CIK: 0002021047
Total reported value
$734.7M
Reporting period: 2026-03-31 · Number of holdings: 350
SEEDS INVESTOR LLC disclosed 350 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $734.7M and a quarterly turnover rate of 46.5%.
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Seeds Investor LLC's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 350 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.33), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim BIV
-56.3% -$14.8M
Add MUB
+149.6% $26.3M
Trim VTI
+1.0% $1.5M
Trim SPY
-17.5% -$1.9M
Add BNDX
+98.0% $8.9M
Add GOOG
+319.2% $5.7M
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.56% | -2.39% | +1.03% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 5.96% | +2.59% | +149.64% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.90% | +0.46% | +52.94% | |
| 4 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.68% | — | +2.40% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.48% | -0.50% | +6.14% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.45% | +0.71% | +98.02% | |
| 7 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 2.24% | — | +0.82% | |
| 8 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 2.21% | — | +3.01% | |
| 9 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-Other | 1.83% | -0.46% | +11.37% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | -0.39% | +9.93% | |
| 11 | AAPL | Apple INC | Stock-Tech | 1.75% | -0.44% | +18.21% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.71% | — | -8.56% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.69% | -0.29% | +6.57% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.68% | +1.68% | NEW | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.55% | -3.46% | -56.32% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.47% | +1.47% | NEW | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.89% | -17.49% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.28% | +1.28% | NEW | |
| 19 | JMSI | JPM Sus Municipal Income | ETF-Other | 1.16% | — | +13.44% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.15% | — | +18.26% | |
| 21 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 1.10% | — | +6.19% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.06% | — | -7.56% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | — | +16.49% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.68% | +319.16% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | — | +18.87% | |
| 26 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.93% | — | -9.86% | |
| 27 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.91% | — | +8.21% | |
| 28 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.80% | — | -0.40% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.05% | +21.98% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.77% | +0.77% | NEW | |
| 31 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.76% | +0.20% | +79.03% | |
| 32 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.75% | +0.07% | +54.52% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.75% | — | +23.71% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.71% | — | +20.37% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.67% | +0.24% | +120.74% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | +0.66% | NEW | |
| 37 | AVGO | Broadcom INC | Stock-Tech | 0.65% | — | +14.67% | |
| 38 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.63% | +0.63% | NEW | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | +0.62% | NEW | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.62% | +0.62% | NEW | |
| 41 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.62% | — | +17.27% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.12% | +63.47% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.60% | +0.60% | NEW | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.59% | — | +3.46% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | — | -14.78% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | — | -0.44% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.57% | NEW | |
| 48 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.56% | — | +22.80% | |
| 49 | FLMB | Franklin Municipal Green Bon | ETF-Other | 0.49% | — | +17.23% | |
| 50 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.47% | — | -11.31% |
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+14.2%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 350 | $734.7M | 46 | |
| 2025-12-31 | 266 | $521.7M | 16 | |
| 2025-09-30 | 250 | $473.9M | 47 | |
| 2025-06-30 | 250 | $426.0M | 0 | |
| 2025-03-31 | 247 | $356.4M | 0 | |
| 2024-12-31 | 276 | $351.0M | 0 | |
| 2024-09-30 | 260 | $267.5M | 0 | |
| 2024-06-30 | 213 | $195.1M | 0 | |
| 2024-03-31 | 167 | $108.5M | 0 | |
| 2023-12-31 | 150 | $88.5M | 0 |
Seeds Investor LLC's most significant position changes for 2026-03-31: New buy: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); New buy: Ishares Mbs ETF (MBB); New buy: Ishares Bitcoin Trust ETF (IBIT); New buy: Ishares US Treasury Bond ETF (GOVT); New buy: Schwab Intl Equity ETF (SCHF).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-05-07 | 13F-HR | View on EDGAR |
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