SeaCrest Wealth Management, LLC
All 13F Filings
- Location
- Purchase, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 935,013
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 635 | 935,013 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 632 | 988,213 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 628 | 947,934 | 13F-HR | SeaCrest Wealth Management, LLC |
| Q2 2025 | 7/11/2025 | 617 | 920,819 | 13F-HR | SeaCrest Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 659.9 K | 70.6% | 0 | 199.2 K | -199.2 K |
| ETFs | 274.1 K | 29.3% | 145.8 K | 0 | 145.8 K |
| Debt | 394 | 0.0% | 0 | 15 | -15 |
| Other | 0 | 0.0% | 0 | 461 | -461 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
935,013
Holdings
635
QoQ value change ($000)
-53,200
(-5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.