SeaCrest Wealth Management, LLC
All 13F Filings
- Location
- Purchase, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 903,421
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 550 | 903,421 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q1 2026 | 4/15/2026 | 635 | 935,013 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 632 | 988,213 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 628 | 947,934 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q2 2025 | 7/11/2025 | 617 | 920,819 | 13F-HR | SeaCrest Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 639.1 K | 70.8% | 0 | 20.83 K | -20.83 K |
| ETFs | 263.3 K | 29.2% | 0 | 10.84 K | -10.84 K |
| Debt | 388 | 0.0% | 0 | 6 | -6 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
903,421
Holdings
550
QoQ value change ($000)
-31,592
(-3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.