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Seed Wealth Management

Latest statistics and disclosures from Seed Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VMBS, JMBS, SCHB, SCHP, AVUV, and represent 21.36% of Seed Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHB, SCHP, SCHV, JMBS, BLK, SONY, BTT, SCHF, Ea Series Trust, DFUS.
Started 6 new stock positions in DFUS, EXPE, Ea Series Trust, BLK, SHY, IP.
Reduced shares in these 10 stocks: VTI, , QQQ, IIPR, MTCH, FLBR, , CCI, STZ, CAG.
Sold out of its positions in ADM, AVY, BlackRock, CAG, STZ, CEG, CCI, FLBR, IIPR, QQQ. LOW, MTCH, QEFA, SNN, TSN.
Seed Wealth Management was a net buyer of stock by $6.0M.
Seed Wealth Management has $124M in assets under management (AUM), dropping by -0.92%.
Central Index Key (CIK): 0001963728

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Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 148 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	5.9	$7.2M	-2%	160k	45.34	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.6	$5.7M	+16%	130k	44.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.8	$4.8M	+200%	210k	22.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.6	$4.4M	+159%	171k	25.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$4.3M		45k	96.53	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.3	$4.1M	+3%	42k	96.93	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.5	$3.1M	+2%	29k	110.28	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	2.5	$3.1M	+5%	143k	21.55	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	2.4	$3.0M		125k	24.19	View chart
Microsoft Corporation (MSFT)	2.1	$2.6M		6.2k	421.50	View chart
Apple (AAPL)	2.1	$2.6M		10k	250.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.4M	-15%	8.2k	289.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$2.3M	+5%	48k	48.42	View chart
Broadcom (AVGO)	1.6	$1.9M		8.4k	231.84	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.5	$1.9M		29k	64.13	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.4	$1.8M		74k	24.27	View chart
Amazon (AMZN)	1.3	$1.7M		7.6k	219.39	View chart
Ishares Tr Ultra Short-term (ICSH)	1.2	$1.5M		29k	50.43	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$1.4M	+2%	16k	91.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.1	$1.4M		28k	49.55	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	1.0	$1.3M	+41%	63k	20.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$1.3M		20k	65.08	View chart
Palantir Technologies Cl A (PLTR)	1.0	$1.3M	-6%	17k	75.63	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	1.0	$1.2M		24k	51.10	View chart
salesforce (CRM)	1.0	$1.2M		3.7k	334.33	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$1.2M	+193%	46k	26.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$1.2M	-4%	20k	58.93	View chart
Global X Fds Rate Preferred (PFFV)	0.9	$1.2M		50k	23.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.1M		5.9k	190.44	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.9	$1.1M		62k	18.23	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.9	$1.1M		32k	34.14	View chart
Dell Technologies CL C (DELL)	0.9	$1.1M		9.2k	115.24	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.8	$1.0M		8.0k	130.58	View chart
Novo-nordisk A S Adr (NVO)	0.8	$1.0M		12k	86.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$1.0M	-3%	17k	61.37	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.8	$946k		49k	19.47	View chart
Meta Platforms Cl A (META)	0.8	$937k		1.6k	585.51	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$908k	-2%	18k	50.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$900k		4.6k	197.49	View chart
Oracle Corporation (ORCL)	0.7	$884k		5.3k	166.64	View chart
Home Depot (HD)	0.7	$869k		2.2k	389.00	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$864k		9.4k	91.68	View chart
McKesson Corporation (MCK)	0.7	$840k		1.5k	569.91	View chart
Progressive Corporation (PGR)	0.7	$824k		3.4k	239.61	View chart
Wal-Mart Stores (WMT)	0.6	$740k		8.2k	90.35	View chart
Deere & Company (DE)	0.6	$683k		1.6k	423.70	View chart
McDonald's Corporation (MCD)	0.5	$676k		2.3k	289.89	View chart
Icici Bank Adr (IBN)	0.5	$663k		22k	29.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$653k		7.5k	87.25	View chart
Cisco Systems (CSCO)	0.5	$639k		11k	59.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$628k	+135%	34k	18.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$610k	-7%	10k	58.79	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.5	$610k	-18%	12k	49.74	View chart
Exxon Mobil Corporation (XOM)	0.5	$604k		5.6k	107.57	View chart
Stryker Corporation (SYK)	0.5	$594k		1.7k	360.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$579k	-4%	12k	50.37	View chart
Sony Group Corp Sponsored Adr (SONY)	0.4	$552k	+400%	26k	21.16	View chart
Johnson & Johnson (JNJ)	0.4	$538k		3.7k	144.62	View chart
Vanguard Wellington Us Momentum (VFMO)	0.4	$531k		3.2k	164.37	View chart
Visa Com Cl A (V)	0.4	$529k		1.7k	316.04	View chart
Synopsys (SNPS)	0.4	$524k		1.1k	485.36	View chart
Caterpillar (CAT)	0.4	$522k		1.4k	362.76	View chart
Lennar Corp Cl A (LEN)	0.4	$511k		3.8k	136.37	View chart
Shell Spon Ads (SHEL)	0.4	$487k		7.8k	62.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$484k		2.4k	198.18	View chart
Take-Two Interactive Software (TTWO)	0.4	$477k		2.6k	184.08	View chart
Qualcomm (QCOM)	0.4	$476k		3.1k	153.62	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$471k		7.5k	63.15	View chart
Blackrock (BLK)	0.4	$465k	NEW	454.00	1025.11	View chart
Netflix (NFLX)	0.4	$464k		520.00	891.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$451k		16k	29.20	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$442k		8.6k	51.51	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.4	$434k		8.7k	49.93	View chart
Key (KEY)	0.3	$423k		25k	17.14	View chart
Procter & Gamble Company (PG)	0.3	$417k		2.5k	167.65	View chart
Paypal Holdings (PYPL)	0.3	$415k		4.9k	85.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$407k		1.8k	232.52	View chart
Abbott Laboratories (ABT)	0.3	$405k		3.6k	113.11	View chart
Infosys Sponsored Adr (INFY)	0.3	$400k		18k	21.92	View chart
Ubs Group SHS (UBS)	0.3	$398k		13k	30.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$398k		2.1k	189.30	View chart
NVIDIA Corporation (NVDA)	0.3	$387k		2.9k	134.29	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$386k		12k	33.21	View chart
Merck & Co (MRK)	0.3	$372k		3.7k	99.48	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$370k		9.9k	37.40	View chart
International Business Machines (IBM)	0.3	$369k		1.7k	219.83	View chart
Costco Wholesale Corporation (COST)	0.3	$367k		400.00	916.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$359k		1.5k	239.67	View chart
Raytheon Technologies Corp (RTX)	0.3	$356k		3.1k	115.72	View chart
Walt Disney Company (DIS)	0.3	$351k	-8%	3.2k	111.35	View chart
Best Buy (BBY)	0.3	$349k		4.1k	85.80	View chart
Hca Holdings (HCA)	0.3	$347k		1.2k	300.15	View chart
FedEx Corporation (FDX)	0.3	$345k		1.2k	281.33	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$331k		2.5k	132.21	View chart
AFLAC Incorporated (AFL)	0.3	$330k		3.2k	103.44	View chart
Adobe Systems Incorporated (ADBE)	0.3	$328k	+3%	738.00	444.68	View chart
UnitedHealth (UNH)	0.3	$317k		627.00	505.86	View chart
Kroger (KR)	0.3	$315k		5.1k	61.15	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$314k	+13%	6.8k	46.20	View chart
Ea Series Trust Cambria Tax Awar	0.3	$314k	NEW	13k	24.42	View chart
AutoZone (AZO)	0.3	$311k		97.00	3202.00	View chart
Touchstone Etf Trust Securitized Inco (TSEC)	0.2	$308k	-2%	12k	25.98	View chart
Willis Towers Watson SHS (WTW)	0.2	$304k		970.00	313.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$303k		669.00	453.28	View chart
Te Connectivity Ord Shs (TEL)	0.2	$298k		2.1k	142.97	View chart
Pentair SHS (PNR)	0.2	$295k		2.9k	100.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$284k		4.6k	62.31	View chart
Electronic Arts (EA)	0.2	$282k		1.9k	146.30	View chart
Fiserv (FI)	0.2	$277k		1.4k	205.42	View chart
Iron Mountain (IRM)	0.2	$275k		2.6k	105.11	View chart
Haleon Spon Ads (HLN)	0.2	$274k		29k	9.54	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$271k		6.0k	45.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$267k	-8%	1.6k	169.30	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$267k		5.5k	48.92	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$265k	NEW	4.2k	63.75	View chart
L3harris Technologies (LHX)	0.2	$262k		1.2k	210.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$260k	NEW	3.2k	81.98	View chart
Wells Fargo & Company (WFC)	0.2	$256k		3.6k	70.24	View chart
GSK Sponsored Adr (GSK)	0.2	$254k		7.5k	33.82	View chart
Republic Services (RSG)	0.2	$254k		1.3k	201.18	View chart
Texas Instruments Incorporated (TXN)	0.2	$253k		1.4k	187.51	View chart
Discover Financial Services (DFS)	0.2	$252k		1.5k	173.23	View chart
Chubb (CB)	0.2	$250k		905.00	276.30	View chart
Equinor Asa Sponsored Adr (EQNR)	0.2	$249k		11k	23.69	View chart
Charles Schwab Corporation (SCHW)	0.2	$249k		3.4k	74.01	View chart
Abbvie (ABBV)	0.2	$245k		1.4k	177.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$244k		5.6k	44.04	View chart
Kimberly-Clark Corporation (KMB)	0.2	$242k		1.8k	131.04	View chart
eBay (EBAY)	0.2	$242k		3.9k	61.95	View chart
Lockheed Martin Corporation (LMT)	0.2	$231k		476.00	485.94	View chart
Edwards Lifesciences (EW)	0.2	$231k		3.1k	74.03	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.2	$227k	-24%	8.9k	25.64	View chart
Sanofi Sponsored Adr (SNY)	0.2	$226k		4.7k	48.23	View chart
Comcast Corp Cl A (CMCSA)	0.2	$223k		5.9k	37.53	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.2	$221k		8.3k	26.55	View chart
Expedia Group Com New (EXPE)	0.2	$215k	NEW	1.2k	186.33	View chart
Starbucks Corporation (SBUX)	0.2	$211k		2.3k	91.25	View chart
Thermo Fisher Scientific (TMO)	0.2	$208k		400.00	520.23	View chart
International Paper Company (IP)	0.2	$208k	NEW	3.9k	53.82	View chart
Waste Management (WM)	0.2	$204k		1.0k	201.79	View chart
Equifax (EFX)	0.2	$204k		800.00	254.85	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.2	$189k		20k	9.62	View chart
AES Corporation (AES)	0.2	$189k	+11%	15k	12.87	View chart
Ready Cap Corp Com reit (RC)	0.1	$169k	+93%	25k	6.82	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$164k		15k	11.28	View chart
Viatris (VTRS)	0.1	$137k		11k	12.45	View chart
BlackRock MuniVest Fund (MVF)	0.1	$125k	-5%	18k	7.04	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.1	$95k		12k	7.67	View chart

Past Filings by Seed Wealth Management

SEC 13F filings are viewable for Seed Wealth Management going back to 2022

Seed Wealth Management 2024 Q4 filed Jan. 14, 2025
Seed Wealth Management 2024 Q3 filed Nov. 4, 2024
Seed Wealth Management 2024 Q2 filed July 16, 2024
Seed Wealth Management 2024 Q1 filed April 16, 2024
Seed Wealth Management 2023 Q4 filed Jan. 24, 2024
Seed Wealth Management 2023 Q3 filed Oct. 16, 2023
Seed Wealth Management 2023 Q2 filed July 27, 2023
Seed Wealth Management 2023 Q1 filed April 25, 2023
Seed Wealth Management 2022 Q4 filed Jan. 31, 2023

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