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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, PULS, JMBS, SCHP, BOXX, and represent 43.61% of Seed Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PULS, BOXX, GLW, AZN, SCJ, SCHP, NVO, AVDE, SHY, AVES.
Started 3 new stock positions in GLW, AZN, SCJ.
Reduced shares in these 10 stocks: VTIP, QCOM, IBM, , AstraZeneca, , , SCHB, VMBS, SPMB.
Sold out of its positions in ABBV, AstraZeneca, MVF, EXPE, IBM, QCOM, XLK.
Seed Wealth Management was a net buyer of stock by $3.4M.
Seed Wealth Management has $145M in assets under management (AUM), dropping by 0.27%.
Central Index Key (CIK): 0001963728

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Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ea Series Trust Alpha Architect (AAUS)	24.6	$36M		684k	52.38	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	5.8	$8.4M	+69%	170k	49.50	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	5.3	$7.7M		171k	45.18	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	4.1	$5.9M	+3%	222k	26.61	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.8	$5.5M	+30%	48k	116.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$5.5M		49k	110.47	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	3.4	$5.0M		50k	99.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.3	$4.8M	-3%	192k	25.10	View chart
Ea Series Trust Alpha Architect (AAEQ)	2.9	$4.3M		92k	46.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.9	$2.7M		28k	99.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.8	$2.7M	-5%	57k	46.95	View chart
Spdr Series Trust State Street Spd (SPMB)	1.8	$2.7M	-3%	119k	22.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$2.3M		7.2k	320.81	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.5	$2.2M		90k	23.98	View chart
Ea Series Trust Us Quan Momentum (QMOM)	1.5	$2.1M		31k	68.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$1.9M	+4%	22k	84.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$1.8M		16k	111.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$1.7M	-18%	34k	49.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.6M	-2%	21k	77.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.0	$1.4M		30k	46.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$1.4M		45k	30.50	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.9	$1.3M		59k	22.70	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M		3.4k	370.17	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$1.2M		14k	91.64	View chart
Ridgepost Cap Cl A Com (PX)	0.8	$1.2M		167k	7.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$1.1M		3.3k	337.95	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.7	$1.0M		6.7k	155.07	View chart
Apple (AAPL)	0.7	$1.0M	-6%	4.0k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$940k		3.3k	286.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$933k		12k	80.58	View chart
Broadcom (AVGO)	0.6	$932k		3.0k	309.51	View chart
NVIDIA Corporation (NVDA)	0.6	$921k		5.3k	174.40	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.6	$898k		46k	19.73	View chart
Amazon (AMZN)	0.6	$895k		4.3k	208.27	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$894k		9.4k	94.95	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.6	$873k		13k	65.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$828k		34k	24.75	View chart
Dell Technologies CL C (DELL)	0.5	$733k		4.5k	164.13	View chart
Global X Fds Rate Preferred (PFFV)	0.4	$648k		30k	21.83	View chart
Shell Spon Ads (SHEL)	0.4	$644k		6.9k	93.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$626k		16k	38.96	View chart
Palantir Technologies Cl A (PLTR)	0.4	$614k		4.2k	146.28	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$564k		12k	48.93	View chart
Icici Bank Adr (IBN)	0.4	$545k		21k	25.90	View chart
Novo-nordisk A S Adr (NVO)	0.4	$538k	+33%	15k	36.75	View chart
Sony Group Corp Sponsored Adr (SONY)	0.4	$520k		25k	20.70	View chart
Wal-Mart Stores (WMT)	0.3	$508k		4.1k	124.28	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$475k		9.9k	48.02	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$473k	+5%	7.9k	59.98	View chart
Vanguard Wellington Us Momentum (VFMO)	0.3	$459k		2.3k	197.10	View chart
Ubs Group SHS (UBS)	0.3	$457k		12k	39.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$454k		2.7k	169.66	View chart
McDonald's Corporation (MCD)	0.3	$438k		1.4k	310.79	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$435k		8.7k	50.05	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$428k		11k	38.86	View chart
McKesson Corporation (MCK)	0.3	$418k		483.00	865.36	View chart
Deere & Company (DE)	0.3	$409k		726.00	563.30	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$405k		8.0k	50.62	View chart
Equinor Asa Sponsored Adr (EQNR)	0.3	$391k		9.3k	42.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$369k		1.7k	217.25	View chart
Johnson & Johnson (JNJ)	0.3	$365k		1.5k	244.44	View chart
Te Connectivity Ord Shs (TEL)	0.2	$352k		1.7k	209.02	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$339k		3.6k	94.58	View chart
GSK Sponsored Adr (GSK)	0.2	$336k		6.1k	55.19	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$332k		5.5k	60.43	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.2	$331k		8.3k	39.83	View chart
Oracle Corporation (ORCL)	0.2	$322k		2.2k	147.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$322k	+9%	3.9k	82.57	View chart
Stryker Corporation (SYK)	0.2	$319k		970.00	328.59	View chart
Cisco Systems (CSCO)	0.2	$318k		4.1k	77.59	View chart
Raytheon Technologies Corp (RTX)	0.2	$311k		1.6k	192.90	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.2	$309k	-20%	17k	18.15	View chart
Meta Platforms Cl A (META)	0.2	$306k		534.00	572.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$300k		5.6k	54.05	View chart
salesforce (CRM)	0.2	$293k		1.6k	186.67	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$289k	-9%	4.8k	60.10	View chart
Willis Towers Watson SHS (WTW)	0.2	$282k		970.00	290.70	View chart
Corning Incorporated (GLW)	0.2	$272k	NEW	2.0k	135.97	View chart
Haleon Spon Ads (HLN)	0.2	$266k		27k	10.01	View chart
Hayward Hldgs (HAYW)	0.2	$266k		20k	13.38	View chart
Nutrien (NTR)	0.2	$259k		3.4k	75.46	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$258k		3.1k	82.49	View chart
Chubb (CB)	0.2	$256k		785.00	325.93	View chart
Pentair SHS (PNR)	0.2	$255k		2.9k	87.11	View chart
Progressive Corporation (PGR)	0.2	$252k		1.3k	198.24	View chart
Merck & Co (MRK)	0.2	$246k		2.0k	120.29	View chart
Smith & Nephew Spdn Adr New (SNN)	0.2	$241k		7.6k	31.78	View chart
Home Depot (HD)	0.2	$240k		731.00	328.93	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.2	$233k		2.5k	93.27	View chart
Astrazeneca Ord (AZN)	0.2	$231k	NEW	1.2k	197.22	View chart
Abbott Laboratories (ABT)	0.2	$229k		2.2k	102.67	View chart
Synopsys (SNPS)	0.2	$226k		570.00	396.48	View chart
Take-Two Interactive Software (TTWO)	0.1	$213k		1.1k	197.50	View chart
Procter & Gamble Company (PG)	0.1	$209k		1.4k	144.44	View chart
Ishares Msci Japn Smcetf (SCJ)	0.1	$208k	NEW	2.1k	97.08	View chart
Rbc Cad (RY)	0.1	$202k		1.3k	161.78	View chart
Infosys Sponsored Adr (INFY)	0.1	$189k		14k	13.51	View chart
Ready Cap Corp Com reit (RC)	0.0	$17k	-45%	10k	1.62	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 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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