IE
Insider Edges

SEACREST WEALTH MANAGEMENT, LLC 13F portfolio summary

SEACREST WEALTH MANAGEMENT, LLC of SEACREST WEALTH MANAGEMENT, LLC has 550 current stock holdings with a reported portfolio value of $903.4M. The portfolio 1 year return is +24.17%. Top holdings include AAPL (8.82%), GOOGL (6.72%), GOOG (4.23%), NVDA (3.98%), AVGO (2.06%).

Back to investors

SEACREST WEALTH MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

SEACREST WEALTH MANAGEMENT, LLC runs SEACREST WEALTH MANAGEMENT, LLC and currently holds 550 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $903.42M. Their top holdings are AAPL, GOOGL, GOOG, NVDA, AVGO. The top five represent 25.8% of reported portfolio weight. SEACREST WEALTH MANAGEMENT, LLC ranks #559 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEACREST WEALTH MANAGEMENT, LLC initiated 1 new position. They added to 33 existing positions. They trimmed 64 positions. Their current best-performing preview position is MU with returns of +241.67%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
AAPL8.8%
GOOGL6.7%
GOOG4.2%
NVDA4.0%
AVGO2.1%
Top 5: 25.8%
Portfolio Returns
1 Year
+24.17%
#500/1000
3 Year
+69.71%
#509/1000
5 Year
+68.02%
#579/1000

Portfolio Value

$903.42M

Alpha Score

54.3

#559 of 1000

Holdings

550

Showper page

550 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
8.82%$47.66$309.35+549.08%
Trimmed
-6.36%
GOOGL
ALPHABET INC
6.72%$68.10$344.82+406.34%
Trimmed
-2.70%
GOOG
ALPHABET INC
4.23%$68.91$341.75+395.94%
Trimmed
-7.52%
NVDA
NVIDIA CORPORATION
3.98%$18.79$214.76+1,042.95%
Trimmed
-5.30%
AVGO
BROADCOM INC
2.06%$54.83$368.45+571.99%
Trimmed
-11.87%
AMZN
AMAZON COM INC
1.90%$90.77$258.63+184.93%
Trimmed
-13.13%
QQQ
INVESCO QQQ TR
1.87%$342.70$713.44+108.18%
Trimmed
-15.63%
MSFT
MICROSOFT CORP
1.85%$125.30$483.24+285.67%
Trimmed
-14.94%
LLY
ELI LILLY & CO
1.80%$182.94$1,254.77+585.89%
Trimmed
-1.70%
VOO
VANGUARD INDEX FDS
1.12%$420.87$703.77+67.22%
Trimmed
-11.60%

Showing 1-10 of 550