Seamount Financial Group Inc. ETF holdings
Colorado Springs, CO
Reported $152.6M in 60 ETFs in its Form 13F for June 30, 2026.
ETF value
$152.6M
ETFs held
60
Change from prior quarter
+14.7%
With price moves
ETFs as a share of its 13F
61.5%
of $248.0M
Top 10 of 60 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | $12.3M | 249,281 | +9,975 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $11.2M | 155,205 | +213 shares |
| CGBL | Capital Group Core Balanced ETF | $9.8M | 258,114 | +16,793 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $9.1M | 24,635 | +268 shares |
| VOO | Vanguard S&P 500 ETF | $7.3M | 10,666 | +301 shares |
| QQQ | Invesco QQQ Trust | $7.2M | 9,771 | +1,949 shares |
| VIG | Vanguard Dividend Appreciation ETF | $6.2M | 26,286 | +21 shares |
| CGUS | Capital Group Core Equity ETF | $5.2M | 117,067 | +9,763 shares |
| HYS | PIMCO 0-5 Year High Yield Corporate Bond Exchange-Traded ETF | $4.5M | 48,596 | +1,579 shares |
| DFAU | Dimensional US Core Equity Market ETF | $4.5M | 86,794 | +982 shares |
50 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011267. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Seamount Financial Group Inc. own?
Seamount Financial Group Inc. reported 60 ETF positions worth $152.6M in its Form 13F for June 30, 2026. The largest was CGDV, at $12.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.