Q2 2026 13F · SEC CIK 1963728

Seed Wealth Management, Inc.

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $158.0M
Reported positions: 100
Top holdings a year, 3 yrs: +9.4%
Assets under management: $188.8M

Seed Wealth Management, Inc. is a wealth manager that reported 100 positions worth $158.0M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ea Series Trust (AAUS, 25.8%), Janus Detroit Str Tr (JMBS, 4.9%), Ea Series Trust (BOXX, 4.4%). A portfolio copying its top holdings returned 9.4% a year over the last 3 years, against 20.4% for the S&P 500.

Seed Wealth Management, Inc. holdings largest 50 of 100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seed Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAUSEa Series Trust	25.8%	24.6%	682,464	-0.2%	$40.8M
JMBSJanus Detroit Str Tr	4.9%	5.3%	170,917	-0.1%	$7.7M
BOXXEa Series Trust	4.4%	3.8%	59,735	+25.5%	$7.0M
AVUVAvantis US Small Cap Value ETF	4.1%	3.8%	52,085	+5.5%	$6.5M
PULSPgim Ultra Short Bond ETF	3.9%	5.8%	124,759	-26.6%	$6.2M
SCHBSchwb US Broad	3.5%	3.3%	192,268	+0.0%	$5.6M
VTEIVanguard	3.2%	3.4%	49,335	-1.1%	$5.0M
AAEQEa Series Trust	3.1%	2.9%	91,183	-0.3%	$4.8M
SCHPSchwab Strategic Tr	2.7%	4.1%	159,565	-28.1%	$4.2M
SPMBSPDR Portfolio Mortgage Backed	2.0%	1.8%	138,610	+16.9%	$3.1M
VTIVanguard Index Fds	1.9%	1.6%	7,915	+10.5%	$2.9M
AVDVAvantis International Small Cap Value Et	1.8%	1.9%	27,882	+1.4%	$2.9M
VXUSVanguard Star Fds Vanguard Total Intl St	1.7%	1.1%	30,729	+48.9%	$2.6M
VMBSVmbs	1.6%	1.8%	55,670	-1.8%	$2.6M
QMOMEa Series Trust	1.5%	1.5%	30,940	+0.0%	$2.4M
AVUSAvantis U.s. Equity ETF	1.4%	1.2%	17,870	+10.1%	$2.3M
VRPInvesco Exch Traded Fd Tr II	1.4%	1.5%	89,215	-0.8%	$2.2M
VTPVanguard Malvern Fds	1.4%	—	27,895	—	$2.1M
AVDEAvantis International Equity ETF	1.2%	1.3%	21,865	+0.0%	$2.0M
TSMTaiwan Semiconductor Manufac	1.0%	0.8%	3,312	+0.0%	$1.6M
SCHVSchwab Strategic Tr	1.0%	0.9%	44,930	+0.0%	$1.6M
DELLDell Technologies Inc	1.0%	0.5%	3,595	-19.5%	$1.6M
FNDCSchwab Strategic Tr	0.9%	1.0%	29,947	-1.1%	$1.5M
BTTBlackrock Mun Target Term Tr	0.9%	0.9%	59,170	+0.0%	$1.3M
RPCRidgepost Cap Inc Cl A Com	0.8%	0.8%	166,893	+0.0%	$1.3M
BILSPDR Brcy1-3 Ser	0.8%	0.9%	12,975	-4.3%	$1.2M
VFMFVanguard Wellington Fd	0.7%	0.7%	6,650	+0.0%	$1.2M
GOOGAlphabet Inc	0.7%	0.6%	3,275	+0.0%	$1.2M
VWOBVanguard Whitehall Fds	0.7%	0.6%	16,235	+22.2%	$1.1M
AAPLApple Inc	0.7%	0.7%	3,751	-6.4%	$1.1M
AVEMAmerican Centy ETF Tr	0.7%	0.6%	11,080	-4.3%	$1.1M
NVDANvidia Corporation Com	0.7%	0.6%	5,280	+0.0%	$1.1M
MSFTMicrosoft Corp	0.7%	0.9%	2,827	-17.7%	$1.1M
AMZNAmazon Com Inc Com	0.6%	0.6%	4,295	+0.0%	$1.0M
VOOVanguard S&p 500 ETF	0.6%	—	1,358	—	$933K
AVGOBroadcom Inc	0.6%	0.6%	2,451	-18.6%	$926K
MBBIshares Tr	0.6%	0.6%	9,420	+0.0%	$890K
SCHFSchwab Intl Equity	0.5%	0.6%	31,040	-7.3%	$860K
HYEMVaneck ETF Trust	0.5%	0.6%	38,330	-15.8%	$771K
VTIPVanguard Malvern Fds	0.4%	1.2%	14,068	-58.9%	$707K
DFAIDimensional International Core Equity Ma	0.4%	0.4%	16,070	+0.0%	$663K
AVESAmerican Centy ETF Tr	0.4%	0.3%	9,710	+23.2%	$637K
IBNIcici Bank Limited	0.4%	0.4%	21,030	+0.0%	$611K
FNDFSchwab Strategic Tr	0.4%	0.4%	11,530	+0.0%	$608K
VFMOVanguard Wellington Fd	0.4%	0.3%	2,330	+0.0%	$581K
UBSUbs Group AG	0.4%	—	11,695	—	$580K
SHELShell PLC	0.3%	0.4%	6,927	+0.0%	$537K
IMTMIshares Tr	0.3%	0.3%	9,900	+0.0%	$528K
GLWCorning Inc.	0.3%	—	1,998	—	$510K
PLTRPalantir Technologies Inclass Class A	0.3%	0.4%	4,200	+0.0%	$490K

What Seed Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VXUS Vanguard Star Fds Vanguard Total Intl St+48.9% shares
BOXX Ea Series Trust+25.5% shares
AVES American Centy ETF Tr+23.2% shares
VWOB Vanguard Whitehall Fds+22.2% shares
SPMB SPDR Portfolio Mortgage Backed+16.9% shares
VTI Vanguard Index Fds+10.5% shares
AVUS Avantis U.s. Equity ETF+10.1% shares
AVUV Avantis US Small Cap Value ETF+5.5% shares

Reduced

VTIP Vanguard Malvern Fds-58.9% shares
SCHP Schwab Strategic Tr-28.1% shares
PULS Pgim Ultra Short Bond ETF-26.6% shares
DELL Dell Technologies Inc-19.5% shares
AVGO Broadcom Inc-18.6% shares
MSFT Microsoft Corp-17.7% shares
HYEM Vaneck ETF Trust-15.8% shares
SCHF Schwab Intl Equity-7.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.5% /yr; S&P 500 +20.1%
3 years: +9.4% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$158.0M	100
Q1 2026	$145.4M	98
Q4 2025	$145.0M	102
Q3 2025	$144.8M	114
Q2 2025	$134.2M	149
Q1 2025	$122.8M	149
Q4 2024	$123.8M	148
Q3 2024	$125.0M	157
Q2 2024	$114.8M	149
Q1 2024	$104.6M	152
Q4 2023	$99.1M	148
Q3 2023	$89.0M	136

Questions about Seed Wealth Management, Inc.'s portfolio

What stocks does Seed Wealth Management, Inc. own?

Seed Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 100 positions worth $158.0M. The largest are Ea Series Trust (AAUS) at 25.8%, Janus Detroit Str Tr (JMBS) at 4.9%, Ea Series Trust (BOXX) at 4.4%, Avantis US Small Cap Value ETF (AVUV) at 4.1% and Pgim Ultra Short Bond ETF (PULS) at 3.9%.

What did Seed Wealth Management, Inc. buy last quarter?

In Q2 2026, Seed Wealth Management, Inc. added Vanguard Star Fds Vanguard Total Intl St (VXUS) (+48.9% shares), Ea Series Trust (BOXX) (+25.5% shares) and American Centy ETF Tr (AVES) (+23.2% shares), compared with its Q1 2026 filing.

What did Seed Wealth Management, Inc. sell last quarter?

In Q2 2026, Seed Wealth Management, Inc. cut from its top 50 Global X Fds (PFFV), cut from its top 50 Novo-Nordisk A S (NVO), cut from its top 50 Sony Corporation ADR (jpn) (SONY), cut from its top 50 Walmart Inc (WMT), Vanguard Malvern Fds (VTIP) (-58.9% shares), Schwab Strategic Tr (SCHP) (-28.1% shares) and Pgim Ultra Short Bond ETF (PULS) (-26.6% shares), compared with its Q1 2026 filing.

How has Seed Wealth Management, Inc.'s portfolio performed?

A portfolio copying Seed Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.5% against +20.1%.

When is Seed Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Seed Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Seed Wealth Management, Inc. manage?

Seed Wealth Management, Inc. reported $188.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $158.0M.