Sponsored

The Analysis of Seed Wealth Management, Inc.'s Holdings & P&L

Currently, Seed Wealth Management, Inc. holds 100 types of securities in its portfolio with a total value $158.0M. In the most recent quarter, they have increased their positions in N/A (+27.9K shares, valued at $2.1M), BOXX (+12.1K shares, valued at $1.4M), VOO (+1.4K shares, valued at $932.7K); decreased their positions in PULS (-45.2K shares, valued at $2.2M), SCHP (-62.3K shares, valued at $1.7M), VTIP (-20.2K shares, valued at $1.0M); initiated new positions in N/A (+27.9K shares, valued at $2.1M), VOO (+1.4K shares, valued at $932.7K), IGSB (+6.7K shares, valued at $353.5K).

1M P&L

+956.5K+0.67%

3M P&L

+4.9M+3.52%

HY P&L

+12.0M+9.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.6M

86.6%

2Semiconductors2.9M

2.0%

3Computer Hardware1.6M

1.1%

Top Industries by Stock Count

1N/A49 stocks

57.6%

2Semiconductors3 stocks

3.5%

3Banks - Diversified3 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAUS EA SERIES TRUST682.5K shares-0.22%2026-06-302026-07-27

JMBS JANUS DETROIT STR TR170.9K shares-0.09%2026-06-302026-07-27

BOXX EA SERIES TRUST59.7K shares25.48%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR52.1K shares5.47%2026-06-302026-07-27

PULS PGIM ETF TR124.8K shares-26.59%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR192.3K shares0.00%2026-06-302026-07-27

VTEI VANGUARD MUN BD FDS49.3K shares-1.10%2026-06-302026-07-27

EA SERIES TRUST EA SERIES TRUST91.2K shares-0.30%2026-06-302026-07-27

Sponsored

SCHP SCHWAB STRATEGIC TR159.6K shares-28.08%2026-06-302026-07-27

SPMB SPDR SERIES TRUST138.6K shares16.91%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS7.9K shares10.47%2026-06-302026-07-27

AVDV AMERICAN CENTY ETF TR27.9K shares1.44%2026-06-302026-07-27

VXUS VANGUARD STAR FDS30.7K shares48.89%2026-06-302026-07-27

VMBS VANGUARD SCOTTSDALE FDS55.7K shares-1.80%2026-06-302026-07-27

QMOM EA SERIES TRUST30.9K shares0.00%2026-06-302026-07-27

AVUS AMERICAN CENTY ETF TR17.9K shares10.14%2026-06-302026-07-27

Sponsored

VRP INVESCO EXCH TRADED FD TR II89.2K shares-0.79%2026-06-302026-07-27

VANGUARD MALVERN FDS VANGUARD MALVERN FDS27.9K sharesnew addition2026-06-302026-07-27

AVDE AMERICAN CENTY ETF TR21.9K shares0.00%2026-06-302026-07-27

TSM TAIWAN SEMICONDUCTOR MANUFAC3.3K shares0.00%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR44.9K shares0.00%2026-06-302026-07-27

DELL DELL TECHNOLOGIES INC3.6K shares-19.48%2026-06-302026-07-27

FNDC SCHWAB STRATEGIC TR29.9K shares-1.14%2026-06-302026-07-27

BTT BLACKROCK MUN TARGET TERM TR59.2K shares0.00%2026-06-302026-07-27

Sponsored

PX RIDGEPOST CAP INC166.9K shares0.00%2026-06-302026-07-27

BIL SPDR SERIES TRUST13.0K shares-4.35%2026-06-302026-07-27

VFMF VANGUARD WELLINGTON FD6.7K shares0.00%2026-06-302026-07-27

GOOG ALPHABET INC3.3K shares0.00%2026-06-302026-07-27

VWOB VANGUARD WHITEHALL FDS16.2K shares22.16%2026-06-302026-07-27

AAPL APPLE INC3.8K shares-6.37%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR11.1K shares-4.32%2026-06-302026-07-27

NVDA NVIDIA CORPORATION5.3K shares0.00%2026-06-302026-07-27

Sponsored

MSFT MICROSOFT CORP2.8K shares-17.75%2026-06-302026-07-27

AMZN AMAZON COM INC4.3K shares0.00%2026-06-302026-07-27

VOO VANGUARD INDEX FDS1.4K sharesnew addition2026-06-302026-07-27

BROADCOM INC BROADCOM INC2.5K shares-18.60%2026-06-302026-07-27

MBB ISHARES TR9.4K shares0.00%2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR31.0K shares-7.26%2026-06-302026-07-27

HYEM VANECK ETF TRUST38.3K shares-15.78%2026-06-302026-07-27

VTIP VANGUARD MALVERN FDS14.1K shares-58.90%2026-06-302026-07-27

Sponsored

DFAI DIMENSIONAL ETF TRUST16.1K shares0.00%2026-06-302026-07-27

AVES AMERICAN CENTY ETF TR9.7K shares23.22%2026-06-302026-07-27

IBN ICICI BANK LIMITED21.0K shares0.00%2026-06-302026-07-27

FNDF SCHWAB STRATEGIC TR11.5K shares0.00%2026-06-302026-07-27

VFMO VANGUARD WELLINGTON FD2.3K shares0.00%2026-06-302026-07-27

UBS UBS GROUP AG11.7K shares0.00%2026-06-302026-07-27

SHEL SHELL PLC6.9K shares0.00%2026-06-302026-07-27

IMTM ISHARES TR9.9K shares0.00%2026-06-302026-07-27

Sponsored

GLW CORNING INC2.0K shares0.00%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.2K shares0.00%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2026-06-302026-07-27

PFFV GLOBAL X FDS22.1K shares-25.59%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC4.1K shares0.00%2026-06-302026-07-27

NVO NOVO-NORDISK A S9.9K shares-32.16%2026-06-302026-07-27

WMT WALMART INC4.1K shares0.00%2026-06-302026-07-27

DE DEERE & CO726 shares0.00%2026-06-302026-07-27

Sponsored

VBR VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-27

EMGF ISHARES INC5.5K shares0.00%2026-06-302026-07-27

FLDR FIDELITY MERRIMACK STR TR8.0K shares-8.05%2026-06-302026-07-27

SONY SONY GROUP CORP19.6K shares-21.89%2026-06-302026-07-27

SLYV SPDR SERIES TRUST3.6K shares0.00%2026-06-302026-07-27

MCD MCDONALDS CORP1.4K shares0.00%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares0.00%2026-06-302026-07-27

Sponsored

IMOM EA SERIES TRUST8.3K shares0.00%2026-06-302026-07-27

IGSB ISHARES TR6.7K sharesnew addition2026-06-302026-07-27

SHY ISHARES TR4.2K shares7.83%2026-06-302026-07-27

HAYW HAYWARD HLDGS INC19.9K shares0.00%2026-06-302026-07-27

TEL TE CONNECTIVITY PLC1.7K shares0.00%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2026-06-302026-07-27

NPFD NUVEEN VRIABL RAT PFD & INM17.0K shares0.00%2026-06-302026-07-27

GSK PLC GSK PLC6.1K shares0.00%2026-06-302026-07-27

Sponsored

DGS WISDOMTREE TR4.8K shares0.00%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC530 sharesnew addition2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION1.6K shares0.00%2026-06-302026-07-27

MCK MCKESSON CORP399 shares-17.39%2026-06-302026-07-27

CAT CATERPILLAR INC280 sharesnew addition2026-06-302026-07-27

HSBC HSBC HLDGS PLC3.1K shares0.00%2026-06-302026-07-27

EQNR EQUINOR ASA9.3K shares0.00%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-07-27

Sponsored

CHUBB LIMITED CHUBB LIMITED785 shares0.00%2026-06-302026-07-27

MRK MERCK & CO INC2.0K shares0.00%2026-06-302026-07-27

RY ROYAL BK CDA1.3K shares0.00%2026-06-302026-07-27

WTW WILLIS TOWERS WATSON PLC LTD970 shares0.00%2026-06-302026-07-27

HLN HALEON PLC26.6K shares0.00%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC429 shares-19.66%2026-06-302026-07-27

QEFA SPDR INDEX SHS FDS2.5K shares0.00%2026-06-302026-07-27

SCJ ISHARES INC2.1K shares0.00%2026-06-302026-07-27

Sponsored

PNR PENTAIR PLC2.9K shares0.00%2026-06-302026-07-27

ABBVIE INC ABBVIE INC892 sharesnew addition2026-06-302026-07-27

ASTRAZENECA PLC ASTRAZENECA PLC1.2K shares0.00%2026-06-302026-07-27

SNN SMITH & NEPHEW PLC7.6K shares0.00%2026-06-302026-07-27

NTR NUTRIEN LTD3.4K shares0.00%2026-06-302026-07-27

PGR PROGRESSIVE CORP987 shares-22.41%2026-06-302026-07-27

IBB ISHARES TR1.1K sharesnew addition2026-06-302026-07-27

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-06-302026-07-27

Sponsored

SBUX STARBUCKS CORP2.1K sharesnew addition2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC504 sharesnew addition2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T280 sharesnew addition2026-06-302026-07-27

INFY INFOSYS LTD12.0K shares-14.27%2026-06-302026-07-27

AAUS

EA SERIES TRUST

-0.22%

Shares682.5K

Event2026-06-30

Filed2026-07-27

JMBS

JANUS DETROIT STR TR

-0.09%

Shares170.9K

Event2026-06-30

Filed2026-07-27

BOXX

EA SERIES TRUST

25.48%

Shares59.7K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

5.47%

Shares52.1K

Event2026-06-30

Filed2026-07-27

PULS

PGIM ETF TR

-26.59%

Shares124.8K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares192.3K

Event2026-06-30

Filed2026-07-27

VTEI

VANGUARD MUN BD FDS

-1.10%

Shares49.3K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

-0.30%

Shares91.2K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

-28.08%

Shares159.6K

Event2026-06-30

Filed2026-07-27

SPMB

SPDR SERIES TRUST

16.91%

Shares138.6K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

10.47%

Shares7.9K

Event2026-06-30

Filed2026-07-27

AVDV

AMERICAN CENTY ETF TR

1.44%

Shares27.9K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

48.89%

Shares30.7K

Event2026-06-30

Filed2026-07-27

VMBS

VANGUARD SCOTTSDALE FDS

-1.80%

Shares55.7K

Event2026-06-30

Filed2026-07-27

QMOM

EA SERIES TRUST

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-27

AVUS

AMERICAN CENTY ETF TR

10.14%

Shares17.9K

Event2026-06-30

Filed2026-07-27

VRP

INVESCO EXCH TRADED FD TR II

-0.79%

Shares89.2K

Event2026-06-30

Filed2026-07-27

VANGUARD MALVERN FDS

New

Shares27.9K

Event2026-06-30

Filed2026-07-27

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares44.9K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-19.48%

Shares3.6K

Event2026-06-30

Filed2026-07-27

FNDC

SCHWAB STRATEGIC TR

-1.14%

Shares29.9K

Event2026-06-30

Filed2026-07-27

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares59.2K

Event2026-06-30

Filed2026-07-27

RIDGEPOST CAP INC

0.00%

Shares166.9K

Event2026-06-30

Filed2026-07-27

BIL

SPDR SERIES TRUST

-4.35%

Shares13.0K

Event2026-06-30

Filed2026-07-27

VFMF

VANGUARD WELLINGTON FD

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-27

VWOB

VANGUARD WHITEHALL FDS

22.16%

Shares16.2K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-6.37%

Shares3.8K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

-4.32%

Shares11.1K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-17.75%

Shares2.8K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-18.60%

Shares2.5K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

-7.26%

Shares31.0K

Event2026-06-30

Filed2026-07-27

HYEM

VANECK ETF TRUST

-15.78%

Shares38.3K

Event2026-06-30

Filed2026-07-27

VTIP

VANGUARD MALVERN FDS

-58.90%

Shares14.1K

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-27

AVES

AMERICAN CENTY ETF TR

23.22%

Shares9.7K

Event2026-06-30

Filed2026-07-27

IBN

ICICI BANK LIMITED

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-27

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-27

VFMO

VANGUARD WELLINGTON FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-27

UBS

UBS GROUP AG

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-27

IMTM

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-27

PFFV

GLOBAL X FDS

-25.59%

Shares22.1K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-27

NVO

NOVO-NORDISK A S

-32.16%

Shares9.9K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-27

DEERE & CO

0.00%

Shares726

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

EMGF

ISHARES INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-27

FLDR

FIDELITY MERRIMACK STR TR

-8.05%

Shares8.0K

Event2026-06-30

Filed2026-07-27

SONY

SONY GROUP CORP

-21.89%

Shares19.6K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-27

IMOM

EA SERIES TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-27

IGSB

ISHARES TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-27

SHY

ISHARES TR

7.83%

Shares4.2K

Event2026-06-30

Filed2026-07-27

HAYW

HAYWARD HLDGS INC

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-27

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-27

NPFD

NUVEEN VRIABL RAT PFD & INM

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-27

GSK PLC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-27

DGS

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares530

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

-17.39%

Shares399

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

New

Shares280

Event2026-06-30

Filed2026-07-27

HSBC

HSBC HLDGS PLC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-27

EQNR

EQUINOR ASA

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

0.00%

Shares785

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

ROYAL BK CDA

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares970

Event2026-06-30

Filed2026-07-27

HLN

HALEON PLC

0.00%

Shares26.6K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-19.66%

Shares429

Event2026-06-30

Filed2026-07-27

QEFA

SPDR INDEX SHS FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-27

SCJ

ISHARES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-27

PNR

PENTAIR PLC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

New

Shares892

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SNN

SMITH & NEPHEW PLC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-27

NTR

NUTRIEN LTD

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

-22.41%

Shares987

Event2026-06-30

Filed2026-07-27

IBB

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

New

Shares504

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

New

Shares280

Event2026-06-30

Filed2026-07-27

INFY

INFOSYS LTD

-14.27%

Shares12.0K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available