We are live on ! Find out more
SIM

Seaview Investment Managers Portfolio holdings

AUM $335M
1-Year Est. Return 47.2%
This Fund
S&P 500
This Quarter Est. Return
+8.02%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$271M
AUM Growth
-$201M
Cap. Flow
-$226M
Cap. Flow %
-83.63%
Top 10 Hldgs %
36.08%
Holding
140
New
6
Increased
12
Reduced
56
Closed
65

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$8.12M
2
BAC icon
Bank of America
BAC
+$7.56M
3
AXP icon
American Express
AXP
+$6.52M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.75M
5
SAP icon
SAP
SAP
+$2.17M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.6M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$11.1M

Sector Composition

Rank Sector Weight
1 Technology 33.83%
2 Communication Services 12.39%
3 Financials 9.12%
4 Healthcare 9.06%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YYY icon
51
Amplify CEF High Income ETF
YYY
$741M
$625K 0.23%
52,888
-5,436
-9% -$64K
LVHI icon
52
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$609K 0.22%
17,521
-2,802
-14% -$95.3K
EWG icon
53
iShares MSCI Germany ETF
EWG
$1.68B
$603K 0.22%
14,484
-149
-1% -$6.24K
QQQI icon
54
NEOS Nasdaq 100 High Income ETF
QQQI
$13.9B
$601K 0.22%
+11,082
New +$589K
FTHI icon
55
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.45B
$592K 0.22%
+24,951
New +$580K
INDY icon
56
iShares S&P India Nifty 50 Index Fund
INDY
$569M
$584K 0.22%
11,468
+65
+0.6% +$3.4K
AVGO icon
57
Broadcom
AVGO
$2.04T
$577K 0.21%
1,749
-21,668
-93% -$6.65M
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$504K 0.19%
2,655
-3,404
-56% -$634K
MU icon
59
Micron Technology
MU
$991B
$468K 0.17%
2,798
-68
-2% -$8.7K
AAPL icon
60
Apple
AAPL
$4.57T
$368K 0.14%
1,447
-19,763
-93% -$4.46M
VIG icon
61
Vanguard Dividend Appreciation ETF
VIG
$114B
$364K 0.13%
1,688
-1,281
-43% -$269K
VCIT icon
62
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$270K 0.1%
3,213
+24
+0.8% +$2K
JPIB icon
63
JPMorgan International Bond Opportunities ETF
JPIB
$2.14B
$269K 0.1%
5,494
+64
+1% +$3.12K
IBDZ
64
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$868M
$269K 0.1%
10,174
+75
+0.7% +$1.96K
CEMB icon
65
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$269K 0.1%
5,812
+53
+0.9% +$2.42K
LRCX icon
66
Lam Research
LRCX
$390B
$266K 0.1%
1,990
-3,311
-62% -$351K
ATAI icon
67
AtaiBeckley Inc
ATAI
$2.68B
$264K 0.1%
49,922
– –
VOO icon
68
Vanguard S&P 500 ETF
VOO
$1.03T
$259K 0.1%
423
-311
-42% -$183K
MAR icon
69
Marriott International
MAR
$92.3B
$258K 0.1%
990
-16
-2% -$4.3K
REZ icon
70
iShares Residential and Multisector Real Estate ETF
REZ
$874M
$253K 0.09%
2,978
+343
+13% +$28.5K
ETN icon
71
Eaton
ETN
$174B
$251K 0.09%
671
-1,327
-66% -$483K
GBTC icon
72
Grayscale Bitcoin Trust
GBTC
$9.76B
$229K 0.08%
2,548
-456
-15% -$41K
C icon
73
Citigroup
C
$226B
$221K 0.08%
2,178
-1,839
-46% -$175K
NKE icon
74
Nike
NKE
$61.9B
$209K 0.08%
3,000
-1,389
-32% -$104K
FPE icon
75
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$198K 0.07%
10,865
-313
-3% -$5.65K
1 2
3
4 5

Similar funds

PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
MAM
Montanaro Asset Management London, United Kingdom $334M AUM 12.52% 1-Year Est. Return
PHWM
Pine Harbor Wealth Management Silver Spring, Maryland $334M AUM 14.59% 1-Year Est. Return
HFS
Haverford Financial Services Radnor, Pennsylvania $336M AUM 20.46% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Seaview Investment Managers's Q3 2025 Portfolio in Review

As of Q3 2025, Seaview Investment Managers held 140 positions worth $271M, down 43% from $472M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Seaview Investment Managers withdrew a net $226M in Q3 2025, closing 65 positions and reducing 56 holdings. Its most notable exit was Berkshire Hathaway Class B, an estimated $15.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 34% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Seaview Investment Managers opened a new position in Novo Nordisk worth $7.7M.

  • Seaview Investment Managers's largest Q3 2025 buy was Novo Nordisk: 138,693 shares worth $7.7M.
  • Seaview Investment Managers added most to American Express in Q3 2025, an estimated $6.52M increase.
  • Seaview Investment Managers's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $17.6M.
  • Seaview Investment Managers fully exited Berkshire Hathaway Class B in Q3 2025, selling an estimated $15.2M.
  • Seaview Investment Managers's ten largest holdings make up 36% of its $271M portfolio in Q3 2025.
  • Seaview Investment Managers opened 6 new positions and closed 65 in Q3 2025.
  • Seaview Investment Managers's portfolio value fell 43% quarter-over-quarter to $271M.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.