Seed Wealth Management, Inc. Portfolio Stock Holdings
Seed Wealth Management, Inc. disclosed 98 stock positions valued at approximately $145.4 million in its latest SEC 13F filing. The largest holdings include PGIM ETF TR, JANUS DETROIT STR TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 98
- Portfolio Value
- $145.4M
Holdings by Sector
Seed Wealth Management, Inc. Portfolio Holdings in Q1 2026
94 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PGIM ETF TR | PULS | Other | 5.79% | 169,959 | +69,845 | +69.77% | $8,412,971 |
| JANUS DETROIT STR TR | JMBS | Other | 5.32% | 171,079 | -573 | -0.33% | $7,729,364 |
| SCHWAB STRATEGIC TR | SCHP | Other | 4.06% | 221,860 | +7,295 | +3.40% | $5,903,695 |
| EA SERIES TRUST | BOXX | Other | 3.81% | 47,605 | +11,049 | +30.22% | $5,535,985 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.75% | 49,385 | - | - | $5,455,561 |
| SCHWAB STRATEGIC TR | SCHB | Other | 3.32% | 192,268 | -7,075 | -3.55% | $4,825,927 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.89% | 27,486 | +235 | +0.86% | $2,744,752 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.83% | 56,690 | -3,280 | -5.47% | $2,661,596 |
| SPDR SERIES TRUST | SPMB | Other | 1.83% | 118,560 | -4,550 | -3.70% | $2,654,558 |
| VANGUARD INDEX FDS | VTI | Other | 1.58% | 7,165 | - | - | $2,298,604 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 1.48% | 89,925 | - | - | $2,156,402 |
| EA SERIES TRUST | QMOM | Other | 1.45% | 30,940 | - | - | $2,113,511 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.28% | 21,865 | +1,000 | +4.79% | $1,855,027 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.24% | 16,225 | -85 | -0.52% | $1,803,896 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.18% | 34,228 | -7,815 | -18.59% | $1,709,697 |
| VANGUARD STAR FDS | VXUS | Other | 1.09% | 20,639 | -605 | -2.85% | $1,591,473 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.97% | 30,292 | -45 | -0.15% | $1,404,337 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.94% | 44,930 | - | - | $1,370,365 |
| BLACKROCK MUN TARGET TERM TR | BTT | Financial Services | 0.92% | 59,170 | - | - | $1,343,159 |
| MICROSOFT CORP | MSFT | Technology | 0.88% | 3,437 | - | - | $1,272,274 |
| SPDR SERIES TRUST | BIL | Other | 0.86% | 13,565 | -146 | -1.06% | $1,243,097 |
| RIDGEPOST CAP INC | PX | Financial Services | 0.83% | 166,893 | - | - | $1,211,643 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.77% | 3,312 | - | - | $1,119,290 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.71% | 6,650 | - | - | $1,031,249 |
| APPLE INC | AAPL | Technology | 0.70% | 4,006 | -280 | -6.53% | $1,016,683 |
| ALPHABET INC | GOOG | Communication Services | 0.65% | 3,275 | - | - | $939,467 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.64% | 11,580 | - | - | $933,116 |
| BROADCOM INC | AVGO | Technology | 0.64% | 3,011 | - | - | $931,935 |
| NVIDIA CORPORATION | NVDA | Technology | 0.63% | 5,280 | - | - | $920,832 |
| VANECK ETF TRUST | HYEM | Other | 0.62% | 45,510 | - | - | $897,912 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.62% | 4,295 | - | - | $894,520 |
| ISHARES TR | MBB | Other | 0.62% | 9,420 | - | - | $894,429 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.60% | 13,290 | +170 | +1.30% | $873,020 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.57% | 33,470 | -470 | -1.38% | $828,383 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.50% | 4,465 | -1 | -0.02% | $732,840 |
| GLOBAL X FDS | PFFV | Other | 0.45% | 29,700 | - | - | $648,301 |
| SHELL PLC | SHEL | Energy | 0.44% | 6,927 | - | - | $644,211 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.43% | 16,070 | - | - | $626,087 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.42% | 4,200 | - | - | $614,376 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.39% | 11,530 | -19 | -0.16% | $564,163 |
| ICICI BANK LIMITED | IBN | Financial Services | 0.37% | 21,030 | -4 | -0.02% | $544,677 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.37% | 14,644 | +3,700 | +33.81% | $538,167 |
| SONY GROUP CORP | SONY | Technology | 0.36% | 25,125 | - | - | $520,088 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 4,085 | - | - | $507,684 |
| ISHARES TR | IMTM | Other | 0.33% | 9,900 | - | - | $475,398 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.33% | 7,880 | +400 | +5.35% | $472,642 |
| VANGUARD WELLINGTON FD | VFMO | Other | 0.32% | 2,330 | - | - | $459,243 |
| UBS GROUP AG | UBS | Other | 0.31% | 11,695 | - | - | $456,924 |
| EXXON MOBIL CORP | XOM | Energy | 0.31% | 2,676 | -5 | -0.19% | $454,010 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.30% | 1,408 | - | - | $437,592 |
| FIDELITY MERRIMACK STR TR | FLDR | Other | 0.30% | 8,700 | - | - | $435,435 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.29% | 11,000 | - | - | $427,460 |
| MCKESSON CORP | MCK | Healthcare | 0.29% | 483 | -2 | -0.41% | $417,969 |
| DEERE & CO | DE | Industrials | 0.28% | 726 | - | - | $408,956 |
| ISHARES TR | ICSH | Other | 0.28% | 8,000 | - | - | $404,960 |
| EQUINOR ASA | EQNR | Energy | 0.27% | 9,260 | - | - | $390,772 |
| VANGUARD INDEX FDS | VBR | Other | 0.25% | 1,700 | - | - | $369,325 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 1,493 | -2 | -0.13% | $364,949 |
| TE CONNECTIVITY PLC | TEL | Other | 0.24% | 1,683 | - | - | $351,781 |
| SPDR SERIES TRUST | SLYV | Other | 0.23% | 3,580 | - | - | $338,596 |
| GSK PLC | GSK | Healthcare | 0.23% | 6,080 | - | - | $335,555 |
| ISHARES INC | EMGF | Other | 0.23% | 5,500 | - | - | $332,365 |
| EA SERIES TRUST | IMOM | Other | 0.23% | 8,320 | - | - | $331,372 |
| ORACLE CORP | ORCL | Technology | 0.22% | 2,191 | - | - | $322,318 |
| ISHARES TR | SHY | Other | 0.22% | 3,895 | +330 | +9.26% | $321,610 |
| STRYKER CORPORATION | SYK | Healthcare | 0.22% | 970 | - | - | $318,732 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 4,100 | - | - | $318,119 |
| RTX CORPORATION | RTX | Industrials | 0.21% | 1,610 | -3 | -0.19% | $310,569 |
| NUVEEN VRIABL RAT PFD & INM | NPFD | Financial Services | 0.21% | 17,030 | -4,520 | -20.97% | $309,095 |
| META PLATFORMS INC | META | Communication Services | 0.21% | 534 | - | - | $305,517 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.21% | 5,550 | - | - | $299,978 |
| SALESFORCE INC | CRM | Technology | 0.20% | 1,570 | - | - | $293,072 |
| WISDOMTREE TR | DGS | Other | 0.20% | 4,800 | -500 | -9.43% | $288,480 |
| WILLIS TOWERS WATSON PLC LTD | WTW | Other | 0.19% | 970 | - | - | $281,979 |
| CORNING INC | GLW | Technology | 0.19% | 1,998 | +1,998 | +100.00% | $271,668 |
| HALEON PLC | HLN | Healthcare | 0.18% | 26,580 | - | - | $266,066 |
| HAYWARD HLDGS INC | HAYW | Industrials | 0.18% | 19,860 | - | - | $265,727 |
| NUTRIEN LTD | NTR | Basic Materials | 0.18% | 3,435 | - | - | $259,205 |
| HSBC HLDGS PLC | HSBC | Financial Services | 0.18% | 3,130 | - | - | $258,194 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.18% | 785 | -10 | -1.26% | $255,855 |
| PENTAIR PLC | G7S00T104 | Other | 0.18% | 2,929 | - | - | $255,145 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.17% | 1,272 | - | - | $252,161 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 2,041 | -2 | -0.10% | $245,512 |
| SMITH & NEPHEW PLC | SNN | Healthcare | 0.17% | 7,570 | - | - | $240,575 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 731 | -2 | -0.27% | $240,445 |
| SPDR INDEX SHS FDS | QEFA | Other | 0.16% | 2,500 | - | - | $233,175 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.16% | 2,231 | -1 | -0.04% | $229,057 |
| SYNOPSYS INC | SNPS | Technology | 0.16% | 570 | - | - | $225,994 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 0.15% | 1,080 | - | - | $213,300 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.14% | 1,446 | -4 | -0.28% | $208,860 |
| ISHARES INC | SCJ | Other | 0.14% | 2,140 | +2,140 | +100.00% | $207,751 |
| ROYAL BK CDA | RY | Financial Services | 0.14% | 1,250 | - | - | $202,225 |
| INFOSYS LTD | INFY | Technology | 0.13% | 13,950 | - | - | $188,465 |
| READY CAPITAL CORP | RC | Real Estate | 0.01% | 10,400 | -8,700 | -45.55% | $16,848 |