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CIK: 0001963728
Total reported value
$159.3M
$159.3M
100 檔
42.8%
According to the latest 13F quarterly dataset, Seed Wealth Management, Inc. managed an equity portfolio of $159.3M at the end of Q2 2026, spanning 100 distinct U.S. exchange-listed positions.
In Q2 2026, Seed Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 9 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 | 25.81% | +0.14% | -0.22% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.87% | -0.24% | -0.09% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.43% | +0.66% | +25.48% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.11% | -0.15% | +5.47% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.91% | -1.16% | -26.59% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.52% | — | — | |
| 7 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 3.15% | +0.19% | -1.10% | |
| 8 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 3.07% | +0.01% | -0.30% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.68% | -1.09% | -28.08% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.96% | -0.81% | +16.91% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | +0.01% | +10.47% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.82% | +0.17% | +1.44% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.66% | -0.23% | +48.89% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.65% | +0.16% | -1.80% | |
| 15 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.54% | -0.14% | — | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.45% | — | +10.14% | |
| 17 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.37% | -0.16% | -0.79% | |
| 18 | VTP | Vngrd Totl Inflt Pro Sec ETF | ETF-Other | 1.35% | +1.64% | — | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 1.23% | -0.21% | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | -0.56% | — | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.99% | -0.05% | — | |
| 22 | DELL | Dell Technologies -c | Stock-Tech | 0.98% | +0.09% | -19.48% | |
| 23 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.92% | -0.31% | -1.14% | |
| 24 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.85% | -0.04% | — | |
| 25 | RPC | Ridgepost Capital Inc-a | Stock-Other | 0.83% | -0.05% | — | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | -0.11% | -4.35% | |
| 27 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.74% | -0.05% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | -0.03% | — | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.69% | -0.01% | +22.16% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.04% | -6.37% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | -0.03% | -4.32% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.09% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.21% | -17.75% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.26% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | -0.05% | -18.60% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.56% | -0.03% | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.54% | -0.02% | -7.26% | |
| 39 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.49% | -0.04% | -15.78% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.45% | -0.02% | -58.90% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.42% | — | — | |
| 42 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.40% | +0.01% | +23.22% | |
| 43 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.39% | -0.25% | — | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.39% | -0.22% | — | |
| 45 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.37% | -0.04% | — | |
| 46 | UBS | UBS Group AG | Stock-Financials | 0.37% | -0.17% | — | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.34% | -0.13% | — | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.33% | -0.09% | — | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.32% | -0.13% | — | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | +0.18% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTP | Vngrd Totl Inflt Pro Sec ETF | +1.4% | NEW | New buy |
| 2 | AAUS | Alpha Architect US Eqy ETF | +1.2% | -0.22% | Trim |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | +0.6% | +25.48% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | NEW | New buy |
| 5 | VXUS | Vanguard Total Intl Stock | +0.6% | +48.89% | Add |
| 6 | DELL | Dell Technologies -c | +0.5% | -19.48% | Trim |
| 7 | AVUV | Avantis US Small Cap Value | +0.4% | +5.47% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +10.47% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | NEW | New buy |
| 11 | AVUS | Avantis U.s. Equity ETF | +0.2% | +10.14% | Add |
| 12 | SCHB | Schwab US Broad Market ETF | +0.2% | — | Unchanged |
| 13 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 14 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 15 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 16 | AAEQ | Alpha Architct US Eqty 2 ETF | +0.1% | -0.30% | Trim |
| 17 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 18 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +16.91% | Add |
| 19 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 20 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | New buy |
| 21 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 24 | QMOM | Alpha US Quant Mom ETF | +0.1% | — | Unchanged |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +22.16% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 28 | AVES | Avantis Emerging Markets Val | +0.1% | +23.22% | Add |
| 29 | UBS | UBS Group AG | +0.1% | — | Unchanged |
| 30 | SCHV | Schwab US Large-cap Value | +0.1% | — | Unchanged |
| 31 | VFMO | Vanguard US Momentum Factor | +0.1% | — | Unchanged |
| 32 | AVEM | Avantis Emerging Markets Eq | 0% | -4.32% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 34 | HAYW | Hayward Holdings Inc | 0% | — | Unchanged |
| 35 | VFMF | Vanguard US Multifactor ETF | 0% | — | Unchanged |
| 36 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 37 | EMGF | Ishares Emerging Markets Equ | 0% | — | Unchanged |
| 38 | IBN | Icici Bank Ltd-spon Adr | 0% | — | Unchanged |
| 39 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 40 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | — | Unchanged |
| 42 | DE | Deere & Co | 0% | — | Unchanged |
| 43 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | — | Unchanged |
| 45 | RPC | Ridgepost Capital Inc-a | — | — | Unchanged |
| 46 | IMTM | Ishares Msci Intl Momentum F | — | — | Unchanged |
| 47 | VWO | Vanguard Ftse Emerging Marke | — | — | Unchanged |
| 48 | IMOM | Alpha Intl Quant Mom ETF | — | — | Unchanged |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | — | +7.83% | Add |
| 50 | DGS | Wisdomtree Em Small Cap | — | — | Unchanged |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $159.3M across 100 disclosed positions in Q2 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, JMBS, BOXX) accounted for 42.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTP
市值: $2.1M
Top Position Liquidated / Trimmed
ICSH
前期市值: $405.0K
During Q2 2026, Seed Wealth Management, Inc.'s top holdings by market value included AAUS (25.8%)、JMBS (4.9%)、BOXX (4.4%). The largest single position, AAUS, represented 25.8% of total portfolio value.
In Q2 2026, Seed Wealth Management, Inc. made 56 total portfolio adjustments, initiating 11 new buys, adding to 10 positions, trimming 26 holdings, and fully liquidating 9 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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