SEAMOUNT FINANCIAL GROUP INC

Q2 2025 13F-HR Holdings

Location
Colorado Springs, CO
Holdings as of
6/30/2025
Date filed
7/23/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$194,458
Net value change ($000)
—
New positions
129
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/24/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 13,537 —
AMZN 11,052 —
JQUA 8,422 —
CGDV 7,723 —
BRK-B 7,501 —
VTI 7,400 —
VIG 5,059 —
VOO 4,712 —
MSFT 4,436 —
CGBL 4,244 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type