Seed Wealth Management Inc. Investment Activity Analysis: Q2 2026 Portfolio Changes
Seed Wealth Management Inc.'s portfolio saw significant adjustments in Q2 2026, with notable sales of SCHP and PULS alongside substantial increases in SPMB, BOXX, and VXUS.
Introduction
As of June 30th, 2026, Seed Wealth Management Inc. managed a portfolio valued at $10.5 million. This comprehensive analysis examines the observable changes in holdings during this quarter based on available data.
Significant Sales Observed
The investment strategy for Seed Wealth Management Inc. appears to have involved substantial divestments during Q2 2026, as evidenced by several notable exits from their portfolio:
- SCHWAB STRATEGIC TR (SCHP) experienced a significant reduction of 28.08% in its allocation, equivalent to selling approximately 62,300 shares.
- PGIM ETF TR (PULS) saw a substantial decrease of 26.59% in its allocation, equivalent to selling approximately 45,200 shares.
- VANGUARD MALVERN FDS (VTIP) was sold completely out of the portfolio, representing a decrease percentage of -58.9% and share reduction of -20,168 shares.
The sale of VTIP suggests a potential shift away from certain Vanguard sector funds within their investment strategy during this period.
Notable Purchases and Increases in Holdings
In contrast to the sales, Seed Wealth Management Inc. demonstrated strong buying activity or maintained significant positions with these holdings:
- SPDR SERIES TRUST (SPMB) showed a substantial increase of 16.91% in its allocation, equivalent to buying approximately 20,050 shares.
- EA SERIES TRUST (BOXX) experienced a significant increase of 25.48% in its allocation, equivalent to buying approximately 12,130 shares.
- VANGUARD STAR FDS (VXUS) saw a substantial increase of 48.89% in its allocation, equivalent to buying approximately 10,090 shares.
The significant increases in SPMB, BOXX, and VXUS indicate that these trusts or funds were considered important additions or reinforcements within Seed Wealth Management Inc.'s portfolio during Q2 2026.
Other Portfolio Changes
Beyond the major shifts highlighted above, several other holdings showed changes in their allocation percentages:
- GLOBAL X FDS (PFFV) increased its portfolio weighting from 0.31% to an unchanged level, but the share increase suggests a value addition.
- VANECK ETF TRUST (HYEM) saw its allocation decrease slightly by -15.78% in weighting and shares sold, but the impact was minimal compared to other changes.
- ISHARES TR (IGSB) experienced a doubling of its holdings with an increase percentage of 100%, equivalent to buying approximately 6,745 shares.
The addition or reinforcement of IGGS and the minor change in PFFV further illustrate the dynamic nature of Seed Wealth Management Inc.'s portfolio adjustments this quarter.
Direct Stock Investments
In addition to ETF trusts, there were observable changes involving direct stock holdings:
- Sony Corporation (SONY), categorized under Technology, saw a decrease of 21.89% in its allocation.
- Novo Nordisk A S (NVO), classified as Healthcare, experienced a reduction of -32.16%.
- Vanguard Whitehall Fund ETF (VWOB) showed an increase in allocation by 22.16%, reinforcing its position within the portfolio.
- Starbucks Corporation (SBUX), falling under Consumer Cyclical, saw a complete replacement with an increase percentage of 100%.
The changes in direct stock holdings like SONY and NVO reflect the firm's broader portfolio rebalancing activities during Q2 2026.
Conclusion: Overall Portfolio Dynamics
This quarter, Seed Wealth Management Inc. engaged in a mix of strategic sales and targeted purchases. The significant reductions in SCHP, PULS, VTIP, SONY, and NVO allocations suggest a deliberate shift away from these assets or trusts.
Conversely, the substantial increases in SPMB, BOXX, VXUS, VWOB, IGSB, and SBUX indicate confidence in certain sectors (like Financial Services for VWOB) or specific companies like Starbucks. The overall portfolio weighting changes reflect a dynamic approach to asset allocation during Q2 2026.
For more detailed information on Seed Wealth Management Inc.'s investment activities throughout the year, please visit their institutional profile. You can also explore individual holdings like SCHP or VOO directly via their respective stock pages.