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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mustard Seed Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Mustard Seed Financial, LLC (CIK 2011321) reported $192.5M across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BSV ($16.8M, 8.72%), VCSH ($15.4M, 7.98%), VUG ($13.2M, 6.84%), BIV ($12.0M, 6.22%), DFLV ($10.3M, 5.33%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BSVVANGUARD BD INDEX FDS$16.8M8.72%215,391Added
2VCSHVANGUARD SCOTTSDALE FDS$15.4M7.98%194,272Added
3VUGVANGUARD INDEX FDS$13.2M6.84%152,815Added
4BIVVANGUARD BD INDEX FDS$12.0M6.22%156,050Added
5DFLVDIMENSIONAL ETF TRUST$10.3M5.33%259,655Added
6VTEBVANGUARD MUN BD FDS$8.4M4.39%166,976Added
7VTVVANGUARD INDEX FDS$8.3M4.32%38,109Added
8DFAIDIMENSIONAL ETF TRUST$7.8M4.06%189,441Added
9VXUSVANGUARD STAR FDS$6.8M3.51%79,024Trimmed
10WMTWALMART INC$5.5M2.87%48,792Added
11VOEVANGUARD INDEX FDS$5.1M2.65%25,798Added
12VUSBVANGUARD BD INDEX FDS$4.7M2.42%93,526Added
13DFSDDIMENSIONAL ETF TRUST$4.6M2.37%95,457Added
14NVDANVIDIA CORPORATION$4.5M2.36%22,668Added
15DFAEDIMENSIONAL ETF TRUST$4.1M2.12%101,636Added
16VOTVANGUARD INDEX FDS$3.8M1.96%12,319Added
17VBKVANGUARD INDEX FDS$3.3M1.69%8,909Added
18DFSVDIMENSIONAL ETF TRUST$2.6M1.34%66,428Added
19VBRVANGUARD INDEX FDS$2.5M1.30%10,321Added
20XOMEXXON MOBIL CORP$2.4M1.23%17,268Trimmed
21AAPLAPPLE INC$2.2M1.14%7,586Trimmed
22VVVANGUARD INDEX FDS$2.1M1.10%6,155Trimmed
23VBVANGUARD INDEX FDS$1.8M0.92%5,833Added
24PGPROCTER & GAMBLE CO$1.6M0.85%11,122Added
25LLYELI LILLY & CO$1.6M0.82%1,308Added

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