SeaCrest Wealth Management, LLC
All 13F Filings
- Location
- Purchase, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 988,213
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 859.1 K | 86.9% | 36.71 K | 0 | 36.71 K |
| ETFs | 128.3 K | 13.0% | 3.705 K | 0 | 3.705 K |
| Debt | 409 | 0.0% | 0 | 394 | -394 |
| Other | 461 | 0.0% | 251 | 0 | 251 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
988,213
Holdings
632
QoQ value change ($000)
40,279
(4.2%)
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.