SeaCrest Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 546 distinct positions held by the firm during the third quarter of 2026.
The report indicates that Ronald Lenihan, the Chief Compliance Officer, is responsible for the filing, which was submitted on October 21, 2026. The firm’s principal office is located at 3000 Westchester Avenue, Suite 206, Purchase, NY 10577.
The portfolio includes a mix of large-cap technology companies, energy firms, and exchange-traded funds. Apple Inc. is the largest holding, with 88,538,719 shares. Other significant positions include Alphabet Inc. Class A (56,623,585 shares), Amazon.com Inc. (16,855,468 shares), and Microsoft (not explicitly listed in the provided text, but implied by the context of the filing structure).
Energy companies such as Exxon Mobil Holdings Corp. (4,333,985 shares) and Chevron Corporation (4,654,699 shares) also appear in the portfolio. Additionally, the filing includes various exchange-traded funds, including funds focused on global equity, healthcare, and technology themes.
