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Seed Wealth Management, Inc.

CIK 1963728 · latest 13F filed 20 October 2026 · Read the filing on EDGAR

Seed Wealth Management, Inc. reported 82 US-listed holdings worth $159.3 million in its 13F for the quarter ended 30 September 2026, filed 20 October 2026. Its largest: Ea Series Trust (25.9%), American Centy ETF Trust (6.4%) and Ea Series Trust (5.1%). Against the quarter before, it opened 3 positions, added to 13, trimmed 32 and sold out of 21.

Reported holdings$159.3M+0.8% on Q2 2026
Positions82-18 on Q2 2026
The largest ten61.8%of its reported holdings
Latest 13FQ3 2026filed 20 October 2026
Where the money is
OpenedAdded toHeldTrimmed
AAUS25.9%American6.4%BOXX5.1%JMBS4.6%AVUV4.0%SCHB3.5%VTEI3.3%AAEQ3.1%VTP3.0%PULS2.7%AVDV2.0%VTI1.9%VMBS1.8%SCHP1.6%68 more31.0%

The 14 largest of its 82 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $125.0 million in 157 positions$125MQ3 24Q4 2024: $123.8 million in 148 positions$124MQ4 24Q1 2025: $122.8 million in 149 positions$123MQ1 25Q2 2025: $134.2 million in 149 positions$134MQ2 25Q3 2025: $144.8 million in 114 positions$145MQ3 25Q4 2025: $145.0 million in 102 positions$145MQ4 25Q1 2026: $145.4 million in 98 positions$145MQ1 26Q2 2026: $158.0 million in 100 positions$158MQ2 26Q3 2026: $159.3 million in 82 positions$159MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +18.2% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +18.2%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 13Held 34Trimmed 32Sold out 21
Opened: 3Added: 13Held: 34Trimmed: 32Sold out: 21

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. American Centy ETF Trust$10.3 million
  2. ExxonMobil Holdings Corp. XOM$435,520
  3. Expedia Group, Inc. EXPE$204,104

Added to 13

  1. Vanguard Malvern FDS VTP+37,170 shares · +133%
  2. Ea Series Trust BOXX+8,774 shares · +15%
  3. Vanguard S&P 500 VOO+570 shares · +42%
  4. iShares Trust SHY+3,375 shares · +80%
  5. American Centy ETF Trust AVUV+1,430 shares · +3%
  6. Janus Detroit STR Trust JMBS+3,677 shares · +2%
  7. iShares Trust IGSB+2,845 shares · +42%
  8. American Century ETF Trust AVDV+1,150 shares · +4%

and 5 more in the table below

Trimmed 32

  1. Pgim ETF Trust PULS-36,281 shares · -29%
  2. Schwab Strategic Trust SCHP-58,805 shares · -37%
  3. Taiwan Semiconductor Manufacturing Company Limited TSM-1,785 shares · -54%
  4. Ea Series Trust AAUS-12,001 shares · -2%
  5. Schwab Fundamental International Small Equity ETF FNDC-10,424 shares · -35%
  6. Vanguard Mun BD FDS VTEI-3,696 shares · -7%
  7. Schwab Fundamental Internationa FNDF-6,930 shares · -60%
  8. Icici Bank ADR IBN-13,122 shares · -62%

and 24 more in the table below

Sold out of 21

  1. Global X FDS PFFV$486,863 last quarter
  2. Novo Nordisk A/S NVO$476,236 last quarter
  3. iShares Inc. EMGF$402,930 last quarter
  4. Sony Group Corporation SONY$393,678 last quarter
  5. ExxonMobil Holdings Corp. XOM$365,863 last quarter
  6. TE Connectivity plc TEL$339,310 last quarter
  7. GSK plc GSK$318,714 last quarter
  8. Wisdomtree Trust DGS$310,608 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Ea Series Trust AAUS670.5K$41.3 million25.95%-12.0K
American Centy ETF Trust206.3K$10.3 million6.45%new
Ea Series Trust BOXX68.5K$8.1 million5.09%+8.8K
Janus Detroit STR Trust JMBS174.6K$7.4 million4.63%+3.7K
American Centy ETF Trust AVUV53.5K$6.3 million3.96%+1.4K
Schwab Strategic Trust SCHB191.4K$5.6 million3.52%-845
Vanguard Mun BD FDS VTEI45.6K$5.3 million3.34%-3.7K
Ea Series Trust AAEQ89.4K$4.9 million3.08%-1.8K
Vanguard Malvern FDS VTP65.1K$4.8 million2.99%+37.2K
Pgim ETF Trust PULS88.5K$4.4 million2.75%-36.3K
American Century ETF Trust AVDV29.0K$3.2 million1.99%+1.1K
VG Totl STK Vprs VTI7.9K$3.0 million1.86%no change
Vanguard Scottsdale FDS VMBS57.7K$2.9 million1.81%+2.0K
Schwab Strategic Trust SCHP100.8K$2.5 million1.59%-58.8K
American Centy ETF Trust AVUS18.0K$2.3 million1.45%+160
Vanguard Star FDS VXUS26.8K$2.3 million1.43%-3.9K
Ea Series Trust QMOM30.9K$2.2 million1.40%no change
Invesco Variable Rate Preferred ETF VRP81.2K$1.9 million1.21%-8.0K
SPDR Ser Trust SPMB148.1K$1.8 million1.15%+9.5K
Dell Technologies Inc. DELL3.2K$1.7 million1.07%-420
American Century ETF Trust AVDE18.1K$1.6 million1.02%-3.8K
Schwab Strategic Trust SCHV44.9K$1.5 million0.94%no change
Microsoft Corp. MSFT2.7K$1.4 million0.88%-90
Vanguard S&P 500 VOO1.9K$1.4 million0.85%+570
BlackRock Funds/Closed-End BTT59.2K$1.3 million0.81%no change
P10 Inc. RPC166.9K$1.2 million0.78%no change
NVIDIA Corp. NVDA5.3K$1.2 million0.76%no change
Apple Inc. AAPL3.5K$1.2 million0.73%-245
Alphabet Inc. GOOG3.3K$1.1 million0.70%no change
Vanguard Wellington FD VFMF6.2K$1.1 million0.69%-500
Vanguard Whitehall FDS VWOB17.1K$1.1 million0.68%+910
American Century ETF Trust AVEM11.1K$1.0 million0.65%no change
Amazon.com Inc. AMZN4.2K$1.0 million0.65%-125
SPDR Ser Trust BIL11.2K$1.0 million0.64%-1.8K
Schwab Fundamental International Small Equity ETF FNDC19.5K$972,8310.61%-10.4K
Broadcom Inc. AVGO2.5K$860,7670.54%no change
iShares Trust MBB9.4K$844,2200.53%no change
Schwab Strategic Trust SCHF30.3K$833,4400.52%-700
Palantir Technologies Inc. PLTR4.2K$785,6100.49%no change
Vaneck ETF Trust HYEM37.3K$723,6050.45%-1.1K
Taiwan Semiconductor Manufacturing Company Limited TSM1.5K$696,6020.44%-1.8K
Vanguard Shrt-Term Infl-Prot Se VTIP14.0K$690,1350.43%-47
Dimensional ETF Trust DFAI16.1K$665,7800.42%no change
American Centy ETF Trust AVES9.9K$645,4380.41%+200
iShares Trust SHY7.6K$615,0900.39%+3.4K
Vanguard Wellington FD VFMO2.3K$529,0730.33%no change
iShares Trust IGSB9.6K$491,2960.31%+2.8K
Cisco Systems, Inc. CSCO4.1K$441,2830.28%no change
Deere & Co. DE656$440,5370.28%-70
ExxonMobil Holdings Corp. XOM2.7K$435,5200.27%new
Walmart Inc. WMT4.1K$424,5130.27%no change
Johnson & Johnson JNJ1.5K$395,2570.25%no change
Vanguard Small Cap Value ETF VBR1.7K$392,7510.25%no change
iShares Trust IMTM7.4K$389,4620.24%-2.5K
Fidelity Merrimack STR Trust FLDR7.8K$385,5810.24%-250
SPDR Ser Trust SLYV3.6K$365,6970.23%no change
McKesson Corp. MCK399$340,6710.21%no change
Dimensional ETF Trust DFAC7.7K$340,0430.21%-3.4K
Ea Series Trust IMOM8.3K$335,6610.21%no change
Shell plc SHEL3.5K$335,2410.21%-3.4K
Advanced Micro Devices Inc. AMD530$324,2330.20%no change
Meta Platforms, Inc. META429$311,1020.20%no change
UBS Group AG UBS6.5K$310,9200.20%-5.2K
Corning Inc. GLW2.0K$307,2120.19%no change
RTX Corp. RTX1.6K$298,8970.19%no change
Merck & Co., Inc. MRK2.0K$296,5780.19%no change
McDonald's Corp. MCD1.3K$295,6030.19%-128
Technology Select Sector SPDR ETF XLK1.4K$278,3570.17%no change
Vanguard Ftse Emerging Markets VWO4.6K$272,8260.17%-950
Schwab Fundamental Internationa FNDF4.6K$247,2500.16%-6.9K
Hayward Holdings, Inc. HAYW19.9K$243,0860.15%no change
iShares Trust IBB1.1K$234,7410.15%no change
iShares ETFs SCJ2.1K$234,3300.15%no change
AbbVie Inc. ABBV892$233,3380.15%no change
Nuveen Variable Rate Pr&Inc Fund (npfd) NPFD13.3K$230,2230.14%-3.7K
Caterpillar Inc. CAT280$227,0210.14%no change
Icici Bank ADR IBN7.9K$217,8660.14%-13.1K
SPDR S&P 500 SPY280$213,5360.13%no change
Procter & Gamble Co. PG1.4K$210,0750.13%no change
Progressive Corp. PGR987$204,6150.13%no change
Expedia Group, Inc. EXPE775$204,1040.13%new
Haleon plc HLN12.8K$115,5600.07%-13.7K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 21 it sold out of are in the box above.