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Seed Wealth Management, Inc. 13F Holdings · Q2 2026

Seed Wealth Management, Inc. reported 100 securities worth $157.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAUS (25.81%), JMBS (4.87%), BOXX (4.43%). Among its top 25 positions this quarter: 1 new, 7 added, 10 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1AAUSEA SERIES TRUST$40.8M25.81%682,464Trimmed
2JMBSJANUS DETROIT STR TR$7.7M4.87%170,917Trimmed
3BOXXEA SERIES TRUST$7.0M4.43%59,735Added
4AVUVAMERICAN CENTY ETF TR$6.5M4.11%52,085Added
5PULSPGIM ETF TR$6.2M3.91%124,759Trimmed
6SCHBSCHWAB STRATEGIC TR$5.6M3.52%192,268Hold
7VTEIVANGUARD MUN BD FDS$5.0M3.15%49,335Trimmed
8AAEQEA SERIES TRUST$4.8M3.07%91,183Trimmed
9SCHPSCHWAB STRATEGIC TR$4.2M2.68%159,565Trimmed
10SPMBSPDR SERIES TRUST$3.1M1.96%138,610Added
11VTIVANGUARD INDEX FDS$2.9M1.85%7,915Added
12AVDVAMERICAN CENTY ETF TR$2.9M1.82%27,882Added
13VXUSVANGUARD STAR FDS$2.6M1.66%30,729Added
14VMBSVANGUARD SCOTTSDALE FDS$2.6M1.65%55,670Trimmed
15QMOMEA SERIES TRUST$2.4M1.54%30,940Hold
16AVUSAMERICAN CENTY ETF TR$2.3M1.45%17,870Added
17VRPINVESCO EXCH TRADED FD TR II$2.2M1.37%89,215Trimmed
18VTPVANGUARD MALVERN FDS$2.1M1.35%27,895New
19AVDEAMERICAN CENTY ETF TR$2.0M1.23%21,865Hold
20TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M1.00%3,312Hold
21SCHVSCHWAB STRATEGIC TR$1.6M0.99%44,930Hold
22DELLDELL TECHNOLOGIES INC$1.6M0.98%3,595Trimmed
23FNDCSCHWAB STRATEGIC TR$1.5M0.92%29,947Trimmed
24BTTBLACKROCK MUN TARGET TERM TR$1.3M0.85%59,170Hold
25RPCRIDGEPOST CAP INC$1.3M0.83%166,893Hold

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR