Seed Wealth Management

Seed Wealth Management as of June 30, 2026

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