Seed Wealth Management, Inc.
CIK 1963728 · View on SEC EDGAR ↗
- Portfolio value
- $158.0M
- Positions
- 100
- As of
- June 30, 2026
#7,230 of 9,443 by 13F value · top 76.6%
Portfolio value QoQ: +8.7% 13F does not disclose cash
- Top 10 holdings weight
- 57.51%
- Top 25 holdings weight
- 77.02%
- Positions above 1%
- 20
- Effective number of positions
- 12.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.13% Est. buys $9,306,143 · sells $9,362,446
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 56.5% still held
- New positions
- 11
- Increased
- 10
- Decreased
- 26
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
5.2%
Healthcare
1.8%
Industrials
1.6%
Financial Services
1.2%
Financials
1.2%
Communication Services
0.9%
Retail
0.9%
Energy
0.8%
Consumer products
0.4%
Consumer Discretionary
0.4%
Communications
0.3%
Materials
0.1%
Other/Unmapped
85.3%
Full portfolio 100 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAUS Alpha Architect US Equity ETF | $40,772,976 | 25.81% | 682,464 | $4,945,344 | Down ×1 | ||
| JMBS | $7,689,564 | 4.87% | 170,917 | $-39,800 | Down ×2 | ||
| BOXX | $6,994,371 | 4.43% | 59,735 | $1,458,386 | Up ×3 | ||
| AVUV | $6,498,125 | 4.11% | 52,085 | $1,042,564 | Up ×1 | ||
| PULS | $6,181,808 | 3.91% | 124,759 | $-2,231,163 | Down ×1 | ||
| SCHB | $5,568,081 | 3.52% | 192,268 | $742,154 | |||
| VTEI | $4,981,355 | 3.15% | 49,335 | $-4,152 | Down ×1 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $4,849,724 | 3.07% | 91,183 | $595,511 | Down ×2 | ||
| SCHP | $4,228,473 | 2.68% | 159,565 | $-1,675,222 | Down ×1 | ||
| SPMB | $3,092,389 | 1.96% | 138,610 | $437,831 | Up ×1 | ||
| VTI | $2,928,867 | 1.85% | 7,915 | $630,263 | Up ×1 | ||
| AVDV | $2,873,240 | 1.82% | 27,882 | $128,488 | Up ×3 | ||
| VXUS Vanguard Total International Stock ETF | $2,627,022 | 1.66% | 30,729 | $1,035,549 | Up ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $2,605,913 | 1.65% | 55,670 | $-55,683 | Down ×3 | ||
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | $2,435,906 | 1.54% | 30,940 | $322,395 | |||
| AVUS | $2,288,790 | 1.45% | 17,870 | $484,894 | Up ×1 | ||
| VRP | $2,168,817 | 1.37% | 89,215 | $12,415 | Down ×1 | ||
| VTP | $2,138,263 | 1.35% | 27,895 | Up ×1 | |||
| AVDE | $1,950,358 | 1.23% | 21,865 | $95,331 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,581,712 | 1.00% | 3,312 | $462,422 | |||
| SCHV | $1,564,013 | 0.99% | 44,930 | $193,648 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $1,551,099 | 0.98% | 3,595 | $818,259 | Down ×4 | ||
| FNDC | $1,454,226 | 0.92% | 29,947 | $49,889 | Down ×5 | ||
| BTT BlackRock Municipal 2030 Target Term Trust | $1,346,118 | 0.85% | 59,170 | $2,959 | |||
| RPC Ridgepost Capital, Inc. Class A Common Stock | $1,313,448 | 0.83% | 166,893 | $101,805 | |||
| BIL | $1,189,029 | 0.75% | 12,975 | $-54,068 | Down ×5 | ||
| VFMF | $1,176,851 | 0.74% | 6,650 | $145,602 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,157,156 | 0.73% | 3,275 | $217,689 | |||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1,091,641 | 0.69% | 16,235 | $218,621 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $1,085,389 | 0.69% | 3,751 | $68,706 | Down ×2 | ||
| AVEM | $1,069,109 | 0.68% | 11,080 | $135,993 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,056,475 | 0.67% | 5,280 | $135,643 | |||
| MSFT Microsoft Corporation - Common Stock | $1,054,528 | 0.67% | 2,827 | $-217,746 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,023,670 | 0.65% | 4,295 | $129,150 | |||
| VOO | $932,688 | 0.59% | 1,358 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $925,865 | 0.59% | 2,451 | $-6,070 | Down ×1 | ||
| MBB iShares MBS ETF | $890,378 | 0.56% | 9,420 | $-4,051 | |||
| SCHF | $859,808 | 0.54% | 31,040 | $31,425 | Down ×2 | ||
| HYEM | $770,816 | 0.49% | 38,330 | $-127,096 | Down ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $706,648 | 0.45% | 14,068 | $-1,003,049 | Down ×4 | ||
| DFAI | $662,888 | 0.42% | 16,070 | $36,801 | |||
| AVES | $636,976 | 0.40% | 9,710 | $164,334 | Up ×3 | ||
| IBN ICICI Bank Limited Common Stock | $610,501 | 0.39% | 21,030 | $65,824 | |||
| FNDF | $608,323 | 0.39% | 11,530 | $44,160 | |||
| VFMO | $581,358 | 0.37% | 2,330 | $122,115 | |||
| UBS UBS Group AG Registered Ordinary Shares | $579,604 | 0.37% | 11,695 | $122,680 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $537,120 | 0.34% | 6,927 | $-107,091 | |||
| IMTM | $527,967 | 0.33% | 9,900 | $52,569 | |||
| GLW Corning Incorporated Common Stock | $510,349 | 0.32% | 1,998 | $238,681 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $490,014 | 0.31% | 4,200 | $-124,362 | |||
| DFAC | $487,960 | 0.31% | 11,000 | $60,500 | |||
| PFFV | $486,863 | 0.31% | 22,100 | $-161,438 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $481,586 | 0.30% | 4,100 | $163,467 | |||
| NVO Novo Nordisk A/S Common Stock | $476,236 | 0.30% | 9,934 | $-61,931 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $462,667 | 0.29% | 4,085 | $-45,017 | |||
| DE Deere & Company Common Stock | $460,524 | 0.29% | 726 | $51,568 | |||
| VBR | $413,083 | 0.26% | 1,700 | $43,758 | |||
| EMGF | $402,930 | 0.26% | 5,500 | $70,565 | |||
| FLDR | $400,880 | 0.25% | 8,000 | $-34,555 | Down ×1 | ||
| SONY Sony Group Corporation American Depositary Shares | $393,678 | 0.25% | 19,625 | $-126,410 | Down ×1 | ||
| SLYV | $390,614 | 0.25% | 3,580 | $52,018 | |||
| MCD McDonald's Corporation Common Stock | $380,596 | 0.24% | 1,408 | $-56,996 | |||
| JNJ Johnson & Johnson Common Stock | $379,177 | 0.24% | 1,493 | $14,228 | |||
| XOM Exxon Mobil Corporation Common Stock | $365,863 | 0.23% | 2,676 | $-88,147 | |||
| IMOM Alpha Architect International Quantitative Momentum ETF | $360,048 | 0.23% | 8,320 | $28,676 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $353,505 | 0.22% | 6,745 | ||||
| SHY iShares 1-3 Year Treasury Bond ETF | $344,862 | 0.22% | 4,200 | $23,252 | Up ×2 | ||
| HAYW Hayward Holdings, Inc. Common Stock | $343,777 | 0.22% | 19,860 | $78,050 | |||
| TEL TE Connectivity plc Ordinary Shares | $339,310 | 0.21% | 1,683 | $-12,471 | |||
| VWO | $331,280 | 0.21% | 5,550 | $31,302 | |||
| NPFD Nuveen Variable Rate Preferred & Income Fund Common Shares | $320,505 | 0.20% | 17,030 | $11,410 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $318,714 | 0.20% | 6,080 | $-16,841 | |||
| DGS | $310,608 | 0.20% | 4,800 | $22,128 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $307,882 | 0.19% | 530 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $305,465 | 0.19% | 1,610 | $-5,104 | |||
| MCK McKesson Corporation Common Stock | $301,484 | 0.19% | 399 | $-116,485 | Down ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $298,172 | 0.19% | 280 | ||||
| HSBC HSBC Holdings, plc. Common Stock | $297,632 | 0.19% | 3,130 | $39,438 | |||
| EQNR Equinor ASA | $290,764 | 0.18% | 9,260 | $-100,008 | |||
| XLK XLK | $270,919 | 0.17% | 1,422 | ||||
| CB Chubb Limited Common Stock | $267,481 | 0.17% | 785 | $11,626 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $262,269 | 0.17% | 2,041 | $16,757 | |||
| RY Royal Bank Of Canada Common Stock | $258,713 | 0.16% | 1,250 | $56,488 | |||
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | $253,529 | 0.16% | 970 | $-28,450 | |||
| HLN Haleon plc American Depositary Shares (Each representing two Ordinary Shares) | $247,991 | 0.16% | 26,580 | $-18,075 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $241,651 | 0.15% | 429 | $-63,866 | Down ×1 | ||
| QEFA | $240,038 | 0.15% | 2,500 | $6,863 | |||
| SCJ | $225,363 | 0.14% | 2,140 | $17,612 | |||
| PNR Pentair plc. Ordinary Share | $224,537 | 0.14% | 2,929 | $-30,608 | |||
| ABBV AbbVie Inc. Common Stock | $224,463 | 0.14% | 892 | ||||
| AZN AstraZeneca PLC - American Depositary Shares | $221,855 | 0.14% | 1,170 | $-8,892 | |||
| SNN Smith & Nephew SNATS, Inc. Common Stock | $218,092 | 0.14% | 7,570 | $-22,483 | |||
| NTR Nutrien Ltd. Common Shares | $216,233 | 0.14% | 3,435 | $-42,972 | |||
| PGR Progressive Corporation (The) Common Stock | $215,610 | 0.14% | 987 | $-36,551 | Down ×1 | ||
| IBB IBB | $212,062 | 0.13% | 1,115 | ||||
| PG Procter & Gamble Company (The) Common Stock | $212,041 | 0.13% | 1,446 | $3,181 | |||
| SBUX Starbucks Corporation - Common Stock | $210,409 | 0.13% | 2,059 | ||||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $209,478 | 0.13% | 504 | ||||
| SPY SPY | $209,096 | 0.13% | 280 | Up ×1 | |||
| INFY Infosys Limited American Depositary Shares | $125,460 | 0.08% | 11,960 | $-63,005 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BOXX | $6,994,371 | 4.43% | up ×3 |
| AVDV | $2,873,240 | 1.82% | up ×3 |
| VWOB | $1,091,641 | 0.69% | up ×3 |
| AVES | $636,976 | 0.40% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VTP | $2,138,263 | 27,895 | 1.35% |
| VOO | $932,688 | 1,358 | 0.59% |
| IGSB | $353,505 | 6,745 | 0.22% |
| AMD | $307,882 | 530 | 0.19% |
| CAT | $298,172 | 280 | 0.19% |
| XLK | $270,919 | 1,422 | 0.17% |
| ABBV | $224,463 | 892 | 0.14% |
| IBB | $212,062 | 1,115 | 0.13% |
| SBUX | $210,409 | 2,059 | 0.13% |
| UNH | $209,478 | 504 | 0.13% |
| SPY | $209,096 | 280 | 0.13% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAUS | Trimmed | -1K | +$4.9M |
| PULS | Trimmed | -45K | -$2.2M |
| SCHP | Trimmed | -62K | -$1.7M |
| BOXX | Bought more | +12K | +$1.5M |
| AVUV | Bought more | +3K | +$1.0M |
| VXUS | Bought more | +10K | +$1.0M |
| VTIP | Trimmed | -20K | -$1.0M |
| DELL | Trimmed | -870 | +$818K |
| SCHB | Price move only | +0 | +$742K |
| VTI | Bought more | +750 | +$630K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FLOT | Dec. 31, 2025 | 55,892 | $2,855,243 | No longer tracked |
| IGSB | Dec. 31, 2025 | 27,130 | $1,438,704 | |
| LONZ | June 30, 2025 | 23,770 | $1,197,651 | No longer tracked |
| JAAA | June 30, 2025 | 18,104 | $918,054 | No longer tracked |
| CLIP | June 30, 2025 | 8,770 | $880,859 | No longer tracked |
| FLBL | June 30, 2025 | 28,254 | $680,069 | No longer tracked |
| V | Sept. 30, 2025 | 1,674 | $594,354 | 7.7% |
| JPST | March 31, 2025 | 11,500 | $579,255 | No longer tracked |
| SLQD | Dec. 31, 2025 | 10,085 | $512,621 | |
| COF | Sept. 30, 2025 | 2,286 | $486,369 | 0.5% |
| IGIB | June 30, 2025 | 8,580 | $450,622 | |
| HCA | Sept. 30, 2025 | 1,155 | $442,481 | -3.7% |
| ICSH | June 30, 2026 | 8,000 | $404,960 | No longer tracked |
| COST | Sept. 30, 2025 | 400 | $395,976 | 1.3% |
| DIS | Sept. 30, 2025 | 2,996 | $371,534 | -5.7% |
| GOOGL | Sept. 30, 2025 | 2,100 | $370,083 | 41.1% |
| KR | Sept. 30, 2025 | 5,145 | $369,051 | -17.3% |
| PYPL | Sept. 30, 2025 | 4,865 | $361,567 | -8.0% |
| TAX | Dec. 31, 2025 | 12,858 | $356,028 | |
| AFL | Sept. 30, 2025 | 3,185 | $335,890 | 3.8% |
| UNH | June 30, 2025 | 627 | $328,391 | 25.8% |
| ORCL | June 30, 2026 | 2,191 | $322,318 | -2.7% |
| SYK | June 30, 2026 | 970 | $318,732 | 8.0% |
| LHX | Sept. 30, 2025 | 1,245 | $312,296 | -10.1% |
| RSG | Sept. 30, 2025 | 1,262 | $311,222 | -3.7% |
| EA | Sept. 30, 2025 | 1,930 | $308,221 | No longer tracked |
| TSEC | March 31, 2025 | 11,860 | $308,064 | No longer tracked |
| JPM | Dec. 31, 2025 | 975 | $307,468 | 10.2% |
| SCHW | Sept. 30, 2025 | 3,357 | $306,293 | 16.3% |
| MRK | Sept. 30, 2025 | 3,747 | $296,613 | 79.2% |
| CRM | June 30, 2026 | 1,570 | $293,072 | 31.3% |
| IJH | Sept. 30, 2025 | 4,550 | $282,191 | No longer tracked |
| TXN | Sept. 30, 2025 | 1,350 | $280,287 | 44.8% |
| VTV | Sept. 30, 2025 | 1,575 | $278,366 | No longer tracked |
| CEG | Sept. 30, 2025 | 816 | $263,372 | -16.3% |
| AON | Sept. 30, 2025 | 737 | $262,932 | -1.7% |
| IRM | Sept. 30, 2025 | 2,530 | $259,502 | 19.2% |
| QCOM | March 31, 2026 | 1,510 | $258,286 | 25.8% |
| FDX | Sept. 30, 2025 | 1,105 | $251,178 | 38.0% |
| DFUS | June 30, 2025 | 4,150 | $250,992 | No longer tracked |
| EBAY | Sept. 30, 2025 | 3,365 | $250,558 | 14.6% |
| CAT | Dec. 31, 2025 | 525 | $250,504 | 41.1% |
| DFS | June 30, 2025 | 1,453 | $248,027 | No longer tracked |
| BRKB | Dec. 31, 2025 | 489 | $245,840 | No longer tracked |
| EW | Sept. 30, 2025 | 3,120 | $244,015 | 18.0% |
| SRE | June 30, 2025 | 3,410 | $243,338 | 14.4% |
| SBUX | Sept. 30, 2025 | 2,645 | $242,361 | 24.5% |
| ADBE | Sept. 30, 2025 | 625 | $241,800 | -22.4% |
| HD | June 30, 2026 | 731 | $240,445 | -4.2% |
| FISV | Sept. 30, 2025 | 1,350 | $232,754 | -60.2% |
| WM | Sept. 30, 2025 | 1,012 | $231,566 | 2.1% |
| ABT | June 30, 2026 | 2,231 | $229,057 | 26.6% |
| ICLO | March 31, 2025 | 8,860 | $227,170 | No longer tracked |
| SNPS | June 30, 2026 | 570 | $225,994 | -10.9% |
| KMB | Sept. 30, 2025 | 1,752 | $225,868 | -12.2% |
| CMCSA | March 31, 2025 | 5,930 | $222,553 | -27.8% |
| TSN | June 30, 2025 | 3,480 | $222,059 | 5.1% |
| BBY | Sept. 30, 2025 | 3,305 | $221,865 | 15.9% |
| NFLX | Dec. 31, 2025 | 185 | $221,800 | -13.9% |
| LMT | Sept. 30, 2025 | 476 | $220,455 | 16.8% |
| IBM | March 31, 2026 | 744 | $220,380 | -2.6% |
| EXPE | March 31, 2026 | 775 | $219,565 | 41.2% |
| BLK | Dec. 31, 2025 | 187 | $218,018 | 7.7% |
| CI | Sept. 30, 2025 | 653 | $215,869 | -3.4% |
| TTWO | June 30, 2026 | 1,080 | $213,300 | -6.2% |
| IBB | Dec. 31, 2025 | 1,475 | $212,946 | 26.4% |
| EXPE | Sept. 30, 2025 | 1,250 | $210,850 | 52.5% |
| AZO | Dec. 31, 2025 | 49 | $210,222 | -11.4% |
| TMO | March 31, 2025 | 400 | $208,092 | 24.5% |
| EFX | Sept. 30, 2025 | 800 | $207,496 | -24.5% |
| IP | June 30, 2025 | 3,855 | $205,664 | -12.2% |
| SNY | Sept. 30, 2025 | 4,247 | $205,173 | -3.7% |
| GLW | Sept. 30, 2025 | 3,900 | $205,101 | 83.4% |
| WFC | Dec. 31, 2025 | 2,443 | $204,772 | -8.6% |
| XLK | March 31, 2026 | 1,422 | $204,725 | No longer tracked |
| EFX | March 31, 2025 | 800 | $203,880 | -20.5% |
| ABBV | March 31, 2026 | 892 | $203,813 | 22.0% |
| TJX | Sept. 30, 2025 | 1,643 | $202,894 | -1.9% |
| EMD | Dec. 31, 2025 | 19,650 | $202,788 | 0.0% |
| LEN | Dec. 31, 2025 | 1,590 | $200,404 | -16.5% |
| KEY | Dec. 31, 2025 | 10,680 | $199,609 | 6.1% |
| AES | Dec. 31, 2025 | 12,450 | $163,842 | 2.7% |
| NEA | June 30, 2025 | 14,500 | $162,400 | 3.3% |
| VTRS | March 31, 2025 | 10,975 | $136,639 | 85.8% |
| JOF | Dec. 31, 2025 | 10,400 | $109,616 | 10.7% |
| MVF | March 31, 2026 | 12,064 | $83,604 | No longer tracked |
| RC | June 30, 2026 | 10,400 | $16,848 | 0.6% |