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Latest Seed Wealth Management, Inc. Stock Portfolio

$159Million | No. of Holdings #81

Seed Wealth Management, Inc. Performance

2026 Q3+0.26%
YTD+6.44%
2025+9.94%

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

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seed Wealth Management, Inc. reported an equity portfolio of $159.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Seed Wealth Management, Inc. are , , BOB. The fund has invested 26% of it's portfolio in EA SERIES TRUST and 6.4% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off GLOBAL X FDS (AGNG), NOVO-NORDISK A S (NVO) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in ICICI BK LTD (IBN), SCHWAB STRATEGIC TR (FNDA) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). Seed Wealth Management, Inc. opened new stock positions in AMERICAN CENTY ETF TR and EXPEDIA GROUP INC (EXPE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MALVERN FDS (VTIP), ISHARES TR (IJR) and ISHARES TR (AAXJ).
Seed Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$159Million
  as of Oct 20, 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 0.26% in the last quarter. In trailing 12 months, it's portfolio return was 7.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr10,264,400
exxonmobil holdings corp435,520
expedia group inc204,104
New stocks bought by Seed Wealth Management, Inc.

Additions

Ticker% Inc.
vanguard malvern fds133
ishares tr80.36
ishares tr42.18
vanguard index fds41.97
ea series trust14.69
spdr series trust6.84
vanguard whitehall fds5.61
american centy etf tr4.12
Additions to existing portfolio by Seed Wealth Management, Inc.

Reductions

Ticker% Reduced
icici bk ltd-62.4
schwab strategic tr-60.1
taiwan semiconductor manufac-53.89
haleon plc-51.69
shell plc-49.08
ubs group ag-44.76
schwab strategic tr-36.85
schwab strategic tr-34.81
Seed Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
global x fds-486,863
sony group corp-393,678
infosys ltd-125,460
novo-nordisk a s-476,236
equinor asa-290,764
smith & nephew plc-218,092
gsk plc-318,714
ishares inc-402,930
Seed Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Seed Wealth Management, Inc. has about 90% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others90
Technology5.2

Market Cap. Distribution

Seed Wealth Management, Inc. has about 9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90
MEGA-CAP7.9
LARGE-CAP1.1

Stocks belong to which Index?

About 7.5% of the stocks held by Seed Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.7
S&P 5007.5
Top 5 Winners (%)%
PLTR
palantir technologies inc
60.3 %
MSFT
microsoft corp
36.9 %
META
meta platforms inc
28.7 %
DELL
dell technologies inc
23.2 %
SHEL
shell plc
17.0 %
Top 5 Winners ($)$
ea series trust
1.3 M
VTEB
vanguard mun bd fds
0.7 M
MSFT
microsoft corp
0.4 M
DELL
dell technologies inc
0.4 M
PLTR
palantir technologies inc
0.3 M
Top 5 Losers (%)%
BIL
spdr series trust
-43.9 %
GLW
corning inc
-39.8 %
HAYW
hayward hldgs inc
-29.3 %
CAT
caterpillar inc
-23.9 %
MCD
mcdonalds corp
-13.9 %
Top 5 Losers ($)$
BIL
spdr series trust
-1.4 M
JAAA
janus detroit str tr
-0.5 M
AEMB
american centy etf tr
-0.4 M
BOB
ea series trust
-0.2 M
GLW
corning inc
-0.2 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 81 stocks in it's portfolio. About 61.8% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. was the most profitable stock for Seed Wealth Management, Inc. last quarter.

$159.26MTotal Value
103Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Seed Wealth Management, Inc., last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.53%9,420
$844.2K
0.53%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.31%9,590
$491.3K
0.31%
increased 42.18 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Seed Wealth Management, Inc.'s holding in Ishares Tr over time
0.24%7,400
$389.5K
0.24%
decreased 25.25 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Seed Wealth Management, Inc.'s holding in Ishares Inc over time
0.15%2,140
$234.3K
0.15%
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
3.96%53,515
$6.30M
3.96%
increased 2.75 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.99%29,032
$3.18M
1.99%
increased 4.12 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%18,030
$2.31M
1.45%
increased 0.9 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
1.02%18,065
$1.63M
1.02%
decreased 17.38 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Seed Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.65%11,080
$1.04M
0.65%
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
0.41%9,910
$645.4K
0.41%
increased 2.06 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Seed Wealth Management, Inc.'s holding in Vaneck Etf Trust over time
0.45%37,280
$723.6K
0.45%
decreased 2.74 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Seed Wealth Management, Inc.'s holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Seed Wealth Management, Inc.'s holding in Wisdomtree Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Seed Wealth Management, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
1.21%81,220
$1.93M
1.21%
decreased 8.96 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Seed Wealth Management, Inc.'s holding in Spdr Series Trust over time
1.15%148,090
$1.83M
1.15%
increased 6.84 percentadded