Seed Wealth Management

Seed Wealth Management as of June 30, 2025

Portfolio Holdings for Seed Wealth Management

Seed Wealth Management holds 149 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.0 $6.7M 148k 45.05
Schwab Strategic Tr Us Tips Etf (SCHP) 4.3 $5.8M 219k 26.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.0 $5.4M 227k 23.83
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 3.5 $4.7M 47k 98.56
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $4.2M 46k 91.10
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.9 $3.8M 34k 112.68
American Centy Etf Tr Us Eqt Etf (AVUS) 2.7 $3.6M 36k 100.82
Microsoft Corporation (MSFT) 2.4 $3.2M 6.4k 497.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.2 $3.0M 58k 51.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 2.1 $2.9M 62k 46.34
Spdr Series Trust Port Mtg Bk Etf (SPMB) 2.1 $2.8M 127k 22.10
P10 Com Cl A (PX) 1.9 $2.6M 253k 10.22
Palantir Technologies Cl A (PLTR) 1.9 $2.6M 19k 136.32
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.9 $2.5M 104k 24.45
Broadcom (AVGO) 1.9 $2.5M 9.1k 275.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $2.5M 49k 50.27
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.3M 7.6k 303.93
Apple (AAPL) 1.5 $2.1M 10k 205.17
Ea Series Trust Us Quan Momentum (QMOM) 1.5 $2.0M 31k 64.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $1.8M 22k 79.28
Amazon (AMZN) 1.2 $1.6M 7.4k 219.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.5M 22k 69.09
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.1 $1.4M 16k 91.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $1.4M 27k 52.76
Meta Platforms Cl A (META) 1.0 $1.4M 1.9k 738.09
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.0 $1.4M 28k 49.76
Schwab Strategic Tr Fundamental Intl (FNDC) 1.0 $1.3M 32k 42.05
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 1.0 $1.3M 60k 21.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $1.3M 46k 27.67
Oracle Corporation (ORCL) 0.9 $1.2M 5.6k 218.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $1.2M 16k 74.01
Dell Technologies CL C (DELL) 0.8 $1.1M 9.2k 122.60
Novo-nordisk A S Adr (NVO) 0.8 $1.1M 16k 69.02
McKesson Corporation (MCK) 0.8 $1.1M 1.5k 732.78
Vanguard Wellington Us Multifactor (VFMF) 0.8 $1.1M 8.0k 134.50
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.0M 5.9k 177.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.0M 4.6k 226.49
salesforce (CRM) 0.7 $1.0M 3.7k 272.69
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.7 $946k 48k 19.82
Progressive Corporation (PGR) 0.7 $917k 3.4k 266.86
Ishares Tr Mbs Etf (MBB) 0.7 $884k 9.4k 93.89
Home Depot (HD) 0.6 $819k 2.2k 366.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $794k 12k 68.54
Deere & Company (DE) 0.6 $768k 1.5k 508.49
Wal-Mart Stores (WMT) 0.6 $758k 7.8k 97.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $750k 34k 22.10
Cisco Systems (CSCO) 0.5 $724k 10k 69.38
Icici Bank Adr (IBN) 0.5 $708k 21k 33.64
Global X Fds Rate Preferred (PFFV) 0.5 $700k 31k 22.80
Netflix (NFLX) 0.5 $696k 520.00 1339.13
McDonald's Corporation (MCD) 0.5 $681k 2.3k 292.17
Sony Group Corp Sponsored Adr (SONY) 0.5 $654k 25k 26.03
Stryker Corporation (SYK) 0.5 $653k 1.7k 395.63
Take-Two Interactive Software (TTWO) 0.5 $629k 2.6k 242.85
Exxon Mobil Corporation (XOM) 0.5 $619k 5.7k 107.80
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $610k 12k 50.59
Visa Com Cl A (V) 0.4 $594k 1.7k 355.05
Hayward Hldgs (HAYW) 0.4 $593k 43k 13.80
Johnson & Johnson (JNJ) 0.4 $569k 3.7k 152.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $567k 16k 34.57
Caterpillar (CAT) 0.4 $559k 1.4k 388.21
Vanguard Wellington Us Momentum (VFMO) 0.4 $557k 3.2k 172.52
Synopsys (SNPS) 0.4 $554k 1.1k 512.68
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.4 $549k 6.9k 79.76
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $531k 8.1k 65.35
Shell Spon Ads (SHEL) 0.4 $509k 7.2k 70.41
International Business Machines (IBM) 0.4 $503k 1.7k 294.78
Abbott Laboratories (ABT) 0.4 $488k 3.6k 136.01
Capital One Financial (COF) 0.4 $486k 2.3k 212.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $481k 13k 35.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $476k 2.4k 195.01
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $465k 12k 40.02
NVIDIA Corporation (NVDA) 0.3 $455k 2.9k 157.99
Ishares Tr Msci Intl Moment (IMTM) 0.3 $452k 9.9k 45.69
Nuveen Variable Rate Pref Incm Cf (NPFD) 0.3 $450k 23k 19.28
Raytheon Technologies Corp (RTX) 0.3 $449k 3.1k 146.02
Blackrock (BLK) 0.3 $448k 427.00 1049.25
Select Sector Spdr Tr Technology (XLK) 0.3 $443k 1.8k 253.23
Hca Holdings (HCA) 0.3 $443k 1.2k 383.10
Qualcomm (QCOM) 0.3 $442k 2.8k 159.26
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.3 $436k 8.7k 50.07
JPMorgan Chase & Co. (JPM) 0.3 $434k 1.5k 289.86
Key (KEY) 0.3 $430k 25k 17.42
Ubs Group SHS (UBS) 0.3 $414k 12k 33.82
Ishares Tr Ultra Short Dur (ICSH) 0.3 $406k 8.0k 50.71
Procter & Gamble Company (PG) 0.3 $396k 2.5k 159.32
Costco Wholesale Corporation (COST) 0.3 $396k 400.00 989.94
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $382k 7.1k 53.55
Lennar Corp Cl A (LEN) 0.3 $372k 3.4k 110.61
Walt Disney Company (DIS) 0.3 $372k 3.0k 124.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $370k 2.1k 176.23
Kroger (KR) 0.3 $369k 5.1k 71.73
Paypal Holdings (PYPL) 0.3 $362k 4.9k 74.32
AutoZone (AZO) 0.3 $360k 97.00 3712.23
AFLAC Incorporated (AFL) 0.3 $336k 3.2k 105.46
Ea Series Trust Cambria Tax Awar (TAX) 0.2 $334k 13k 25.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $325k 669.00 485.77
Ishares Emng Mkts Eqt (EMGF) 0.2 $312k 6.0k 52.07
L3harris Technologies (LHX) 0.2 $312k 1.2k 250.84
Republic Services (RSG) 0.2 $311k 1.3k 246.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $308k 3.7k 82.86
Electronic Arts (EA) 0.2 $308k 1.9k 159.70
Charles Schwab Corporation (SCHW) 0.2 $306k 3.4k 91.24
Pentair SHS (PNR) 0.2 $301k 2.9k 102.66
Ishares Tr Ishares Biotech (IBB) 0.2 $298k 2.4k 126.51
Willis Towers Watson SHS (WTW) 0.2 $297k 970.00 306.50
Merck & Co (MRK) 0.2 $297k 3.7k 79.16
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $293k 5.3k 55.24
Wells Fargo & Company (WFC) 0.2 $292k 3.6k 80.12
Infosys Sponsored Adr (INFY) 0.2 $289k 16k 18.53
Te Connectivity Ord Shs (TEL) 0.2 $284k 1.7k 168.67
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $283k 8.3k 33.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $282k 4.6k 62.02
Texas Instruments Incorporated (TXN) 0.2 $280k 1.4k 207.62
Vanguard Index Fds Value Etf (VTV) 0.2 $278k 1.6k 176.74
Haleon Spon Ads (HLN) 0.2 $276k 27k 10.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $275k 5.6k 49.46
GSK Sponsored Adr (GSK) 0.2 $273k 7.1k 38.40
Constellation Energy (CEG) 0.2 $263k 816.00 322.76
Aon Shs Cl A (AON) 0.2 $263k 737.00 356.76
Chubb (CB) 0.2 $262k 905.00 289.72
Iron Mountain (IRM) 0.2 $260k 2.5k 102.57
Abbvie (ABBV) 0.2 $256k 1.4k 185.62
FedEx Corporation (FDX) 0.2 $251k 1.1k 227.31
eBay (EBAY) 0.2 $251k 3.4k 74.46
Edwards Lifesciences (EW) 0.2 $244k 3.1k 78.21
Starbucks Corporation (SBUX) 0.2 $242k 2.6k 91.63
Adobe Systems Incorporated (ADBE) 0.2 $242k 625.00 386.88
Nutrien (NTR) 0.2 $240k 4.1k 58.24
Equinor Asa Sponsored Adr (EQNR) 0.2 $233k 9.3k 25.14
Fiserv (FI) 0.2 $233k 1.4k 172.41
Smith & Nephew Spdn Adr New (SNN) 0.2 $232k 7.6k 30.63
Waste Management (WM) 0.2 $232k 1.0k 228.82
Kimberly-Clark Corporation (KMB) 0.2 $226k 1.8k 128.92
Best Buy (BBY) 0.2 $222k 3.3k 67.13
Lockheed Martin Corporation (LMT) 0.2 $221k 476.00 463.14
Cigna Corp (CI) 0.2 $216k 653.00 330.58
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $213k 2.5k 85.34
AES Corporation (AES) 0.2 $212k 20k 10.52
Expedia Group Com New (EXPE) 0.2 $211k 1.3k 168.68
HSBC HLDGS Spon Adr New (HSBC) 0.2 $209k 3.4k 60.79
Equifax (EFX) 0.2 $208k 800.00 259.37
Sanofi Sponsored Adr (SNY) 0.2 $205k 4.2k 48.31
Corning Incorporated (GLW) 0.2 $205k 3.9k 52.59
TJX Companies (TJX) 0.2 $203k 1.6k 123.49
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.1 $198k 20k 10.05
Japan Smaller Capitalizaion Fund (JOF) 0.1 $120k 12k 9.64
Ready Cap Corp Com reit (RC) 0.1 $108k 25k 4.37
BlackRock MuniVest Fund (MVF) 0.1 $86k 13k 6.58