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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 AAUS, JMBS, BOXX, AVUV, PULS, and represent 43.13% of Seed Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTP, BOXX, VOO, VXUS, SPMB, IGSB, AVUV, AMD, CAT, VTI.
Started 11 new stock positions in CAT, UNH, AMD, SBUX, VTP, XLK, VOO, IBB, SPY, IGSB. ABBV.
Reduced shares in these 10 stocks: PULS, SCHP, VTIP, ICSH, DELL, , SYK, , HD, ABT.
Sold out of its positions in ABT, HD, ICSH, ORCL, RC, CRM, SYK, SNPS, TTWO.
Seed Wealth Management was a net seller of stock by $-56k.
Seed Wealth Management has $158M in assets under management (AUM), dropping by 8.67%.
Central Index Key (CIK): 0001963728

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Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 100 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Alpha Architect (AAUS)	25.8	$41M		683k	59.74	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.9	$7.7M		171k	44.99	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.4	$7.0M	+25%	60k	117.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$6.5M	+5%	52k	124.76	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	3.9	$6.2M	-26%	125k	49.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.5	$5.6M		192k	28.96	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	3.2	$5.0M		49k	100.97	View chart
Ea Series Trust Alpha Architect (AAEQ)	3.1	$4.8M		91k	53.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.7	$4.2M	-28%	160k	26.50	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	2.0	$3.1M	+16%	139k	22.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.9M	+10%	7.9k	370.04	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$2.9M		28k	103.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$2.6M	+48%	31k	85.49	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$2.6M		56k	46.81	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.5	$2.4M		31k	78.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$2.3M	+10%	18k	128.08	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.4	$2.2M		89k	24.31	View chart
Vanguard Malvern Fds Total Inflation (VTP)	1.4	$2.1M	NEW	28k	76.65	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$2.0M		22k	89.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.0	$1.6M		3.3k	477.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$1.6M		45k	34.81	View chart
Dell Technologies CL C (DELL)	1.0	$1.6M	-19%	3.6k	431.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.9	$1.5M		30k	48.56	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.9	$1.3M		59k	22.75	View chart
Ridgepost Cap Cl A Com (RPC)	0.8	$1.3M		167k	7.87	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.8	$1.2M	-4%	13k	91.64	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.7	$1.2M		6.7k	176.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.2M		3.3k	353.33	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$1.1M	+22%	16k	67.24	View chart
Apple (AAPL)	0.7	$1.1M	-6%	3.8k	289.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$1.1M	-4%	11k	96.49	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M		5.3k	200.09	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	-17%	2.8k	373.02	View chart
Amazon (AMZN)	0.6	$1.0M		4.3k	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$933k	NEW	1.4k	686.81	View chart
Broadcom (AVGO)	0.6	$926k	-18%	2.5k	377.75	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$890k		9.4k	94.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$860k	-7%	31k	27.70	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.5	$771k	-15%	38k	20.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$707k	-58%	14k	50.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$663k		16k	41.25	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$637k	+23%	9.7k	65.60	View chart
Icici Bank Adr (IBN)	0.4	$611k		21k	29.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$608k		12k	52.76	View chart
Vanguard Wellington Us Momentum (VFMO)	0.4	$581k		2.3k	249.51	View chart
Ubs Group SHS (UBS)	0.4	$580k		12k	49.56	View chart
Shell Spon Ads (SHEL)	0.3	$537k		6.9k	77.54	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$528k		9.9k	53.33	View chart
Corning Incorporated (GLW)	0.3	$510k		2.0k	255.43	View chart
Palantir Technologies Cl A (PLTR)	0.3	$490k		4.2k	116.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$488k		11k	44.36	View chart
Global X Fds Rate Preferred (PFFV)	0.3	$487k	-25%	22k	22.03	View chart
Cisco Systems (CSCO)	0.3	$482k		4.1k	117.46	View chart
Novo-nordisk A S Adr (NVO)	0.3	$476k	-32%	9.9k	47.94	View chart
Wal-Mart Stores (WMT)	0.3	$463k		4.1k	113.26	View chart
Deere & Company (DE)	0.3	$461k		726.00	634.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$413k		1.7k	242.99	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$403k		5.5k	73.26	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$401k	-8%	8.0k	50.11	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$394k	-21%	20k	20.06	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$391k		3.6k	109.11	View chart
McDonald's Corporation (MCD)	0.2	$381k		1.4k	270.31	View chart
Johnson & Johnson (JNJ)	0.2	$379k		1.5k	253.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$366k		2.7k	136.72	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.2	$360k		8.3k	43.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$354k	NEW	6.7k	52.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$345k	+7%	4.2k	82.11	View chart
Hayward Hldgs (HAYW)	0.2	$344k		20k	17.31	View chart
Te Connectivity Ord Shs (TEL)	0.2	$339k		1.7k	201.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$331k		5.6k	59.69	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.2	$321k		17k	18.82	View chart
GSK Sponsored Adr (GSK)	0.2	$319k		6.1k	52.42	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$311k		4.8k	64.71	View chart
Advanced Micro Devices (AMD)	0.2	$308k	NEW	530.00	580.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$306k		1.6k	189.73	View chart
McKesson Corporation (MCK)	0.2	$302k	-17%	399.00	755.60	View chart
Caterpillar (CAT)	0.2	$298k	NEW	280.00	1064.90	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$298k		3.1k	95.09	View chart
Equinor Asa Sponsored Adr (EQNR)	0.2	$291k		9.3k	31.40	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$271k	NEW	1.4k	190.52	View chart
Chubb (CB)	0.2	$268k		785.00	340.74	View chart
Merck & Co (MRK)	0.2	$262k		2.0k	128.50	View chart
Rbc Cad (RY)	0.2	$259k		1.3k	206.97	View chart
Willis Towers Watson SHS (WTW)	0.2	$254k		970.00	261.37	View chart
Haleon Spon Ads (HLN)	0.2	$248k		27k	9.33	View chart
Meta Platforms Cl A (META)	0.2	$242k	-19%	429.00	563.29	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.2	$240k		2.5k	96.02	View chart
Ishares Msci Japn Smcetf (SCJ)	0.1	$225k		2.1k	105.31	View chart
Pentair SHS (PNR)	0.1	$225k		2.9k	76.66	View chart
Abbvie (ABBV)	0.1	$225k	NEW	892.00	251.64	View chart
Astrazeneca Ord (AZN)	0.1	$222k		1.2k	189.62	View chart
Smith & Nephew Spdn Adr New (SNN)	0.1	$218k		7.6k	28.81	View chart
Nutrien (NTR)	0.1	$216k		3.4k	62.95	View chart
Progressive Corporation (PGR)	0.1	$216k	-22%	987.00	218.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$212k	NEW	1.1k	190.19	View chart
Procter & Gamble Company (PG)	0.1	$212k		1.4k	146.64	View chart
Starbucks Corporation (SBUX)	0.1	$210k	NEW	2.1k	102.19	View chart
UnitedHealth (UNH)	0.1	$210k	NEW	504.00	415.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$209k	NEW	280.00	746.77	View chart
Infosys Sponsored Adr (INFY)	0.1	$126k	-14%	12k	10.49	View chart

Past Filings by Seed Wealth Management

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

Seed Wealth Management 2026 Q2 filed July 27, 2026
Seed Wealth Management 2026 Q1 filed April 8, 2026
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

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