Seed Wealth Management, Inc.

CIK 0001963728 · EVANSTON, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Seed Wealth Management, Inc. reported 100 positions worth $158.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: AAUS (25.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$158.0M
2026 Q2
Positions
100
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.5%
Est. Net Flow (Q)
2026 Q2
10 / 100 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAUSEA SERIES TRUSTSH$40.8M25.81%682,464
2JMBSJANUS DETROIT STR TRSH$7.7M4.87%170,917
3BOXXEA SERIES TRUSTSH$7.0M4.43%59,735
4AVUVAMERICAN CENTY ETF TRSH$6.5M4.11%52,085
5PULSPGIM ETF TRSH$6.2M3.91%124,759
6SCHBSCHWAB STRATEGIC TRSH$5.6M3.52%192,268
7VTEIVANGUARD MUN BD FDSSH$5.0M3.15%49,335
8AAEQEA SERIES TRUSTSH$4.8M3.07%91,183
9SCHPSCHWAB STRATEGIC TRSH$4.2M2.68%159,565
10SPMBSPDR SERIES TRUSTSH$3.1M1.96%138,610

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Seed Wealth Management, Inc. hold as of Q2 2026?

Seed Wealth Management, Inc. reported 100 positions worth $158.0M in its Q2 2026 13F filing. Largest positions: AAUS (25.8%), JMBS (4.9%), BOXX (4.4%), AVUV (4.1%) and PULS (3.9%).

What did Seed Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Seed Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.