Seed Wealth Management

Seed Wealth Management as of March 31, 2026

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