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 $158.0M across 100 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAUS ($40.8M, 25.81%), JMBS ($7.7M, 4.87%), BOXX ($7.0M, 4.43%), AVUV ($6.5M, 4.11%), PULS ($6.2M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAUS | EA SERIES TRUST | $40.8M | 25.81% | 682,464 | Trimmed |
| 2 | JMBS | JANUS DETROIT STR TR | $7.7M | 4.87% | 170,917 | Trimmed |
| 3 | BOXX | EA SERIES TRUST | $7.0M | 4.43% | 59,735 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $6.5M | 4.11% | 52,085 | Added |
| 5 | PULS | PGIM ETF TR | $6.2M | 3.91% | 124,759 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $5.6M | 3.52% | 192,268 | Hold |
| 7 | VTEI | VANGUARD MUN BD FDS | $5.0M | 3.15% | 49,335 | Trimmed |
| 8 | AAEQ | EA SERIES TRUST | $4.8M | 3.07% | 91,183 | Trimmed |
| 9 | SCHP | SCHWAB STRATEGIC TR | $4.2M | 2.68% | 159,565 | Trimmed |
| 10 | SPMB | SPDR SERIES TRUST | $3.1M | 1.96% | 138,610 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $2.9M | 1.85% | 7,915 | Added |
| 12 | AVDV | AMERICAN CENTY ETF TR | $2.9M | 1.82% | 27,882 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $2.6M | 1.66% | 30,729 | Added |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $2.6M | 1.65% | 55,670 | Trimmed |
| 15 | QMOM | EA SERIES TRUST | $2.4M | 1.54% | 30,940 | Hold |
| 16 | AVUS | AMERICAN CENTY ETF TR | $2.3M | 1.45% | 17,870 | Added |
| 17 | VRP | INVESCO EXCH TRADED FD TR II | $2.2M | 1.37% | 89,215 | Trimmed |
| 18 | VTP | VANGUARD MALVERN FDS | $2.1M | 1.35% | 27,895 | New |
| 19 | AVDE | AMERICAN CENTY ETF TR | $2.0M | 1.23% | 21,865 | Hold |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 1.00% | 3,312 | Hold |
| 21 | SCHV | SCHWAB STRATEGIC TR | $1.6M | 0.99% | 44,930 | Hold |
| 22 | DELL | DELL TECHNOLOGIES INC | $1.6M | 0.98% | 3,595 | Trimmed |
| 23 | FNDC | SCHWAB STRATEGIC TR | $1.5M | 0.92% | 29,947 | Trimmed |
| 24 | BTT | BLACKROCK MUN TARGET TERM TR | $1.3M | 0.85% | 59,170 | Hold |
| 25 | PX | RIDGEPOST CAP INC | $1.3M | 0.83% | 166,893 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30