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SeaCrest Wealth Management, LLC - Portfolio Stock Holdings

SeaCrest Wealth Management, LLC disclosed 679 stock positions in a recent SEC 13F filing. $901,059,654 of stock holdings were filed, with the largest holdings including AAPL, GOOGL, and GOOG. This filing represented positions held on June 30, 2026, and was filed on July 9, 2026.

We estimate the fund has a total AUM of $1,533,465,779 and has 47 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

679

Est. Stock Holding Value:

$901,059,654

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SeaCrest Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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