Seed Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Seed Wealth Management, Inc.

Investment Activity

Seed Wealth Management, Inc. has $157.99 million in total holdings as of June 30, 2026.
Seed Wealth Management, Inc. owns shares of 100 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 5.89% of the portfolio was purchased this quarter.
About 5.93% of the portfolio was sold this quarter.
This quarter, Seed Wealth Management, Inc. has purchased 98 new stocks and bought additional shares in 10 stocks.
Seed Wealth Management, Inc. sold shares of 26 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

EA SERIES TRUST: $40,772,976
Janus Henderson Mortgage-Backed Securities ETF: $7,689,564
Alpha Architect 1-3 Month Box ETF: $6,994,371
Avantis U.S. Small Cap Value ETF: $6,498,125
PGIM Ultra Short Bond ETF: $6,181,808

Largest New Holdings this Quarter

922020698 - VANGUARD MALVERN FDS: $2,138,263 Holding
922908363 - Vanguard S&P 500 ETF: $932,688 Holding
464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF: $353,505 Holding
007903107 - Advanced Micro Devices: $307,882 Holding
149123101 - Caterpillar: $298,172 Holding

Largest Purchases this Quarter

VANGUARD MALVERN FDS: 27,895 shares (about $2.14M)
Alpha Architect 1-3 Month Box ETF: 12,130 shares (about $1.42M)
Vanguard S&P 500 ETF: 1,358 shares (about $932.69K)
Vanguard Total International Stock ETF: 10,090 shares (about $862.59K)
SPDR Portfolio Mortgage Backed Bond ETF: 20,050 shares (about $447.32K)

Largest Sales this Quarter

PGIM Ultra Short Bond ETF: 45,200 shares (about $2.24M)
Schwab U.S. TIPS ETF: 62,295 shares (about $1.65M)
Vanguard Short-Term Inflation-Protected Securities ETF: 20,160 shares (about $1.01M)
Dell Technologies: 870 shares (about $375.37K)
Microsoft: 610 shares (about $227.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EA SERIES TRUST	$40,772,976	$88,958 â–¼	-0.2%	682,464	25.8%	ALPHA ARCHITECT
JMBS Janus Henderson Mortgage-Backed Securities ETF	$7,689,564	$7,288 â–¼	-0.1%	170,917	4.9%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$6,994,371	$1,420,302 â–²	25.5%	59,735	4.4%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$6,498,125	$336,852 â–²	5.5%	52,085	4.1%	ETF
PULS PGIM Ultra Short Bond ETF	$6,181,808	$2,239,660 â–¼	-26.6%	124,759	3.9%	ETF
SCHB Schwab US Broad Market ETF	$5,568,081		0.0%	192,268	3.5%	ETF
VANGUARD MUN BD FDS	$4,981,355	$55,534 â–¼	-1.1%	49,335	3.2%	INTERMEDIATE TRM
EA SERIES TRUST	$4,849,724	$14,414 â–¼	-0.3%	91,183	3.1%	ALPHA ARCHITECT
SCHP Schwab U.S. TIPS ETF	$4,228,473	$1,650,818 â–¼	-28.1%	159,565	2.7%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$3,092,389	$447,315 â–²	16.9%	138,610	2.0%	ETF
VTI Vanguard Total Stock Market ETF	$2,928,867	$277,530 â–²	10.5%	7,915	1.9%	ETF
AVDV Avantis International Small Cap Value ETF	$2,873,240	$40,808 â–²	1.4%	27,882	1.8%	ETF
VXUS Vanguard Total International Stock ETF	$2,627,022	$862,594 â–²	48.9%	30,729	1.7%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$2,605,913	$47,746 â–¼	-1.8%	55,670	1.6%	ETF
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$2,435,906		0.0%	30,940	1.5%	ETF
AVUS Avantis U.S. Equity ETF	$2,288,790	$210,692 â–²	10.1%	17,870	1.4%	ETF
VRP Invesco Variable Rate Preferred ETF	$2,168,817	$17,260 â–¼	-0.8%	89,215	1.4%	ETF
VANGUARD MALVERN FDS	$2,138,263	$2,138,263 â–²	New Holding	27,895	1.4%	TOTAL INFLATION
AVDE Avantis International Equity ETF	$1,950,358		0.0%	21,865	1.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,581,712		0.0%	3,312	1.0%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$1,564,013		0.0%	44,930	1.0%	ETF
DELL Dell Technologies	$1,551,099	$375,370 â–¼	-19.5%	3,595	1.0%	Computer and Technology
FNDC Schwab Fundamental International Small Equity ETF	$1,454,226	$16,753 â–¼	-1.1%	29,947	0.9%	ETF
BTT Blackrock Municipal 2030 Target Term Trust	$1,346,118		0.0%	59,170	0.9%	Financial Services
PX P10	$1,313,448		0.0%	166,893	0.8%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,189,029	$54,068 â–¼	-4.3%	12,975	0.8%	ETF
VFMF Vanguard US Multifactor ETF	$1,176,851		0.0%	6,650	0.7%	ETF
GOOG Alphabet	$1,157,156		0.0%	3,275	0.7%	Computer and Technology
VWOB Vanguard Emerging Markets Government Bond ETF	$1,091,641	$198,022 â–²	22.2%	16,235	0.7%	ETF
AAPL Apple	$1,085,389	$73,787 â–¼	-6.4%	3,751	0.7%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$1,069,109	$48,245 â–¼	-4.3%	11,080	0.7%	ETF
NVDA NVIDIA	$1,056,475		0.0%	5,280	0.7%	Computer and Technology
MSFT Microsoft	$1,054,528	$227,542 â–¼	-17.7%	2,827	0.7%	Computer and Technology
AMZN Amazon.com	$1,023,670		0.0%	4,295	0.6%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$932,688	$932,688 â–²	New Holding	1,358	0.6%	ETF
AVGO Broadcom	$925,865	$211,540 â–¼	-18.6%	2,451	0.6%	Computer and Technology
MBB iShares MBS ETF	$890,378		0.0%	9,420	0.6%	ETF
SCHF Schwab International Equity ETF	$859,808	$67,311 â–¼	-7.3%	31,040	0.5%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$770,816	$144,390 â–¼	-15.8%	38,330	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$706,648	$1,012,655 â–¼	-58.9%	14,068	0.4%	Manufacturing
DFAI Dimensional International Core Equity Market ETF	$662,888		0.0%	16,070	0.4%	ETF
AVES Avantis Emerging Markets Value ETF	$636,976	$120,048 â–²	23.2%	9,710	0.4%	ETF
IBN ICICI Bank	$610,501		0.0%	21,030	0.4%	Finance
FNDF Schwab Fundamental International Equity ETF	$608,323		0.0%	11,530	0.4%	ETF
VFMO Vanguard U.S. Momentum Factor ETF	$581,358		0.0%	2,330	0.4%	ETF
UBS UBS Group	$579,604		0.0%	11,695	0.4%	Finance
SHEL Shell	$537,120		0.0%	6,927	0.3%	Energy
IMTM iShares MSCI Intl Momentum Factor ETF	$527,967		0.0%	9,900	0.3%	ETF
GLW Corning	$510,349		0.0%	1,998	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$490,014		0.0%	4,200	0.3%	CL A
DFAC Dimensional U.S. Core Equity 2 ETF	$487,960		0.0%	11,000	0.3%	ETF
PFFV Global X Variable Rate Preferred ETF	$486,863	$167,428 â–¼	-25.6%	22,100	0.3%	ETF
CSCO Cisco Systems	$481,586		0.0%	4,100	0.3%	Computer and Technology
NVO Novo Nordisk A/S	$476,236	$225,797 â–¼	-32.2%	9,934	0.3%	Medical
WALMART INC	$462,667		0.0%	4,085	0.3%	COM
DE Deere & Company	$460,524		0.0%	726	0.3%	Industrials
VBR Vanguard Small-Cap Value ETF	$413,083		0.0%	1,700	0.3%	ETF
EMGF iShares Emerging Markets Equity Factor ETF	$402,930		0.0%	5,500	0.3%	ETF
FLDR Fidelity Low Duration Bond Factor ETF	$400,880	$35,077 â–¼	-8.0%	8,000	0.3%	ETF
SONY Sony	$393,678	$110,330 â–¼	-21.9%	19,625	0.2%	Consumer Discretionary
SLYV SPDR S&P 600 Small Cap Value ETF	$390,614		0.0%	3,580	0.2%	ETF
MCD McDonald's	$380,596		0.0%	1,408	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$379,177		0.0%	1,493	0.2%	Medical
XOM ExxonMobil	$365,863		0.0%	2,676	0.2%	Energy
IMOM Alpha Architect International Quantitative Momentum ETF	$360,048		0.0%	8,320	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$353,505	$353,505 â–²	New Holding	6,745	0.2%	Manufacturing
SHY iShares 1-3 Year Treasury Bond ETF	$344,862	$25,044 â–²	7.8%	4,200	0.2%	Manufacturing
HAYW Hayward	$343,777		0.0%	19,860	0.2%	Computer and Technology
TE CONNECTIVITY PLC	$339,310		0.0%	1,683	0.2%	ORD SHS
VWO Vanguard FTSE Emerging Markets ETF	$331,280		0.0%	5,550	0.2%	ETF
NUVEEN VRIABL RAT PFD & INM	$320,505		0.0%	17,030	0.2%	COM
GSK GSK	$318,714		0.0%	6,080	0.2%	Medical
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$310,608		0.0%	4,800	0.2%	Finance
AMD Advanced Micro Devices	$307,882	$307,882 â–²	New Holding	530	0.2%	Computer and Technology
RTX RTX	$305,465		0.0%	1,610	0.2%	Aerospace
MCK McKesson	$301,484	$63,470 â–¼	-17.4%	399	0.2%	Medical
CAT Caterpillar	$298,172	$298,172 â–²	New Holding	280	0.2%	Industrials
HSBC HSBC	$297,632		0.0%	3,130	0.2%	Finance
EQNR Equinor ASA	$290,764		0.0%	9,260	0.2%	Energy
XLK Technology Select Sector SPDR Fund	$270,919	$270,919 â–²	New Holding	1,422	0.2%	ETF
CB Chubb	$267,481		0.0%	785	0.2%	Finance
MRK Merck & Co., Inc.	$262,269		0.0%	2,041	0.2%	Medical
RY Royal Bank Of Canada	$258,713		0.0%	1,250	0.2%	Finance
WTW Willis Towers Watson Public	$253,529		0.0%	970	0.2%	Finance
HLN Haleon	$247,991		0.0%	26,580	0.2%	Medical
META Meta Platforms	$241,651	$59,145 â–¼	-19.7%	429	0.2%	Computer and Technology
QEFA SPDR MSCI EAFE StrategicFactors ETF	$240,038		0.0%	2,500	0.2%	ETF
SCJ iShares MSCI Japan Small-Cap ETF	$225,363		0.0%	2,140	0.1%	ETF
PNR Pentair	$224,537		0.0%	2,929	0.1%	Business Services
ABBV AbbVie	$224,463	$224,463 â–²	New Holding	892	0.1%	Medical
AZNCF AstraZeneca	$221,855		0.0%	1,170	0.1%	Medical
SNN Smith & Nephew SNATS	$218,092		0.0%	7,570	0.1%	Medical
NTR Nutrien	$216,233		0.0%	3,435	0.1%	Basic Materials
PGR Progressive	$215,610	$62,258 â–¼	-22.4%	987	0.1%	Finance
IBB iShares Biotechnology ETF	$212,062	$212,062 â–²	New Holding	1,115	0.1%	Finance
PG Procter & Gamble	$212,041		0.0%	1,446	0.1%	Consumer Staples
SBUX Starbucks	$210,409	$210,409 â–²	New Holding	2,059	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$209,478	$209,478 â–²	New Holding	504	0.1%	Medical
SPY SPDR S&P 500 ETF Trust	$209,096	$209,096 â–²	New Holding	280	0.1%	Finance
INFY Infosys	$125,460	$20,875 â–¼	-14.3%	11,960	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Seed Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Seed Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Seed Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Seed Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeed Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools