SEAMOUNT FINANCIAL GROUP INC
RIA/Wealth
SEAMOUNT FINANCIAL GROUP INC is a RIA/Wealth based in Colorado Springs, CO led by Rebecca Luzzi Colafrancesco, reporting $665.2M in AUM as of Q3 2025 with 53% ETF concentration.
PresidentRebecca Luzzi Colafrancesco
- Portfolio Value
- $211.8M
- Positions
- 134
- Top Holding
- AAPL at 7.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SEAMOUNT FINANCIAL GROUP INC's portfolio (37.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $15.0M | 7.10% | -$1.8M Sold | 0.00% 59.0K shares | |
Specialty Retail Consumer Cyclical | $10.7M | 5.04% | -$397.4K Sold | 0.00% 48.6K shares | |
ETF ETF | $9.0M | 4.27% | +$219.9K Bought | — 143.8K shares | |
ETF ETF | $8.7M | 4.12% | +$512.4K Bought | — 207.8K shares | |
ETF ETF | $8.2M | 3.87% | +$206.7K Bought | — 25.0K shares | |
Insurance - Diversified Financial Services | $7.6M | 3.58% | -$185.5K Sold | 0.00% 15.1K shares | |
Unknown Unknown | $5.4M | 2.55% | +$61.1K Bought | — 25.0K shares | |
ETF ETF | $5.4M | 2.54% | +$289.0K Bought | — 8.8K shares | |
ETF ETF | $5.4M | 2.53% | +$954.5K Bought | — 154.4K shares | |
Software - Infrastructure Technology | $4.8M | 2.26% | +$166.3K Bought | 0.00% 9.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SEAMOUNT FINANCIAL GROUP INC's latest filing
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Analytics
Portfolio insights and performance metrics for SEAMOUNT FINANCIAL GROUP INC
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