Seed Wealth Management, Inc.

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

Reported value
$145.4M
Q ending 2026-03-31
Prior quarter
$145.0M
Q ending 2025-12-31
Change
+0.3% QoQ · +18.3% YoY
Positions
98
reported holdings

Largest positions

All 98 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
Ea Series TrustAAUSShares$35.8M684K
Pgim Etf TrPULSShares$8.4M170K
Janus Detroit Str TrJMBSShares$7.7M171K
Schwab Strategic TrSCHPShares$5.9M222K
Ea Series TrustBOXXShares$5.5M48K
American Centy Etf TrAVUVShares$5.5M49K
Vanguard Mun Bd FdsVTEIShares$5.0M50K
Schwab Strategic TrSCHBShares$4.8M192K
Ea Series TrustAAEQShares$4.3M91K
American Centy Etf TrAVDVShares$2.7M27K
Vanguard Scottsdale FdsVMBSShares$2.7M57K
Spdr Series TrustSPMBShares$2.7M119K
Vanguard Index FdsVTIShares$2.3M7K
Invesco Exch Traded Fd Tr IiVRPShares$2.2M90K
Ea Series TrustQMOMShares$2.1M31K
American Centy Etf TrAVDEShares$1.9M22K
American Centy Etf TrAVUSShares$1.8M16K
Vanguard Malvern FdsVTIPShares$1.7M34K
Vanguard Star FdsVXUSShares$1.6M21K
Schwab Strategic TrFNDCShares$1.4M30K
Schwab Strategic TrSCHVShares$1.4M45K
Blackrock Mun Target Term TrBTTShares$1.3M59K
Microsoft CorpMSFTShares$1.3M3K
Spdr Series TrustBILShares$1.2M14K
Ridgepost Cap IncRPCShares$1.2M167K
Taiwan Semiconductor ManufacTSMShares$1.1M3K
Vanguard Wellington FdVFMFShares$1.0M7K
Apple IncAAPLShares$1.0M4K
Alphabet IncGOOGShares$939K3K
American Centy Etf TrAVEMShares$933K12K
Broadcom IncAVGOShares$932K3K
Nvidia CorporationNVDAShares$921K5K
Vaneck Etf TrustHYEMShares$898K46K
Amazon Com IncAMZNShares$895K4K
Ishares TrMBBShares$894K9K
Vanguard Whitehall FdsVWOBShares$873K13K
Schwab Strategic TrSCHFShares$828K33K
Dell Technologies IncDELLShares$733K4K
Global X FdsPFFVShares$648K30K
Shell PlcSHELShares$644K7K
Dimensional Etf TrustDFAIShares$626K16K
Palantir Technologies IncPLTRShares$614K4K
Schwab Strategic TrFNDFShares$564K12K
Icici Bank LimitedIBNShares$545K21K
Novo-Nordisk A SNVOShares$538K15K
Sony Group CorpSONYShares$520K25K
Walmart IncWMTShares$508K4K
Ishares TrIMTMShares$475K10K
American Centy Etf TrAVESShares$473K8K
Vanguard Wellington FdVFMOShares$459K2K
Ubs Group AgShares$457K12K
Exxon Mobil CorpXOMShares$454K3K
Mcdonalds CorpMCDShares$438K1K
Fidelity Merrimack Str TrFLDRShares$435K9K
Dimensional Etf TrustDFACShares$427K11K
Mckesson CorpMCKShares$418K483
Deere & CoDEShares$409K726
Ishares TrICSHShares$405K8K
Equinor AsaEQNRShares$391K9K
Vanguard Index FdsVBRShares$369K2K
Johnson & JohnsonJNJShares$365K1K
Te Connectivity PlcShares$352K2K
Spdr Series TrustSLYVShares$339K4K
Gsk PlcGSKShares$336K6K
Ishares IncEMGFShares$332K6K
Ea Series TrustIMOMShares$331K8K
Oracle CorpORCLShares$322K2K
Ishares TrSHYShares$322K4K
Stryker CorporationSYKShares$319K970
Cisco Sys IncCSCOShares$318K4K
Rtx CorporationRTXShares$311K2K
Nuveen Vriabl Rat Pfd & InmNPFDShares$309K17K
Meta Platforms IncMETAShares$306K534
Vanguard Intl Equity Index FVWOShares$300K6K
Salesforce IncCRMShares$293K2K
Wisdomtree TrDGSShares$288K5K
Willis Towers Watson Plc LtdShares$282K970
Corning IncGLWShares$272K2K
Haleon PlcHLNShares$266K27K
Hayward Hldgs IncHAYWShares$266K20K
Nutrien LtdNTRShares$259K3K
Hsbc Hldgs PlcHSBCShares$258K3K
Chubb Ltd SwitzShares$256K785
Pentair PlcShares$255K3K
Progressive CorpPGRShares$252K1K
Merck & Co IncMRKShares$246K2K
Smith & Nephew PlcSNNShares$241K8K
Home Depot IncHDShares$240K731
Spdr Index Shs FdsQEFAShares$233K3K
Astrazeneca PlcShares$231K1K
Abbott LaboratoriesABTShares$229K2K
Synopsys IncSNPSShares$226K570
Take-Two Interactive SoftwarTTWOShares$213K1K
Procter & Gamble CoPGShares$209K1K
Ishares IncSCJShares$208K2K
Royal Bk CdaRYShares$202K1K
Infosys LtdINFYShares$188K14K
Ready Capital CorpRCShares$17K10K

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.