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SEEDS INVESTOR LLC — 13F Holdings & Portfolio

CIK 2021047 · latest 13F-HR filed 2026-08-12

Backtest portfolio

SEEDS INVESTOR LLC manages $973.3M in 13F-reported U.S. long-equity assets across 379 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (5.60%), MUB (5.13%), VOO (5.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 62 new positions and exited 33; 157 existing positions rose in reported value and 85 fell.

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
$973.3M

Long-equity book

Holdings
379

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+62 / −33 / ↑157 / ↓85

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI5.6% · +5%MUB5.1% · +13%VOO5.1% · +28%QQQ4.0% · +1371%SPY3.5% · +227%SPDW2.1% · +9%BNDX2.1% · +12%VTES2.1% · +2%VTEI1.7% · -0%AAPL1.7% · +14%EUSB1.6% · -1%NVDA1.4% · +4%DFSB1.4% · +1%VEU1.3% · -0%IAU1.3% · +20%IUSB1.2% · -9%MBB1.1% · +4%SNDK1.1% · +1132%SPYX1.1% · +22%BIV1.1% · -8%IJH1.0% · +59%TFLO1.0% · +19%VUG1.0% · +666%JMSI0.9% · +5%GOOG0.8% · +6%MDY0.8% · -7%MSFT0.8% · +4%SPTM0.7% · +216%AMZN0.7% · +31%TFI0.7% · -0%AMAT0.7% · +144%MU0.7% · +213%BGRN0.7% · +1%LRCX0.7% · +131%SPEM0.6% · +16%WDC0.6% · +319%VWOB0.6% · +22%ISTB0.6% · +9%PZA0.6% · +6%SCHF0.6% · +16%GOVT0.6% · -2%BLV0.5% · +18%GOOGL0.5% · +12%AMD0.5% · +226%FTLS0.5% · +25%SIVR0.5% · +20%LMUB0.5% · +6%INTC0.5% · newIVV0.5% · +112%JMHI0.5% · +3%KLAC0.5% · +3173%SPMO0.5% · newAVGO0.5% · -4%STX0.5% · newSUSB0.5% · +2%VTV0.5% · -3%CIEN0.4% · +172%GLW0.4% · +344%CAOS0.4% · +36%FIX0.4% · +735%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 9, 2026.

Assets Under Management
$1.00B
Discretionary
$1.00B
Employees
25
Accounts
1,968
Address
THE MALIN NOMAD, FL. 5 ATTN SEEDS INVESTOR LLC
387 PARK AVENUE SOUTH
NEW YORK, NY 10016
Phone
(212) 287-7370
Website
Name Title / Status Ownership Type
Conway, Zachary, Adam ControlCHIEF EXECUTIVE OFFICER
since Apr 2020
Less than 5%Individual
SEEDS INVESTOR HOLDINGS, INC. ControlMANAGING MEMBER
since Apr 2020
75% or moreDomestic Entity
Conway, Michael, WilliamCHAIRMAN
since Apr 2020
Less than 5%Individual
Morin, Dianne, MarieCCO
since Jan 2025
Less than 5%Individual
Conway, Zachary, Adam Control
Indirect owner via SEEDS INVESTOR HOLDINGS, INC.
MANAGING MEMBER
since Apr 2020
50–75%Individual
Ownership & leadership changes · 5 filings with changes since Apr 29, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • ChangedConway, Zachary, Adam · indirect via SEEDS INVESTOR HOLDINGS, INC.: ownership General partner, trustee or manager → 50–75%
  • ChangedMorin, Dianne, Marie · no longer a control person
Mar 28, 2025 filing
  • ChangedConway, Zachary, Adam · indirect via SEEDS INVESTOR HOLDINGS, INC.: ownership 50–75% → General partner, trustee or manager
Mar 14, 2025 filing
  • AddedMorin, Dianne, Marie · CCO · Less than 5% · control person
  • ChangedConway, Zachary, Adam · title CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
Sep 20, 2024 filing
  • No longer listedConway, Zachary, Adam · MANAGING MEMBER · 50–75% · indirect via SEEDS INVESTOR HOLDINGS LLC · control person · listed since Apr 2020
  • No longer listedLAWRENCE, STEPHANIE, ANN · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Apr 2023
  • No longer listedSEEDS INVESTOR HOLDINGS LLC · MANAGING MEMBER · 75% or more · control person · listed since Apr 2020
  • AddedConway, Michael, William · CHAIRMAN · Less than 5%
  • AddedConway, Zachary, Adam · MANAGING MEMBER · 50–75% · indirect via SEEDS INVESTOR HOLDINGS, INC. · control person
  • AddedSEEDS INVESTOR HOLDINGS, INC. · MANAGING MEMBER · 75% or more · control person
Apr 24, 2023 filing
  • AddedLAWRENCE, STEPHANIE, ANN · CHIEF OPERATING OFFICER · Less than 5% · control person
Apr 29, 2020 filing (earliest on record)
  • ListedConway, Zachary, Adam · CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedConway, Zachary, Adam · MANAGING MEMBER · 50–75% · indirect via SEEDS INVESTOR HOLDINGS LLC · control person
  • ListedSEEDS INVESTOR HOLDINGS LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

SEEDS INVESTOR LLC Holdings (2026-06-30)

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 VANGUARD INDEX FDS VTI 922908769 $54.5M 5.60% 147,295 SH
2 ISHARES TR MUB 464288414 $49.9M 5.13% 463,913 SH
3 VANGUARD INDEX FDS VOO 922908363 $49.6M 5.09% 72,166 SH
4 INVESCO QQQ TR QQQ 46090E103 $38.8M 3.99% 52,680 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $34.3M 3.53% 45,947 SH
6 SPDR INDEX SHS FDS SPDW 78463X889 $20.3M 2.09% 403,044 SH
7 VANGUARD CHARLOTTE FDS BNDX 92203J407 $20.2M 2.08% 417,926 SH
8 VANGUARD WELLINGTON FD VTES 921935870 $20.1M 2.06% 198,242 SH
9 VANGUARD MUN BD FDS VTEI 922907738 $16.5M 1.70% 163,498 SH
10 APPLE INC AAPL 037833100 $16.4M 1.69% 56,790 SH
11 ISHARES TR EUSB 46436E619 $15.9M 1.64% 366,740 SH
12 NVIDIA CORPORATION NVDA 67066G104 $13.9M 1.43% 69,387 SH
13 DIMENSIONAL ETF TRUST DFSB 25434V674 $13.5M 1.38% 258,358 SH
14 VANGUARD INTL EQUITY INDEX F VEU 922042775 $13.0M 1.33% 154,891 SH
15 ISHARES GOLD TR IAU 464285204 $12.3M 1.26% 162,857 SH
16 ISHARES TR IUSB 46434V613 $11.2M 1.15% 242,729 SH
17 ISHARES TR MBB 464288588 $11.1M 1.15% 117,931 SH
18 SANDISK CORP SNDK 80004C200 $10.8M 1.11% 4,731 SH
19 SPDR SERIES TRUST SPYX 78468R796 $10.6M 1.09% 173,168 SH
20 VANGUARD BD INDEX FDS BIV 921937819 $10.4M 1.07% 135,734 SH
21 ISHARES TR IJH 464287507 $10.1M 1.03% 130,566 SH
22 ISHARES TR TFLO 46434V860 $10.1M 1.03% 198,773 SH
23 VANGUARD INDEX FDS VUG 922908736 $9.7M 1.00% 112,693 SH
24 J P MORGAN EXCHANGE TRADED F JMSI 46654Q815 $8.9M 0.92% 177,353 SH
25 ALPHABET INC GOOG 02079K107 $8.3M 0.85% 23,383 SH
26 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $7.8M 0.80% 11,075 SH
27 MICROSOFT CORP MSFT 594918104 $7.5M 0.77% 19,974 SH
28 SPDR SERIES TRUST SPTM 78464A805 $7.2M 0.74% 78,802 SH
29 AMAZON COM INC AMZN 023135106 $7.0M 0.72% 29,411 SH
30 SPDR SERIES TRUST TFI 78468R721 $6.9M 0.70% 149,733 SH
31 APPLIED MATLS INC AMAT 038222105 $6.8M 0.70% 9,461 SH
32 MICRON TECHNOLOGY INC MU 595112103 $6.8M 0.70% 5,874 SH
33 ISHARES TR BGRN 46435U440 $6.7M 0.69% 140,678 SH
34 LAM RESEARCH CORP LRCX 512807306 $6.5M 0.67% 14,960 SH
35 SPDR INDEX SHS FDS SPEM 78463X509 $6.3M 0.64% 120,883 SH
36 WESTERN DIGITAL CORP WDC 958102105 $6.2M 0.64% 9,750 SH
37 VANGUARD WHITEHALL FDS VWOB 921946885 $6.0M 0.62% 89,098 SH
38 ISHARES TR ISTB 46432F859 $6.0M 0.61% 123,851 SH
39 INVESCO EXCH TRADED FD TR II PZA 46138E537 $5.9M 0.61% 251,214 SH
40 SCHWAB STRATEGIC TR SCHF 808524805 $5.8M 0.60% 209,550 SH
41 ISHARES TR GOVT 46429B267 $5.5M 0.56% 240,454 SH
42 VANGUARD BD INDEX FDS BLV 921937793 $5.3M 0.55% 77,492 SH
43 ALPHABET INC GOOGL 02079K305 $5.3M 0.55% 14,928 SH
44 ADVANCED MICRO DEVICES INC AMD 007903107 $5.3M 0.55% 9,181 SH
45 FIRST TR EXCH TRADED FD III FTLS 33739P103 $5.2M 0.54% 70,890 SH
46 ABRDN SILVER ETF TRUST SIVR 003264108 $5.2M 0.54% 93,002 SH
47 ISHARES TR LMUB 46438G448 $4.9M 0.51% 96,615 SH
48 INTEL CORP INTC 458140100 $4.9M 0.50% 35,096 SH
49 ISHARES TR IVV 464287200 $4.8M 0.50% 6,470 SH
50 J P MORGAN EXCHANGE TRADED F JMHI 46654Q799 $4.7M 0.49% 93,682 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $973.3M 379 0002021047-26-000005
2026-03-31 2026-05-11 $734.7M 350 0002021047-26-000003
2025-12-31 2026-01-27 $521.7M 266 0002021047-26-000001
2025-09-30 2025-11-12 $473.9M 250 0002021047-25-000007
Filer Information
Address
THE MALIN NOMAD, FL. 5
387 PARK AVENUE SOUTH
NEW YORK, NY 10016
Phone
(212) 287-7370
Filing Manager
SEEDS INVESTOR LLC
NEW YORK, NY
Signatory
Dianne Marie Morin
Chief Compliance Officer