SEAMOUNT FINANCIAL GROUP INC
136 holdingsFiling period: 2026-03-31Current AUM: $250.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 55.8K | $14.2M | $17.2M | 6.87% | -2,018 | 2026-03-31 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 239.3K | $10.2M | $11.9M | 4.73% | +13.5K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 45.8K | $9.5M | $12.4M | 4.96% | -1,339 | 2026-03-31 |
| 4 | JQUA | J P MORGAN EXCHANGE TRADED F | 155.0K | $9.5M | $11.2M | 4.46% | +3.9K | 2026-03-31 |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | 241.3K | $8.3M | $9.0M | 3.58% | +47.5K | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 24.4K | $7.8M | $9.0M | 3.58% | +122 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.2K | $7.3M | $7.3M | 2.91% | +373 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 10.4K | $6.2M | $7.1M | 2.84% | +465 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 26.3K | $5.6M | $6.3M | 2.51% | +716 | 2026-03-31 |
| 10 | VDE | VANGUARD WORLD FD | 26.5K | $4.6M | $4.4M | 1.77% | -15 | 2026-03-31 |
| 11 | QQQ | INVESCO QQQ TR | 7.8K | $4.5M | $5.4M | 2.15% | -68 | 2026-03-31 |
| 12 | HYS | PIMCO ETF TR | 47.0K | $4.4M | $4.4M | 1.74% | +2.2K | 2026-03-31 |
| 13 | CGUS | CAPITAL GROUP CORE EQUITY ET | 107.3K | $4.1M | $4.8M | 1.91% | +11.9K | 2026-03-31 |
| 14 | DFAU | DIMENSIONAL ETF TRUST | 85.8K | $3.9M | $4.4M | 1.77% | +4.0K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 10.3K | $3.8M | $4.8M | 1.91% | +1.2K | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 13.1K | $3.7M | $4.2M | 1.69% | +606 | 2026-03-31 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | 26.2K | $3.6M | $4.1M | 1.63% | -198 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 20.9K | $3.5M | $3.2M | 1.30% | -960 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 20.9K | $3.5M | $3.2M | 1.30% | -960 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 19.9K | $3.5M | $4.0M | 1.60% | +97 | 2026-03-31 |
| 21 | IWM | ISHARES TR | 13.3K | $3.3M | $3.9M | 1.55% | -142 | 2026-03-31 |
| 22 | CGGR | CAPITAL GROUP GROWTH ETF | 78.3K | $3.1M | $3.5M | 1.40% | +14.2K | 2026-03-31 |
| 23 | LQD | ISHARES TR | 28.7K | $3.1M | $3.1M | 1.22% | +825 | 2026-03-31 |
| 24 | VNQ | VANGUARD INDEX FDS | 34.0K | $3.0M | $3.4M | 1.34% | +2.6K | 2026-03-31 |
| 25 | GLD | SPDR GOLD TR | 7.0K | $3.0M | $2.6M | 1.04% | -2,783 | 2026-03-31 |
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