Seed Wealth Management
Latest statistics and disclosures from Seed Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAUS, JMBS, SCHP, SCHB, AVUV, and represent 42.40% of Seed Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAEQ, PULS, JMBS, AVDV, NVDA, AVUV, AMZN, AVDE, VWOB, BOXX.
- Started 5 new stock positions in EXPE, MRK, RY, AstraZeneca, AAEQ.
- Reduced shares in these 10 stocks: , IGSB, AVGO, AAUS, SLQD, PGR, MSFT, TSM, TAX, .
- Sold out of its positions in AES, TAX, AZO, BRK.B, BLK, CAT, IBB, IGSB, FLOT, SLQD. JPM, JOF, KEY, LEN, NFLX, WFC, EMD.
- Seed Wealth Management was a net seller of stock by $-799k.
- Seed Wealth Management has $145M in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0001963728
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Portfolio Holdings for Seed Wealth Management
Seed Wealth Management holds 102 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ea Series Trust Alpha Architect (AAUS) | 26.0 | $38M | -2% | 684k | 55.11 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 5.4 | $7.8M | +14% | 172k | 45.69 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.9 | $5.7M | 215k | 26.49 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.6 | $5.2M | -4% | 199k | 26.23 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.5 | $5.0M | +9% | 49k | 101.98 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 3.5 | $5.0M | 50k | 100.83 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 3.4 | $5.0M | +297% | 100k | 49.59 |
|
| Ea Series Trust Alpha Architect (AAEQ) | 3.1 | $4.5M | NEW | 92k | 49.33 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 2.9 | $4.2M | +7% | 37k | 115.10 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.9 | $2.8M | -3% | 60k | 47.08 |
|
| Spdr Series Trust State Street Spd (SPMB) | 1.9 | $2.8M | -2% | 123k | 22.41 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.8 | $2.6M | +23% | 27k | 93.97 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $2.4M | -5% | 7.2k | 335.27 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 1.5 | $2.2M | -11% | 90k | 24.33 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.4 | $2.1M | -12% | 42k | 49.46 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 1.4 | $2.0M | 31k | 65.29 |
|
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $1.8M | +3% | 16k | 111.78 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.2 | $1.7M | +29% | 21k | 82.32 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.7M | -18% | 3.4k | 483.62 |
|
| P10 Com Cl A (PX) | 1.1 | $1.6M | 167k | 9.81 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $1.6M | 21k | 75.44 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.9 | $1.4M | -3% | 30k | 44.55 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.9 | $1.4M | 59k | 22.82 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $1.3M | 45k | 29.61 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.9 | $1.3M | 14k | 91.38 |
|
|
| Apple (AAPL) | 0.8 | $1.2M | +19% | 4.3k | 271.86 |
|
| Broadcom (AVGO) | 0.7 | $1.0M | -57% | 3.0k | 346.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.0M | +26% | 3.3k | 313.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.0M | -26% | 3.3k | 303.89 |
|
| Vanguard Wellington Us Multifactor (VFMF) | 0.7 | $1.0M | 6.7k | 150.72 |
|
|
| Amazon (AMZN) | 0.7 | $991k | +66% | 4.3k | 230.82 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $985k | +83% | 5.3k | 186.50 |
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| Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.6 | $905k | 46k | 19.89 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $897k | 9.4k | 95.22 |
|
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $892k | 12k | 77.02 |
|
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.6 | $885k | +61% | 13k | 67.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $816k | 34k | 24.04 |
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|
| Palantir Technologies Cl A (PLTR) | 0.5 | $747k | 4.2k | 177.75 |
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| Global X Fds Rate Preferred (PFFV) | 0.5 | $660k | 30k | 22.22 |
|
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| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $643k | 25k | 25.60 |
|
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| Icici Bank Adr (IBN) | 0.4 | $627k | 21k | 29.80 |
|
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $612k | 16k | 38.11 |
|
|
| Dell Technologies CL C (DELL) | 0.4 | $562k | -17% | 4.5k | 125.88 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $557k | -17% | 11k | 50.88 |
|
| Ubs Group SHS (UBS) | 0.4 | $542k | -2% | 12k | 46.31 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $522k | 12k | 45.21 |
|
|
| Shell Spon Ads (SHEL) | 0.4 | $509k | -4% | 6.9k | 73.48 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.3 | $475k | 9.9k | 47.97 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $455k | -11% | 4.1k | 111.41 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $446k | 2.3k | 191.25 |
|
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.3 | $437k | 8.7k | 50.23 |
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| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.3 | $436k | +31% | 7.5k | 58.31 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $436k | 11k | 39.59 |
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| McDonald's Corporation (MCD) | 0.3 | $430k | -8% | 1.4k | 305.63 |
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| Oracle Corporation (ORCL) | 0.3 | $427k | -39% | 2.2k | 194.91 |
|
| salesforce (CRM) | 0.3 | $416k | -11% | 1.6k | 264.91 |
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| Nuveen Variable Rate Pref Incm Cf (NPFD) | 0.3 | $410k | -4% | 22k | 19.03 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.3 | $405k | 8.0k | 50.58 |
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| McKesson Corporation (MCK) | 0.3 | $398k | -19% | 485.00 | 820.29 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $383k | 1.7k | 227.51 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $360k | 1.7k | 211.79 |
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| Meta Platforms Cl A (META) | 0.2 | $353k | -17% | 534.00 | 660.09 |
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| Stryker Corporation (SYK) | 0.2 | $341k | -28% | 970.00 | 351.47 |
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| Deere & Company (DE) | 0.2 | $338k | -7% | 726.00 | 465.57 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.2 | $326k | 3.6k | 90.97 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $323k | -21% | 2.7k | 120.34 |
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| Willis Towers Watson SHS (WTW) | 0.2 | $319k | 970.00 | 328.60 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.2 | $318k | 5.5k | 57.85 |
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| Ea Series Trust Intl Quan Momntm (IMOM) | 0.2 | $317k | 8.3k | 38.12 |
|
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| Cisco Systems (CSCO) | 0.2 | $316k | -11% | 4.1k | 77.03 |
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| Johnson & Johnson (JNJ) | 0.2 | $309k | -7% | 1.5k | 206.95 |
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| Hayward Hldgs (HAYW) | 0.2 | $307k | 20k | 15.45 |
|
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| Pentair SHS (PNR) | 0.2 | $305k | 2.9k | 104.14 |
|
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $303k | 5.3k | 57.24 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $298k | 5.6k | 53.76 |
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| GSK Sponsored Adr (GSK) | 0.2 | $298k | 6.1k | 49.04 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $296k | -13% | 1.6k | 183.40 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $295k | 3.6k | 82.82 |
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| Progressive Corporation (PGR) | 0.2 | $290k | -60% | 1.3k | 227.72 |
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| Abbott Laboratories (ABT) | 0.2 | $280k | -4% | 2.2k | 125.29 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $277k | -9% | 1.1k | 256.03 |
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| Haleon Spon Ads (HLN) | 0.2 | $269k | 27k | 10.11 |
|
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| Synopsys (SNPS) | 0.2 | $268k | -36% | 570.00 | 469.72 |
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| Qualcomm (QCOM) | 0.2 | $258k | -13% | 1.5k | 171.05 |
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| Home Depot (HD) | 0.2 | $252k | -27% | 733.00 | 344.14 |
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| Infosys Sponsored Adr (INFY) | 0.2 | $249k | 14k | 17.82 |
|
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $248k | 7.6k | 32.81 |
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| Chubb (CB) | 0.2 | $248k | 795.00 | 312.12 |
|
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $246k | -8% | 3.1k | 78.67 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.2 | $227k | 2.5k | 90.67 |
|
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| International Business Machines (IBM) | 0.2 | $220k | -5% | 744.00 | 296.21 |
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| Expedia Group Com New (EXPE) | 0.2 | $220k | NEW | 775.00 | 283.31 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $219k | 9.3k | 23.63 |
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| Astrazeneca Sponsored Adr | 0.1 | $215k | NEW | 2.3k | 91.93 |
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| Merck & Co (MRK) | 0.1 | $215k | NEW | 2.0k | 105.26 |
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| Rbc Cad (RY) | 0.1 | $213k | NEW | 1.3k | 170.49 |
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| Nutrien (NTR) | 0.1 | $212k | -12% | 3.4k | 61.72 |
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| Procter & Gamble Company (PG) | 0.1 | $208k | -7% | 1.5k | 143.31 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $205k | +29% | 1.4k | 143.97 |
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| Abbvie (ABBV) | 0.1 | $204k | -2% | 892.00 | 228.49 |
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| BlackRock MuniVest Fund (MVF) | 0.1 | $84k | 12k | 6.93 |
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| Ready Cap Corp Com reit (RC) | 0.0 | $42k | -22% | 19k | 2.18 |
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Past Filings by Seed Wealth Management
SEC 13F filings are viewable for Seed Wealth Management going back to 2022
- Seed Wealth Management 2025 Q4 filed Jan. 21, 2026
- 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