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Portfolio (Quarterly) Guide ↗

SEAMOUNT FINANCIAL GROUP INC

· CIK 0002011267
13F Portfolio $248M AUM 141 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 2 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 34,714.0 $3.3M 1.35% NEW $96.43 +1.6%
22 LQD ISHARES TR 29,528.0 $3.2M 1.30% NEW $109.07 -3.1%
23 CGDG CAPITAL GROUP DIVIDEND GROWE 77,344.0 $2.9M 1.17% NEW $37.51 +3.4%
24 XOM EXXON MOBIL CORP Energy 20,624.0 $2.8M 1.14% NEW $136.72 +18.1%
25 AVGO BROADCOM INC Technology 7,441.0 $2.8M 1.13% NEW $377.74 +3.9%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 9,863.0 $2.8M 1.12% NEW $281.20 -18.6%
27 TCAF T ROWE PRICE EXCHANGE-TRADED 66,690.0 $2.7M 1.10% NEW $41.10 +3.7%
28 VCIT VANGUARD SCOTTSDALE FDS 33,153.0 $2.7M 1.10% NEW $82.65 -2.0%
29 CGMS CAPITAL GRP FIXED INCM ETF T 97,492.0 $2.7M 1.07% NEW $27.33 -0.7%
30 DIA STATE STR SPDR DOW JONES IND Financial Services 5,065.0 $2.6M 1.07% NEW $522.35 +2.3%
31 GLD SPDR GOLD TR Financial Services 6,746.0 $2.5M 1.00% NEW $368.38 +10.1%
32 CVX CHEVRON CORPORATION Energy 14,218.0 $2.4M 0.95% NEW $165.76 +22.3%
33 VV VANGUARD INDEX FDS 6,789.0 $2.3M 0.94% NEW $343.91 +3.5%
34 CGGO CAPITAL GROUP GBL GROWTH EQT 54,317.0 $2.3M 0.93% NEW $42.33 -2.1%
35 JPM JPMORGAN CHASE & CO Financial Services 5,938.0 $1.9M 0.78% NEW $327.33 +10.3%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,395.0 $1.8M 0.72% NEW $746.68 +3.5%
37 GOOGL ALPHABET INC Communication Services 4,940.0 $1.8M 0.71% NEW $357.40 -3.7%
38 VOOG VANGUARD ADMIRAL FDS INC 18,600.0 $1.5M 0.62% NEW $82.62 +2.9%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,570.0 $1.5M 0.59% NEW $935.49 +1.9%
40 HYDB ISHARES TR 31,335.0 $1.5M 0.59% NEW $46.77 -0.5%
Page 2 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 21.7%
Consumer Cyclical 12.7%
Industrials 10.4%
Energy 7.3%
Consumer Defensive 5.4%
Healthcare 4.3%
Communication Services 3.4%
Real Estate 0.8%
Basic Materials 0.7%