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Latest Seed Wealth Management, Inc. Stock Portfolio

$157Million | No. of Holdings #99

Seed Wealth Management, Inc. Performance

2026 Q2+8.36%
YTD+6.16%
2025+9.94%

About Seed Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seed Wealth Management, Inc. reported an equity portfolio of $158 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Seed Wealth Management, Inc. are , JAAA, BOB. The fund has invested 25.8% of it's portfolio in EA SERIES TRUST and 4.9% of portfolio in JANUS DETROIT STR TR. <br><br> The fund managers got completely rid off ISHARES TR (ACWF), ORACLE CORP (ORCL) and STRYKER CORPORATION (SYK) stocks. They significantly reduced their stock positions in VANGUARD MALVERN FDS (VTIP), NOVO-NORDISK A S (NVO) and SCHWAB STRATEGIC TR (FNDA). Seed Wealth Management, Inc. opened new stock positions in VANGUARD MALVERN FDS (VTIP), VANGUARD INDEX FDS (VB) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), EA SERIES TRUST (BOB) and AMERICAN CENTY ETF TR (AEMB).
Seed Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$157Million
  as of Jul 27, 2026

Seed Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Seed Wealth Management, Inc. made a return of 8.36% in the last quarter. In trailing 12 months, it's portfolio return was 11.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard malvern fds2,138,260
vanguard index fds932,688
ishares tr353,505
advanced micro devices inc307,882
caterpillar inc298,172
select sector spdr tr270,919
abbvie inc224,463
ishares tr212,062
New stocks bought by Seed Wealth Management, Inc.

Additions

Ticker% Inc.
vanguard star fds48.89
ea series trust25.48
american centy etf tr23.22
vanguard whitehall fds22.16
spdr series trust16.91
vanguard index fds10.47
american centy etf tr10.14
ishares tr7.83
Additions to existing portfolio by Seed Wealth Management, Inc.

Reductions

Ticker% Reduced
vanguard malvern fds-58.9
novo-nordisk a s-32.16
schwab strategic tr-28.08
pgim etf tr-26.59
global x fds-25.59
progressive corp-22.41
sony group corp-21.89
meta platforms inc-19.66
Seed Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ready capital corp-16,848
ishares tr-404,960
abbott laboratories-229,057
oracle corp-322,318
salesforce inc-293,072
take-two interactive softwar-213,300
stryker corporation-318,732
home depot inc-240,445
Seed Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Seed Wealth Management, Inc. has about 89.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
Sector%
Others89.4
Technology4.8
Financial Services1.3

Market Cap. Distribution

Seed Wealth Management, Inc. has about 9.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED89.4
MEGA-CAP7
LARGE-CAP2.6

Stocks belong to which Index?

About 8.3% of the stocks held by Seed Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.9
S&P 5008.3
Top 5 Winners (%)%
DELL
dell technologies inc
147.0 %
GLW
corning inc
87.9 %
CSCO
cisco sys inc
51.4 %
TSM
taiwan semiconductor manufac
41.3 %
HAYW
hayward hldgs inc
29.4 %
Top 5 Winners ($)$
ea series trust
5.0 M
DELL
dell technologies inc
1.1 M
FNDA
schwab strategic tr
0.7 M
AEMB
american centy etf tr
0.7 M
ea series trust
0.6 M
Top 5 Losers (%)%
EQNR
equinor asa
-25.6 %
INFY
infosys ltd
-20.8 %
PLTR
palantir technologies inc
-20.2 %
XOM
exxon mobil corp
-19.4 %
SHEL
shell plc
-16.6 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.1 M
SHEL
shell plc
-0.1 M
EQNR
equinor asa
-0.1 M
XOM
exxon mobil corp
-0.1 M
MCD
mcdonalds corp
-0.1 M

Seed Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Seed Wealth Management, Inc.

Seed Wealth Management, Inc. has 99 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. was the most profitable stock for Seed Wealth Management, Inc. last quarter.

$157.99MTotal Value
109Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Seed Wealth Management, Inc., last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.56%9,420
$890.4K
0.56%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.22%6,745
$353.5K
0.22%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.33%9,900
$528.0K
0.33%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Seed Wealth Management, Inc.'s holding in Ishares Inc over time
0.14%2,140
$225.4K
0.14%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
4.11%52,085
$6.50M
4.11%
increased 5.47 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.82%27,882
$2.87M
1.82%
increased 1.44 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.45%17,870
$2.29M
1.45%
increased 10.14 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.23%21,865
$1.95M
1.23%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.68%11,080
$1.07M
0.68%
decreased 4.32 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.4%9,710
$637.0K
0.4%
increased 23.22 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Seed Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.49%38,330
$770.8K
0.49%
decreased 15.78 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Seed Wealth Management, Inc.'s holding in Global X Fds over time
0.31%22,100
$486.9K
0.31%
decreased 25.59 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Seed Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0.2%4,800
$310.6K
0.2%
unchanged 0 percentunchanged