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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 (2026-03-31)

Mustard Seed Financial, LLC (CIK 2011321) reported $166.9M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSV ($16.0M, 9.60%), VCSH ($14.5M, 8.66%), VUG ($10.3M, 6.18%), BIV ($10.3M, 6.15%), DFLV ($8.0M, 4.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BSVVANGUARD BD INDEX FDS$16.0M9.60%204,233Added
2VCSHVANGUARD SCOTTSDALE FDS$14.5M8.66%182,355Added
3VUGVANGUARD INDEX FDS$10.3M6.18%23,599Added
4BIVVANGUARD BD INDEX FDS$10.3M6.15%133,068Added
5DFLVDIMENSIONAL ETF TRUST$8.0M4.77%222,848Added
6VTVVANGUARD INDEX FDS$7.4M4.44%37,774Trimmed
7VTEBVANGUARD MUN BD FDS$7.4M4.42%147,764Added
8DFAIDIMENSIONAL ETF TRUST$6.6M3.93%168,266Added
9VXUSVANGUARD STAR FDS$6.3M3.77%81,690Trimmed
10WMTWALMART INC$5.1M3.08%41,310Added
11VOEVANGUARD INDEX FDS$4.5M2.71%24,508Added
12VUSBVANGUARD BD INDEX FDS$4.0M2.39%80,011Added
13NVDANVIDIA CORPORATION$4.0M2.37%22,666Hold
14DFSDDIMENSIONAL ETF TRUST$3.0M1.82%63,337Added
15DFAEDIMENSIONAL ETF TRUST$3.0M1.80%88,613Added
16XOMEXXON MOBIL CORP$3.0M1.78%17,465Trimmed
17VOTVANGUARD INDEX FDS$2.9M1.73%11,201Added
18VBKVANGUARD INDEX FDS$2.5M1.50%8,307Added
19VBRVANGUARD INDEX FDS$2.2M1.33%10,195Trimmed
20DFSVDIMENSIONAL ETF TRUST$2.1M1.25%59,679Added
21AAPLAPPLE INC$2.1M1.24%8,123Added
22VVVANGUARD INDEX FDS$1.8M1.11%6,172Trimmed
23PGPROCTER & GAMBLE CO$1.6M0.96%11,117Trimmed
24VBVANGUARD INDEX FDS$1.5M0.90%5,740Added
25VOVANGUARD INDEX FDS$1.4M0.84%4,886Trimmed

Source: SEC Form 13F filings · as of 2026-03-31