account_balance
Investment manager · 13F filer · SEC CIK 2011267
Seamount Financial Group Inc
Reported value$255Mas of Sep 30, 2026
Positions143 7 new, 5 sold out
Top 10 weight39.0%AAPL alone is 7%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.9%Trimmed −5%
CGDVCapital Group Dividend Value
4.9%Added +2%
JQUAJ P Morgan Exchange Traded F
4.5%
AMZNAmazon.com Inc
4.2%Trimmed −5%
CGBLCapital Group Core Balanced
4.0%Added +6%
VTIVanguard Index FDS
3.7%Added +2%
VOOVanguard Index FDS
3.0%Added +2%
QQQInvesco QQQ Tr
2.8%
BRK-BBerkshire Hathaway Inc
2.7%Trimmed −2%
VIGVanguard Specialized Funds
2.4%
CGUSCapital Group Core Equity Et
2.2%Added +8%
MSFTMicrosoft Corp
2.0%
AAPLApple Inc.
6.9%Trimmed −5%
CGDVCapital Group Dividend Value
4.9%Added +2%
JQUAJ P Morgan Exchange Traded F
4.5%
AMZNAmazon.com Inc
4.2%−5%
CGBLCapital Group Core Balanced
4.0%+6%
VTIVanguard Index FDS
3.7%
VOOVanguard Index FDS
3.0%
QQQInvesco QQQ Tr
2.8%
BRK-BBerkshire Hathaway Inc
2.7%
VIG2.4%
CGUS
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.9% Trimmed −5%
CGDV Capital Group Dividend Value 4.9% Added +2%
JQUA J P Morgan Exchange Traded F 4.5% Held
AMZN Amazon.com Inc 4.2% Trimmed −5%CGBL Capital Group Core Balanced 4.0% Added +6%
VTI Vanguard Index FDS 3.7% Added +2%
VOO Vanguard Index FDS 3.0% Added +2%
QQQ Invesco QQQ Tr 2.8% Held
BRK-B Berkshire Hathaway Inc 2.7% Trimmed −2%VIG Vanguard Specialized Funds 2.4% Held
CGUS Capital Group Core Equity Et 2.2% Added +8%
MSFT Microsoft Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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