Sponsored

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

Currently, Seed Wealth Management, Inc. holds 98 types of securities in its portfolio with a total value $145.4M. In the most recent quarter, they have increased their positions in PULS (+69.8K shares, valued at $3.5M), BOXX (+11.0K shares, valued at $1.3M), GLW (+2.0K shares, valued at $271.7K); decreased their positions in VTIP (-7.8K shares, valued at $390.4K), SCHB (-7.1K shares, valued at $177.6K), VMBS (-3.3K shares, valued at $154.0K); initiated new positions in GLW (+2.0K shares, valued at $271.7K), N/A (+1.2K shares, valued at $230.7K), SCJ (+2.1K shares, valued at $207.8K).

1M P&L

+3.7M+2.62%

3M P&L

+5.2M+3.67%

HY P&L

+10.6M+7.83%

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/A118.6M

85.9%

2Software - Infrastructure2.4M

1.8%

3Semiconductors2.0M

1.5%

Top Industries by Stock Count

1N/A47 stocks

51.6%

2Software - Infrastructure4 stocks

4.4%

3Medical Devices3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAUS EA SERIES TRUST684.0K shares0.00%2026-03-312026-04-08

PULS PGIM ETF TR170.0K shares69.77%2026-03-312026-04-08

JMBS JANUS DETROIT STR TR171.1K shares-0.33%2026-03-312026-04-08

SCHP SCHWAB STRATEGIC TR221.9K shares3.40%2026-03-312026-04-08

BOXX EA SERIES TRUST47.6K shares30.22%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR49.4K shares0.00%2026-03-312026-04-08

VTEI VANGUARD MUN BD FDS49.9K shares0.00%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR192.3K shares-3.55%2026-03-312026-04-08

Sponsored

EA SERIES TRUST EA SERIES TRUST91.5K shares-0.18%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR27.5K shares0.86%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS56.7K shares-5.47%2026-03-312026-04-08

SPMB SPDR SERIES TRUST118.6K shares-3.70%2026-03-312026-04-08

VTI VANGUARD INDEX FDS7.2K shares0.00%2026-03-312026-04-08

VRP INVESCO EXCH TRADED FD TR II89.9K shares0.00%2026-03-312026-04-08

QMOM EA SERIES TRUST30.9K shares0.00%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR21.9K shares4.79%2026-03-312026-04-08

Sponsored

AVUS AMERICAN CENTY ETF TR16.2K shares-0.52%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS34.2K shares-18.59%2026-03-312026-04-08

VXUS VANGUARD STAR FDS20.6K shares-2.85%2026-03-312026-04-08

FNDC SCHWAB STRATEGIC TR30.3K shares-0.15%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR44.9K shares0.00%2026-03-312026-04-08

BTT BLACKROCK MUN TARGET TERM TR59.2K shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP3.4K shares0.00%2026-03-312026-04-08

BIL SPDR SERIES TRUST13.6K shares-1.06%2026-03-312026-04-08

Sponsored

PX RIDGEPOST CAP INC166.9K shares0.00%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC3.3K shares0.00%2026-03-312026-04-08

VFMF VANGUARD WELLINGTON FD6.7K shares0.00%2026-03-312026-04-08

AAPL APPLE INC4.0K shares-6.53%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.3K shares0.00%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR11.6K shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC3.0K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION5.3K shares0.00%2026-03-312026-04-08

Sponsored

HYEM VANECK ETF TRUST45.5K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC4.3K shares0.00%2026-03-312026-04-08

MBB ISHARES TR9.4K shares0.00%2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS13.3K shares1.30%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR33.5K shares-1.38%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC4.5K shares-0.02%2026-03-312026-04-08

PFFV GLOBAL X FDS29.7K shares0.00%2026-03-312026-04-08

SHEL SHELL PLC6.9K shares0.00%2026-03-312026-04-08

Sponsored

DFAI DIMENSIONAL ETF TRUST16.1K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC4.2K shares0.00%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR11.5K shares-0.16%2026-03-312026-04-08

IBN ICICI BANK LIMITED21.0K shares-0.02%2026-03-312026-04-08

NVO NOVO-NORDISK A S14.6K shares33.81%2026-03-312026-04-08

SONY SONY GROUP CORP25.1K shares0.00%2026-03-312026-04-08

WMT WALMART INC4.1K shares0.00%2026-03-312026-04-08

IMTM ISHARES TR9.9K shares0.00%2026-03-312026-04-08

Sponsored

AVES AMERICAN CENTY ETF TR7.9K shares5.35%2026-03-312026-04-08

VFMO VANGUARD WELLINGTON FD2.3K shares0.00%2026-03-312026-04-08

UBS UBS GROUP AG11.7K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.7K shares-0.19%2026-03-312026-04-08

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-04-08

FLDR FIDELITY MERRIMACK STR TR8.7K shares0.00%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST11.0K shares0.00%2026-03-312026-04-08

MCK MCKESSON CORP483 shares-0.41%2026-03-312026-04-08

Sponsored

DE DEERE & CO726 shares0.00%2026-03-312026-04-08

ICSH ISHARES TR8.0K shares0.00%2026-03-312026-04-08

EQNR EQUINOR ASA9.3K shares0.00%2026-03-312026-04-08

VBR VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.5K shares-0.13%2026-03-312026-04-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.7K shares0.00%2026-03-312026-04-08

SLYV SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-04-08

GSK PLC GSK PLC6.1K shares0.00%2026-03-312026-04-08

Sponsored

EMGF ISHARES INC5.5K shares0.00%2026-03-312026-04-08

IMOM EA SERIES TRUST8.3K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP2.2K shares0.00%2026-03-312026-04-08

SHY ISHARES TR3.9K shares9.26%2026-03-312026-04-08

SYK STRYKER CORPORATION970 shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC4.1K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION1.6K shares-0.19%2026-03-312026-04-08

NPFD NUVEEN VRIABL RAT PFD & INM17.0K shares-20.97%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC534 shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F5.5K shares0.00%2026-03-312026-04-08

CRM SALESFORCE INC1.6K shares0.00%2026-03-312026-04-08

DGS WISDOMTREE TR4.8K shares-9.43%2026-03-312026-04-08

WTW WILLIS TOWERS WATSON PLC LTD970 shares0.00%2026-03-312026-04-08

GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-08

HLN HALEON PLC26.6K shares0.00%2026-03-312026-04-08

HAYW HAYWARD HLDGS INC19.9K shares0.00%2026-03-312026-04-08

Sponsored

NTR NUTRIEN LTD3.4K shares0.00%2026-03-312026-04-08

HSBC HSBC HLDGS PLC3.1K shares0.00%2026-03-312026-04-08

CB CHUBB LTD SWITZ785 shares-1.26%2026-03-312026-04-08

PNR PENTAIR PLC2.9K shares0.00%2026-03-312026-04-08

PGR PROGRESSIVE CORP1.3K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.0K shares-0.10%2026-03-312026-04-08

SNN SMITH & NEPHEW PLC7.6K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC731 shares-0.27%2026-03-312026-04-08

Sponsored

QEFA SPDR INDEX SHS FDS2.5K shares0.00%2026-03-312026-04-08

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.2K shares-0.04%2026-03-312026-04-08

SNPS SYNOPSYS INC570 shares0.00%2026-03-312026-04-08

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K shares0.00%2026-03-312026-04-08

PG PROCTER & GAMBLE CO1.4K shares-0.28%2026-03-312026-04-08

SCJ ISHARES INC2.1K sharesnew addition2026-03-312026-04-08

RY ROYAL BK CDA1.3K shares0.00%2026-03-312026-04-08

Sponsored

INFY INFOSYS LTD13.9K shares0.00%2026-03-312026-04-08

RC READY CAPITAL CORP10.4K shares-45.55%2026-03-312026-04-08

AAUS

EA SERIES TRUST

0.00%

Shares684.0K

Event2026-03-31

Filed2026-04-08

PULS

PGIM ETF TR

69.77%

Shares170.0K

Event2026-03-31

Filed2026-04-08

JMBS

JANUS DETROIT STR TR

-0.33%

Shares171.1K

Event2026-03-31

Filed2026-04-08

SCHP

SCHWAB STRATEGIC TR

3.40%

Shares221.9K

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

30.22%

Shares47.6K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares49.4K

Event2026-03-31

Filed2026-04-08

VTEI

VANGUARD MUN BD FDS

0.00%

Shares49.9K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-3.55%

Shares192.3K

Event2026-03-31

Filed2026-04-08

EA SERIES TRUST

-0.18%

Shares91.5K

Event2026-03-31

Filed2026-04-08

AVDV

AMERICAN CENTY ETF TR

0.86%

Shares27.5K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

-5.47%

Shares56.7K

Event2026-03-31

Filed2026-04-08

SPMB

SPDR SERIES TRUST

-3.70%

Shares118.6K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-08

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares89.9K

Event2026-03-31

Filed2026-04-08

QMOM

EA SERIES TRUST

0.00%

Shares30.9K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

4.79%

Shares21.9K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

-0.52%

Shares16.2K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

-18.59%

Shares34.2K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-2.85%

Shares20.6K

Event2026-03-31

Filed2026-04-08

FNDC

SCHWAB STRATEGIC TR

-0.15%

Shares30.3K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares44.9K

Event2026-03-31

Filed2026-04-08

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares59.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

-1.06%

Shares13.6K

Event2026-03-31

Filed2026-04-08

RIDGEPOST CAP INC

0.00%

Shares166.9K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-08

VFMF

VANGUARD WELLINGTON FD

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-6.53%

Shares4.0K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-08

HYEM

VANECK ETF TRUST

0.00%

Shares45.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

1.30%

Shares13.3K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-1.38%

Shares33.5K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

-0.02%

Shares4.5K

Event2026-03-31

Filed2026-04-08

PFFV

GLOBAL X FDS

0.00%

Shares29.7K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

-0.16%

Shares11.5K

Event2026-03-31

Filed2026-04-08

IBN

ICICI BANK LIMITED

-0.02%

Shares21.0K

Event2026-03-31

Filed2026-04-08

NVO

NOVO-NORDISK A S

33.81%

Shares14.6K

Event2026-03-31

Filed2026-04-08

SONY

SONY GROUP CORP

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

IMTM

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-08

AVES

AMERICAN CENTY ETF TR

5.35%

Shares7.9K

Event2026-03-31

Filed2026-04-08

VFMO

VANGUARD WELLINGTON FD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

UBS

UBS GROUP AG

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-0.19%

Shares2.7K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

FLDR

FIDELITY MERRIMACK STR TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

-0.41%

Shares483

Event2026-03-31

Filed2026-04-08

DEERE & CO

0.00%

Shares726

Event2026-03-31

Filed2026-04-08

ICSH

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-08

EQNR

EQUINOR ASA

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-08

TE CONNECTIVITY PLC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

GSK PLC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-08

EMGF

ISHARES INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

IMOM

EA SERIES TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

9.26%

Shares3.9K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

0.00%

Shares970

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-0.19%

Shares1.6K

Event2026-03-31

Filed2026-04-08

NPFD

NUVEEN VRIABL RAT PFD & INM

-20.97%

Shares17.0K

Event2026-03-31

Filed2026-04-08