Ronald Lenihan
Seacrest Wealth Management, Llc
Assets Managed
$903.421M
Holdings
550
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
-3.37%(2Q avg: -4.38%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Seacrest Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 550 positions.
Assets under management
The assets under management (AUM) of Seacrest Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 903.421M in assets, with a quarterly growth rate of -3.37% and a 2-quarter average growth rate of -4.38%. The portfolio is managed by Ronald Lenihan, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 8.82% | $79.65M 275,264 shares@ $289.37 avg price | Decreased -6.35% |
GOOGL Alphabet Inc-cl A
| 6.72% | $60.666M 169,757 shares@ $357.37 avg price | Decreased -2.7% |
GOOG Alphabet Inc-cl C
| 4.24% | $38.23M 108,200 shares@ $353.33 avg price | Decreased -7.51% |
NVDA Nvidia Corp
| 3.98% | $35.912M 179,481 shares@ $200.1 avg price | Decreased -5.3% |
AVGO Broadcom Inc
| 2.06% | $18.592M 49,219 shares@ $377.75 avg price | Decreased -11.87% |
AMZN Amazon.com Inc
| 1.9% | $17.126M 71,856 shares@ $238.34 avg price | Decreased -13.13% |
QQQ Invesco Qqq Trust Series 1
| 1.87% | $16.871M 22,910 shares@ $736.41 avg price | Decreased -15.63% |
MSFT Microsoft Corp
| 1.85% | $16.697M 44,762 shares@ $373.03 avg price | Decreased -14.93% |
LLY Eli Lilly & Co
| 1.8% | $16.256M 13,553 shares@ $1199.42 avg price | Decreased -1.69% |
VOO Vanguard S&p 500 Etf
| 1.13% | $10.131M 14,751 shares@ $686.8 avg price | Decreased -11.59% |
1-10 of 550