Seed Wealth Management
Latest statistics and disclosures from Seed Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Ea Series Trust, JMBS, SCHP, SCHB, VTEI, and represent 41.99% of Seed Wealth Management's stock portfolio.
- Added to shares of these 4 stocks: Ea Series Trust (+$38M), VTEI, JMBS, IGSB.
- Started 1 new stock position in Ea Series Trust.
- Reduced shares in these 10 stocks: PLTR, AVUS, AAPL, MSFT, AMZN, PX, META, GOOG, AVGO, MCK.
- Sold out of its positions in AFL, ADBE, GOOGL, BBY, CI, COF, CEG, GLW, COST, DIS.
- Seed Wealth Management was a net buyer of stock by $3.5M.
- Seed Wealth Management has $145M in assets under management (AUM), dropping by 7.89%.
- Central Index Key (CIK): 0001963728
Tip: Access up to 7 years of quarterly data
Positions held by Seed Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Seed Wealth Management
Seed Wealth Management holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Alpha Architect | 26.0 | $38M | NEW | 699k | 53.99 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 4.7 | $6.8M | 150k | 45.67 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.1 | $5.9M | 218k | 26.95 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.7 | $5.3M | -8% | 208k | 25.71 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 3.5 | $5.0M | +6% | 50k | 100.33 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.1 | $4.5M | 45k | 99.53 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 2.7 | $3.9M | 34k | 113.86 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.0 | $2.9M | 62k | 46.96 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.0 | $2.9M | -3% | 56k | 51.09 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 2.0 | $2.8M | 127k | 22.44 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.7 | $2.5M | -2% | 102k | 24.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $2.5M | 7.6k | 328.17 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.7 | $2.4M | -2% | 48k | 50.63 |
|
| Broadcom (AVGO) | 1.6 | $2.3M | -22% | 7.0k | 329.91 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.2M | -33% | 4.2k | 517.95 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.4 | $2.0M | 31k | 64.44 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.4 | $2.0M | 22k | 89.03 |
|
|
| P10 Com Cl A (PX) | 1.3 | $1.8M | -34% | 167k | 10.88 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.2 | $1.7M | -56% | 16k | 108.70 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $1.6M | -5% | 21k | 73.46 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $1.4M | 27k | 53.03 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.0 | $1.4M | 32k | 44.51 |
|
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.9 | $1.3M | 60k | 22.46 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $1.3M | -2% | 45k | 29.11 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $1.3M | 16k | 78.90 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.9 | $1.3M | -11% | 14k | 91.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.3M | 4.5k | 279.29 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $1.3M | -8% | 25k | 49.83 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.0M | -35% | 3.6k | 281.24 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.7 | $959k | -16% | 6.7k | 144.27 |
|
| Apple (AAPL) | 0.6 | $914k | -64% | 3.6k | 254.63 |
|
| Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.6 | $913k | -4% | 46k | 20.05 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $896k | 9.4k | 95.15 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $870k | 12k | 75.11 |
|
|
| Progressive Corporation (PGR) | 0.6 | $803k | -5% | 3.3k | 246.95 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $790k | 34k | 23.28 |
|
|
| Dell Technologies CL C (DELL) | 0.5 | $770k | -41% | 5.4k | 141.77 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $766k | -77% | 4.2k | 182.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $736k | -16% | 13k | 55.49 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $723k | 25k | 28.79 |
|
|
| Global X Fds Rate Preferred (PFFV) | 0.5 | $687k | -3% | 30k | 23.12 |
|
| Icici Bank Adr (IBN) | 0.4 | $636k | 21k | 30.23 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $630k | -55% | 2.6k | 243.55 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $596k | 16k | 36.35 |
|
|
| Amazon (AMZN) | 0.4 | $567k | -65% | 2.6k | 219.57 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $543k | 8.1k | 66.90 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $537k | 2.9k | 186.58 |
|
|
| Shell Spon Ads (SHEL) | 0.4 | $517k | 7.2k | 71.53 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.4 | $513k | -16% | 10k | 50.83 |
|
| Stryker Corporation (SYK) | 0.3 | $499k | -18% | 1.4k | 369.67 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $496k | 12k | 42.96 |
|
|
| Ubs Group SHS (UBS) | 0.3 | $490k | -2% | 12k | 41.00 |
|
| Wal-Mart Stores (WMT) | 0.3 | $478k | -40% | 4.6k | 103.06 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.3 | $474k | 9.9k | 47.88 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $473k | -65% | 644.00 | 734.38 |
|
| McDonald's Corporation (MCD) | 0.3 | $466k | -34% | 1.5k | 303.89 |
|
| McKesson Corporation (MCK) | 0.3 | $466k | -59% | 603.00 | 772.54 |
|
| Nuveen Variable Rate Pref Incm Cf (NPFD) | 0.3 | $450k | -3% | 23k | 19.96 |
|
| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $446k | -27% | 2.3k | 191.60 |
|
| Synopsys (SNPS) | 0.3 | $444k | -16% | 900.00 | 493.39 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.3 | $437k | 8.7k | 50.20 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $424k | -18% | 11k | 38.57 |
|
| salesforce (CRM) | 0.3 | $420k | -51% | 1.8k | 237.00 |
|
| Home Depot (HD) | 0.3 | $410k | -54% | 1.0k | 405.22 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.3 | $406k | 8.0k | 50.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $383k | -40% | 3.4k | 112.75 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $370k | 1.7k | 219.53 |
|
|
| Deere & Company (DE) | 0.2 | $357k | -48% | 781.00 | 457.26 |
|
| Ea Series Trust Cambria Tax Awar (TAX) | 0.2 | $356k | 13k | 27.69 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $355k | -30% | 1.7k | 208.71 |
|
| Willis Towers Watson SHS (WTW) | 0.2 | $335k | 970.00 | 345.45 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.2 | $326k | -20% | 5.7k | 57.37 |
|
| Pentair SHS (PNR) | 0.2 | $324k | 2.9k | 110.76 |
|
|
| Cisco Systems (CSCO) | 0.2 | $318k | -55% | 4.7k | 68.42 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.2 | $317k | -47% | 3.6k | 88.65 |
|
| Abbott Laboratories (ABT) | 0.2 | $314k | -34% | 2.3k | 133.94 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $313k | -39% | 1.9k | 167.33 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $311k | -8% | 5.5k | 56.58 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $310k | -37% | 1.1k | 281.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $308k | -34% | 975.00 | 315.35 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $307k | -54% | 1.2k | 258.36 |
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.2 | $305k | 8.3k | 36.64 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $303k | 5.3k | 57.10 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $301k | 5.6k | 54.18 |
|
|
| Hayward Hldgs (HAYW) | 0.2 | $300k | -53% | 20k | 15.12 |
|
| Johnson & Johnson (JNJ) | 0.2 | $299k | -56% | 1.6k | 185.42 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $296k | -4% | 3.6k | 82.96 |
|
| Qualcomm (QCOM) | 0.2 | $291k | -36% | 1.8k | 166.36 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $275k | 7.6k | 36.29 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $262k | -14% | 6.1k | 43.16 |
|
| Caterpillar (CAT) | 0.2 | $251k | -63% | 525.00 | 477.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $246k | -26% | 489.00 | 502.74 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $244k | 3.4k | 70.98 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $242k | -36% | 1.6k | 153.65 |
|
| Haleon Spon Ads (HLN) | 0.2 | $238k | 27k | 8.97 |
|
|
| Nutrien (NTR) | 0.2 | $230k | -4% | 3.9k | 58.71 |
|
| Infosys Sponsored Adr (INFY) | 0.2 | $227k | -10% | 14k | 16.27 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $226k | 9.3k | 24.38 |
|
|
| Chubb (CB) | 0.2 | $224k | -12% | 795.00 | 282.25 |
|
| International Business Machines (IBM) | 0.2 | $223k | -53% | 789.00 | 282.16 |
|
| Netflix (NFLX) | 0.2 | $222k | -64% | 185.00 | 1198.92 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.2 | $220k | 2.5k | 87.91 |
|
|
| Blackrock (BLK) | 0.2 | $218k | -56% | 187.00 | 1165.87 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $213k | -37% | 1.5k | 144.37 |
|
| Abbvie (ABBV) | 0.1 | $212k | -33% | 914.00 | 231.54 |
|
| AutoZone (AZO) | 0.1 | $210k | -49% | 49.00 | 4290.24 |
|
| Wells Fargo & Company (WFC) | 0.1 | $205k | -32% | 2.4k | 83.82 |
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $203k | 20k | 10.32 |
|
|
| Lennar Corp Cl A (LEN) | 0.1 | $200k | -52% | 1.6k | 126.04 |
|
| Key (KEY) | 0.1 | $200k | -56% | 11k | 18.69 |
|
| AES Corporation (AES) | 0.1 | $164k | -38% | 13k | 13.16 |
|
| Japan Smaller Capitalizaion Fund (JOF) | 0.1 | $110k | -16% | 10k | 10.54 |
|
| Ready Cap Corp Com reit (RC) | 0.1 | $96k | 25k | 3.87 |
|
|
| BlackRock MuniVest Fund (MVF) | 0.1 | $83k | -7% | 12k | 6.86 |
|
Past Filings by Seed Wealth Management
SEC 13F filings are viewable for Seed Wealth Management going back to 2022
- Seed Wealth Management 2025 Q3 filed Oct. 15, 2025
- Seed Wealth Management 2025 Q2 filed July 14, 2025
- Seed Wealth Management 2025 Q1 filed April 18, 2025
- 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