Back to SeaCrest Wealth Management, LLC

SeaCrest Wealth Management, LLC

Q2 2026 13F filing

Updated 65 days ago

550 disclosed positions worth $903.4M

Portfolio value
$903.4M
Total holdings
550
New positions
49
Closed positions
134
Increased
172
Decreased
292
Turnover
33.3%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-6.4%
Value
$79.7M
Shares
275.3K
% Port
8.82%
G

ALPHABET INC

-2.7%
Value
$60.7M
Shares
169.8K
% Port
6.72%
G

ALPHABET INC

-7.5%
Value
$38.2M
Shares
108.2K
% Port
4.23%
N

NVIDIA CORPORATION

-5.3%
Value
$35.9M
Shares
179.5K
% Port
3.98%
A

BROADCOM INC

-11.9%
Value
$18.6M
Shares
49.2K
% Port
2.06%
A

AMAZON COM INC

-13.1%
Value
$17.1M
Shares
71.9K
% Port
1.90%
?
7.N/A

INVESCO QQQ TR

-15.6%
Value
$16.9M
Shares
22.9K
% Port
1.87%
M

MICROSOFT CORP

-14.9%
Value
$16.7M
Shares
44.8K
% Port
1.85%
L
9.LLY

ELI LILLY & CO

-1.7%
Value
$16.3M
Shares
13.6K
% Port
1.80%
V
10.VGES

VANGUARD INDEX FDS

-11.6%
Value
$10.1M
Shares
14.8K
% Port
1.12%
S
11.SPY

STATE STR SPDR S&P 500 ETF T

-10.6%
Value
$9.9M
Shares
13.2K
% Port
1.09%
M
12.META

META PLATFORMS INC

-15.1%
Value
$9.9M
Shares
17.5K
% Port
1.09%
B

BERKSHIRE HATHAWAY INC DEL

-18.0%
Value
$9.6M
Shares
19.1K
% Port
1.06%
V
14.VGES

VANGUARD WORLD FD

+700.5%
Value
$8.1M
Shares
67.4K
% Port
0.89%
?
15.N/A

FIRST TR EXCHANGE-TRADED FD

-3.9%
Value
$8M
Shares
30.3K
% Port
0.89%
T

TAIWAN SEMICONDUCTOR MANUFAC

-17.1%
Value
$7.6M
Shares
15.9K
% Port
0.84%
T
17.TSLA

TESLA INC

+14.9%
Value
$7.5M
Shares
17.9K
% Port
0.83%
M
18.MU

MICRON TECHNOLOGY INC

-31.3%
Value
$7.5M
Shares
6.5K
% Port
0.82%
C
19.COST

COSTCO WHOLESALE CORPORATION

-15.8%
Value
$7.2M
Shares
7.7K
% Port
0.80%
V
20.V

VISA INC

-18.0%
Value
$7.1M
Shares
20.8K
% Port
0.79%
?
21.N/A

VANECK ETF TRUST

+27.9%
Value
$6.7M
Shares
10.2K
% Port
0.74%
S

SCHWAB STRATEGIC TR

-63.2%
Value
$6.7M
Shares
197.8K
% Port
0.74%
?
23.N/A

J P MORGAN EXCHANGE TRADED F

-16.5%
Value
$6.5M
Shares
114.7K
% Port
0.72%
V
24.VGES

VANGUARD INDEX FDS

+0.8%
Value
$6.4M
Shares
17.3K
% Port
0.71%
C
25.CAT

CATERPILLAR INC

-23.0%
Value
$6.1M
Shares
5.8K
% Port
0.68%
S

SCHWAB STRATEGIC TR

+2.6%
Value
$6M
Shares
207.5K
% Port
0.67%
?
27.N/A

PUTNAM ETF TRUST

+7.7%
Value
$6M
Shares
117.1K
% Port
0.66%
G
28.GLD

SPDR GOLD TR

-12.6%
Value
$6M
Shares
16.2K
% Port
0.66%
A
29.AMD

ADVANCED MICRO DEVICES INC

-8.7%
Value
$5.4M
Shares
9.2K
% Port
0.59%
K
30.KLAC

KLA CORP

+856.4%
Value
$5.3M
Shares
17.5K
% Port
0.59%
G
31.GEV

GE VERNOVA INC

-36.0%
Value
$5.2M
Shares
4.4K
% Port
0.57%
J
32.JNJ

JOHNSON & JOHNSON

-12.1%
Value
$5.1M
Shares
20.1K
% Port
0.57%
A
33.AMGN

AMGEN INC

-5.3%
Value
$5M
Shares
13.7K
% Port
0.55%
S

SCHWAB STRATEGIC TR

-1.5%
Value
$4.9M
Shares
142.1K
% Port
0.55%
A
35.AMAT

APPLIED MATLS INC

+10.8%
Value
$4.9M
Shares
6.8K
% Port
0.55%
J

JPMORGAN CHASE & CO

-29.6%
Value
$4.8M
Shares
14.6K
% Port
0.53%
S

SELECT SECTOR SPDR TR

-0.8%
Value
$4.5M
Shares
23.7K
% Port
0.50%
S

SCHWAB STRATEGIC TR

+5.6%
Value
$4.3M
Shares
156.0K
% Port
0.48%
G
39.GLW

CORNING INC

+10.4%
Value
$4.3M
Shares
16.8K
% Port
0.48%
C
40.CVX

CHEVRON CORPORATION

-13.0%
Value
$4M
Shares
24.3K
% Port
0.45%
?
41.N/A

J P MORGAN EXCHANGE TRADED F

-7.4%
Value
$4M
Shares
64.5K
% Port
0.44%
S

SCHWAB STRATEGIC TR

-4.3%
Value
$3.8M
Shares
120.9K
% Port
0.42%
P
43.PSLV

SPROTT ASSET MANAGEMENT LP

-7.2%
Value
$3.8M
Shares
201.8K
% Port
0.42%
?
44.N/A

EXXON MOBIL CORP

-9.9%
Value
$3.8M
Shares
27.8K
% Port
0.42%
I
45.INTC

INTEL CORP

-16.7%
Value
$3.6M
Shares
25.8K
% Port
0.40%
?
46.N/A

ETF SER SOLUTIONS

-11.4%
Value
$3.6M
Shares
56.7K
% Port
0.40%
B
47.BX

VANGUARD SPECIALIZED FUNDS

-16.0%
Value
$3.5M
Shares
14.8K
% Port
0.39%
E
48.ETHA

ISHARES TR

+261.5%
Value
$3.3M
Shares
26.9K
% Port
0.37%
D
49.DOCN

DIGITALOCEAN HLDGS INC

-9.1%
Value
$3.3M
Shares
21.1K
% Port
0.37%
W
50.WDC

WESTERN DIGITAL CORP

+21.1%
Value
$3.2M
Shares
5.1K
% Port
0.36%