Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Mustard Seed Financial, LLC

Q1 2026 · 13F-HR

Mustard Seed Financial, LLCholdings as filed

Filed 2026-04-27 · accession 0001172661-26-001541

$166.9M
Reported value
92
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937827BSVVANGUARD BD INDEX FDS$16.0M9.60%204,233CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$14.5M8.66%182,355CommonNONE
922908736VUGVANGUARD INDEX FDS$10.3M6.18%23,599CommonNONE
921937819BIVVANGUARD BD INDEX FDS$10.3M6.15%133,068CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$8.0M4.77%222,848CommonNONE
922908744VTVVANGUARD INDEX FDS$7.4M4.44%37,774CommonNONE
922907746VTEBVANGUARD MUN BD FDS$7.4M4.42%147,764CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$6.6M3.93%168,266CommonNONE
921909768VXUSVANGUARD STAR FDS$6.3M3.77%81,690CommonNONE
931142103WMTWALMART INC$5.1M3.08%41,310CommonNONE
922908512VOEVANGUARD INDEX FDS$4.5M2.71%24,508CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$4.0M2.39%80,011CommonNONE
67066G104NVDANVIDIA CORPORATION$4.0M2.37%22,666CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$3.0M1.82%63,337CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$3.0M1.80%88,613CommonNONE
30231G102XOMEXXON MOBIL CORP$3.0M1.78%17,465CommonNONE
922908538VOTVANGUARD INDEX FDS$2.9M1.73%11,201CommonNONE
922908595VBKVANGUARD INDEX FDS$2.5M1.50%8,307CommonNONE
922908611VBRVANGUARD INDEX FDS$2.2M1.33%10,195CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$2.1M1.25%59,679CommonNONE
037833100AAPLAPPLE INC$2.1M1.24%8,123CommonNONE
922908637VVVANGUARD INDEX FDS$1.8M1.11%6,172CommonNONE
742718109PGPROCTER & GAMBLE CO$1.6M0.96%11,117CommonNONE
922908751VBVANGUARD INDEX FDS$1.5M0.90%5,740CommonNONE
922908629VOVANGUARD INDEX FDS$1.4M0.84%4,886CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.4M0.82%27,235CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.75%5,790CommonNONE
922908363VOOVANGUARD INDEX FDS$1.2M0.73%2,033CommonNONE
626755102MUSAMURPHY USA INC$1.2M0.72%2,437CommonNONE
532457108LLYELI LILLY & CO$1.2M0.72%1,306CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$1.2M0.70%15,860CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.1M0.66%22,675CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$1.0M0.61%14,447CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$973,6410.58%16,494CommonNONE
040919102ARKBARK 21SHARES BITCOIN ETF$957,3550.57%42,568CommonNONE
25434V591DUSBDIMENSIONAL ETF TRUST$912,2730.55%17,990CommonNONE
922908553VNQVANGUARD INDEX FDS$911,1070.55%10,272CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$897,6220.54%57,356CommonNONE
626717102MURMURPHY OIL CORP$884,7260.53%21,448CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$861,5980.52%16,324CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$851,7870.51%15,759CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$816,1290.49%5,900CommonNONE
594918104MSFTMICROSOFT CORP$770,3240.46%2,081CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$678,4810.41%19,096CommonNONE
828730200SFNCSIMMONS FIRST NATL CORP$668,1470.40%34,352CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$629,8700.38%4,253CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$594,8990.36%9,284CommonNONE
78464A474SPSBSPDR SERIES TRUST$527,6680.32%17,548CommonNONE
023135106AMZNAMAZON COM INC$509,2490.31%2,445CommonNONE
002824100ABTABBOTT LABORATORIES$506,6770.30%4,935CommonNONE
68389X105ORCLORACLE CORP$499,7880.30%3,397CommonNONE
713448108PEPPEPSICO INC$484,6610.29%3,121CommonNONE
02079K107GOOGALPHABET INC$453,4700.27%1,581CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$450,6290.27%2,348CommonNONE
06417N103OZKBANK OZK LITTLE ROCK ARK$441,0940.26%9,612CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$417,4340.25%12,082CommonNONE
92204A702VGTVANGUARD WORLD FD$414,6020.25%594CommonNONE
166764100CVXCHEVRON CORPORATION$395,3860.24%1,911CommonNONE
921937835BNDVANGUARD BD INDEX FDS$384,2360.23%5,218CommonNONE
46625H100JPMJPMORGAN CHASE & CO$378,5240.23%1,287CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$374,2240.22%5,261CommonNONE
02079K305GOOGLALPHABET INC$373,8280.22%1,300CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$359,6540.22%553CommonNONE
92204A405VFHVANGUARD WORLD FD$338,2680.20%2,800CommonNONE
78464A409SPYGSPDR SERIES TRUST$334,0400.20%3,412CommonNONE
853606101SLISTANDARD LITHIUM LTD$333,3380.20%97,753CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$325,0200.19%5,204CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$317,0120.19%1,474CommonNONE
478160104JNJJOHNSON & JOHNSON$316,5550.19%1,295CommonNONE
882508104TXNTEXAS INSTRS INC$313,1480.19%1,613CommonNONE
29364G103ETRENTERGY CORP NEW$308,3010.18%2,744CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$304,7690.18%3,683CommonNONE
778296103ROSTROSS STORES INC$303,2820.18%1,400CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$290,6930.17%4,745CommonNONE
012653101ALBALBEMARLE CORP$285,0540.17%1,588CommonNONE
64110L106NFLXNETFLIX INC.$280,7580.17%2,920CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$262,4730.16%970CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$254,9520.15%3,537CommonNONE
445658107JBHTHUNT J B TRANS SVCS INC$254,2800.15%1,200CommonNONE
78464A508SPYVSPDR SERIES TRUST$250,2200.15%4,422CommonNONE
92204A306VDEVANGUARD WORLD FD$241,3190.14%1,395CommonNONE
56501R106MFCMANULIFE FINL CORP$239,0140.14%6,940CommonNONE
00206R102TAT&T INC$237,8880.14%8,206CommonNONE
458140100INTCINTEL CORP$234,3310.14%5,310CommonNONE
46090E103QQQINVESCO QQQ TR$232,0270.14%402CommonNONE
922908769VTIVANGUARD INDEX FDS$230,6630.14%719CommonNONE
74762E102QUREQUANTA SVCS INC$220,7070.13%402CommonNONE
369604301GEGE AEROSPACE$208,5710.12%735CommonNONE
98419M100XYLXYLEM INC$203,6300.12%1,704CommonNONE
254067101DDSDILLARDS INC$203,1000.12%355CommonNONE
78463V107GLDSPDR GOLD TR$200,0850.12%465CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$96,7800.06%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.