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Mustard Seed Financial, LLC

Q4 2025 · 13F-HR

Mustard Seed Financial, LLCholdings as filed

Filed 2026-01-23 · accession 0001172661-26-000292

$159.1M
Reported value
86
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937827BSVVANGUARD BD INDEX FDS$15.8M9.95%200,892CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$14.0M8.79%175,412CommonNONE
922908736VUGVANGUARD INDEX FDS$10.8M6.81%22,198CommonNONE
921937819BIVVANGUARD BD INDEX FDS$9.9M6.22%127,134CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M4.64%38,681CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$6.9M4.34%201,613CommonNONE
922907746VTEBVANGUARD MUN BD FDS$6.5M4.11%129,885CommonNONE
921909768VXUSVANGUARD STAR FDS$6.2M3.89%81,951CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$6.1M3.84%160,260CommonNONE
931142103WMTWALMART INC$4.6M2.88%41,131CommonNONE
922908512VOEVANGUARD INDEX FDS$4.3M2.70%24,179CommonNONE
67066G104NVDANVIDIA CORPORATION$4.2M2.66%22,666CommonNONE
922908538VOTVANGUARD INDEX FDS$3.0M1.88%10,727CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$2.8M1.78%86,944CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$2.6M1.65%52,692CommonNONE
922908595VBKVANGUARD INDEX FDS$2.4M1.52%8,011CommonNONE
922908611VBRVANGUARD INDEX FDS$2.3M1.47%11,048CommonNONE
037833100AAPLAPPLE INC$2.2M1.38%8,103CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M1.36%17,963CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$2.1M1.29%42,821CommonNONE
922908637VVVANGUARD INDEX FDS$2.0M1.23%6,208CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$1.8M1.10%53,392CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M1.04%11,581CommonNONE
922908629VOVANGUARD INDEX FDS$1.5M0.94%5,138CommonNONE
532457108LLYELI LILLY & CO$1.4M0.88%1,305CommonNONE
922908751VBVANGUARD INDEX FDS$1.4M0.88%5,400CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.83%5,790CommonNONE
922908363VOOVANGUARD INDEX FDS$1.3M0.79%2,008CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$1.2M0.78%42,548CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$1.2M0.77%15,977CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.2M0.75%24,258CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$1.1M0.68%14,523CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.1M0.66%22,671CommonNONE
594918104MSFTMICROSOFT CORP$1.1M0.66%2,181CommonNONE
12740C103CADECADENCE BANK$1.0M0.64%23,887CommonNONE
626755102MUSAMURPHY USA INC$1.0M0.64%2,515CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$992,4810.62%13,381CommonNONE
922908553VNQVANGUARD INDEX FDS$909,5420.57%10,278CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$891,4800.56%17,865CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$890,9570.56%16,573CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$830,1790.52%5,885CommonNONE
626717102MURMURPHY OIL CORP$717,8920.45%22,973CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$698,5020.44%4,867CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$676,7950.43%19,640CommonNONE
68389X105ORCLORACLE CORP$662,1810.42%3,397CommonNONE
828730200SFNCSIMMONS 1ST NATL CORP$647,5360.41%34,352CommonNONE
002824100ABTABBOTT LABS$620,8630.39%4,955CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$610,6650.38%9,775CommonNONE
023135106AMZNAMAZON COM INC$564,5610.35%2,446CommonNONE
78464A474SPSBSPDR SERIES TRUST$512,7820.32%16,980CommonNONE
713448108PEPPEPSICO INC$512,5100.32%3,571CommonNONE
02079K107GOOGALPHABET INC$496,0350.31%1,581CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$449,7830.28%2,348CommonNONE
92204A702VGTVANGUARD WORLD FD$446,3820.28%592CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$442,3290.28%9,612CommonNONE
853606101SLISTANDARD LITHIUM LTD$412,3710.26%92,253CommonNONE
02079K305GOOGLALPHABET INC$406,9000.26%1,300CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$406,8980.26%1,263CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$405,7930.26%12,267CommonNONE
921937835BNDVANGUARD BD INDEX FDS$402,4770.25%5,434CommonNONE
92204A405VFHVANGUARD WORLD FD$373,7720.23%2,800CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$368,3290.23%5,287CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$351,8710.22%516CommonNONE
78464A409SPYGSPDR SERIES TRUST$331,6700.21%3,108CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$321,7750.20%1,464CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$309,8750.19%5,204CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$308,4520.19%3,683CommonNONE
166764100CVXCHEVRON CORP NEW$291,2560.18%1,911CommonNONE
882508104TXNTEXAS INSTRS INC$279,8400.18%1,613CommonNONE
64110L106NFLXNETFLIX INC$273,7800.17%2,920CommonNONE
012653101ALBALBEMARLE CORP$272,7350.17%1,928CommonNONE
478160104JNJJOHNSON & JOHNSON$267,7850.17%1,294CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$259,4020.16%3,523CommonNONE
46090E103QQQINVESCO QQQ TR$259,2390.16%422CommonNONE
778296103ROSTROSS STORES INC$252,1960.16%1,400CommonNONE
56501R106MFCMANULIFE FINL CORP$251,7840.16%6,940CommonNONE
369604301GEGE AEROSPACE$243,0360.15%789CommonNONE
922908769VTIVANGUARD INDEX FDS$239,7190.15%715CommonNONE
29364G103ETRENTERGY CORP NEW$237,7670.15%2,572CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$233,2080.15%1,200CommonNONE
78464A508SPYVSPDR SERIES TRUST$232,4190.15%4,091CommonNONE
98419M100XYLXYLEM INC$231,2290.15%1,698CommonNONE
254067101DDSDILLARDS INC$215,2510.14%355CommonNONE
00206R102TAT&T INC$203,8220.13%8,205CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$201,8400.13%420CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$152,0980.10%11,453CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.