Seamount Financial Group Inc
142 holdingsFiling period: 2026-06-30Current AUM: $258.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 55.2K | $16.0M | $19.0M | 7.34% | -592 | 2026-06-30 |
| 2 | CGDV | Capital Group Dividend Value | 249.3K | $12.3M | $12.2M | 4.71% | +10.0K | 2026-06-30 |
| 3 | JQUA | J P Morgan Exchange Traded F | 155.2K | $11.2M | $11.9M | 4.58% | +213 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 44.9K | $10.7M | $11.2M | 4.32% | -907 | 2026-06-30 |
| 5 | CGBL | Capital Group Core Balanced | 258.1K | $9.8M | $9.5M | 3.67% | +16.8K | 2026-06-30 |
| 6 | VTI | Vanguard Index Fds | 24.6K | $9.1M | $9.3M | 3.58% | +268 | 2026-06-30 |
| 7 | VOO | Vanguard Index Fds | 10.7K | $7.3M | $7.5M | 2.90% | +301 | 2026-06-30 |
| 8 | QQQ | Invesco Qqq TR | 9.8K | $7.2M | $7.0M | 2.69% | +1.9K | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 14.1K | $7.0M | $7.0M | 2.72% | -1,165 | 2026-06-30 |
| 10 | VIG | Vanguard Specialized Funds | 26.3K | $6.2M | $6.4M | 2.48% | +21 | 2026-06-30 |
| 11 | CGUS | Capital Group Core Equity ET | 117.1K | $5.2M | $5.2M | 2.01% | +9.8K | 2026-06-30 |
| 12 | HYS | PIMCO ETF TR | 48.6K | $4.5M | $4.4M | 1.68% | +1.6K | 2026-06-30 |
| 13 | DFAU | Dimensional ETF Trust | 86.8K | $4.5M | $4.6M | 1.77% | +982 | 2026-06-30 |
| 14 | VO | Vanguard Index Fds | 54.6K | $4.4M | $4.4M | 1.71% | +41.5K | 2026-06-30 |
| 15 | VT | Vanguard Intl Equity Index F | 26.4K | $4.1M | $4.1M | 1.60% | +163 | 2026-06-30 |
| 16 | VDE | Vanguard World FD | 26.5K | $4.0M | $5.2M | 1.99% | +56 | 2026-06-30 |
| 17 | IWM | iShares TR | 13.2K | $4.0M | $3.7M | 1.42% | -109 | 2026-06-30 |
| 18 | CGGR | Capital Group Growth ETF | 82.3K | $3.9M | $3.8M | 1.47% | +4.0K | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 19.2K | $3.8M | $4.1M | 1.60% | -761 | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 10.2K | $3.8M | $5.4M | 2.10% | -80 | 2026-06-30 |
| 21 | VNQ | Vanguard Index Fds | 34.7K | $3.3M | $3.2M | 1.25% | +693 | 2026-06-30 |
| 22 | LQD | iShares TR | 29.5K | $3.2M | $3.1M | 1.19% | +785 | 2026-06-30 |
| 23 | CGDG | Capital Group Dividend Growe | 77.3K | $2.9M | $2.9M | 1.14% | +2.3K | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 20.6K | $2.8M | $3.8M | 1.47% | -280 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 20.6K | $2.8M | $3.8M | 1.47% | -280 | 2026-06-30 |
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