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CIK: 0001963728
Total reported value
$159.3M
$159.3M
102 檔
38.6%
During the Q4 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 $159.3M across 102 reported positions.
In Q4 2025, Seed Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 25.99% | +0.14% | -2.08% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 5.41% | -0.24% | +14.78% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.92% | -1.09% | -1.74% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.61% | — | -4.19% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.47% | -0.15% | +9.38% | |
| 6 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 3.47% | +0.19% | -0.42% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.42% | -1.16% | +297.14% | |
| 8 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 3.12% | +0.01% | — | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.90% | +0.66% | +7.38% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.95% | +0.16% | -3.14% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.90% | -0.81% | -2.94% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.77% | +0.17% | +23.08% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.01% | -5.29% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.51% | -0.16% | -11.41% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.43% | -0.02% | -12.28% | |
| 16 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.39% | -0.14% | — | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.26% | — | +3.65% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 1.18% | -0.21% | +29.88% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | +0.21% | -18.92% | |
| 20 | RPC | Ridgepost Capital Inc-a | Stock-Other | 1.13% | -0.05% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.11% | -0.23% | — | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.93% | -0.31% | -3.84% | |
| 23 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.93% | -0.04% | -0.75% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.92% | -0.05% | -0.16% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | -0.11% | -0.32% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.04% | +19.35% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.05% | -57.17% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.03% | +26.69% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | -0.56% | -26.42% | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.69% | -0.05% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | — | +66.47% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.09% | +83.33% | |
| 33 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.62% | -0.04% | — | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.62% | -0.03% | — | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.62% | -0.03% | — | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.61% | -0.01% | +61.58% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.56% | -0.02% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | +0.18% | — | |
| 39 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.46% | -0.31% | EXIT | |
| 40 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.44% | -0.25% | EXIT | |
| 41 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.43% | -0.25% | — | |
| 42 | DFAI | Dimensional International Co | ETF-Other | 0.42% | — | -1.95% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.39% | +0.09% | -17.74% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.38% | -0.30% | EXIT | |
| 45 | UBS | UBS Group AG | Stock-Financials | 0.37% | -0.17% | -2.09% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.36% | -0.22% | — | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.35% | -0.13% | -4.15% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.33% | -0.09% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.02% | -11.87% | |
| 50 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.31% | -0.04% | — |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $159.3M across 102 disclosed positions in Q4 2025.
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 AAUS, JMBS, SCHP) accounted for 38.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAEQ
市值: $4.5M
Top Position Liquidated / Trimmed
FLOT
前期市值: $2.9M
During Q4 2025, Seed Wealth Management, Inc.'s top holdings by market value included AAUS (26.0%)、JMBS (5.4%)、SCHP (3.9%). The largest single position, AAUS, represented 26.0% of total portfolio value.
In Q4 2025, Seed Wealth Management, Inc. made 82 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 46 holdings, and fully liquidating 17 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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