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SEACREST WEALTH MANAGEMENT, LLC 13F portfolio summary

SEACREST WEALTH MANAGEMENT, LLC of SEACREST WEALTH MANAGEMENT, LLC has 620 current stock holdings with a reported portfolio value of $935.0M. The portfolio 1 year return is +21.12%. Top holdings include BSV (0.00%), BEP (0.00%), AWK (0.00%), AAAU (0.00%), CLSE (0.00%).

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SEACREST WEALTH MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

SEACREST WEALTH MANAGEMENT, LLC runs SEACREST WEALTH MANAGEMENT, LLC and currently holds 620 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $935.01M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SEACREST WEALTH MANAGEMENT, LLC ranks #748 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SEACREST WEALTH MANAGEMENT, LLC's portfolio at SEACREST WEALTH MANAGEMENT, LLC has delivered returns of +21.12%. Their 3-year annualized return is +59.72%. Looking at the 5-year horizon, SEACREST WEALTH MANAGEMENT, LLC has achieved +59.35% annualized returns at SEACREST WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.12%
#607/1000
3 Year
+59.72%
#672/1000
5 Year
+59.35%
#713/1000

Portfolio Value

$935.01M

Alpha Score

45.5

#748 of 1000

Holdings

620

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change