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

About Seed Wealth Management, Inc.

Investment Activity

Seed Wealth Management, Inc. has $123.84 million in total holdings as of December 31, 2024.
Seed Wealth Management, Inc. owns shares of 148 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 8.94% of the portfolio was purchased this quarter.
About 4.12% of the portfolio was sold this quarter.
This quarter, Seed Wealth Management, Inc. has purchased 157 new stocks and bought additional shares in 17 stocks.
Seed Wealth Management, Inc. sold shares of 22 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Vanguard Mortgage-Backed Securities ETF: $7,246,919
Janus Henderson Mortgage-Backed Securities ETF: $5,723,166
Schwab US Broad Market ETF: $4,755,491
Schwab U.S. TIPS ETF: $4,427,779
Avantis U.S. Small Cap Value ETF: $4,296,068

Largest New Holdings this Quarter

BLACKROCK INC: $465,400 Holding
EA SERIES TRUST: $313,958 Holding
Dimensional U.S. Equity ETF: $264,563 Holding
iShares 1-3 Year Treasury Bond ETF: $259,877 Holding
Expedia Group: $215,211 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF: 139,662 shares (about $3.17M)
Schwab U.S. TIPS ETF: 105,400 shares (about $2.72M)
Schwab U.S. Large-Cap Value ETF: 30,385 shares (about $792.14K)
Janus Henderson Mortgage-Backed Securities ETF: 17,901 shares (about $790.87K)
BLACKROCK INC: 454 shares (about $465.40K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 1,550 shares (about $449.21K)
Vanguard Mortgage-Backed Securities ETF: 4,240 shares (about $192.24K)
iShares 0-5 Year Investment Grade Corporate Bond ETF: 2,800 shares (about $139.27K)
PALANTIR TECHNOLOGIES INC: 1,100 shares (about $83.19K)
Invesco AAA CLO Floating Rate Note ETF: 2,830 shares (about $72.56K)

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
VMBS Vanguard Mortgage-Backed Securities ETF	$7,246,919	$192,242 ▼	-2.6%	159,835	5.9%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$5,723,166	$790,866 ▲	16.0%	129,542	4.6%	ETF
SCHB Schwab US Broad Market ETF	$4,755,491	$3,170,327 ▲	200.0%	209,493	3.8%	ETF
SCHP Schwab U.S. TIPS ETF	$4,427,779	$2,722,482 ▲	159.6%	171,420	3.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$4,296,068	$55,505 ▼	-1.3%	44,505	3.5%	ETF
AVUS Avantis U.S. Equity ETF	$4,051,189	$129,402 ▲	3.3%	41,795	3.3%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$3,140,774	$89,217 ▲	2.9%	28,480	2.5%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$3,075,616	$169,599 ▲	5.8%	142,720	2.5%	ETF
VRP Invesco Variable Rate Preferred ETF	$3,029,386	$36,890 ▼	-1.2%	125,233	2.4%	ETF
MSFT Microsoft	$2,597,283		0.0%	6,162	2.1%	Computer and Technology
AAPL Apple	$2,581,580		0.0%	10,309	2.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,366,299	$449,206 ▼	-16.0%	8,165	1.9%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,336,831	$121,630 ▲	5.5%	48,262	1.9%	Manufacturing
AVGO Broadcom	$1,942,819		0.0%	8,380	1.6%	Computer and Technology
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$1,868,748		0.0%	29,140	1.5%	ETF
FLBL Franklin Senior Loan ETF	$1,787,007	$2,208 ▲	0.1%	73,645	1.4%	ETF
AMZN Amazon.com	$1,671,752		0.0%	7,620	1.3%	Retail/Wholesale
ICSH iShares Ultra Short-Term Bond Active ETF	$1,462,470		0.0%	29,000	1.2%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,431,337	$28,343 ▲	2.0%	15,655	1.2%	ETF
PULS PGIM Ultra Short Bond ETF	$1,368,819	$20,068 ▼	-1.4%	27,625	1.1%	ETF
BTT Blackrock Municipal 2030 Target Term Trust	$1,291,405	$380,915 ▲	41.8%	62,720	1.0%	Financial Services
AVDV Avantis International Small Cap Value ETF	$1,285,981		0.0%	19,760	1.0%	ETF
PALANTIR TECHNOLOGIES INC	$1,278,147	$83,193 ▼	-6.1%	16,900	1.0%	CL A
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$1,233,043		0.0%	24,130	1.0%	ETF
CRM Salesforce	$1,232,006		0.0%	3,685	1.0%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$1,200,524	$792,137 ▲	194.0%	46,050	1.0%	ETF
VXUS Vanguard Total International Stock ETF	$1,175,889	$58,930 ▼	-4.8%	19,954	0.9%	ETF
PFFV Global X Variable Rate Preferred ETF	$1,175,624		0.0%	49,875	0.9%	ETF
GOOG Alphabet	$1,127,405		0.0%	5,920	0.9%	Computer and Technology
NUVEEN VRIABL RAT PFD & INM	$1,122,968	$9,115 ▼	-0.8%	61,600	0.9%	COM
FNDC Schwab Fundamental International Small Cap Company Index ETF	$1,095,109		0.0%	32,077	0.9%	ETF
DELL Dell Technologies	$1,057,327		0.0%	9,175	0.9%	Computer and Technology
VFMF Vanguard US Multifactor ETF	$1,038,111		0.0%	7,950	0.8%	ETF
NVO Novo Nordisk A/S	$1,014,176		0.0%	11,790	0.8%	Medical
AVDE Avantis International Equity ETF	$1,011,991	$41,425 ▼	-3.9%	16,490	0.8%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$946,145		0.0%	48,595	0.8%	ETF
META Meta Platforms	$936,816		0.0%	1,600	0.8%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$907,912	$20,284 ▼	-2.2%	17,904	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$900,159		0.0%	4,558	0.7%	Computer and Technology
ORCL Oracle	$883,525		0.0%	5,302	0.7%	Computer and Technology
HD Home Depot	$868,646		0.0%	2,233	0.7%	Retail/Wholesale
MBB iShares MBS ETF	$863,626		0.0%	9,420	0.7%	ETF
MCK McKesson	$840,047		0.0%	1,474	0.7%	Medical
PGR Progressive	$823,540		0.0%	3,437	0.7%	Finance
WMT Walmart	$739,967		0.0%	8,190	0.6%	Retail/Wholesale
DE Deere & Company	$682,581		0.0%	1,611	0.6%	Industrial Products
MCD McDonald's	$676,023		0.0%	2,332	0.5%	Retail/Wholesale
IBN ICICI Bank	$662,773		0.0%	22,196	0.5%	Finance
SLYV SPDR S&P 600 Small CapValue ETF	$652,630		0.0%	7,480	0.5%	ETF
CSCO Cisco Systems	$638,886		0.0%	10,792	0.5%	Computer and Technology
SCHF Schwab International Equity ETF	$627,890	$361,453 ▲	135.7%	33,940	0.5%	ETF
AVEM Avantis Emerging Markets Equity ETF	$610,240	$48,796 ▼	-7.4%	10,380	0.5%	ETF
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$609,812	$139,272 ▼	-18.6%	12,260	0.5%	Manufacturing
XOM Exxon Mobil	$603,790		0.0%	5,613	0.5%	Oils/Energy
SYK Stryker	$594,083		0.0%	1,650	0.5%	Medical
JPST JPMorgan Ultra-Short Income ETF	$579,255	$25,185 ▼	-4.2%	11,500	0.5%	ETF
SONY Sony Group	$551,747	$441,398 ▲	400.0%	26,075	0.4%	Consumer Discretionary
JNJ Johnson & Johnson	$538,276		0.0%	3,722	0.4%	Medical
VFMO Vanguard U.S. Momentum Factor ETF	$530,915		0.0%	3,230	0.4%	ETF
V Visa	$529,051		0.0%	1,674	0.4%	Business Services
SNPS Synopsys	$524,189		0.0%	1,080	0.4%	Computer and Technology
CAT Caterpillar	$522,374		0.0%	1,440	0.4%	Industrial Products
LEN Lennar	$511,388		0.0%	3,750	0.4%	Construction
SHEL Shell	$486,477		0.0%	7,765	0.4%	Oils/Energy
VBR Vanguard Small-Cap Value ETF	$483,559		0.0%	2,440	0.4%	ETF
TTWO Take-Two Interactive Software	$476,767		0.0%	2,590	0.4%	Consumer Discretionary
QCOM QUALCOMM	$475,454	$8,449 ▼	-1.7%	3,095	0.4%	Computer and Technology
VWOB Vanguard Emerging Markets Government Bond ETF	$471,415		0.0%	7,465	0.4%	ETF
BLACKROCK INC	$465,400	$465,400 ▲	New Holding	454	0.4%	COM
NFLX Netflix	$463,486		0.0%	520	0.4%	Consumer Discretionary
DFAI Dimensional International Core Equity Market ETF	$451,140		0.0%	15,450	0.4%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$441,956		0.0%	8,580	0.4%	Manufacturing
FLDR Fidelity Low Duration Bond Factor ETF	$434,391		0.0%	8,700	0.4%	ETF
KEY KeyCorp	$423,409		0.0%	24,703	0.3%	Finance
PG Procter & Gamble	$416,778	$5,030 ▼	-1.2%	2,486	0.3%	Consumer Staples
PYPL PayPal	$415,228		0.0%	4,865	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$407,143		0.0%	1,751	0.3%	ETF
ABT Abbott Laboratories	$405,386		0.0%	3,584	0.3%	Medical
INFY Infosys	$400,259		0.0%	18,260	0.3%	Computer and Technology
UBS UBS Group	$398,253		0.0%	13,135	0.3%	Finance
GOOGL Alphabet	$397,530		0.0%	2,100	0.3%	Computer and Technology
NVDA NVIDIA	$386,755		0.0%	2,880	0.3%	Computer and Technology
FNDF Schwab Fundamental International Large Company Index ETF	$385,734		0.0%	11,615	0.3%	ETF
MRK Merck & Co., Inc.	$371,558	$3,482 ▼	-0.9%	3,735	0.3%	Medical
IMTM iShares MSCI Intl Momentum Factor ETF	$370,260		0.0%	9,900	0.3%	ETF
IBM International Business Machines	$369,095		0.0%	1,679	0.3%	Computer and Technology
COST Costco Wholesale	$366,508		0.0%	400	0.3%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$358,548		0.0%	1,496	0.3%	Finance
RTX RTX	$356,070		0.0%	3,077	0.3%	Aerospace
DIS Walt Disney	$350,864	$33,405 ▼	-8.7%	3,151	0.3%	Consumer Discretionary
BBY Best Buy	$348,777		0.0%	4,065	0.3%	Retail/Wholesale
HCA HCA Healthcare	$346,673		0.0%	1,155	0.3%	Medical
FDX FedEx	$344,629		0.0%	1,225	0.3%	Transportation
IBB iShares Biotechnology ETF	$330,525		0.0%	2,500	0.3%	Finance
AFL Aflac	$329,456		0.0%	3,185	0.3%	Finance
ADBE Adobe	$328,174	$11,562 ▲	3.7%	738	0.3%	Computer and Technology
UNH UnitedHealth Group	$317,174		0.0%	627	0.3%	Medical
KR Kroger	$314,617		0.0%	5,145	0.3%	Retail/Wholesale
AVES Avantis Emerging Markets Value ETF	$314,160	$36,960 ▲	13.3%	6,800	0.3%	ETF
EA SERIES TRUST	$313,958	$313,958 ▲	New Holding	12,858	0.3%	CAMBRIA TAX AWAR

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