Mustard Seed Financial, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$166.9M
Q ending 2026-03-31
Prior quarter
$159.1M
Q ending 2025-12-31
Change
+4.9% QoQ · +34.3% YoY
Positions
92
reported holdings

Largest positions

All 92 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Bd Index FdsBSVShares$16.0M204K
Vanguard Scottsdale FdsVCSHShares$14.5M182K
Vanguard Index FdsVUGShares$10.3M24K
Vanguard Bd Index FdsBIVShares$10.3M133K
Dimensional Etf TrustDFLVShares$8.0M223K
Vanguard Index FdsVTVShares$7.4M38K
Vanguard Mun Bd FdsVTEBShares$7.4M148K
Dimensional Etf TrustDFAIShares$6.6M168K
Vanguard Star FdsVXUSShares$6.3M82K
Walmart IncWMTShares$5.1M41K
Vanguard Index FdsVOEShares$4.5M25K
Vanguard Bd Index FdsVUSBShares$4.0M80K
Nvidia CorporationNVDAShares$4.0M23K
Dimensional Etf TrustDFSDShares$3.0M63K
Dimensional Etf TrustDFAEShares$3.0M89K
Exxon Mobil CorpXOMShares$3.0M17K
Vanguard Index FdsVOTShares$2.9M11K
Vanguard Index FdsVBKShares$2.5M8K
Vanguard Index FdsVBRShares$2.2M10K
Dimensional Etf TrustDFSVShares$2.1M60K
Apple IncAAPLShares$2.1M8K
Vanguard Index FdsVVShares$1.8M6K
Procter & Gamble CoPGShares$1.6M11K
Vanguard Index FdsVBShares$1.5M6K
Vanguard Index FdsVOShares$1.4M5K
Vanguard Malvern FdsVTIPShares$1.4M27K
Abbvie IncABBVShares$1.3M6K
Vanguard Index FdsVOOShares$1.2M2K
Murphy Usa IncMUSAShares$1.2M2K
Eli Lilly & CoLLYShares$1.2M1K
Dimensional Etf TrustDFAWShares$1.2M16K
Dimensional Etf TrustDFUVShares$1.1M23K
Dimensional Etf TrustDFUSShares$1.0M14K
Fidelity Wise Origin BitcoinFBTCShares$974K16K
Ark 21Shares Bitcoin EtfARKBShares$957K43K
Dimensional Etf TrustDUSBShares$912K18K
Vanguard Index FdsVNQShares$911K10K
Huntington Bancshares IncHBANShares$898K57K
Murphy Oil CorpMURShares$885K21K
Dimensional Etf TrustDFIVShares$862K16K
Vanguard Intl Equity Index FVWOShares$852K16K
Vanguard Intl Equity Index FVTShares$816K6K
Microsoft CorpMSFTShares$770K2K
Dimensional Etf TrustDFICShares$678K19K
Simmons First Natl CorpSFNCShares$668K34K
Vanguard Whitehall FdsVYMShares$630K4K
Vanguard Tax-Managed FdsVEAShares$595K9K
Spdr Series TrustSPSBShares$528K18K
Amazon Com IncAMZNShares$509K2K
Abbott LaboratoriesABTShares$507K5K
Oracle CorpORCLShares$500K3K
Pepsico IncPEPShares$485K3K
Alphabet IncGOOGShares$453K2K
Invesco Exchange Traded Fd TRSPShares$451K2K
Bank Ozk Little Rock ArkOZKShares$441K10K
Dimensional Etf TrustDFEMShares$417K12K
Vanguard World FdVGTShares$415K594
Chevron CorporationCVXShares$395K2K
Vanguard Bd Index FdsBNDShares$384K5K
Jpmorgan Chase & CoJPMShares$379K1K
Dimensional Etf TrustDFASShares$374K5K
Alphabet IncGOOGLShares$374K1K
State Str Spdr S&P 500 Etf TSPYShares$360K553
Vanguard World FdVFHShares$338K3K
Spdr Series TrustSPYGShares$334K3K
Standard Lithium LtdSLIShares$333K98K
Dimensional Etf TrustDFATShares$325K5K
Vanguard Specialized FundsVIGShares$317K1K
Johnson & JohnsonJNJShares$317K1K
Texas Instrs IncTXNShares$313K2K
Entergy Corp NewETRShares$308K3K
Vanguard Scottsdale FdsVCITShares$305K4K
Ross Stores IncROSTShares$303K1K
Select Sector Spdr TrXLEShares$291K5K
Albemarle CorpALBShares$285K2K
Netflix Inc.NFLXShares$281K3K
Unitedhealth Group IncUNHShares$262K970
Dimensional Etf TrustDCORShares$255K4K
Hunt J B Trans Svcs IncJBHTShares$254K1K
Spdr Series TrustSPYVShares$250K4K
Vanguard World FdVDEShares$241K1K
Manulife Finl CorpMFCShares$239K7K
At&T IncTShares$238K8K
Intel CorpINTCShares$234K5K
Invesco Qqq TrQQQShares$232K402
Vanguard Index FdsVTIShares$231K719
Quanta Svcs IncPWRShares$221K402
Ge AerospaceGEShares$209K735
Xylem IncXYLShares$204K2K
Dillards IncDDSShares$203K355
Spdr Gold TrGLDShares$200K465
Cleveland-Cliffs Inc NewCLFShares$97K11K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.