Seed Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1963728 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$145.4M
Long-equity book
Holdings
98
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+3 / −7 / ↑20 / ↓31
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PGIM ETF TR$3.4M +69.5%
- EA SERIES TRUST$1.3M +31.6%
- AMERICAN CENTY ETF TR$419.3K +8.3%
- AMERICAN CENTY ETF TR$184.0K +7.2%
- EQUINOR ASA$172.0K +78.6%
Top Trims
- RIDGEPOST CAP INC-$425.6K -26.0%
- SCHWAB STRATEGIC TR-$402.8K -7.7%
- MICROSOFT CORP-$389.9K -23.5%
- VANGUARD MALVERN FDS-$369.8K -17.8%
- EA SERIES TRUST-$265.3K -5.9%
Exited Positions
- QUALCOMM INC$258.3K
- INTERNATIONAL BUSINESS MACHS$220.4K
- EXPEDIA GROUP INC$219.6K
- ASTRAZENECA PLC$215.1K
- SELECT SECTOR SPDR TR$204.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EA SERIES TRUST | AAUS | 02072Q853 | $35.8M | 24.64% | 683,953 | SH |
| 2 | PGIM ETF TR | PULS | 69344A107 | $8.4M | 5.79% | 169,959 | SH |
| 3 | JANUS DETROIT STR TR | JMBS | 47103U852 | $7.7M | 5.32% | 171,079 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $5.9M | 4.06% | 221,860 | SH |
| 5 | EA SERIES TRUST | BOXX | 02072L565 | $5.5M | 3.81% | 47,605 | SH |
| 6 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $5.5M | 3.75% | 49,385 | SH |
| 7 | VANGUARD MUN BD FDS | VTEI | 922907738 | $5.0M | 3.43% | 49,885 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $4.8M | 3.32% | 192,268 | SH |
| 9 | EA SERIES TRUST | AAEQ | 02072Q358 | $4.3M | 2.93% | 91,454 | SH |
| 10 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $2.7M | 1.89% | 27,486 | SH |
| 11 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $2.7M | 1.83% | 56,690 | SH |
| 12 | SPDR SERIES TRUST | SPMB | 78464A383 | $2.7M | 1.83% | 118,560 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $2.3M | 1.58% | 7,165 | SH |
| 14 | INVESCO EXCH TRADED FD TR II | VRP | 46138G870 | $2.2M | 1.48% | 89,925 | SH |
| 15 | EA SERIES TRUST | QMOM | 02072L409 | $2.1M | 1.45% | 30,940 | SH |
| 16 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.9M | 1.28% | 21,865 | SH |
| 17 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $1.8M | 1.24% | 16,225 | SH |
| 18 | VANGUARD MALVERN FDS | VTIP | 922020805 | $1.7M | 1.18% | 34,228 | SH |
| 19 | VANGUARD STAR FDS | VXUS | 921909768 | $1.6M | 1.09% | 20,639 | SH |
| 20 | SCHWAB STRATEGIC TR | FNDC | 808524748 | $1.4M | 0.97% | 30,292 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $1.4M | 0.94% | 44,930 | SH |
| 22 | BLACKROCK MUN TARGET TERM TR | BTT | 09257P105 | $1.3M | 0.92% | 59,170 | SH |
| 23 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.88% | 3,437 | SH |
| 24 | SPDR SERIES TRUST | BIL | 78468R663 | $1.2M | 0.86% | 13,565 | SH |
| 25 | RIDGEPOST CAP INC | RPC | 69376K106 | $1.2M | 0.83% | 166,893 | SH |
| 26 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.1M | 0.77% | 3,312 | SH |
| 27 | VANGUARD WELLINGTON FD | VFMF | 921935607 | $1.0M | 0.71% | 6,650 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $1.0M | 0.70% | 4,006 | SH |
| 29 | ALPHABET INC | GOOG | 02079K107 | $939.5K | 0.65% | 3,275 | SH |
| 30 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $933.1K | 0.64% | 11,580 | SH |
| 31 | BROADCOM INC | AVGO | 11135F101 | $931.9K | 0.64% | 3,011 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $920.8K | 0.63% | 5,280 | SH |
| 33 | VANECK ETF TRUST | HYEM | 92189F353 | $897.9K | 0.62% | 45,510 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $894.5K | 0.62% | 4,295 | SH |
| 35 | ISHARES TR | MBB | 464288588 | $894.4K | 0.62% | 9,420 | SH |
| 36 | VANGUARD WHITEHALL FDS | VWOB | 921946885 | $873.0K | 0.60% | 13,290 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $828.4K | 0.57% | 33,470 | SH |
| 38 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $732.8K | 0.50% | 4,465 | SH |
| 39 | GLOBAL X FDS | PFFV | 37954Y376 | $648.3K | 0.45% | 29,700 | SH |
| 40 | SHELL PLC | SHEL | 780259305 | $644.2K | 0.44% | 6,927 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $626.1K | 0.43% | 16,070 | SH |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $614.4K | 0.42% | 4,200 | SH |
| 43 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $564.2K | 0.39% | 11,530 | SH |
| 44 | ICICI BANK LIMITED | IBN | 45104G104 | $544.7K | 0.37% | 21,030 | SH |
| 45 | NOVO-NORDISK A S | NVO | 670100205 | $538.2K | 0.37% | 14,644 | SH |
| 46 | SONY GROUP CORP | SONY | 835699307 | $520.1K | 0.36% | 25,125 | SH |
| 47 | WALMART INC | WMT | 931142103 | $507.7K | 0.35% | 4,085 | SH |
| 48 | ISHARES TR | IMTM | 46434V449 | $475.4K | 0.33% | 9,900 | SH |
| 49 | AMERICAN CENTY ETF TR | AVES | 025072372 | $472.6K | 0.33% | 7,880 | SH |
| 50 | VANGUARD WELLINGTON FD | VFMO | 921935508 | $459.2K | 0.32% | 2,330 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $145.4M | 98 | 0001963728-26-000002 |
| 2025-12-31 | 2026-01-21 | $145.0M | 102 | 0001963728-26-000001 |