13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001963728
Total reported value
$158.0M
$158.0M
157 檔
16.3%
As reported in its official Q3 2024 Form 13F filing, Seed Wealth Management, Inc.'s tracked investment portfolio stood at $158.0M with 157 total positions.
During Q3 2024, Seed Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.20% | -0.18% | +10.32% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.17% | -0.45% | +12.29% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.72% | +0.20% | -2.65% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.46% | +0.36% | -7.87% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.08% | +0.21% | -6.39% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.83% | -1.38% | -0.14% | |
| 7 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.48% | -0.11% | -0.43% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.43% | +0.13% | — | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.41% | +0.62% | +26.35% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.20% | +0.27% | -5.54% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.21% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.01% | — | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.80% | -0.73% | +324.00% | |
| 14 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.50% | +0.09% | -10.72% | |
| 15 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.43% | — | -2.94% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.18% | -0.28% | EXIT | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.05% | +900.00% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.03% | — | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.13% | -0.11% | +9.88% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.12% | -0.07% | — | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.12% | -0.07% | — | |
| 22 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.12% | -1.88% | +545.85% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.09% | +0.57% | -5.44% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.01% | +0.05% | — | |
| 25 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.99% | — | — | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.98% | -0.05% | — | |
| 27 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.96% | -0.14% | -0.70% | |
| 28 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.94% | -0.01% | — | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 0.92% | -0.05% | -25.58% | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.87% | +0.48% | — | |
| 31 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.83% | +0.03% | — | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.81% | -0.20% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.08% | — | |
| 34 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.77% | -0.13% | -0.72% | |
| 35 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.76% | -0.07% | -4.33% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.75% | — | -13.27% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.06% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.17% | EXIT | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.22% | EXIT | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | -0.06% | — | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.70% | -0.03% | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.23% | — | |
| 43 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.61% | — | — | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.58% | -0.10% | — | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.58% | +0.04% | -11.10% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.06% | — | |
| 47 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.56% | — | — | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.54% | +0.01% | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.11% | -2.70% | |
| 50 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.53% | +0.02% | — |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $158.0M across 157 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VMBS, JMBS, SCHB) accounted for 16.3% of total reported equity market value during Q3 2024.
During Q3 2024, Seed Wealth Management, Inc.'s top holdings by market value included VMBS (6.2%)、JMBS (4.2%)、SCHB (3.7%). The largest single position, VMBS, represented 6.2% of total portfolio value.
In Q3 2024, Seed Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.