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CIK: 0001963728
Total reported value
$158.0M
$158.0M
149 檔
17.7%
During the Q1 2025 filing period, Seed Wealth Management, Inc. (CIK: 0001963728) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $158.0M across 149 reported positions.
During Q1 2025, 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 | 6.02% | -0.18% | -0.02% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 5.14% | -0.45% | +7.74% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.24% | -1.38% | +13.03% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.98% | +0.20% | +8.40% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.32% | +0.21% | +5.74% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.32% | +0.36% | +5.08% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.80% | +0.62% | +8.30% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.57% | +0.13% | +0.33% | |
| 9 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.04% | -0.11% | -17.27% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.21% | -0.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.01% | — | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.84% | -0.73% | -6.22% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | +0.27% | -4.29% | |
| 14 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.50% | +0.09% | +6.18% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.28% | -0.11% | +9.17% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.18% | +0.22% | NEW | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.03% | — | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.17% | -1.88% | +4.51% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.17% | -0.07% | +4.05% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.16% | +0.57% | +15.03% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.05% | — | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.11% | -5.09% | |
| 23 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.08% | -0.07% | — | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.00% | +0.05% | — | |
| 25 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.97% | — | -1.49% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.95% | -0.05% | — | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.90% | -0.05% | +1.06% | |
| 28 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.82% | +0.03% | — | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.81% | -0.10% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.20% | EXIT | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.79% | -0.07% | +19.00% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.79% | -0.03% | — | |
| 33 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.77% | -0.13% | -0.81% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.08% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.06% | — | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.75% | — | +1.12% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | -0.06% | — | |
| 38 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.72% | — | — | |
| 39 | DELL | Dell Technologies -c | Stock-Tech | 0.68% | +0.48% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.17% | EXIT | |
| 41 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.64% | -0.14% | -32.98% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.23% | — | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.01% | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.22% | EXIT | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.06% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.06% | — | |
| 47 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.57% | +0.02% | — | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | +0.04% | +11.56% | |
| 49 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.55% | — | -61.63% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.55% | -0.03% | — |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $158.0M across 149 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VMBS, JMBS, SCHP) accounted for 17.7% of total reported equity market value during Q1 2025.
During Q1 2025, Seed Wealth Management, Inc.'s top holdings by market value included VMBS (6.0%)、JMBS (5.1%)、SCHP (4.2%). The largest single position, VMBS, represented 6.0% of total portfolio value.
In Q1 2025, 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.
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