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Seed Wealth Management, Inc.

Q2 2026 · 13F-HR

Seed Wealth Management, Inc.holdings as filed

Filed 2026-07-27 · accession 0001963728-26-000004

$158.0M
Reported value
100
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02072Q853AAUSEA SERIES TRUST$40.8M25.8%682,464CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$7.7M4.87%170,917CommonSOLE
02072L565BOXXEA SERIES TRUST$7.0M4.43%59,735CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$6.5M4.11%52,085CommonSOLE
69344A107PULSPGIM ETF TR$6.2M3.91%124,759CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$5.6M3.52%192,268CommonSOLE
922907738VTEIVANGUARD MUN BD FDS$5.0M3.15%49,335CommonSOLE
02072Q358AAEQEA SERIES TRUST$4.8M3.07%91,183CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$4.2M2.68%159,565CommonSOLE
78464A383SPMBSPDR SERIES TRUST$3.1M1.96%138,610CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.9M1.85%7,915CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$2.9M1.82%27,882CommonSOLE
921909768VXUSVANGUARD STAR FDS$2.6M1.66%30,729CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.6M1.65%55,670CommonSOLE
02072L409QMOMEA SERIES TRUST$2.4M1.54%30,940CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$2.3M1.45%17,870CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$2.2M1.37%89,215CommonSOLE
922020698VTPVANGUARD MALVERN FDS$2.1M1.35%27,895CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$2.0M1.23%21,865CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M1.00%3,312CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.6M0.99%44,930CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.6M0.98%3,595CommonSOLE
808524748FNDCSCHWAB STRATEGIC TR$1.5M0.92%29,947CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$1.3M0.85%59,170CommonSOLE
69376K106RPCRIDGEPOST CAP INC$1.3M0.83%166,893CommonSOLE
78468R663BILSPDR SERIES TRUST$1.2M0.75%12,975CommonSOLE
921935607VFMFVANGUARD WELLINGTON FD$1.2M0.74%6,650CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.73%3,275CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$1.1M0.69%16,235CommonSOLE
037833100AAPLAPPLE INC$1.1M0.69%3,751CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.1M0.68%11,080CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.67%5,280CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M0.67%2,827CommonSOLE
023135106AMZNAMAZON COM INC$1.0M0.65%4,295CommonSOLE
922908363VOOVANGUARD INDEX FDS$932,6880.59%1,358CommonSOLE
11135F101AVGOBROADCOM INC$925,8650.59%2,451CommonSOLE
464288588MBBISHARES TR$890,3780.56%9,420CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$859,8080.54%31,040CommonSOLE
92189F353HYEMVANECK ETF TRUST$770,8160.49%38,330CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$706,6480.45%14,068CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$662,8880.42%16,070CommonSOLE
025072372AVESAMERICAN CENTY ETF TR$636,9760.40%9,710CommonSOLE
45104G104IBNICICI BANK LIMITED$610,5010.39%21,030CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$608,3230.39%11,530CommonSOLE
921935508VFMOVANGUARD WELLINGTON FD$581,3580.37%2,330CommonSOLE
H42097107UBSUBS GROUP AG$579,6040.37%11,695CommonSOLE
780259305SHELSHELL PLC$537,1200.34%6,927CommonSOLE
46434V449IMTMISHARES TR$527,9670.33%9,900CommonSOLE
219350105GLWCORNING INC$510,3490.32%1,998CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$490,0140.31%4,200CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$487,9600.31%11,000CommonSOLE
37954Y376PFFVGLOBAL X FDS$486,8630.31%22,100CommonSOLE
17275R102CSCOCISCO SYS INC$481,5860.30%4,100CommonSOLE
670100205NVONOVO-NORDISK A S$476,2360.30%9,934CommonSOLE
931142103WMTWALMART INC$462,6670.29%4,085CommonSOLE
244199105DEDEERE & CO$460,5240.29%726CommonSOLE
922908611VBRVANGUARD INDEX FDS$413,0830.26%1,700CommonSOLE
46434G889EMGFISHARES INC$402,9300.26%5,500CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$400,8800.25%8,000CommonSOLE
835699307SONYSONY GROUP CORP$393,6780.25%19,625CommonSOLE
78464A300SLYVSPDR SERIES TRUST$390,6140.25%3,580CommonSOLE
580135101MCDMCDONALDS CORP$380,5960.24%1,408CommonSOLE
478160104JNJJOHNSON & JOHNSON$379,1770.24%1,493CommonSOLE
30231G102XOMEXXON MOBIL CORP$365,8630.23%2,676CommonSOLE
02072L300IMOMEA SERIES TRUST$360,0480.23%8,320CommonSOLE
464288646IGSBISHARES TR$353,5050.22%6,745CommonSOLE
464287457SHYISHARES TR$344,8620.22%4,200CommonSOLE
421298100HAYWHAYWARD HLDGS INC$343,7770.22%19,860CommonSOLE
G87052109TELTE CONNECTIVITY PLC$339,3100.21%1,683CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$331,2800.21%5,550CommonSOLE
67080R102NPFDNUVEEN VRIABL RAT PFD & INM$320,5050.20%17,030CommonSOLE
37733W204GSKGSK PLC$318,7140.20%6,080CommonSOLE
97717W281DGSWISDOMTREE TR$310,6080.20%4,800CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$307,8820.19%530CommonSOLE
75513E101RTXRTX CORPORATION$305,4650.19%1,610CommonSOLE
58155Q103MCKMCKESSON CORP$301,4840.19%399CommonSOLE
149123101CATCATERPILLAR INC$298,1720.19%280CommonSOLE
404280406HSBCHSBC HLDGS PLC$297,6320.19%3,130CommonSOLE
29446M102EQNREQUINOR ASA$290,7640.18%9,260CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$270,9190.17%1,422CommonSOLE
H1467J104CBCHUBB LIMITED$267,4810.17%785CommonSOLE
58933Y105MRKMERCK & CO INC$262,2690.17%2,041CommonSOLE
780087102RYROYAL BK CDA$258,7130.16%1,250CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$253,5290.16%970CommonSOLE
405552100HLNHALEON PLC$247,9910.16%26,580CommonSOLE
30303M102METAMETA PLATFORMS INC$241,6510.15%429CommonSOLE
78463X434QEFASPDR INDEX SHS FDS$240,0380.15%2,500CommonSOLE
464286582SCJISHARES INC$225,3630.14%2,140CommonSOLE
G7S00T104PNRPENTAIR PLC$224,5370.14%2,929CommonSOLE
00287Y109ABBVABBVIE INC$224,4630.14%892CommonSOLE
G0593M107AZNASTRAZENECA PLC$221,8550.14%1,170CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$218,0920.14%7,570CommonSOLE
67077M108NTRNUTRIEN LTD$216,2330.14%3,435CommonSOLE
743315103PGRPROGRESSIVE CORP$215,6100.14%987CommonSOLE
464287556IBBISHARES TR$212,0620.13%1,115CommonSOLE
742718109PGPROCTER & GAMBLE CO$212,0410.13%1,446CommonSOLE
855244109SBUXSTARBUCKS CORP$210,4090.13%2,059CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$209,4780.13%504CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$209,0960.13%280CommonSOLE
456788108INFYINFOSYS LTD$125,4600.08%11,960CommonSOLE

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.