Seed Wealth Management, Inc. Top Holdings and 13F Report (2025) About Seed Wealth Management, Inc.Investment ActivitySeed Wealth Management, Inc. has $122.85 million in total holdings as of March 31, 2025.Seed Wealth Management, Inc. owns shares of 149 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 5.51% of the portfolio was purchased this quarter.About 4.94% of the portfolio was sold this quarter.This quarter, Seed Wealth Management, Inc. has purchased 148 new stocks and bought additional shares in 22 stocks.Seed Wealth Management, Inc. sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Mortgage-Backed Securities ETF $7,400,570Janus Henderson Mortgage-Backed Securities ETF $6,308,716Schwab U.S. TIPS ETF $5,210,072Schwab US Broad Market ETF $4,889,097Avantis U.S. Equity ETF $4,082,734 Largest New Holdings this Quarter 464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $1,454,577 Holding37960A438 - GLOBAL X FDS $880,859 Holding816851109 - Sempra $243,338 Holding83175M205 - Smith & Nephew $224,974 Holding902494103 - Tyson Foods $222,059 Holding Largest Purchases this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 27,775 shares (about $1.45M)GLOBAL X FDS 8,770 shares (about $880.86K)Schwab U.S. TIPS ETF 22,335 shares (about $600.59K)Janus Henderson Mortgage-Backed Securities ETF 10,031 shares (about $453.40K)Schwab US Broad Market ETF 17,590 shares (about $378.71K) Largest Sales this Quarter Franklin Senior Loan ETF 45,391 shares (about $1.09M)iShares Ultra Short-Term Bond Active ETF 20,000 shares (about $1.01M)NUVEEN VRIABL RAT PFD & INM 34,881 shares (about $654.72K)Invesco Variable Rate Preferred ETF 21,623 shares (about $524.14K)Global X Variable Rate Preferred ETF 16,450 shares (about $389.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeed Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVMBSVanguard Mortgage-Backed Securities ETF$7,400,570$1,389 ▼0.0%159,8056.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$6,308,716$453,402 ▲7.7%139,5735.1%ETFSCHPSchwab U.S. TIPS ETF$5,210,072$600,588 ▲13.0%193,7554.2%ETFSCHBSchwab US Broad Market ETF$4,889,097$378,713 ▲8.4%227,0834.0%ETFAVUSAvantis U.S. Equity ETF$4,082,734$221,712 ▲5.7%44,1953.3%ETFAVUVAvantis U.S. Small Cap Value ETF$4,076,505$197,004 ▲5.1%46,7653.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$3,438,909$263,674 ▲8.3%30,8452.8%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$3,157,340$10,364 ▲0.3%143,1902.6%ETFVRPInvesco Variable Rate Preferred ETF$2,511,506$524,141 ▼-17.3%103,6102.0%ETFMSFTMicrosoft$2,305,645$7,508 ▼-0.3%6,1421.9%Computer and TechnologyAAPLApple$2,289,9380.0%10,3091.9%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,258,558$149,699 ▼-6.2%45,2621.8%ManufacturingVTIVanguard Total Stock Market ETF$2,147,875$96,194 ▼-4.3%7,8151.7%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$1,837,836$106,920 ▲6.2%30,9401.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,567,666$131,633 ▲9.2%17,0901.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,454,577$1,454,577 ▲New Holding27,7751.2%ManufacturingAMZNAmazon.com$1,449,7810.0%7,6201.2%Retail/WholesalePULSPGIM Ultra Short Bond ETF$1,435,705$61,914 ▲4.5%28,8701.2%ETFAVDVAvantis International Small Cap Value ETF$1,433,854$55,792 ▲4.0%20,5601.2%ETFVXUSVanguard Total International Stock ETF$1,425,443$186,300 ▲15.0%22,9541.2%ETFAVGOBroadcom$1,403,0630.0%8,3801.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,353,776$72,584 ▼-5.1%16,0401.1%CL ABTTBlackrock Municipal 2030 Target Term Trust$1,331,5460.0%62,7201.1%Financial ServicesSCHVSchwab U.S. Large-Cap Value ETF$1,224,0090.0%46,0501.0%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$1,197,651$18,139 ▼-1.5%23,7701.0%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$1,161,1870.0%32,0770.9%ETFAVDEAvantis International Equity ETF$1,104,390$11,597 ▲1.1%16,6650.9%ETFVFMFVanguard US Multifactor ETF$1,004,1630.0%7,9500.8%ETFMCKMcKesson$991,9870.0%1,4740.8%MedicalCRMSalesforce$988,9070.0%3,6850.8%Computer and TechnologyNVONovo Nordisk A/S$974,243$155,546 ▲19.0%14,0300.8%MedicalPGRProgressive$972,7050.0%3,4370.8%FinanceHYEMVanEck Emerging Markets High Yield Bond ETF$947,130$7,762 ▼-0.8%48,2000.8%ETFGOOGAlphabet$924,8820.0%5,9200.8%Computer and TechnologyMETAMeta Platforms$922,1760.0%1,6000.8%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$918,054$10,142 ▲1.1%18,1040.7%ETFMBBiShares MBS ETF$883,4080.0%9,4200.7%ETFGLOBAL X FDS$880,859$880,859 ▲New Holding8,7700.7%1-3 MONTH T-BILLDELLDell Technologies$836,3010.0%9,1750.7%Computer and TechnologyHDHome Depot$818,4020.0%2,2330.7%Retail/WholesalePFFVGlobal X Variable Rate Preferred ETF$790,836$389,207 ▼-33.0%33,4250.6%ETFTSMTaiwan Semiconductor Manufacturing$756,6280.0%4,5580.6%Computer and TechnologyDEDeere & Company$756,1230.0%1,6110.6%IndustrialsORCLOracle$741,2730.0%5,3020.6%Computer and TechnologyMCDMcDonald's$728,4470.0%2,3320.6%Retail/WholesaleWMTWalmart$719,0000.0%8,1900.6%Retail/WholesaleIBNICICI Bank$699,6180.0%22,1960.6%FinanceAVEMAvantis Emerging Markets Equity ETF$696,769$72,204 ▲11.6%11,5800.6%ETFFLBLFranklin Senior Loan ETF$680,069$1,092,554 ▼-61.6%28,2540.6%ETFSCHFSchwab International Equity ETF$671,3330.0%33,9400.5%ETFXOMExxon Mobil$667,5540.0%5,6130.5%EnergyCSCOCisco Systems$665,9740.0%10,7920.5%Computer and TechnologySONYSony Group$662,0440.0%26,0750.5%Consumer StaplesJNJJohnson & Johnson$617,2560.0%3,7220.5%MedicalSYKStryker$614,2130.0%1,6500.5%MedicalSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$605,874$10,559 ▼-1.7%12,0500.5%ManufacturingVVisa$586,6700.0%1,6740.5%Business ServicesSLYVSPDR S&P 600 Small Cap Value ETF$586,4320.0%7,4800.5%ETFSHELShell$569,0190.0%7,7650.5%EnergyTTWOTake-Two Interactive Software$536,7780.0%2,5900.4%Consumer DiscretionaryNUVEEN VRIABL RAT PFD & INM$501,516$654,717 ▼-56.6%26,7190.4%COMVWOBVanguard Emerging Markets Government Bond ETF$498,513$19,260 ▲4.0%7,7650.4%ETFVFMOVanguard U.S. Momentum Factor ETF$490,0230.0%3,2300.4%ETFNFLXNetflix$484,9160.0%5200.4%Consumer DiscretionaryDFAIDimensional International Core Equity Market ETF$482,5040.0%15,4500.4%ETFQCOMQUALCOMM$475,4230.0%3,0950.4%Computer and TechnologyABTAbbott Laboratories$475,4180.0%3,5840.4%MedicalCATCaterpillar$474,9120.0%1,4400.4%IndustrialsSNPSSynopsys$463,1580.0%1,0800.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$456,300$1,014,000 ▼-69.0%9,0000.4%ETFVBRVanguard Small-Cap Value ETF$454,5480.0%2,4400.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$450,6220.0%8,5800.4%ManufacturingLENLennar$445,346$14,921 ▲3.5%3,8800.4%ConstructionFLDRFidelity Low Duration Bond Factor ETF$436,0440.0%8,7000.4%ETFBLACKROCK INC$429,7020.0%4540.3%COMPGProcter & Gamble$423,6640.0%2,4860.3%Consumer StaplesFNDFSchwab Fundamental International Large Company Index ETF$419,7660.0%11,6150.3%ETFIBMInternational Business Machines$417,5000.0%1,6790.3%Computer and TechnologyRTXRTX$407,5790.0%3,0770.3%AerospaceUBSUBS Group$402,3250.0%13,1350.3%FinanceHCAHCA Healthcare$399,1100.0%1,1550.3%MedicalIMTMiShares MSCI Intl Momentum Factor ETF$395,4060.0%9,9000.3%ETFKEYKeyCorp$395,0010.0%24,7030.3%FinanceCOSTCostco Wholesale$378,3120.0%4000.3%Retail/WholesaleAZOAutoZone$369,8400.0%970.3%Retail/WholesaleJPMJPMorgan Chase & Co.$366,9090.0%1,4960.3%FinanceXLKTechnology Select Sector SPDR Fund$361,5460.0%1,7510.3%ETFBRK.BBerkshire Hathaway$356,2960.0%6690.3%FinanceAFLAflac$354,1400.0%3,1850.3%FinanceKRKroger$348,2650.0%5,1450.3%Retail/WholesaleAVESAvantis Emerging Markets Value ETF$336,251$15,563 ▲4.9%7,1300.3%ETFMRKMerck & Co., Inc.$335,2540.0%3,7350.3%MedicalUNHUnitedHealth Group$328,3910.0%6270.3%MedicalWTWWillis Towers Watson Public$327,8120.0%9700.3%FinanceGOOGLAlphabet$324,7440.0%2,1000.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$320,165$57,911 ▲22.1%3,8700.3%ManufacturingIBBiShares Biotechnology ETF$319,7500.0%2,5000.3%FinancePYPLPayPal$317,4410.0%4,8650.3%Computer and TechnologyNVDANVIDIA$312,1340.0%2,8800.3%Computer and TechnologyDISWalt Disney$311,0040.0%3,1510.3%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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