Seed Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Seed Wealth Management, Inc.

Investment Activity

Seed Wealth Management, Inc. has $134.20 million in total holdings as of June 30, 2025.
Seed Wealth Management, Inc. owns shares of 149 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 11.98% of the portfolio was purchased this quarter.
About 9.80% of the portfolio was sold this quarter.
This quarter, Seed Wealth Management, Inc. has purchased 149 new stocks and bought additional shares in 18 stocks.
Seed Wealth Management, Inc. sold shares of 50 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Janus Henderson Mortgage-Backed Securities ETF: $6,657,405
Schwab U.S. TIPS ETF: $5,831,714
Schwab US Broad Market ETF: $5,399,473
VANGUARD MUN BD FDS: $4,656,467
Avantis U.S. Small Cap Value ETF: $4,191,511

Largest New Holdings this Quarter

922907738 - VANGUARD MUN BD FDS: $4,656,467 Holding
46429B655 - iShares Floating Rate Bond ETF: $2,957,629 Holding
69376K106 - P10: $2,584,566 Holding
421298100 - Hayward: $593,359 Holding
14040H105 - Capital One Financial: $486,369 Holding

Largest Purchases this Quarter

VANGUARD MUN BD FDS: 47,245 shares (about $4.66M)
iShares Floating Rate Bond ETF: 57,970 shares (about $2.96M)
P10: 252,893 shares (about $2.58M)
Schwab U.S. TIPS ETF: 24,825 shares (about $662.33K)
Hayward: 42,997 shares (about $593.36K)

Largest Sales this Quarter

Vanguard Mortgage-Backed Securities ETF: 97,890 shares (about $4.54M)
Avantis U.S. Equity ETF: 8,270 shares (about $833.78K)
SPDR Portfolio Mortgage Backed Bond ETF: 16,350 shares (about $361.34K)
SPDR Bloomberg 1-3 Month T-Bill ETF: 1,490 shares (about $136.68K)
Avantis U.S. Small Cap Value ETF: 755 shares (about $68.78K)

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
JMBS Janus Henderson Mortgage-Backed Securities ETF	$6,657,405	$369,636 ▲	5.9%	147,778	5.0%	ETF
SCHP Schwab U.S. TIPS ETF	$5,831,714	$662,331 ▲	12.8%	218,580	4.3%	ETF
SCHB Schwab US Broad Market ETF	$5,399,473	$11,915 ▼	-0.2%	226,583	4.0%	ETF
VANGUARD MUN BD FDS	$4,656,467	$4,656,467 ▲	New Holding	47,245	3.5%	INTERMEDIATE TRM
AVUV Avantis U.S. Small Cap Value ETF	$4,191,511	$68,781 ▼	-1.6%	46,010	3.1%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$3,842,951	$367,337 ▲	10.6%	34,105	2.9%	ETF
AVUS Avantis U.S. Equity ETF	$3,621,959	$833,782 ▼	-18.7%	35,925	2.7%	ETF
MSFT Microsoft	$3,184,916	$129,824 ▲	4.2%	6,403	2.4%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$2,957,629	$2,957,629 ▲	New Holding	57,970	2.2%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$2,869,141	$4,536,222 ▼	-61.3%	61,915	2.1%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$2,803,164	$361,335 ▼	-11.4%	126,840	2.1%	ETF
PX P10	$2,584,566	$2,584,566 ▲	New Holding	252,893	1.9%	Finance
PALANTIR TECHNOLOGIES INC	$2,564,588	$378,015 ▲	17.3%	18,813	1.9%	CL A
VRP Invesco Variable Rate Preferred ETF	$2,533,265		0.0%	103,610	1.9%	ETF
AVGO Broadcom	$2,502,902	$192,955 ▲	8.4%	9,080	1.9%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,467,499	$192,182 ▲	8.4%	49,085	1.8%	Manufacturing
VTI Vanguard Total Stock Market ETF	$2,314,427	$60,786 ▼	-2.6%	7,615	1.7%	ETF
AAPL Apple	$2,069,345	$45,753 ▼	-2.2%	10,086	1.5%	Computer and Technology
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$2,010,481		0.0%	30,940	1.5%	ETF
AVDV Avantis International Small Cap Value ETF	$1,771,194	$141,198 ▲	8.7%	22,341	1.3%	ETF
AMZN Amazon.com	$1,627,874	$43,878 ▼	-2.6%	7,420	1.2%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$1,547,892	$37,999 ▼	-2.4%	22,404	1.2%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,430,988	$136,678 ▼	-8.7%	15,600	1.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,427,686	$37,723 ▼	-2.6%	27,060	1.1%	Manufacturing
META Meta Platforms	$1,380,228	$199,284 ▲	16.9%	1,870	1.0%	Computer and Technology
PULS PGIM Ultra Short Bond ETF	$1,374,819	$61,752 ▼	-4.3%	27,629	1.0%	ETF
FNDC Schwab Fundamental International Small Equity ETF	$1,342,530	$6,307 ▼	-0.5%	31,927	1.0%	ETF
BTT Blackrock Municipal 2030 Target Term Trust	$1,305,082	$67,859 ▼	-4.9%	59,620	1.0%	Financial Services
SCHV Schwab U.S. Large-Cap Value ETF	$1,274,204		0.0%	46,050	0.9%	ETF
ORCL Oracle	$1,228,701	$69,524 ▲	6.0%	5,620	0.9%	Computer and Technology
AVDE Avantis International Equity ETF	$1,188,971	$44,406 ▼	-3.6%	16,065	0.9%	ETF
DELL Dell Technologies	$1,131,475	$6,620 ▲	0.6%	9,229	0.8%	Computer and Technology
NVO Novo Nordisk A/S	$1,100,869	$132,518 ▲	13.7%	15,950	0.8%	Medical
MCK McKesson	$1,080,118		0.0%	1,474	0.8%	Medical
VFMF Vanguard US Multifactor ETF	$1,069,256		0.0%	7,950	0.8%	ETF
GOOG Alphabet	$1,039,505	$10,643 ▼	-1.0%	5,860	0.8%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,032,341		0.0%	4,558	0.8%	Computer and Technology
CRM Salesforce	$1,004,863		0.0%	3,685	0.7%	Computer and Technology
HYEM VanEck Emerging Markets High Yield Bond ETF	$946,405	$8,919 ▼	-0.9%	47,750	0.7%	ETF
PGR Progressive	$917,198		0.0%	3,437	0.7%	Finance
MBB iShares MBS ETF	$884,444		0.0%	9,420	0.7%	ETF
HD Home Depot	$818,737		0.0%	2,233	0.6%	Retail/Wholesale
AVEM Avantis Emerging Markets Equity ETF	$793,693		0.0%	11,580	0.6%	ETF
DE Deere & Company	$768,328	$50,849 ▼	-6.2%	1,511	0.6%	Industrials
WMT Walmart	$758,284	$42,534 ▼	-5.3%	7,755	0.6%	Retail/Wholesale
SCHF Schwab International Equity ETF	$750,074		0.0%	33,940	0.6%	ETF
CSCO Cisco Systems	$723,633	$25,116 ▼	-3.4%	10,430	0.5%	Computer and Technology
IBN ICICI Bank	$707,584	$39,090 ▼	-5.2%	21,034	0.5%	Finance
PFFV Global X Variable Rate Preferred ETF	$699,960	$62,130 ▼	-8.2%	30,700	0.5%	ETF
NFLX Netflix	$696,348		0.0%	520	0.5%	Consumer Discretionary
MCD McDonald's	$681,340		0.0%	2,332	0.5%	Retail/Wholesale
SONY Sony	$654,004	$24,729 ▼	-3.6%	25,125	0.5%	Consumer Discretionary
SYK Stryker	$652,790		0.0%	1,650	0.5%	Medical
TTWO Take-Two Interactive Software	$628,982		0.0%	2,590	0.5%	Consumer Discretionary
XOM Exxon Mobil	$619,095	$14,014 ▲	2.3%	5,743	0.5%	Energy
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$609,610		0.0%	12,050	0.5%	Manufacturing
V Visa	$594,354		0.0%	1,674	0.4%	Business Services
HAYW Hayward	$593,359	$593,359 ▲	New Holding	42,997	0.4%	Computer and Technology
JNJ Johnson & Johnson	$568,536		0.0%	3,722	0.4%	Medical
DFAI Dimensional International Core Equity Market ETF	$566,602	$32,496 ▲	6.1%	16,390	0.4%	ETF
CAT Caterpillar	$559,022		0.0%	1,440	0.4%	Industrials
VFMO Vanguard U.S. Momentum Factor ETF	$557,240		0.0%	3,230	0.4%	ETF
SNPS Synopsys	$553,694		0.0%	1,080	0.4%	Computer and Technology
SLYV SPDR S&P 600 Small Cap Value ETF	$548,749	$47,856 ▼	-8.0%	6,880	0.4%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$530,642	$23,199 ▲	4.6%	8,120	0.4%	ETF
SHEL Shell	$508,853	$37,881 ▼	-6.9%	7,227	0.4%	Energy
IBM International Business Machines	$502,600	$7,664 ▲	1.5%	1,705	0.4%	Computer and Technology
ABT Abbott Laboratories	$487,460		0.0%	3,584	0.4%	Medical
COF Capital One Financial	$486,369	$486,369 ▲	New Holding	2,286	0.4%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$481,331	$481,331 ▲	New Holding	13,430	0.4%	ETF
VBR Vanguard Small-Cap Value ETF	$475,824		0.0%	2,440	0.4%	ETF
FNDF Schwab Fundamental International Equity ETF	$464,832		0.0%	11,615	0.3%	ETF
NVDA NVIDIA	$455,011		0.0%	2,880	0.3%	Computer and Technology
IMTM iShares MSCI Intl Momentum Factor ETF	$452,331		0.0%	9,900	0.3%	ETF
NUVEEN VRIABL RAT PFD & INM	$450,188	$64,954 ▼	-12.6%	23,350	0.3%	COM
RTX RTX	$449,304		0.0%	3,077	0.3%	Aerospace
BLACKROCK INC	$448,030	$28,330 ▼	-5.9%	427	0.3%	COM
XLK Technology Select Sector SPDR Fund	$443,406		0.0%	1,751	0.3%	ETF
HCA HCA Healthcare	$442,481		0.0%	1,155	0.3%	Medical
QCOM QUALCOMM	$441,947	$50,963 ▼	-10.3%	2,775	0.3%	Computer and Technology
FLDR Fidelity Low Duration Bond Factor ETF	$435,609		0.0%	8,700	0.3%	ETF
JPM JPMorgan Chase & Co.	$433,635		0.0%	1,496	0.3%	Finance
KEY KeyCorp	$430,326		0.0%	24,703	0.3%	Finance
UBS UBS Group	$414,126	$30,100 ▼	-6.8%	12,245	0.3%	Finance
ICSH iShares Ultra Short-Term Bond Active ETF	$405,680	$50,710 ▼	-11.1%	8,000	0.3%	ETF
PG Procter & Gamble	$396,070		0.0%	2,486	0.3%	Consumer Staples
COST Costco Wholesale	$395,976		0.0%	400	0.3%	Retail/Wholesale
AVES Avantis Emerging Markets Value ETF	$381,777		0.0%	7,130	0.3%	ETF
LEN Lennar	$371,650	$57,517 ▼	-13.4%	3,360	0.3%	Construction
DIS Walt Disney	$371,534	$19,222 ▼	-4.9%	2,996	0.3%	Consumer Discretionary
GOOGL Alphabet	$370,083		0.0%	2,100	0.3%	Computer and Technology
KR Kroger	$369,051		0.0%	5,145	0.3%	Retail/Wholesale
PYPL PayPal	$361,567		0.0%	4,865	0.3%	Business Services
AZO AutoZone	$360,086		0.0%	97	0.3%	Retail/Wholesale
AFL Aflac	$335,890		0.0%	3,185	0.3%	Finance
EA SERIES TRUST	$333,465		0.0%	12,858	0.2%	CAMBRIA TAX AWAR
BRK.B Berkshire Hathaway	$324,980		0.0%	669	0.2%	Finance
EMGF iShares Emerging Markets Equity Factor ETF	$312,420		0.0%	6,000	0.2%	ETF
LHX L3Harris Technologies	$312,296		0.0%	1,245	0.2%	Aerospace
RSG Republic Services	$311,222		0.0%	1,262	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Seed Wealth Management, Inc. Top Holdings and 13F Report (2025)

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

MarketBeat Products

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Seed Wealth Management, Inc. Top Holdings and 13F Report (2025)

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