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Ronald Lenihan

Seacrest Wealth Management, Llc

Assets Managed
$935.013M
Holdings
635
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
-5.38%(2Q avg: -0.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seacrest Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 635 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 - Q1, they manage 935.013M in assets, with a quarterly growth rate of -5.38% and a 2-quarter average growth rate of -0.56%. The portfolio is managed by Ronald Lenihan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.76%
7.98%
$74.602M
293,952 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.35%
5.37%
$50.172M
174,476 shares@ $287.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.01%
3.59%
$33.561M
116,995 shares@ $286.86 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.12%
3.54%
$33.055M
189,533 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.34%
2.09%
$19.48M
52,624 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -13.63%
1.85%
$17.286M
55,851 shares@ $309.51 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.04%
1.85%
$17.228M
82,721 shares@ $208.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.6%
1.68%
$15.673M
27,155 shares@ $577.18 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.27%
1.68%
$15.651M
537,292 shares@ $29.13 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -1.16%
1.36%
$12.681M
13,787 shares@ $919.79 avg price

1-10 of 635