINE DYNAMIC	SHS	$675K	0.3%Prev: 0.5%	35,764 SH	Decreased-11,309 SH
FLAHERTY & CRUMRINE TOTAL RE	COM	$299K	0.1%Prev: 0.2%	18,995 SH	Decreased-1,795 SH
GE AEROSPACE	COM NEW	$239K	0.1%Prev: 0.1%	765 SH	Decreased-62 SH
GENERAL DYNAMICS CORP	COM	$280K	0.1%Prev: 0.1%	845 SH	Decreased+1 SH
GENERAL MILLS INC	COM	$215K	0.1%	6,684 SH	New
GENERAL MTRS CO	COM	$241K	0.1%Prev: 0.1%	3,133 SH	Increased-600 SH
HOME DEPOT INC	COM	$606K	0.2%Prev: 0.4%	2,129 SH	Decreased+40 SH
HONEYWELL INTL INC	COM	$254K	0.1%Prev: 0.3%	1,203 SH	Decreased-1,426 SH
ILLINOIS TOOL WKS INC	COM	$814K	0.3%Prev: 0.4%	3,164 SH	Decreased-224 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	0.8%Prev: 1.3%	9,470 SH	Decreased-310 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	0.5%Prev: 0.8%	18,426 SH	Decreased-3,447 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	0.4%	5,406 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.1M	0.4%Prev: 0.5%	13,433 SH	Increased-1,272 SH
INVESCO MUNICIPAL TRUST	COM	$603K	0.2%Prev: 0.4%	71,086 SH	Decreased-12,802 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	2.8%Prev: 2.2%	9,662 SH	Increased+1,951 SH
ISHARES TR	0-3 MTH TREASURY	$206K	0.1%	2,051 SH	New
ISHARES TR	CORE S&P500 ETF	$304K	0.1%Prev: 0.1%	396 SH	Increased+3 SH
ISHARES TR	HIGH YLD SYSTM B	$1.4M	0.6%Prev: 0.6%	31,510 SH	Increased+3,367 SH
ISHARES TR	IBOXX INV CP ETF	$3.2M	1.3%Prev: 1.4%	31,720 SH	Increased+5,879 SH
ISHARES TR	ISHS 1-5YR INVS	$346K	0.1%Prev: 0.1%	6,745 SH	Increased+2,134 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.4%Prev: 0.4%	37,390 SH	Increased+11,791 SH
ISHARES TR	RUS 1000 GRW ETF	$306K	0.1%	2,440 SH	New
ISHARES TR	RUSSELL 2000 ETF	$3.7M	1.5%Prev: 1.5%	13,397 SH	Increased+153 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$814K	0.3%Prev: 0.7%	16,153 SH	Decreased-11,453 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$11.5M	4.5%Prev: 4.3%	156,105 SH	Increased+12,354 SH
JOHNSON & JOHNSON	COM	$1.2M	0.5%Prev: 0.4%	4,588 SH	Increased-233 SH
JPMORGAN CHASE & CO	COM	$2.0M	0.8%	5,908 SH	New
LAM RESEARCH CORP	COM NEW	$252K	0.1%	768 SH	New
MATSON INC	COM	$1.4M	0.6%Prev: 0.3%	6,488 SH	Increased+59 SH
MCDONALDS CORP	COM	$510K	0.2%Prev: 0.3%	2,208 SH	Decreased-116 SH
MEDTRONIC PLC	SHS	$398K	0.2%Prev: 0.2%	4,607 SH	Decreased+250 SH
MERCK & CO INC	COM	$693K	0.3%Prev: 0.2%	4,766 SH	Increased+16 SH
META PLATFORMS INC	CL A	$331K	0.1%Prev: 0.5%	456 SH	Decreased-1,043 SH
METLIFE INC	COM	$304K	0.1%Prev: 0.1%	3,228 SH	Increased+628 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.4%Prev: 0.1%	987 SH	Increased-222 SH
MICROSOFT CORP	COM	$5.2M	2.0%Prev: 2.3%	10,113 SH	Increased+873 SH
NUCOR CORP	COM	$732K	0.3%Prev: 0.2%	3,133 SH	Increased
NUVEEN MUN VALUE FD INC	COM	$691K	0.3%Prev: 0.3%	83,308 SH	Increased+12,218 SH
NVIDIA CORPORATION	COM	$4.8M	1.9%Prev: 1.7%	21,100 SH	Increased+1,319 SH
PALANTIR TECHNOLOGIES INC	CL A	$224K	0.1%Prev: 0.1%	1,199 SH	Decreased-119 SH
PFIZER INC	COM	$205K	0.1%	7,184 SH	New
PHILIP MORRIS INTL INC	COM	$224K	0.1%	1,172 SH	New
PIMCO CALIF MUN INCOME FD	COM	$111K	0.0%	14,436 SH	New
PIMCO ETF TR	0-5 HIGH YIELD	$4.6M	1.8%Prev: 2.0%	50,956 SH	Increased+7,478 SH
PROCTER & GAMBLE CO	COM	$996K	0.4%	6,855 SH	New
REALTY INCOME CORP	COM	$433K	0.2%Prev: 0.2%	7,969 SH	Decreased+707 SH
ROCKWELL AUTOMATION INC	COM	$239K	0.1%Prev: 0.1%	550 SH	Increased-50 SH
RTX CORPORATION	COM	$481K	0.2%Prev: 0.3%	2,590 SH	Decreased-1,000 SH
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$223K	0.1%	2,766 SH	New
SHELL PLC	SPON ADS	$698K	0.3%Prev: 0.3%	7,342 SH	Increased-1,621 SH
SNAP ON INC	COM	$879K	0.3%Prev: 0.4%	2,419 SH	Decreased-300 SH
SPDR GOLD TR	GOLD SHS	$2.5M	1.0%Prev: 1.7%	6,679 SH	Decreased-3,382 SH
SPDR SERIES TRUST	ST STR SP HOME	$909K	0.4%	9,466 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$2.6M	1.0%	5,037 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	0.8%	2,555 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAP APPRECIATION	$2.8M	1.1%	67,308 SH	New
T ROWE PRICE EXCHANGE-TRADED	SMALL MID CAP	$873K	0.3%	21,455 SH	New
TESLA INC	COM	$282K	0.1%Prev: 0.2%	794 SH	Decreased-210 SH
TOAST INC	CL A	$285K	0.1%Prev: 0.2%	9,841 SH	Decreased-32 SH
UNION PAC CORP	COM	$1.1M	0.4%Prev: 0.4%	4,103 SH	Increased+112 SH
UNITED AIRLS HLDGS INC	COM	$656K	0.3%Prev: 0.4%	5,909 SH	Decreased-1,835 SH
UNITED PARCEL SVCS INC	CL B	$255K	0.1%	2,725 SH	New
UNITEDHEALTH GROUP INC	COM	$481K	0.2%Prev: 0.2%	1,309 SH	Increased+25 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$520K	0.2%Prev: 0.2%	10,816 SH	Increased+3,622 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$826K	0.3%Prev: 0.2%	1,356 SH	Increased-137 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.6M	0.6%Prev: 0.6%	18,600 SH	Increased+15,500 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$262K	0.1%Prev: 0.1%	1,133 SH	Increased+113 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$217K	0.1%	2,406 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$2.4M	0.9%	6,790 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$4.3M	1.7%	55,203 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$9.4M	3.7%	25,214 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.5M	1.4%Prev: 1.3%	38,965 SH	Increased+7,999 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.6M	3.0%Prev: 2.5%	10,898 SH	Increased+2,131 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$730K	0.3%Prev: 0.3%	8,410 SH	Increased+245 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$4.2M	1.6%Prev: 1.7%	26,472 SH	Increased+379 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.7M	1.1%Prev: 1.3%	34,706 SH	Increased+3,009 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$282K	0.1%Prev: 0.1%	3,879 SH	Decreased-95 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.2M	2.4%Prev: 2.5%	26,539 SH	Increased+1,539 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	0.6%Prev: 0.3%	17,186 SH	Increased+9,216 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$782K	0.3%Prev: 0.4%	5,038 SH	Decreased-1,100 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.2M	0.5%Prev: 0.4%	11,648 SH	Increased+1,499 SH
VANGUARD WORLD FD	CONSUM STP ETF	$673K	0.3%Prev: 0.3%	3,082 SH	Decreased-244 SH
VANGUARD WORLD FD	ENERGY ETF	$4.8M	1.9%Prev: 1.5%	27,894 SH	Increased+1,923 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$287K	0.1%Prev: 0.1%	909 SH	Increased+14 SH
VANGUARD WORLD FD	UTILITIES ETF	$566K	0.2%Prev: 0.4%	3,309 SH	Decreased-769 SH
VERIZON COMMUNICATIONS INC	COM	$435K	0.2%Prev: 0.2%	9,474 SH	Decreased-556 SH
VISA INC	COM CL A	$641K	0.3%Prev: 0.3%	1,784 SH	Decreased-349 SH
WALMART INC	COM	$1.2M	0.5%Prev: 0.6%	11,975 SH	Decreased-421 SH
WASTE MGMT INC DEL	COM	$807K	0.3%Prev: 0.4%	3,955 SH	Decreased+84 SH
WELLS FARGO & CO	COM	$537K	0.2%	6,703 SH	New

Sold (vs prior filing)

CAPITAL GROUP CORE EQUITY ET — $3.5M
CAPITAL GROUP DIVIDEND VALUE — $8.7M
CAPITAL GROUP GBL GROWTH EQT — $1.2M
CAPITAL GROUP GROWTH ETF — $2.6M
CAPITAL GRP FIXED INCM ETF T — $359K
CHEVRON CORP NEW — $2.1M
COSTCO WHSL CORP NEW — $3.0M
EXXON MOBIL CORP — $2.5M
FLAHERTY & CRUMRINE PFD SECS — $512K
FORD MTR CO — $123K
GENERAL MLS INC — $379K
GLOBAL X FDS — $389K
J P MORGAN EXCHANGE TRADED F — $857K
J P MORGAN EXCHANGE TRADED F — $214K
JPMORGAN CHASE & CO. — $1.9M
KELLANOVA — $226K
LOCKHEED MARTIN CORP — $223K
NETFLIX INC — $518K
PHILLIPS 66 — $354K
PROCTER AND GAMBLE CO — $999K
… and 12 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