Seamount Financial Group Inc holds a diversified book of 141 stocks worth $248.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Lam Research Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011267/holdings"
Use Arkolith to show SEAMOUNT FINANCIAL GROUP INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Seamount Financial Group Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $16.0M | 55.2K | 6.4% | ▼−1.1% Reduced · −592 sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $12.3M | 249.3K | 5.0% | ▲+4.2% Added · +10K sh | |
| 3 | J P Morgan Exchange Traded F US QUALTY FCTR | $11.2M | 155.2K | 4.5% | ▲+0.1% Added · +213 sh | |
| 4 | Amazon Com Inc COM | $10.7M | 44.9K | 4.3% | ▼−2.0% Reduced · −907 sh | |
| 5 | Capital Group Core Balanced SHS | $9.8M | 258.1K | 4.0% | ▲+7.0% Added · +17K sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $9.1M | 24.6K | 3.7% | ▲+1.1% Added · +268 sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $7.3M | 10.7K | 3.0% | ▲+2.9% Added · +301 sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $7.2M | 9.8K | 2.9% | ▲+25% Added · +2K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $7.0M | 14.1K | 2.8% | ▼−7.6% Reduced · −1K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $6.2M | 26.3K | 2.5% | ▲+0.1% Added · +21 sh | |
| 11 | Capital Group Core Equity Et SHS CREAT UNIT | $5.2M | 117.1K | 2.1% | ▲+9.1% Added · +10K sh | |
| 12 | Pimco ETF TR 0-5 HIGH YIELD | $4.5M | 48.6K | 1.8% | ▲+3.4% Added · +2K sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $4.5M | 86.8K | 1.8% | ▲+1.1% Added · +982 sh | |
| 14 | Vanguard Index FDS MID CAP ETF | $4.4M | 54.6K | 1.8% | ▲+318% Added · +42K sh | |
| 15 | Vanguard Intl Equity Index F TT WRLD ST ETF | $4.1M | 26.4K | 1.7% | ▲+0.6% Added · +163 sh | |
| 16 | Vanguard World FD ENERGY ETF | $4.0M | 26.5K | 1.6% | ▲+0.2% Added · +56 sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $4.0M | 13.2K | 1.6% | ▼−0.8% Reduced · −109 sh | |
| 18 | Capital Group Growth ETF SHS CREAT UNIT | $3.9M | 82.3K | 1.6% | ▲+5.1% Added · +4K sh | |
| 19 | Nvidia Corporation COM | $3.8M | 19.2K | 1.5% | ▼−3.8% Reduced · −761 sh | |
| 20 | Microsoft Corp COM | $3.8M | 10.2K | 1.5% | ▼−0.8% Reduced · −80 sh | |
| 21 | Vanguard Index FDS REAL ESTATE ETF | $3.3M | 34.7K | 1.3% | ▲+2.0% Added · +693 sh | |
| 22 | Ishares TR IBOXX INV CP ETF | $3.2M | 29.5K | 1.3% | ▲+2.7% Added · +785 sh | |
| 23 | Capital Group Dividend Growe SHS ETF | $2.9M | 77.3K | 1.2% | ▲+3.1% Added · +2K sh | |
| 24 | Exxon Mobil Corp COM | $2.8M | 20.6K | 1.1% | ▼−1.3% Reduced · −280 sh | |
| 25 | Broadcom Inc COM | $2.8M | 7.4K | 1.1% | ▼−1.0% Reduced · −78 sh | |
| 26 | International Business Machs COM | $2.8M | 9.9K | 1.1% | ▲+0.3% Added · +33 sh | |
| 27 | T Rowe Price Exchange-Traded CAP APPRECIATION | $2.7M | 66.7K | 1.1% | ▲+3.1% Added · +2K sh | |
| 28 | Vanguard Scottsdale FDS INT-TERM CORP | $2.7M | 33.2K | 1.1% | ▼−1.0% Reduced · −350 sh | |
| 29 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $2.7M | 97.5K | 1.1% | ▼−6.8% Reduced · −7K sh | |
| 30 | State STR SPDR Dow Jones Ind UT SER 1 | $2.6M | 5.1K | 1.1% | ▲+1.2% Added · +61 sh | |
| 31 | SPDR Gold TR GOLD SHS | $2.5M | 6.7K | 1.0% | ▼−3.6% Reduced · −255 sh | |
| 32 | Chevron Corporation COM | $2.4M | 14.2K | 1.0% | ▲+1.7% Added · +244 sh | |
| 33 | Vanguard Index FDS LARGE CAP ETF | $2.3M | 6.8K | 0.9% | ▼−0.7% Reduced · −51 sh | |
| 34 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $2.3M | 54.3K | 0.9% | ▲+4.2% Added · +2K sh | |
| 35 | JPMorgan Chase & Co COM | $1.9M | 5.9K | 0.8% | ▼−0.8% Reduced · −47 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.4K | 0.7% | ▲+6.3% Added · +141 sh | |
| 37 | Alphabet Inc CAP STK CL A | $1.8M | 4.9K | 0.7% | ▲+1.4% Added · +66 sh | |
| 38 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.5M | 18.6K | 0.6% | ▲+500% Added · +16K sh | |
| 39 | Costco Wholesale Corporation COM | $1.5M | 1.6K | 0.6% | ▼−14% Reduced · −253 sh | |
| 40 | Ishares TR HIGH YLD SYSTM B | $1.5M | 31.3K | 0.6% | ▲+9.3% Added · +3K sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.4M | 18.8K | 0.6% | ▼−6.0% Reduced · −1K sh | |
| 42 | Walmart Inc COM | $1.3M | 11.6K | 0.5% | ▼−2.6% Reduced · −313 sh | |
| 43 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.3M | 14.4K | 0.5% | ▼−2.3% Reduced · −336 sh | |
| 44 | Coca Cola Co COM | $1.3M | 15.8K | 0.5% | —Held | |
| 45 | Matson Inc COM | $1.3M | 6.6K | 0.5% | ▼−0.8% Reduced · −55 sh | |
| 46 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 14.9K | 0.5% | ▲+7.2% Added · +1K sh | |
| 47 | SPDR Series Trust ST STR SP DIV | $1.2M | 7.8K | 0.5% | ▲+0.6% Added · +45 sh | |
| 48 | ConocoPhillips COM | $1.2M | 11.5K | 0.5% | ▼~0% Reduced · −3 sh | |
| 49 | Johnson & Johnson COM | $1.2M | 4.7K | 0.5% | ▼−0.9% Reduced · −42 sh | |
| 50 | Ishares TR PFD AND INCM SEC | $1.2M | 38.6K | 0.5% | ▲+6.4% Added · +2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.