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

About Seed Wealth Management, Inc.

Investment Activity

Seed Wealth Management, Inc. has $145.39 million in total holdings as of March 31, 2026.
Seed Wealth Management, Inc. owns shares of 98 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 4.09% of the portfolio was purchased this quarter.
About 1.76% of the portfolio was sold this quarter.
This quarter, Seed Wealth Management, Inc. has purchased 102 new stocks and bought additional shares in 9 stocks.
Seed Wealth Management, Inc. sold shares of 27 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

EA SERIES TRUST: $35,827,632
PGIM Ultra Short Bond ETF: $8,412,971
Janus Henderson Mortgage-Backed Securities ETF: $7,729,364
Schwab U.S. TIPS ETF: $5,903,695
Alpha Architect 1-3 Month Box ETF: $5,535,985

Largest New Holdings this Quarter

219350105 - Corning: $271,668 Holding
G0593M107 - AstraZeneca: $230,747 Holding
464286582 - iShares MSCI Japan Small-Cap ETF: $207,751 Holding

Largest Purchases this Quarter

PGIM Ultra Short Bond ETF: 69,845 shares (about $3.46M)
Alpha Architect 1-3 Month Box ETF: 11,049 shares (about $1.28M)
Corning: 1,998 shares (about $271.67K)
AstraZeneca: 1,170 shares (about $230.75K)
iShares MSCI Japan Small-Cap ETF: 2,140 shares (about $207.75K)

Largest Sales this Quarter

Vanguard Short-Term Inflation-Protected Securities ETF: 7,815 shares (about $390.36K)
Schwab US Broad Market ETF: 7,075 shares (about $177.58K)
Vanguard Mortgage-Backed Securities ETF: 3,280 shares (about $154.00K)
SPDR Portfolio Mortgage Backed Bond ETF: 4,550 shares (about $101.87K)
NUVEEN VRIABL RAT PFD & INM: 4,520 shares (about $82.04K)

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	$35,827,632		0.0%	683,953	24.6%	ALPHA ARCHITECT
PULS PGIM Ultra Short Bond ETF	$8,412,971	$3,457,328 ▲	69.8%	169,959	5.8%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$7,729,364	$25,888 ▼	-0.3%	171,079	5.3%	ETF
SCHP Schwab U.S. TIPS ETF	$5,903,695	$194,120 ▲	3.4%	221,860	4.1%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$5,535,985	$1,284,888 ▲	30.2%	47,605	3.8%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$5,455,561		0.0%	49,385	3.8%	ETF
VANGUARD MUN BD FDS	$4,985,507		0.0%	49,885	3.4%	INTERMEDIATE TRM
SCHB Schwab US Broad Market ETF	$4,825,927	$177,583 ▼	-3.5%	192,268	3.3%	ETF
EA SERIES TRUST	$4,254,213	$7,768 ▼	-0.2%	91,454	2.9%	ALPHA ARCHITECT
AVDV Avantis International Small Cap Value ETF	$2,744,752	$23,467 ▲	0.9%	27,486	1.9%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$2,661,596	$153,996 ▼	-5.5%	56,690	1.8%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$2,654,558	$101,874 ▼	-3.7%	118,560	1.8%	ETF
VTI Vanguard Total Stock Market ETF	$2,298,604		0.0%	7,165	1.6%	ETF
VRP Invesco Variable Rate Preferred ETF	$2,156,402		0.0%	89,925	1.5%	ETF
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$2,113,511		0.0%	30,940	1.5%	ETF
AVDE Avantis International Equity ETF	$1,855,027	$84,840 ▲	4.8%	21,865	1.3%	ETF
AVUS Avantis U.S. Equity ETF	$1,803,896	$9,450 ▼	-0.5%	16,225	1.2%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,709,697	$390,361 ▼	-18.6%	34,228	1.2%	Manufacturing
VXUS Vanguard Total International Stock ETF	$1,591,473	$46,652 ▼	-2.8%	20,639	1.1%	ETF
FNDC Schwab Fundamental International Small Equity ETF	$1,404,337	$2,086 ▼	-0.1%	30,292	1.0%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$1,370,365		0.0%	44,930	0.9%	ETF
BTT Blackrock Municipal 2030 Target Term Trust	$1,343,159		0.0%	59,170	0.9%	Financial Services
MSFT Microsoft	$1,272,274		0.0%	3,437	0.9%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,243,097	$13,379 ▼	-1.1%	13,565	0.9%	ETF
PX P10	$1,211,643		0.0%	166,893	0.8%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,119,290		0.0%	3,312	0.8%	Computer and Technology
VFMF Vanguard US Multifactor ETF	$1,031,249		0.0%	6,650	0.7%	ETF
AAPL Apple	$1,016,683	$71,061 ▼	-6.5%	4,006	0.7%	Computer and Technology
GOOG Alphabet	$939,467		0.0%	3,275	0.6%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$933,116		0.0%	11,580	0.6%	ETF
AVGO Broadcom	$931,935		0.0%	3,011	0.6%	Computer and Technology
NVDA NVIDIA	$920,832		0.0%	5,280	0.6%	Computer and Technology
HYEM VanEck Emerging Markets High Yield Bond ETF	$897,912		0.0%	45,510	0.6%	ETF
AMZN Amazon.com	$894,520		0.0%	4,295	0.6%	Retail/Wholesale
MBB iShares MBS ETF	$894,429		0.0%	9,420	0.6%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$873,020	$11,167 ▲	1.3%	13,290	0.6%	ETF
SCHF Schwab International Equity ETF	$828,383	$11,633 ▼	-1.4%	33,470	0.6%	ETF
DELL Dell Technologies	$732,840	$164 ▼	0.0%	4,465	0.5%	Computer and Technology
PFFV Global X Variable Rate Preferred ETF	$648,301		0.0%	29,700	0.4%	ETF
SHEL Shell	$644,211		0.0%	6,927	0.4%	Energy
DFAI Dimensional International Core Equity Market ETF	$626,087		0.0%	16,070	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$614,376		0.0%	4,200	0.4%	CL A
FNDF Schwab Fundamental International Equity ETF	$564,163	$930 ▼	-0.2%	11,530	0.4%	ETF
IBN ICICI Bank	$544,677	$104 ▼	0.0%	21,030	0.4%	Finance
NVO Novo Nordisk A/S	$538,167	$135,975 ▲	33.8%	14,644	0.4%	Medical
SONY Sony	$520,088		0.0%	25,125	0.4%	Consumer Discretionary
WALMART INC	$507,684		0.0%	4,085	0.3%	COM
IMTM iShares MSCI Intl Momentum Factor ETF	$475,398		0.0%	9,900	0.3%	ETF
AVES Avantis Emerging Markets Value ETF	$472,642	$23,992 ▲	5.3%	7,880	0.3%	ETF
VFMO Vanguard U.S. Momentum Factor ETF	$459,243		0.0%	2,330	0.3%	ETF
UBS UBS Group	$456,924		0.0%	11,695	0.3%	Finance
XOM ExxonMobil	$454,010	$848 ▼	-0.2%	2,676	0.3%	Energy
MCD McDonald's	$437,592		0.0%	1,408	0.3%	Retail/Wholesale
FLDR Fidelity Low Duration Bond Factor ETF	$435,435		0.0%	8,700	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$427,460		0.0%	11,000	0.3%	ETF
MCK McKesson	$417,969	$1,731 ▼	-0.4%	483	0.3%	Medical
DE Deere & Company	$408,956		0.0%	726	0.3%	Industrials
ICSH iShares Ultra Short-Term Bond Active ETF	$404,960		0.0%	8,000	0.3%	ETF
EQNR Equinor ASA	$390,772		0.0%	9,260	0.3%	Energy
VBR Vanguard Small-Cap Value ETF	$369,325		0.0%	1,700	0.3%	ETF
JNJ Johnson & Johnson	$364,949	$489 ▼	-0.1%	1,493	0.3%	Medical
TE CONNECTIVITY PLC	$351,781		0.0%	1,683	0.2%	ORD SHS
SLYV SPDR S&P 600 Small Cap Value ETF	$338,596		0.0%	3,580	0.2%	ETF
GSK GSK	$335,555		0.0%	6,080	0.2%	Medical
EMGF iShares Emerging Markets Equity Factor ETF	$332,365		0.0%	5,500	0.2%	ETF
IMOM Alpha Architect International Quantitative Momentum ETF	$331,372		0.0%	8,320	0.2%	ETF
ORCL Oracle	$322,318		0.0%	2,191	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$321,610	$27,248 ▲	9.3%	3,895	0.2%	Manufacturing
SYK Stryker	$318,732		0.0%	970	0.2%	Medical
CSCO Cisco Systems	$318,119		0.0%	4,100	0.2%	Computer and Technology
RTX RTX	$310,569	$579 ▼	-0.2%	1,610	0.2%	Aerospace
NUVEEN VRIABL RAT PFD & INM	$309,095	$82,038 ▼	-21.0%	17,030	0.2%	COM
META Meta Platforms	$305,517		0.0%	534	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$299,978		0.0%	5,550	0.2%	ETF
CRM Salesforce	$293,072		0.0%	1,570	0.2%	Computer and Technology
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$288,480	$30,050 ▼	-9.4%	4,800	0.2%	Finance
WTW Willis Towers Watson Public	$281,979		0.0%	970	0.2%	Finance
GLW Corning	$271,668	$271,668 ▲	New Holding	1,998	0.2%	Computer and Technology
HLN Haleon	$266,066		0.0%	26,580	0.2%	Medical
HAYW Hayward	$265,727		0.0%	19,860	0.2%	Computer and Technology
NTR Nutrien	$259,205		0.0%	3,435	0.2%	Basic Materials
HSBC HSBC	$258,194		0.0%	3,130	0.2%	Finance
CB Chubb	$255,855	$3,259 ▼	-1.3%	785	0.2%	Finance
PNR Pentair	$255,145		0.0%	2,929	0.2%	Business Services
PGR Progressive	$252,161		0.0%	1,272	0.2%	Finance
MRK Merck & Co., Inc.	$245,512	$241 ▼	-0.1%	2,041	0.2%	Medical
SNN Smith & Nephew SNATS	$240,575		0.0%	7,570	0.2%	Medical
HD Home Depot	$240,445	$658 ▼	-0.3%	731	0.2%	Retail/Wholesale
QEFA SPDR MSCI EAFE StrategicFactors ETF	$233,175		0.0%	2,500	0.2%	ETF
AZNCF AstraZeneca	$230,747	$230,747 ▲	New Holding	1,170	0.2%	Medical
ABT Abbott Laboratories	$229,057	$103 ▼	0.0%	2,231	0.2%	Medical
SNPS Synopsys	$225,994		0.0%	570	0.2%	Computer and Technology
TTWO Take-Two Interactive Software	$213,300		0.0%	1,080	0.1%	Consumer Discretionary
PG Procter & Gamble	$208,860	$578 ▼	-0.3%	1,446	0.1%	Consumer Staples
SCJ iShares MSCI Japan Small-Cap ETF	$207,751	$207,751 ▲	New Holding	2,140	0.1%	ETF
RY Royal Bank Of Canada	$202,225		0.0%	1,250	0.1%	Finance
INFY Infosys	$188,465		0.0%	13,950	0.1%	Computer and Technology
RC Ready Capital	$16,848	$14,094 ▼	-45.5%	10,400	0.0%	Finance
QCOM Qualcomm	$0	$258,286 ▼	-100.0%	0	0.0%	Computer and Technology
IBM International Business Machines	$0	$220,380 ▼	-100.0%	0	0.0%	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