Seed Wealth Management

Seed Wealth Management as of Dec. 31, 2025

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 684k 55.11
Janus Detroit Str Tr Henderson Mtg (JMBS) 5.4 $7.8M 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 199k 26.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $5.0M 49k 101.98
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 3.5 $5.0M 50k 100.83
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 3.4 $5.0M 100k 49.59
Ea Series Trust Alpha Architect (AAEQ) 3.1 $4.5M 92k 49.33
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.9 $4.2M 37k 115.10
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.9 $2.8M 60k 47.08
Spdr Series Trust State Street Spd (SPMB) 1.9 $2.8M 123k 22.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.8 $2.6M 27k 93.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.4M 7.2k 335.27
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.5 $2.2M 90k 24.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $2.1M 42k 49.46
Ea Series Trust Us Quan Momentum (QMOM) 1.4 $2.0M 31k 65.29
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $1.8M 16k 111.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $1.7M 21k 82.32
Microsoft Corporation (MSFT) 1.1 $1.7M 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 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 4.3k 271.86
Broadcom (AVGO) 0.7 $1.0M 3.0k 346.10
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 3.3k 313.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $1.0M 3.3k 303.89
Vanguard Wellington Us Multifactor (VFMF) 0.7 $1.0M 6.7k 150.72
Amazon (AMZN) 0.7 $991k 4.3k 230.82
NVIDIA Corporation (NVDA) 0.7 $985k 5.3k 186.50
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
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $892k 12k 77.02
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $885k 13k 67.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $816k 34k 24.04
Palantir Technologies Cl A (PLTR) 0.5 $747k 4.2k 177.75
Global X Fds Rate Preferred (PFFV) 0.5 $660k 30k 22.22
Sony Group Corp Sponsored Adr (SONY) 0.4 $643k 25k 25.60
Icici Bank Adr (IBN) 0.4 $627k 21k 29.80
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $612k 16k 38.11
Dell Technologies CL C (DELL) 0.4 $562k 4.5k 125.88
Novo-nordisk A S Adr (NVO) 0.4 $557k 11k 50.88
Ubs Group SHS (UBS) 0.4 $542k 12k 46.31
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $522k 12k 45.21
Shell Spon Ads (SHEL) 0.4 $509k 6.9k 73.48
Ishares Tr Msci Intl Moment (IMTM) 0.3 $475k 9.9k 47.97
Wal-Mart Stores (WMT) 0.3 $455k 4.1k 111.41
Vanguard Wellington Us Momentum (VFMO) 0.3 $446k 2.3k 191.25
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.3 $437k 8.7k 50.23
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $436k 7.5k 58.31
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $436k 11k 39.59
McDonald's Corporation (MCD) 0.3 $430k 1.4k 305.63
Oracle Corporation (ORCL) 0.3 $427k 2.2k 194.91
salesforce (CRM) 0.3 $416k 1.6k 264.91
Nuveen Variable Rate Pref Incm Cf (NPFD) 0.3 $410k 22k 19.03
Ishares Tr Ultra Short Dur (ICSH) 0.3 $405k 8.0k 50.58
McKesson Corporation (MCK) 0.3 $398k 485.00 820.29
Te Connectivity Ord Shs (TEL) 0.3 $383k 1.7k 227.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $360k 1.7k 211.79
Meta Platforms Cl A (META) 0.2 $353k 534.00 660.09
Stryker Corporation (SYK) 0.2 $341k 970.00 351.47
Deere & Company (DE) 0.2 $338k 726.00 465.57
Spdr Series Trust State Street Spd (SLYV) 0.2 $326k 3.6k 90.97
Exxon Mobil Corporation (XOM) 0.2 $323k 2.7k 120.34
Willis Towers Watson SHS (WTW) 0.2 $319k 970.00 328.60
Ishares Emng Mkts Eqt (EMGF) 0.2 $318k 5.5k 57.85
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $317k 8.3k 38.12
Cisco Systems (CSCO) 0.2 $316k 4.1k 77.03
Johnson & Johnson (JNJ) 0.2 $309k 1.5k 206.95
Hayward Hldgs (HAYW) 0.2 $307k 20k 15.45
Pentair SHS (PNR) 0.2 $305k 2.9k 104.14
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $303k 5.3k 57.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $298k 5.6k 53.76
GSK Sponsored Adr (GSK) 0.2 $298k 6.1k 49.04
Raytheon Technologies Corp (RTX) 0.2 $296k 1.6k 183.40
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $295k 3.6k 82.82
Progressive Corporation (PGR) 0.2 $290k 1.3k 227.72
Abbott Laboratories (ABT) 0.2 $280k 2.2k 125.29
Take-Two Interactive Software (TTWO) 0.2 $277k 1.1k 256.03
Haleon Spon Ads (HLN) 0.2 $269k 27k 10.11
Synopsys (SNPS) 0.2 $268k 570.00 469.72
Qualcomm (QCOM) 0.2 $258k 1.5k 171.05
Home Depot (HD) 0.2 $252k 733.00 344.14
Infosys Sponsored Adr (INFY) 0.2 $249k 14k 17.82
Smith & Nephew Spdn Adr New (SNN) 0.2 $248k 7.6k 32.81
Chubb (CB) 0.2 $248k 795.00 312.12
HSBC HLDGS Spon Adr New (HSBC) 0.2 $246k 3.1k 78.67
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $227k 2.5k 90.67
International Business Machines (IBM) 0.2 $220k 744.00 296.21
Expedia Group Com New (EXPE) 0.2 $220k 775.00 283.31
Equinor Asa Sponsored Adr (EQNR) 0.2 $219k 9.3k 23.63
Astrazeneca Sponsored Adr 0.1 $215k 2.3k 91.93
Merck & Co (MRK) 0.1 $215k 2.0k 105.26
Rbc Cad (RY) 0.1 $213k 1.3k 170.49
Nutrien (NTR) 0.1 $212k 3.4k 61.72
Procter & Gamble Company (PG) 0.1 $208k 1.5k 143.31
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $205k 1.4k 143.97
Abbvie (ABBV) 0.1 $204k 892.00 228.49
BlackRock MuniVest Fund (MVF) 0.1 $84k 12k 6.93
Ready Cap Corp Com reit (RC) 0.0 $42k 19k 2.18