SeaCrest Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1728121
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$903.4M
Holdings
550
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SeaCrest Wealth Management, LLC disclosed 550 positions worth $903.4M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 8.8% of the equity portfolio, followed by $GOOG and $GOOGL. During the quarter the fund opened 47 new positions and exited 133. The portfolio is most concentrated in Technology (39.3% of disclosed assets). All figures are sourced directly from SeaCrest Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1728121.
AI Fund Analysis
Concentrating
$AAPL8.8% weight
Held 10 quarters
$GOOG6.7% weight
Held 10 quarters
$GOOG4.2% weight
Held 10 quarters
$NVDA4.0% weight
Held 10 quarters
$AVGO2.1% weight
Held 10 quarters
DBX ETF TR - XTRACK MSCI E
9 quarters accumulating
ISHARES TR - U.S. TECH ETF
9 quarters accumulating
$AGNC9 quarters accumulating
SCHWAB STRATEGIC TR - FUND
9 quarters accumulating
FIDELITY COVINGTON TRUST -
9 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$79.7M275,264 sh - 78.2#57
Quality
$60.7M169,757 sh - 78.2#57
Quality
$38.2M108,200 sh - 85.9
Quality
$35.9M179,481 sh - 84.5
Quality
$18.6M49,219 sh - 68.7
Quality
$17.1M71,856 sh - —
Quality
$16.9M22,910 sh - 79.8
Quality
$16.7M44,762 sh - 87.5
Quality
$16.3M13,553 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$10.1M14,751 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $79.7M | 275,264 |
| Alphabet Inc.$GOOG | 78.2#57 | $60.7M | 169,757 |
 Alphabet Inc.$GOOGL | 78.2#57 | $38.2M | 108,200 |
| NVIDIA CORP$NVDA | 85.9 | $35.9M | 179,481 |
| Broadcom Inc.$AVGO | 84.5 | $18.6M | 49,219 |
 AMAZON COM INC$AMZN | 68.7 | $17.1M | 71,856 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $16.9M | 22,910 |
 MICROSOFT CORP$MSFT | 79.8 | $16.7M | 44,762 |
 ELI LILLY & Co$LLY | 87.5 | $16.3M | 13,553 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.1M | 14,751 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SeaCrest Wealth Management, LLC's 550 positions.
Showing top 10 of 550 holdings.
Sector Allocation
Technology
$354.6M
Other
$282.8M
Financials
$75.6M
Industrials
$42.8M
Healthcare
$40.4M
Consumer Discretionary
$36.7M
Energy
$19.0M
Consumer Staples
$13.3M
Top Holdings — SeaCrest Wealth Management, LLC (Q2 2026)
Top 150 of 550 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $79.7M | 8.8% | -6% | 76.4 |
| 2 | $GOOG | Alphabet Inc. | $60.7M | 6.7% | -3% | 78.2 |
| 3 | $GOOGL | Alphabet Inc. | $38.2M | 4.2% | -8% | 78.2 |
| 4 | $NVDA | NVIDIA CORP | $35.9M | 4.0% | -5% | 85.9 |
| 5 | $AVGO | Broadcom Inc. | $18.6M | 2.1% | -12% | 84.5 |
| 6 | $AMZN | AMAZON COM INC | $17.1M | 1.9% | -13% | 68.7 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $16.9M | 1.9% | -16% | — |
| 8 | $MSFT | MICROSOFT CORP | $16.7M | 1.9% | -15% | 79.8 |
| 9 | $LLY | ELI LILLY & Co | $16.3M | 1.8% | -2% | 87.5 |
| 10 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.1M | 1.1% | -12% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $9.9M | 1.1% | -11% | — |
| 12 |  $META | Meta Platforms, Inc. | $9.9M | 1.1% | -15% | 79.6 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.6M | 1.1% | -18% | 73.8 |
| 14 | — | VANGUARD WORLD FD - INF TECH ETF | $8.1M | 0.9% | +700% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $8.0M | 0.9% | -4% | — |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.6M | 0.8% | -17% | — |
| 17 |  $TSLA | Tesla, Inc. | $7.5M | 0.8% | +15% | 53.9 |
| 18 |  $MU | MICRON TECHNOLOGY INC | $7.5M | 0.8% | -31% | 86.2 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.2M | 0.8% | -16% | 66.2 |
| 20 |  $V | VISA INC. | $7.1M | 0.8% | -18% | 82.9 |
| 21 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $6.7M | 0.7% | +28% | — |
| 22 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $6.7M | 0.7% | -63% | — |
| 23 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.5M | 0.7% | -16% | — |
| 24 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $6.4M | 0.7% | +1% | — |
| 25 |  $CAT | CATERPILLAR INC | $6.1M | 0.7% | -23% | 66.5 |
| 26 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $6.0M | 0.7% | +3% | — |
| 27 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6.0M | 0.7% | +8% | — |
| 28 |  $GLD | SPDR GOLD TRUST | $6.0M | 0.7% | -13% | — |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $5.4M | 0.6% | -9% | 79.8 |
| 30 |  $KLAC | KLA CORP | $5.3M | 0.6% | +856% | 78.6 |
| 31 |  $GEV | GE Vernova Inc. | $5.2M | 0.6% | -36% | 81.1 |
| 32 |  $JNJ | JOHNSON & JOHNSON | $5.1M | 0.6% | -12% | 69 |
| 33 |  $AMGN | AMGEN INC | $5.0M | 0.6% | -5% | 79.2 |
| 34 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $4.9M | 0.6% | -2% | — |
| 35 |  $AMAT | APPLIED MATERIALS INC /DE | $4.9M | 0.6% | +11% | 72.3 |
| 36 |  $JPM | JPMORGAN CHASE & CO | $4.8M | 0.5% | -30% | 70.7 |
| 37 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.5M | 0.5% | -1% | — |
| 38 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $4.3M | 0.5% | +6% | — |
| 39 |  $GLW | CORNING INC /NY | $4.3M | 0.5% | +10% | 73.7 |
| 40 |  $CVX | CHEVRON CORP | $4.0M | 0.5% | -13% | 62.8 |
| 41 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $4.0M | 0.4% | -7% | — |
| 42 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.8M | 0.4% | -4% | — |
| 43 |  $PSLV | Sprott Physical Silver Trust | $3.8M | 0.4% | -7% | — |
| 44 |  $XOM.R34088 | EXXON MOBIL CORP | $3.8M | 0.4% | -10% | 57.9 |
| 45 |  $INTC | INTEL CORP | $3.6M | 0.4% | -17% | 45.6 |
| 46 | — | ETF SER SOLUTIONS - AAM TRANS ETF | $3.6M | 0.4% | -11% | — |
| 47 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.5M | 0.4% | -16% | — |
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | $3.3M | 0.4% | +261% | — |
| 49 |  $DOCN | DigitalOcean Holdings, Inc. | $3.3M | 0.4% | -9% | 67.2 |
| 50 |  $WDC | WESTERN DIGITAL CORP | $3.2M | 0.4% | +21% | 80.7 |
| 51 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.2M | 0.4% | -1% | — |
| 52 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $3.0M | 0.3% | -1% | — |
| 53 |  $MRVL | Marvell Technology, Inc. | $3.0M | 0.3% | +4% | 76.5 |
| 54 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $3.0M | 0.3% | -9% | 40.1 |
| 55 | — | DBX ETF TR - XTRACK MSCI EAFE | $3.0M | 0.3% | +3% | — |
| 56 |  $HD | HOME DEPOT, INC. | $2.9M | 0.3% | -32% | 60.3 |
| 57 |  $STX | Seagate Technology Holdings plc | $2.8M | 0.3% | +28% | — |
| 58 | — | ISHARES TR - U.S. TECH ETF | $2.8M | 0.3% | +0% | — |
| 59 |  $MRK | Merck & Co., Inc. | $2.8M | 0.3% | -38% | 59.9 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $2.8M | 0.3% | +14% | — |
| 61 |  $VLO | VALERO ENERGY CORP/TX | $2.7M | 0.3% | -15% | 57.8 |
| 62 |  $PM | Philip Morris International Inc. | $2.7M | 0.3% | -4% | 75.9 |
| 63 | — | VANGUARD INDEX FDS - VALUE ETF | $2.7M | 0.3% | -23% | — |
| 64 |  $WM | WASTE MANAGEMENT INC | $2.6M | 0.3% | -19% | 67.6 |
| 65 |  $UBER | Uber Technologies, Inc | $2.6M | 0.3% | -12% | 73.5 |
| 66 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2.6M | 0.3% | +11% | — |
| 67 |  $ASML | ASML HOLDING NV | $2.6M | 0.3% | -10% | — |
| 68 |  $TXN | TEXAS INSTRUMENTS INC | $2.4M | 0.3% | -9% | 73.4 |
| 69 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $2.4M | 0.3% | +60% | — |
| 70 | — | SPDR SERIES TRUST - ST STR SP AERO | $2.4M | 0.3% | -31% | — |
| 71 | — | REX ETF TR - DRONE ETF | $2.4M | 0.3% | NEW | — |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.3% | -8% | 70 |
| 73 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $2.3M | 0.3% | +7% | — |
| 74 |  $NFLX | NETFLIX INC | $2.3M | 0.3% | -30% | 78.8 |
| 75 |  $SNDK | Sandisk Corp | $2.3M | 0.3% | NEW | 87.7 |
| 76 |  $IVZ | Invesco Ltd. | $2.2M | 0.3% | +20% | — |
| 77 |  $WT | WisdomTree, Inc. | $2.2M | 0.3% | -58% | 59.9 |
| 78 |  $PANW | Palo Alto Networks Inc | $2.2M | 0.3% | -20% | 65.5 |
| 79 |  $ABBV | AbbVie Inc. | $2.2M | 0.2% | -34% | 72.6 |
| 80 |  $SNOW | Snowflake Inc. | $2.2M | 0.2% | -5% | 54.9 |
| 81 |  $TFC | TRUIST FINANCIAL CORP | $2.2M | 0.2% | +3% | 76.4 |
| 82 | $AGNC | AGNC Investment Corp. | $2.1M | 0.2% | +20% | — |
| 83 |  $PEP | PEPSICO INC | $2.1M | 0.2% | -35% | 63.4 |
| 84 | $IVZ | Invesco Ltd. | $2.1M | 0.2% | +81% | — |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.2% | -9% | 70.3 |
| 86 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.0M | 0.2% | +49% | — |
| 87 |  $PFE | PFIZER INC | $2.0M | 0.2% | +17% | 62 |
| 88 | $IVZ | Invesco Ltd. | $2.0M | 0.2% | +3% | — |
| 89 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $1.9M | 0.2% | +5% | — |
| 90 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $1.9M | 0.2% | +3% | — |
| 91 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $1.9M | 0.2% | +0% | — |
| 92 |  $WBS | WEBSTER FINANCIAL CORP | $1.8M | 0.2% | +0% | 63.3 |
| 93 |  $LAD | LITHIA MOTORS INC | $1.8M | 0.2% | +0% | 46.6 |
| 94 |  $GD | GENERAL DYNAMICS CORP | $1.8M | 0.2% | -0% | 68.7 |
| 95 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.8M | 0.2% | +0% | — |
| 96 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $1.8M | 0.2% | +12% | — |
| 97 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.8M | 0.2% | -1% | — |
| 98 |  $ETN | Eaton Corp plc | $1.7M | 0.2% | -2% | — |
| 99 |  $WMT | Walmart Inc. | $1.7M | 0.2% | -41% | 60.2 |
| 100 |  $SITM | SITIME Corp | $1.7M | 0.2% | -19% | 66.1 |
| 101 |  $QCOM | QUALCOMM INC/DE | $1.7M | 0.2% | -10% | 70.5 |
| 102 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.2% | -22% | 64.6 |
| 103 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $1.7M | 0.2% | +19% | — |
| 104 | — | LAZARD ACTIVE ETF TR - NEXT GEN TEC ETF | $1.7M | 0.2% | -15% | — |
| 105 |  $PWR | QUANTA SERVICES, INC. | $1.6M | 0.2% | -0% | 72.1 |
| 106 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.2% | +15% | 67.6 |
| 107 |  $LEU | CENTRUS ENERGY CORP | $1.6M | 0.2% | +3% | 41.3 |
| 108 |  $KO | COCA COLA CO | $1.6M | 0.2% | -39% | 69.5 |
| 109 | — | BARCLAYS BANK PLC - IPATH S&P 500 SH | $1.5M | 0.2% | NEW | — |
| 110 | — | ISHARES TR - CORE S&P500 ETF | $1.5M | 0.2% | -49% | — |
| 111 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $1.5M | 0.2% | +19% | — |
| 112 | — | ISHARES TR - ISHARES SEMICDTR | $1.5M | 0.2% | +49% | — |
| 113 |  $PHYS | Sprott Physical Gold Trust | $1.5M | 0.2% | +25% | — |
| 114 |  $SHEL | Shell plc | $1.5M | 0.2% | -18% | — |
| 115 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.5M | 0.2% | +1% | — |
| 116 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.5M | 0.2% | -50% | — |
| 117 |  $URI | UNITED RENTALS, INC. | $1.5M | 0.2% | -2% | 63.9 |
| 118 |  $IDA | IDACORP INC | $1.5M | 0.2% | -9% | 51.1 |
| 119 | — | ISHARES TR - MSCI USA QLT FCT | $1.5M | 0.2% | -4% | — |
| 120 |  $PH | Parker-Hannifin Corp | $1.4M | 0.2% | -23% | 65.8 |
| 121 | — | SCHWAB STRATEGIC TR - US REIT ETF | $1.4M | 0.2% | -1% | — |
| 122 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.4M | 0.2% | +329% | — |
| 123 | — | PROSHARES TR - S&P 500 DV ARIST | $1.4M | 0.2% | +93% | — |
| 124 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.2% | -55% | 84.6 |
| 125 |  $ANET | Arista Networks, Inc. | $1.4M | 0.2% | -43% | 81.9 |
| 126 | — | PIMCO ETF TR - MULTISECTOR BD | $1.4M | 0.1% | +95% | — |
| 127 |  $MCK | MCKESSON CORP | $1.4M | 0.1% | -21% | 63.4 |
| 128 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.4M | 0.1% | +0% | 62.9 |
| 129 | — | RBB FUND TRUST - FIRST EAGLE GBL | $1.4M | 0.1% | +20% | — |
| 130 | — | TIDAL TRUST II - ROUNDHILL GENER | $1.4M | 0.1% | -3% | — |
| 131 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.1% | -84% | 79.4 |
| 132 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.1% | +3% | 65.8 |
| 133 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.3M | 0.1% | -2% | — |
| 134 |  $C | CITIGROUP INC | $1.3M | 0.1% | -37% | 65 |
| 135 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.3M | 0.1% | +205% | — |
| 136 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $1.3M | 0.1% | +0% | — |
| 137 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.1% | -8% | 67.4 |
| 138 | — | PIMCO ETF TR - INTER MUN BD ACT | $1.2M | 0.1% | +0% | — |
| 139 |  $DX | DYNEX CAPITAL INC | $1.2M | 0.1% | +24% | — |
| 140 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $1.2M | 0.1% | +0% | — |
| 141 |  $NOW | ServiceNow, Inc. | $1.2M | 0.1% | -10% | 72.9 |
| 142 |  $RTX | RTX Corp | $1.2M | 0.1% | -28% | 73.2 |
| 143 |  $GWW | W.W. GRAINGER, INC. | $1.2M | 0.1% | +0% | 61.8 |
| 144 | $IVZ | Invesco Ltd. | $1.2M | 0.1% | +4% | — |
| 145 |  $SLV | iShares Silver Trust | $1.2M | 0.1% | +20% | — |
| 146 |  $RSG | REPUBLIC SERVICES, INC. | $1.1M | 0.1% | +0% | 62.3 |
| 147 |  $T | AT&T INC. | $1.1M | 0.1% | +1% | 65.7 |
| 148 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.1M | 0.1% | -3% | — |
| 149 | $WT | WisdomTree, Inc. | $1.1M | 0.1% | +4% | 59.9 |
| 150 | — | ISHARES TR - S&P 500 GRWT ETF | $1.1M | 0.1% | -6% | — |
New Positions (47)
REX ETF TR - DRONE ETF$2.4M
$SNDK Sandisk Corp$2.3M BARCLAYS BANK PLC - IPATH S&P 500 SH$1.5M
ISHARES TR - CORE MSCI TOTAL$1.0M
$MOD MODINE MANUFACTURING CO$926,559
$DUOL Duolingo, Inc.$923,151
$SEI Solaris Energy Infrastructure, Inc.$911,129
$ALAB Astera Labs, Inc.$875,715
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$817,603
$AGCO AGCO CORP /DE$791,217
$SIMO Silicon Motion Technology CORP$764,992
$HONA Honeywell Aerospace Inc.$573,924 ZACKS TRUST - EARNGS CONSTANT$462,089
J P MORGAN EXCHANGE TRADED F - BETABUILDRS US$437,906
$AAON AAON, INC.$387,557Exited Positions (133)
GLOBAL X FDS
INNOVATOR ETFS TRUST
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$RKLB Rocket Lab Corp VANGUARD WORLD FD
$GLDM World Gold Trust INNOVATOR ETFS TRUST
$TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD INNOVATOR ETFS TRUST
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ISHARES INC
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$WMB WILLIAMS COMPANIES, INC. ISHARES INC
$IBIT iShares Bitcoin Trust ETFBrowse Top Institutional Investors
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