S.E.E.D. Planning Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, S.E.E.D. Planning Group LLC held in its portfolio 86 assets valued at $350,877,120 (i.e. $350.88M).
The most valuable assets in the portfolio included: ALPHABET INC ($18.64M), APPLE INC ($18.42M), and AMAZON COM INC ($16.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
S.E.E.D. Planning Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 59541 | 18636382 | CAP STK CL A |
| APPLE INC | 67740 | 18415917 | COM |
| AMAZON COM INC | 73429 | 16948961 | COM |
| VANECK ETF TRUST | 156113 | 16167013 | MRNGSTR WDE MOAT |
| THERMO FISHER SCIENTIFIC INC | 26207 | 15185514 | COM |
| AGILENT TECHNOLOGIES INC | 101339 | 13789263 | COM |
| NEXTERA ENERGY INC | 169450 | 13603440 | COM |
| MICROSOFT CORP | 26498 | 12815092 | COM |
| META PLATFORMS INC | 19093 | 12603347 | CL A |
| CORTEVA INC | 185508 | 12434620 | COM |
| LINDE PLC | 27341 | 11657919 | SHS |
| VALERO ENERGY CORP | 70396 | 11459694 | COM |
| US BANCORP DEL | 212860 | 11358193 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 43757 | 11255614 | COM |
| LOCKHEED MARTIN CORP | 22720 | 10988954 | COM |
| CBRE GROUP INC | 65698 | 10563649 | CL A |
| ENBRIDGE INC | 214491 | 10259118 | COM |
| LAUDER ESTEE COS INC | 86854 | 9095312 | CL A |
| LOWES COS INC | 33380 | 8049839 | COM |
| MASTERCARD INCORPORATED | 11183 | 6384348 | CL A |
| COSTCO WHSL CORP NEW | 7169 | 6182452 | COM |
| COLGATE PALMOLIVE CO | 66397 | 5246728 | COM |
| AMERICAN TOWER CORP NEW | 28253 | 4960328 | COM |
| HOME DEPOT INC | 14008 | 4820109 | COM |
| VISA INC | 12889 | 4520324 | COM CL A |
| PEPSICO INC | 25789 | 3701200 | COM |
| EQUINIX INC | 4650 | 3562264 | COM |
| INVESCO EXCH TRD SLF IDX FD | 177184 | 3497603 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 176573 | 3456417 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 166925 | 3438655 | INVSCO BLSH 28 |
| JPMORGAN CHASE & CO. | 10521 | 3390077 | COM |
| INVESCO EXCH TRD SLF IDX FD | 178535 | 3362708 | BULETSHS 2029 |
| COSTAR GROUP INC | 46966 | 3157994 | COM |
| S&P GLOBAL INC | 5531 | 2890224 | COM |
| APPLIED MATLS INC | 9641 | 2477766 | COM |
| SCHWAB STRATEGIC TR | 90228 | 2428035 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 6977 | 2339179 | TOTAL STK MKT |
| CHENIERE ENERGY INC | 11754 | 2284852 | COM NEW |
| RTX CORPORATION | 11613 | 2129766 | COM |
| EXXON MOBIL CORP | 17491 | 2104833 | COM |
| INTERNATIONAL BUSINESS MACHS | 7011 | 2076702 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3847 | 1933695 | CL B NEW |
| SOUTHERN CO | 21899 | 1909593 | COM |
| ACCENTURE PLC IRELAND | 6543 | 1755585 | SHS CLASS A |
| INVESCO EXCH TRD SLF IDX FD | 71999 | 1680457 | INVSCO BLSH 26 |
| INVESCO EXCH TRD SLF IDX FD | 74122 | 1676239 | BULETSHS 2027 |
| INVESCO EXCH TRD SLF IDX FD | 76015 | 1672332 | INVSCO 28 HYCORP |
| WALMART INC | 9237 | 1029094 | COM |
| ISHARES TR | 2036 | 963639 | RUS 1000 GRW ETF |
| ECOLAB INC | 3644 | 956627 | COM |
| NORTHROP GRUMMAN CORP | 1640 | 935078 | COM |
| ISHARES TR | 13460 | 888378 | CORE S&P MCP ETF |
| WILLIS TOWERS WATSON PLC LTD | 2334 | 766952 | SHS |
| ISHARES TR | 5660 | 680178 | CORE S&P SCP ETF |
| COCA COLA CO | 9234 | 645549 | COM |
| DISNEY WALT CO | 5019 | 571048 | COM |
| CADENCE DESIGN SYSTEM INC | 1772 | 553892 | COM |
| BROADCOM INC | 1419 | 491006 | COM |
| CONOCOPHILLIPS | 4637 | 434081 | COM |
| NVIDIA CORPORATION | 2238 | 417361 | COM |
| ARCUTIS BIOTHERAPEUTICS INC | 13000 | 377520 | COM |
| SPDR SERIES TRUST | 2687 | 373923 | STATE STREET SPD |
| CORNING INC | 4072 | 356547 | COM |
| ISHARES TR | 5118 | 355292 | CORE DIV GRWTH |
| ISHARES TR | 1649 | 346851 | RUS 1000 VAL ETF |
| XYLEM INC | 2546 | 346714 | COM |
| ORACLE CORP | 1752 | 341482 | COM |
| ROCKWELL AUTOMATION INC | 850 | 330710 | COM |
| BARCLAYS PLC | 12500 | 318125 | ADR |
| STARBUCKS CORP | 3722 | 313430 | COM |
| PROCTER AND GAMBLE CO | 2124 | 304401 | COM |
| COMMSCOPE HLDG CO INC | 15000 | 271950 | COM |
| KLA CORP | 221 | 268059 | COM NEW |
| ISHARES SILVER TR | 4005 | 258002 | ISHARES |
| ISHARES TR | 5921 | 253822 | 0-5YR HI YL CP |
| CELESTICA INC | 833 | 246243 | COM |
| GILEAD SCIENCES INC | 2000 | 245480 | COM |
| AMPHENOL CORP NEW | 1712 | 231360 | CL A |
| MILLICOM INTL CELLULAR S A | 4000 | 221760 | COM STK |
| CARNIVAL CORP | 7002 | 213841 | UNIT 99/99/9999 |
| FERRARI N V | 576 | 212763 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 3290 | 210684 | SPONSORED ADR |
| QUANTUMSCAPE CORP | 20000 | 208400 | COM CL A |
| SCHWAB STRATEGIC TR | 7500 | 205725 | US DIVIDEND EQ |
| GENERAL DYNAMICS CORP | 601 | 202333 | COM |
| EXELON CORP | 4600 | 200514 | COM |
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