Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seed Wealth Management, Inc. (CIK 1963728) reported $145.4M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOXA ($35.8M, 24.64%), PULS ($8.4M, 5.79%), JMBS ($7.7M, 5.32%), SCHP ($5.9M, 4.06%), BOXX ($5.5M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOXA | EA SERIES TRUST | $35.8M | 24.64% | 683,953 | Hold |
| 2 | PULS | PGIM ETF TR | $8.4M | 5.79% | 169,959 | Added |
| 3 | JMBS | JANUS DETROIT STR TR | $7.7M | 5.32% | 171,079 | Trimmed |
| 4 | SCHP | SCHWAB STRATEGIC TR | $5.9M | 4.06% | 221,860 | Added |
| 5 | BOXX | EA SERIES TRUST | $5.5M | 3.81% | 47,605 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $5.5M | 3.75% | 49,385 | Hold |
| 7 | VTEI | VANGUARD MUN BD FDS | $5.0M | 3.43% | 49,885 | Hold |
| 8 | SCHB | SCHWAB STRATEGIC TR | $4.8M | 3.32% | 192,268 | Trimmed |
| 9 | BOXA | EA SERIES TRUST | $4.3M | 2.93% | 91,454 | Trimmed |
| 10 | AVDV | AMERICAN CENTY ETF TR | $2.7M | 1.89% | 27,486 | Added |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | $2.7M | 1.83% | 56,690 | Trimmed |
| 12 | SPMB | SPDR SERIES TRUST | $2.7M | 1.83% | 118,560 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $2.3M | 1.58% | 7,165 | Hold |
| 14 | VRP | INVESCO EXCH TRADED FD TR II | $2.2M | 1.48% | 89,925 | Hold |
| 15 | QMOM | EA SERIES TRUST | $2.1M | 1.45% | 30,940 | Hold |
| 16 | AVDE | AMERICAN CENTY ETF TR | $1.9M | 1.28% | 21,865 | Added |
| 17 | AVUS | AMERICAN CENTY ETF TR | $1.8M | 1.24% | 16,225 | Trimmed |
| 18 | VTIP | VANGUARD MALVERN FDS | $1.7M | 1.18% | 34,228 | Trimmed |
| 19 | VXUS | VANGUARD STAR FDS | $1.6M | 1.09% | 20,639 | Trimmed |
| 20 | FNDC | SCHWAB STRATEGIC TR | $1.4M | 0.97% | 30,292 | Trimmed |
| 21 | SCHV | SCHWAB STRATEGIC TR | $1.4M | 0.94% | 44,930 | Hold |
| 22 | BTT | BLACKROCK MUN TARGET TERM TR | $1.3M | 0.92% | 59,170 | Hold |
| 23 | MSFT | MICROSOFT CORP | $1.3M | 0.88% | 3,437 | Hold |
| 24 | BIL | SPDR SERIES TRUST | $1.2M | 0.86% | 13,565 | Trimmed |
| 25 | PX | RIDGEPOST CAP INC | $1.2M | 0.83% | 166,893 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31