Seed Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Seed Wealth Management, Inc. held in its portfolio 98 assets valued at $145,000,676 (i.e. $145.00M).
The most valuable assets in the portfolio included: EA SERIES TRUST ($42.21M), JANUS DETROIT STR TR ($7.84M), and SCHWAB STRATEGIC TR ($5.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Seed Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EA SERIES TRUST | 775574 | 42209030 | ALPHA ARCHITECT |
| JANUS DETROIT STR TR | 171652 | 7842767 | HENDERSON MTG |
| SCHWAB STRATEGIC TR | 214565 | 5683827 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 199343 | 5228767 | US BRD MKT ETF |
| AMERICAN CENTY ETF TR | 49385 | 5036282 | US SML CP VALU |
| VANGUARD MUN BD FDS | 49885 | 5029905 | INTERMEDIATE TRM |
| PGIM ETF TR | 100114 | 4964653 | PGIM ULTRA SH BD |
| SPDR SERIES TRUST | 140401 | 4338095 | STATE STREET SPD |
| EA SERIES TRUST | 36556 | 4207596 | ALPHA ARCH 1-3 |
| VANGUARD SCOTTSDALE FDS | 59970 | 2823388 | MTG-BKD SECS ETF |
| AMERICAN CENTY ETF TR | 27251 | 2560776 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 7165 | 2402210 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 89925 | 2187875 | VAR RATE PFD |
| VANGUARD MALVERN FDS | 42043 | 2079455 | STRM INFPROIDX |
| EA SERIES TRUST | 30940 | 2020187 | US QUAN MOMENTUM |
| SCHWAB STRATEGIC TR | 41886 | 1873643 | FUNDAMENTAL INTL |
| AMERICAN CENTY ETF TR | 16310 | 1823132 | US EQT ETF |
| AMERICAN CENTY ETF TR | 20865 | 1717607 | INTL EQT ETF |
| MICROSOFT CORP | 3437 | 1662202 | COM |
| P10 INC | 166893 | 1637220 | COM CL A |
| VANGUARD STAR FDS | 21244 | 1602647 | VG TL INTL STK F |
| BLACKROCK MUN TARGET TERM TR | 59170 | 1350259 | COM SHS BEN IN |
| SCHWAB STRATEGIC TR | 44930 | 1330377 | US LCAP VA ETF |
| APPLE INC | 4286 | 1165192 | COM |
| BROADCOM INC | 3011 | 1042107 | COM |
| ALPHABET INC | 3275 | 1027695 | CAP STK CL C |
| TAIWAN SEMICONDUCTOR MFG LTD | 3312 | 1006484 | SPONSORED ADS |
| VANGUARD WELLINGTON FD | 6650 | 1002306 | US MULTIFACTOR |
| AMAZON COM INC | 4295 | 991372 | COM |
| NVIDIA CORPORATION | 5280 | 984720 | COM |
| VANECK ETF TRUST | 45510 | 905194 | EMERGING MRKT HI |
| ISHARES TR | 9420 | 896972 | MBS ETF |
| AMERICAN CENTY ETF TR | 11580 | 891892 | AVANTIS EMGMKT |
| VANGUARD WHITEHALL FDS | 13120 | 884682 | EM MK GOV BD ETF |
| SCHWAB STRATEGIC TR | 33940 | 815918 | INTL EQTY ETF |
| PALANTIR TECHNOLOGIES INC | 4200 | 746550 | CL A |
| GLOBAL X FDS | 29700 | 659934 | RATE PREFERRED |
| SONY GROUP CORP | 25125 | 643200 | SPONSORED ADR |
| ICICI BANK LIMITED | 21034 | 626813 | ADR |
| DIMENSIONAL ETF TRUST | 16070 | 612428 | INTL CORE EQT MK |
| DELL TECHNOLOGIES INC | 4466 | 562180 | CL C |
| NOVO-NORDISK A S | 10944 | 556831 | ADR |
| UBS GROUP AG | 11695 | 541595 | SHS |
| SHELL PLC | 6927 | 508996 | SPON ADS |
| ISHARES TR | 9900 | 474903 | MSCI INTL MOMENT |
| WALMART INC | 4085 | 455110 | COM |
| VANGUARD WELLINGTON FD | 2330 | 445613 | US MOMENTUM |
| FIDELITY MERRIMACK STR TR | 8700 | 437001 | LOW DURTIN ETF |
| AMERICAN CENTY ETF TR | 7480 | 436159 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 11000 | 435490 | US CORE EQUITY 2 |
| MCDONALDS CORP | 1408 | 430327 | COM |
| ORACLE CORP | 2191 | 427048 | COM |
| SALESFORCE INC | 1570 | 415909 | COM |
| NUVEEN VRIABL RAT PFD & INM | 21550 | 410097 | COM |
| ISHARES TR | 8000 | 404640 | ULTRA SHORT DUR |
| MCKESSON CORP | 485 | 397841 | COM |
| TE CONNECTIVITY PLC | 1683 | 382899 | ORD SHS |
| VANGUARD INDEX FDS | 1700 | 360043 | SM CP VAL ETF |
| META PLATFORMS INC | 534 | 352488 | CL A |
| STRYKER CORPORATION | 970 | 340926 | COM |
| DEERE & CO | 726 | 338004 | COM |
| EXXON MOBIL CORP | 2681 | 322632 | COM |
| WILLIS TOWERS WATSON PLC LTD | 970 | 318742 | SHS |
| ISHARES INC | 5500 | 318175 | EMNG MKTS EQT |
| EA SERIES TRUST | 8320 | 317160 | INTL QUAN MOMNTM |
| CISCO SYS INC | 4100 | 315823 | COM |
| JOHNSON & JOHNSON | 1495 | 309390 | COM |
| HAYWARD HLDGS INC | 19860 | 306837 | COM |
| PENTAIR PLC | 2929 | 305026 | SHS |
| WISDOMTREE TR | 5300 | 303372 | EMG MKTS SMCAP |
| VANGUARD INTL EQUITY INDEX F | 5550 | 298368 | FTSE EMR MKT ETF |
| GSK PLC | 6080 | 298163 | SPONSORED ADR |
| RTX CORPORATION | 1613 | 295824 | COM |
| ISHARES TR | 3565 | 295253 | 1 3 YR TREAS BD |
| PROGRESSIVE CORP | 1272 | 289660 | COM |
| ABBOTT LABS | 2232 | 279647 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 1080 | 276512 | COM |
| HALEON PLC | 26580 | 268724 | SPON ADS |
| SYNOPSYS INC | 570 | 267740 | COM |
| QUALCOMM INC | 1510 | 258286 | COM |
| HOME DEPOT INC | 733 | 252253 | COM |
| INFOSYS LTD | 13950 | 248589 | SPONSORED ADR |
| SMITH & NEPHEW PLC | 7570 | 248372 | SPDN ADR NEW |
| CHUBB LIMITED | 795 | 248135 | COM |
| HSBC HLDGS PLC | 3130 | 246237 | SPON ADR NEW |
| SPDR INDEX SHS FDS | 2500 | 226675 | MSCI EAFE STRTGC |
| INTERNATIONAL BUSINESS MACHS | 744 | 220380 | COM |
| EXPEDIA GROUP INC | 775 | 219565 | COM NEW |
| EQUINOR ASA | 9260 | 218814 | SPONSORED ADR |
| ASTRAZENECA PLC | 2340 | 215116 | SPONSORED ADR |
| MERCK & CO INC | 2043 | 215046 | COM |
| ROYAL BK CDA | 1250 | 213113 | COM |
| NUTRIEN LTD | 3435 | 212008 | COM |
| PROCTER AND GAMBLE CO | 1450 | 207800 | COM |
| SELECT SECTOR SPDR TR | 1422 | 204725 | STATE STREET TEC |
| ABBVIE INC | 892 | 203813 | COM |
| BLACKROCK MUNIVEST FD INC | 12064 | 83604 | COM |
| READY CAPITAL CORP | 19100 | 41638 | COM |
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