SeaCrest Wealth Management, LLC
•CIK: 1728121•Filing: Q4 2025
**SeaCrest Wealth Management, LLC** manages $988M across a diversified portfolio of 632 positions. The firm maintains significant exposure to mega-cap technology leaders, evidenced by top holdings including AAPL ($77.1M) and GOOGL ($57.5M). Notable allocations also include substantial positions in NVDA ($37.4M) and MSFT ($26.9M). This concentration suggests a core focus on established, high-growth technology and semiconductor sectors.
Total AUM
$988.2M
QoQ Performance
+4.3%
Positions
458
Top 10 Concentration
40.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
AAPL7.8%
GOOGL5.8%
GOOG3.8%
NVDA3.8%
MSFT2.7%
AVGO2.2%
AMZN2.0%
SCHG1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.9%
Technology36.1%
Consumer5.9%
Healthcare4.5%
Financial4.4%
ETF2.9%
Industrial1.8%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+428 more exited positions
Changes from Q3 2025
NEW5 new positions
↑93 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023