SEAVIEW INVESTMENT MANAGERS LLC

MIAMI, FL · CIK 1832158 · 13F filing filed 2026-07-14

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$1.4bn
Staff13 · 9 in investment roles
Main clients (by assets)Other advisers 95%, Companies 3%, Individuals 1%
Main officeCoral Gables, FL
Form ADV · 2026-05-06SEC adviser record

Others nearbyMiami, FL

As an employer

Offices in1 country

US visa salary filings

Filings FY20251
Median salary offered$100,000
Middle half$100,000 – $100,000
Job titles1

Job title	Filings	Median	Range
Investment & Portfolio Management AssociateCoral Gables, FL	1	$100,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Seaview Investment Managers LLC.

$334.8m reported value +20.7% vs Q1 2026

93positions

35.1%in top 10

21 new 40 added 28 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

VectorGlobal IAG, Inc. – no 13F of its own this quarter

Also in the report of:

INSIGNEO ADVISORY SERVICES, LLC – $327.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	18,668	$13.7m4.11%	4.11%	Added +401	+401 2.2%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	21,945	$12.7m3.81%	3.81%	Reduced -24.2k	-24,180 -52.4%
3	MICRON TECHNOLOGY INC COM MU	MU	10,477	$12.1m3.61%	3.61%	Reduced -9.7k	-9,732 -48.2%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	24,839	$11.9m3.54%	3.54%	Reduced -7.4k	-7,432 -23.0%
5	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	5,930	$11.8m3.52%	3.52%	Reduced -2.3k	-2,328 -28.2%
6	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,635	$11.7m3.49%	3.49%	Added +696	+696 4.7%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	31,567	$11.3m3.37%	3.37%	Reduced -1.6k	-1,566 -4.7%
8	NVIDIA CORPORATION COM NVDA	NVDA	55,710	$11.1m3.33%	3.33%	Added +1.3k	+1,268 2.3%
9	AMAZON COM INC COM AMZN	AMZN	44,883	$10.7m3.19%	3.19%	Added +1.4k	+1,351 3.1%
10	BROADCOM INC COM AVGO	AVGO	28,015	$10.6m3.16%	3.16%	Added +524	+524 1.9%
11	AMPHENOL CORP CL A APH	APH	58,507	$10.3m3.08%	3.08%	New
12	CATERPILLAR INC COM CAT	CAT	9,538	$10.2m3.03%	3.03%	New
13	META PLATFORMS INC CL A META	META	17,979	$10.1m3.02%	3.02%	Added +3.3k	+3,316 22.6%
14	MICROSOFT CORP COM MSFT	MSFT	26,651	$9.9m2.97%	2.97%	Added +5.2k	+5,156 24.0%
15	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	34,761	$9.8m2.92%	2.92%	Added +2.9k	+2,895 9.1%
16	APPLE INC COM AAPL	AAPL	33,564	$9.7m2.90%	2.90%	Added +32.1k	+32,117 2219.6%
17	ORACLE CORP COM ORCL	ORCL	65,860	$9.7m2.88%	2.88%	Added +12.1k	+12,067 22.4%
18	JPMORGAN CHASE & CO COM JPM	JPM	29,085	$9.5m2.84%	2.84%	Added +486	+486 1.7%
19	ABBVIE INC COM ABBV	ABBV	37,773	$9.5m2.84%	2.84%	Reduced -1.9k	-1,863 -4.7%
20	BANK AMERICA CORP COM BAC	BAC	166,509	$9.5m2.83%	2.83%	Reduced -1.4k	-1,360 -0.8%
21	BARRICK MNG CORP COM SHS B	B	257,663	$9.5m2.83%	2.83%	Added +47.2k	+47,192 22.4%
22	GOLDMAN SACHS GROUP INC COM GS	GS	9,129	$9.2m2.76%	2.76%	New
23	ELI LILLY & CO COM LLY	LLY	7,647	$9.2m2.74%	2.74%	New
24	NUCOR CORP COM NUE	NUE	40,955	$9.1m2.72%	2.72%	Reduced -13.6k	-13,633 -25.0%
25	NETFLIX INC COM NFLX	NFLX	127,021	$9.1m2.71%	2.71%	Added +30.8k	+30,820 32.0%
26	DISNEY WALT CO COM DIS	DIS	93,748	$9.0m2.69%	2.69%	New
27	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	61,072	$5.7m1.71%	1.71%	Added +1.5k	+1,543 2.6%
28	SPDR GOLD TR GOLD SHS GLD	GLD	13,911	$5.1m1.53%	1.53%	Added +219	+219 1.6%
29	ISHARES TR MSCI EAFE ETF EFA	EFA	34,047	$3.5m1.06%	1.06%	Added +815	+815 2.5%
30	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	3,765	$2.5m0.74%	0.74%	Added +177	+177 4.9%
31	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	79,299	$2.4m0.72%	0.72%	Added +6.8k	+6,826 9.4%
32	TIDAL TRUST II ROUNDHILL GENER CHAT	CHAT	23,646	$2.3m0.70%	0.70%	Added +1.8k	+1,756 8.0%
33	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	30,051	$2.2m0.65%	0.65%	Reduced -773	-773 -2.5%
34	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	12,454	$2.1m0.62%	0.62%	Added +856	+856 7.4%
35	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	26,597	$1.9m0.57%	0.57%	Reduced -270	-270 -1.0%
36	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	19,956	$1.8m0.54%	0.54%	Added +2.3k	+2,263 12.8%
37	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	28,442	$1.7m0.50%	0.50%	Added +2.2k	+2,167 8.2%
38	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	8,255	$1.6m0.47%	0.47%	Added +906	+906 12.3%
39	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	14,857	$1.5m0.46%	0.46%	Added +1.3k	+1,272 9.4%
40	SERIES PORTFOLIOS TR ELDRIDGE BBB B CLOZ	CLOZ	56,757	$1.5m0.45%	0.45%	Added +13.9k	+13,870 32.3%
41	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	34,307	$1.5m0.43%	0.43%	Added +9.4k	+9,363 37.5%
42	ISHARES TR FALN ANGLS USD FALN	FALN	53,339	$1.5m0.43%	0.43%	Added +14.1k	+14,145 36.1%
43	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	67,629	$1.4m0.43%	0.43%	Added +18.8k	+18,830 38.6%
44	NEOS ETF TRUST NEOS S&P 500 HI SPYI	SPYI	26,386	$1.4m0.42%	0.42%	Added +7.8k	+7,760 41.7%
45	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	34,425	$1.4m0.42%	0.42%	Added +10.6k	+10,561 44.2%
46	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	23,618	$1.3m0.40%	0.40%	Added +7.5k	+7,532 46.8%
47	NEOS ETF TRUST RUSS 2000 HI ETF IWMI	IWMI	23,887	$1.3m0.38%	0.38%	Added +8.0k	+7,977 50.1%
48	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	10,907	$1.3m0.38%	0.38%	Added +1.0k	+1,022 10.3%
49	AMPLIFY ETF TR HIGH INCOME YYY	YYY	105,335	$1.2m0.36%	0.36%	Added +33.3k	+33,343 46.3%
50	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	69,738	$1.2m0.35%	0.35%	Added +22.7k	+22,695 48.2%
51	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	31,115	$1.0m0.31%	0.31%	Added +1.2k	+1,155 3.9%
52	ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET GLTR	GLTR	3,877	$702.3k0.21%	0.21%	Added +310	+310 8.7%
53	TESLA INC COM TSLA	TSLA	1,565	$658.2k0.20%	0.20%	Added +103	+103 7.0%
54	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,157	$501.4k0.15%	0.15%	Reduced -200	-200 -14.7%
55	ISHARES SILVER TR ISHARES SLV	SLV	9,200	$491.9k0.15%	0.15%	Reduced -143	-143 -1.5%
56	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	500	$482.5k0.14%	0.14%	New
57	CLOUDFLARE INC CL A COM NET	NET	1,910	$468.5k0.14%	0.14%	New
58	DELL TECHNOLOGIES INC CL C DELL	DELL	1,012	$436.6k0.13%	0.13%	Reduced -273	-273 -21.2%
59	ISHARES TR RESIDENTIAL MULT REZ	REZ	4,610	$436.5k0.13%	0.13%	Added +2.0k	+2,023 78.2%
60	CITIGROUP INC COM NEW C	C	2,736	$382.9k0.11%	0.11%	Added +558	+558 25.6%
61	AMERICAN EXPRESS CO COM AXP	AXP	1,116	$377.5k0.11%	0.11%	Reduced -24.6k	-24,557 -95.7%
62	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	5,077	$374.9k0.11%	0.11%	New
63	MARRIOTT INTL INC NEW CL A MAR	MAR	990	$366.9k0.11%	0.11%	Unchanged
64	PALO ALTO NETWORKS INC COM PANW	PANW	1,072	$365.6k0.11%	0.11%	New
65	ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR	XOVR	17,339	$365.0k0.11%	0.11%	Unchanged
66	APPLIED MATLS INC COM AMAT	AMAT	456	$329.7k0.10%	0.10%	New
67	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	431	$328.9k0.10%	0.10%	New
68	WESTERN DIGITAL CORP COM WDC	WDC	504	$321.9k0.10%	0.10%	Reduced -277	-277 -35.5%
69	SCHWAB CHARLES CORP COM SCHW	SCHW	3,424	$315.9k0.09%	0.09%	Reduced -87.9k	-87,851 -96.2%
70	NEWMONT CORP COM NEM	NEM	3,376	$315.3k0.09%	0.09%	Reduced -83.6k	-83,647 -96.1%
71	MCKESSON CORP COM MCK	MCK	411	$310.6k0.09%	0.09%	Reduced -10.3k	-10,315 -96.2%
72	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,083	$294.5k0.09%	0.09%	New
73	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	417	$286.4k0.09%	0.09%	Reduced -15	-15 -3.5%
74	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	5,888	$284.7k0.09%	0.09%	Reduced -110	-110 -1.8%
75	ISHARES INC JP MRG EM CRP BD CEMB	CEMB	6,212	$283.6k0.08%	0.08%	Reduced -155	-155 -2.4%
76	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	3,418	$282.5k0.08%	0.08%	Reduced -66	-66 -1.9%
77	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	10,841	$282.4k0.08%	0.08%	Reduced -165	-165 -1.5%
78	AST SPACEMOBILE INC COM CL A ASTS	ASTS	3,084	$274.0k0.08%	0.08%	New
79	ATAIBECKLEY INC COM SHS ATAI	ATAI	49,922	$263.1k0.08%	0.08%	Unchanged
80	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,682	$257.4k0.08%	0.08%	New
81	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	9,990	$250.1k0.07%	0.07%	Reduced -47	-47 -0.5%
82	ASTERA LABS INC COM ALAB	ALAB	514	$248.3k0.07%	0.07%	New
83	CONSTELLATION ENERGY CORP COM CEG	CEG	974	$241.9k0.07%	0.07%	Reduced -27.1k	-27,061 -96.5%
84	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	13,287	$237.6k0.07%	0.07%	Reduced -110	-110 -0.8%
85	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,977	$230.7k0.07%	0.07%	New
86	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	836	$221.3k0.07%	0.07%	New
87	GE VERNOVA INC COM GEV	GEV	185	$217.3k0.06%	0.06%	New
88	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	11,323	$213.7k0.06%	0.06%	New
89	VERTIV HOLDINGS CO COM CL A VRT	VRT	634	$212.3k0.06%	0.06%	Reduced -242	-242 -27.6%
90	MARVELL TECHNOLOGY INC COM MRVL	MRVL	706	$210.3k0.06%	0.06%	New
91	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,180	$201.6k0.06%	0.06%	New
92	HERBALIFE LTD COM SHS HLF	HLF	12,534	$164.8k0.05%	0.05%	Unchanged
93	ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB	ITUB	17,101	$139.7k0.04%	0.04%	Reduced -1.0m	-1,048,385 -98.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADOBE INC ADBE	ADBE	1,708	$415.1k1.7k shares