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CIK: 0001963728
Total reported value
$158.0M
$158.0M
98 檔
40.1%
At the close of Q1 2026, Seed Wealth Management, Inc. disclosed equity holdings valued at approximately $158.0M, spread across 98 reported holdings.
In Q1 2026, Seed Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 7 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 | 24.64% | +1.17% | — | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.79% | -1.88% | +69.77% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 5.32% | -0.45% | -0.33% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.06% | -1.38% | +3.40% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.81% | +0.62% | +30.22% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.75% | +0.36% | — | |
| 7 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 3.43% | -0.28% | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.32% | +0.20% | -3.55% | |
| 9 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 2.93% | +0.14% | -0.18% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.89% | -0.07% | +0.86% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.83% | -0.18% | -5.47% | |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.83% | +0.13% | -3.70% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | +0.27% | — | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.48% | -0.11% | — | |
| 15 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.45% | +0.09% | — | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.28% | -0.05% | +4.79% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.24% | +0.21% | -0.52% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.18% | -0.73% | -18.59% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.09% | +0.57% | -2.85% | |
| 20 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.97% | -0.05% | -0.15% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.94% | +0.05% | — | |
| 22 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.92% | -0.07% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.21% | — | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | -0.11% | -1.06% | |
| 25 | RPC | Ridgepost Capital Inc-a | Stock-Other | 0.83% | — | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.23% | — | |
| 27 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.71% | +0.03% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.01% | -6.53% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.08% | — | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.64% | +0.04% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.05% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.04% | — | |
| 33 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.62% | -0.13% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.03% | — | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.62% | -0.06% | — | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.60% | +0.09% | +1.30% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | -0.03% | -1.38% | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 0.50% | +0.48% | -0.02% | |
| 39 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.45% | -0.14% | — | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.44% | -0.10% | — | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.43% | -0.01% | — | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.11% | — | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.39% | -0.01% | -0.16% | |
| 44 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.37% | +0.02% | -0.02% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.37% | -0.07% | +33.81% | |
| 46 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.36% | -0.11% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.06% | — | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.33% | — | — | |
| 49 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.33% | +0.07% | +5.35% | |
| 50 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.32% | +0.05% | — |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $158.0M across 98 disclosed positions in Q1 2026.
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, PULS, JMBS) accounted for 40.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLW
市值: $271.7K
Top Position Liquidated / Trimmed
QCOM
前期市值: $258.3K
During Q1 2026, Seed Wealth Management, Inc.'s top holdings by market value included AAUS (24.6%)、PULS (5.8%)、JMBS (5.3%). The largest single position, AAUS, represented 24.6% of total portfolio value.
In Q1 2026, Seed Wealth Management, Inc. made 46 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 27 holdings, and fully liquidating 7 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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