SEAMOUNT FINANCIAL GROUP INC
CIK 0002011267 · COLORADO SPRINGS, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$248.0M
2026 Q2
Positions
141
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
6.4%
CGDV
CAPITAL GROUP DIVIDEND VALUE
5.0%
JQUA
J P MORGAN EXCHANGE TRADED F
4.5%
AMZN
AMAZON COM INC
4.3%
CGBL
CAPITAL GROUP CORE BALANCED
4.0%
VTI
VANGUARD INDEX FDS
3.7%
VOO
VANGUARD INDEX FDS
3.0%
QQQ
INVESCO QQQ TR
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.