Seaview Investment Managers LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Seaview Investment Managers LLC reported 73 stock positions worth $277.4 million. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 3.9% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.9%) and Invesco QQQ Trust Series 1 (QQQ, 3.8%). Compared with Q4 2025, it opened 11 new positions, sold out of 9, added to 50 and reduced 7. The biggest buy was a new position in Itau Unibanco H-Spon PRF ADR (ITUB) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001832158
- Portfolio Value
- $277.4M (Q1 2026)
- SEC Filing
- 0001832158-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 73 stocks · $277.4M
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.93% | 8,258 | $10.9M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.93% | 32,271 | $10.9M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.80% | 18,267 | $10.5M | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.50% | 14,939 | $9.7M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 3.44% | 33,133 | $9.5M | Add +7.3% |
| NVDA Nvidia Corp. | 3.42% | 54,442 | $9.5M | Add +10.3% |
| NEM Newmont Corp. | 3.40% | 87,023 | $9.4M | Add +9.5% |
| AMD Advanced Micro Devices | 3.38% | 46,125 | $9.4M | Add +7.6% |
| MCK McKesson Corp. | 3.35% | 10,726 | $9.3M | Add +9.7% |
| NFLX Netflix Inc. | 3.33% | 96,201 | $9.2M | Add +15.8% |
| NUE Nucor Corp. | 3.33% | 54,588 | $9.2M | Add +10.2% |
| AMZN Amazon.com Inc. | 3.27% | 43,532 | $9.1M | Add +11.3% |
| ITUB Itau Unibanco H-Spon PRF ADR | 3.22% | 1,065,486 | $8.9M | New |
| ABBV Abbvie Inc. | 3.11% | 39,636 | $8.6M | Add +14.8% |
| SCHW Schwab (charles) Corp. | 3.09% | 91,275 | $8.6M | Add +13.6% |
| B Barrick Mining Corp. | 3.09% | 210,471 | $8.6M | Add +9.3% |
| AVGO Broadcom Inc. | 3.07% | 27,491 | $8.5M | Add +1570.2% |
| JPM JPMorgan Chase & Co. | 3.03% | 28,599 | $8.4M | Add +13.9% |
| META Meta Platforms Inc. Class A | 3.02% | 14,663 | $8.4M | Add +14.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.95% | 167,869 | $8.2M | Add +14.2% |
| MSFT Microsoft Corp. | 2.87% | 21,495 | $8.0M | Add +21.0% |
| ORCL Oracle Corp. | 2.85% | 53,793 | $7.9M | Add +18.8% |
| CEG Constellation Energy | 2.82% | 28,035 | $7.8M | Add +15.8% |
| AXP American Express Co. | 2.80% | 25,673 | $7.8M | Add +19.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.78% | 31,866 | $7.7M | Add +21.0% |
| MU Micron Technology Inc. | 2.46% | 20,209 | $6.8M | Add +659.2% |
| GLD SPDR Gold Shares | 2.12% | 13,692 | $5.9M | Add +6.5% |
| XSMO Invesco S&P Smallcap Momentu | 1.63% | 59,529 | $4.5M | Add +1.6% |
| EFA iShares MSCI Eafe ETF | 1.16% | 33,232 | $3.2M | Add +0.4% |
| DTCR Global X Data Center & Digit | 0.63% | 72,473 | $1.7M | Add +4.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.61% | 30,824 | $1.7M | Reduce -2.2% |
| JQUA JPMorgan US Quality Factor | 0.59% | 26,867 | $1.6M | Reduce -45.9% |
| SMH Vaneck Semiconductor ETF | 0.50% | 3,588 | $1.4M | Add +6.5% |
| AVDV Avantis Intl S/C Value ETF | 0.49% | 13,585 | $1.4M | New |
| CHAT Roundhill Gen AI & Tech ETF | 0.49% | 21,890 | $1.4M | Add +8.2% |
| PAVE Global X US Infrastructure | 0.48% | 26,275 | $1.3M | Add +7.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.47% | 9,885 | $1.3M | Add +5.2% |
| QTUM Defiance Quantum ETF | 0.45% | 11,598 | $1.2M | Add +7.8% |
| GRID First TRST Nasd Class Edg Sgiif | 0.43% | 7,349 | $1.2M | Add +8.0% |
| IBIT iShares Bitcoin Trust ETF | 0.41% | 29,960 | $1.2M | Add +43.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.40% | 17,693 | $1.1M | Add +10.4% |
| CLOZ Eldridge BBB-B Clo ETF | 0.40% | 42,887 | $1.1M | Add +90.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.38% | 24,944 | $1.1M | Add +96.4% |
| FALN iShares Fallen Angels ETF | 0.38% | 39,194 | $1.0M | Add +99.4% |
| BSJT Invesco Bulletshares 2029 HY | 0.37% | 48,799 | $1.0M | Add +100.8% |
| LVHI Franklin International Low V | 0.35% | 23,864 | $967K | Add +142.5% |
| SPYI Neos S&P 500 High Income ETF | 0.33% | 18,626 | $920K | Add +110.4% |
| PDI PIMCO Dynamic Income Fund | 0.29% | 47,043 | $805K | Add +118.3% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.29% | 16,086 | $799K | Add +153.5% |
| YYY Amplify Cef High Income ETF | 0.29% | 71,992 | $794K | Add +124.6% |
| GLTR Abrdn Precious Metals Basket | 0.28% | 3,567 | $780K | Add +19.6% |
| IWMI Neos Russell 2000 High Inc. | 0.27% | 15,910 | $754K | New |
| SLV iShares Silver Trust | 0.23% | 9,343 | $637K | New |
| TSLA Tesla Inc. | 0.20% | 1,462 | $544K | Add +29.6% |
| ADBE Adobe Inc. | 0.15% | 1,708 | $415K | Reduce -92.5% |
| AAPL Apple Inc. | 0.13% | 1,447 | $367K | No change |
| MAR Marriott International Class A | 0.12% | 990 | $324K | No change |
| XOVR Ershares Private-Public Cros | 0.11% | 17,339 | $293K | New |
| LRCX Lam Research Corp. | 0.10% | 1,357 | $290K | Reduce -10.8% |
| CEMB iShares JP Morgan Em Corpora | 0.10% | 6,367 | $288K | Add +31.5% |
| VCIT Vanguard Int-Term Corporate | 0.10% | 3,484 | $288K | Add +31.4% |
| JPIB JPMorgan Intl BND ETF | 0.10% | 5,998 | $287K | Add +34.1% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.10% | 11,006 | $287K | Add +31.4% |
| VOO Vanguard S&P 500 ETF | 0.09% | 432 | $258K | Add +15.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.09% | 10,037 | $251K | New |
| C Citigroup Inc. | 0.09% | 2,178 | $247K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.09% | 13,397 | $238K | New |
| VRT Vertiv Holdings Co. Class A | 0.08% | 876 | $220K | New |
| REZ Ishars Res and Multi Reales | 0.08% | 2,587 | $215K | No change |
| WDC Western Digital Corp. | 0.08% | 781 | $211K | New |
| DELL Dell Technologies -C | 0.08% | 1,285 | $211K | New |
| HLF Herbalife Ltd. | 0.07% | 12,534 | $185K | New |
| ATAI Ataibeckley Inc. | 0.06% | 49,922 | $177K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| UBER Uber Technologies Inc. | Sold out | 0.00% | −3.04 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −3.01 |
| ADBE Adobe Inc. | Reduce -92.5% | 0.15% | −2.84 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.9% | 3.80% | −0.78 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.5% | 3.50% | −0.64 |
| JQUA JPMorgan US Quality Factor | Reduce -45.9% | 0.59% | −0.59 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.56 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.19 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.14 |
| FTHI Fthi/First Trust Exchange-TR | Sold out | 0.00% | −0.13 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -2.2% | 0.61% | −0.00 |
| LRCX Lam Research Corp. | Reduce -10.8% | 0.10% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.8% | 3.93% | +0.55 |
Portfolio Buys Q4 2025 → Q1 2026
| ITUB Itau Unibanco H-Spon PRF ADR | New | 3.22% | +3.22 |
| AVGO Broadcom Inc. | Add +1570.2% | 3.07% | +2.85 |
| MU Micron Technology Inc. | Add +659.2% | 2.46% | +2.18 |
| AVDV Avantis Intl S/C Value ETF | New | 0.49% | +0.49 |
| NEM Newmont Corp. | Add +9.5% | 3.40% | +0.41 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.7% | 3.93% | +0.41 |
| NFLX Netflix Inc. | Add +15.8% | 3.33% | +0.40 |
| MCK McKesson Corp. | Add +9.7% | 3.35% | +0.33 |
| NUE Nucor Corp. | Add +10.2% | 3.33% | +0.29 |
| IWMI Neos Russell 2000 High Inc. | New | 0.27% | +0.27 |
| SLV iShares Silver Trust | New | 0.23% | +0.23 |
| LVHI Franklin International Low V | Add +142.5% | 0.35% | +0.21 |
| GLD SPDR Gold Shares | Add +6.5% | 2.12% | +0.21 |
| FALN iShares Fallen Angels ETF | Add +99.4% | 0.38% | +0.18 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +96.4% | 0.38% | +0.18 |
| BSJT Invesco Bulletshares 2029 HY | Add +100.8% | 0.37% | +0.17 |
| CLOZ Eldridge BBB-B Clo ETF | Add +90.8% | 0.40% | +0.17 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +153.5% | 0.29% | +0.16 |
| SPYI Neos S&P 500 High Income ETF | Add +110.4% | 0.33% | +0.16 |
| YYY Amplify Cef High Income ETF | Add +124.6% | 0.29% | +0.15 |
| PDI PIMCO Dynamic Income Fund | Add +118.3% | 0.29% | +0.15 |
| ABBV Abbvie Inc. | Add +14.8% | 3.11% | +0.14 |
| XOVR Ershares Private-Public Cros | New | 0.11% | +0.11 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.09% | +0.09 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.09% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.08% | +0.08 |
| WDC Western Digital Corp. | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| DTCR Global X Data Center & Digit | Add +4.4% | 0.63% | +0.08 |
| SCHW Schwab (charles) Corp. | Add +13.6% | 3.09% | +0.07 |
| HLF Herbalife Ltd. | New | 0.07% | +0.07 |
| GLTR Abrdn Precious Metals Basket | Add +19.6% | 0.28% | +0.05 |
| XSMO Invesco S&P Smallcap Momentu | Add +1.6% | 1.63% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +8.0% | 0.43% | +0.04 |
| PAVE Global X US Infrastructure | Add +7.3% | 0.48% | +0.04 |
| CHAT Roundhill Gen AI & Tech ETF | Add +8.2% | 0.49% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +6.5% | 0.50% | +0.04 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +5.2% | 0.47% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +43.0% | 0.41% | +0.02 |
| JPIB JPMorgan Intl BND ETF | Add +34.1% | 0.10% | +0.02 |
| CEMB iShares JP Morgan Em Corpora | Add +31.5% | 0.10% | +0.02 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +31.4% | 0.10% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +31.4% | 0.10% | +0.02 |
| QTUM Defiance Quantum ETF | Add +7.8% | 0.45% | +0.01 |
| TSLA Tesla Inc. | Add +29.6% | 0.20% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +15.2% | 0.09% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +13.9% | 3.03% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +10.4% | 0.40% | −0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 1.16% | −0.03 |
| NVDA Nvidia Corp. | Add +10.3% | 3.42% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $334.8M | QQQ, AMD, MU, TSM, ASML |
| Q1 2026 | 73 | $277.4M | ASML, TSM, QQQ, SPY, GOOGL |
| Q4 2025 | 71 | $265.9M | QQQ, SPY, GOOGL, TSM, NVDA |
| Q3 2025 | 75 | $270.7M | QQQ, SPY, ASML, GOOGL, B |
| Q2 2025Amended | 133 | $471.8M | QQQ, NVDA, META, MSFT, SPY |
| Q1 2025Amended | 127 | $411.5M | QQQ, SPY, NVDA, BRK.B, META |
| Q4 2024 | 107 | $361.5M | SPY, QQQ, AVGO, NVDA, AMZN |
| Q3 2024 | 82 | $332.5M | NVDA, ORCL, SPY, AAPL, WMT |
| Q2 2024 | 92 | $332.3M | SPY, QQQ, NVDA, AMZN, AAPL |
| Q1 2024 | 92 | $332.2M | SPY, NVDA, QQQ, META, AMZN |