SeaCrest Wealth Management, LLC has recently submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing, which shows total holdings valued at approximately $883 million, is a key indicator of the firm’s investment strategy and market positioning.
SeaCrest Wealth Management is a financial services firm based in Purchase, New York. The company specializes in providing wealth management services and investment advice. According to the recent filings, SeaCrest is registered under the SEC with the Central Index Key (CIK) number 0001728121. The firm has been active in filing various reports, with the latest being the 13F-HR on October 21, 2026.
The filing indicates that SeaCrest's investment strategy is focused on a diverse portfolio, with significant holdings in major companies. The total number of reported holdings is 546, reflecting a robust investment approach. Notable investments include major players in the technology and consumer sectors, such as Apple Inc. and Amazon.com Inc., which are among the top holdings in the firm’s portfolio.
According to the filing, the total value of the holdings reported is $883,081,777. This substantial figure underscores SeaCrest's commitment to managing a significant investment portfolio, which is likely to influence their clients' investment strategies and expectations.
The impact of this filing extends beyond SeaCrest itself. It provides insights into the broader wealth management industry, indicating trends in investment preferences and asset allocation strategies among financial advisors. As firms like SeaCrest adapt to changing market conditions, their investment choices can signal shifts in investor sentiment and sector performance.
Moving forward, it remains to be seen how SeaCrest Wealth Management will adjust its strategies in response to market dynamics. The firm has a history of filing regular updates, and stakeholders can expect further disclosures in the coming months. The filing does not specify what happens next, but it is likely that the firm will continue to monitor its investments closely and respond to market changes accordingly.