Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $134 Billion
  • Q2 2025

Seed Wealth Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Henderson with a value of $6.66B, Schwab Strategic Us Tips ETF with a value of $5.83B, Schwab Strategic Tr Us Broad M with a value of $5.4B, Vanguard Mun Bd Fds with a value of $4.66B, and American Centy ETF Tr Avantis with a value of $4.19B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $123B to 134B.

Seed Wealth Management, Inc. is based out at Evanston, IL

Below you can find more details about Seed Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $68.4 Billion
Technology: $19.3 Billion
Financial Services: $11.4 Billion
Healthcare: $6.06 Billion
Consumer Cyclical: $4.99 Billion
Communication Services: $4.79 Billion
Industrials: $4.2 Billion
Consumer Defensive: $2.15 Billion
Other: $2.44 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.4B
$362 Million 0.27% of portfolio
4,865
Q4 2023 Added 14.31%
$51.7B
$369 Million 0.27% of portfolio
5,145
Q4 2022 New
$64.1B
$336 Million 0.25% of portfolio
3,185
Q2 2024 Added 12.15%
$631B
$325 Million 0.24% of portfolio
669
Q4 2022 New
$50.8B
$312 Million 0.23% of portfolio
1,245
Q4 2022 New
$169B
$306 Million 0.23% of portfolio
3,357
Q2 2024 Added 14.11%
$75.9B
$311 Million 0.23% of portfolio
1,262
Q4 2023 New
$41.7B
$308 Million 0.23% of portfolio
1,930
Q1 2023 Added 11.56%
$207B
$297 Million 0.22% of portfolio
3,747
Q2 2025 Added 0.32%
$77.5B
$289 Million 0.22% of portfolio
15,620
Q2 2025 Reduced 5.85%
$303B
$292 Million 0.22% of portfolio
3,643
Q1 2024 New
$33.2B
$297 Million 0.22% of portfolio
970
Q2 2024 Added 14.12%
$17.6B
$301 Million 0.22% of portfolio
2,929
Q4 2023 New
$47.3B
$276 Million 0.21% of portfolio
26,580
Q2 2025 Reduced 7.48%
$177B
$280 Million 0.21% of portfolio
1,350
Q4 2023 Reduced 5.4%
$102B
$263 Million 0.2% of portfolio
816
Q2 2025 New
$73.4B
$263 Million 0.2% of portfolio
737
Q2 2025 New
$42.2B
$251 Million 0.19% of portfolio
3,365
Q2 2025 Reduced 13.83%
$28.7B
$260 Million 0.19% of portfolio
2,530
Q2 2025 Reduced 3.44%
$59.4B
$251 Million 0.19% of portfolio
1,105
Q2 2025 Reduced 9.8%
$338B
$256 Million 0.19% of portfolio
1,378
Q3 2023 New
$170B
$242 Million 0.18% of portfolio
625
Q2 2025 Reduced 7.54%
$31.4B
$240 Million 0.18% of portfolio
4,115
Q1 2025 New
$47.1B
$244 Million 0.18% of portfolio
3,120
Q4 2022 New
$108B
$242 Million 0.18% of portfolio
2,645
Q2 2025 Added 14.35%
$92.6B
$232 Million 0.17% of portfolio
1,012
Q1 2024 New
$79.5B
$233 Million 0.17% of portfolio
1,350
Q1 2024 New
$43.2B
$226 Million 0.17% of portfolio
1,752
Q2 2025 Reduced 5.14%
$80.7B
$233 Million 0.17% of portfolio
9,260
Q2 2025 Reduced 11.89%
$13B
$232 Million 0.17% of portfolio
7,570
Q2 2025 Reduced 4.54%
$15.2B
$222 Million 0.17% of portfolio
3,305
Q2 2025 Reduced 9.33%
$253B
$209 Million 0.16% of portfolio
3,430
Q2 2025 Reduced 5.51%
$91B
$216 Million 0.16% of portfolio
653
Q2 2025 New
$8.81B
$212 Million 0.16% of portfolio
20,185
Q2 2025 Reduced 5.48%
$27.7B
$211 Million 0.16% of portfolio
1,250
Q1 2025 Added 8.23%
$123B
$220 Million 0.16% of portfolio
476
Q4 2023 New
$32B
$207 Million 0.15% of portfolio
800
Q2 2025 New
$0
$197 Million 0.15% of portfolio
19,650
Q4 2024 Reduced 1.26%
$122B
$205 Million 0.15% of portfolio
4,247
Q1 2025 Reduced 9.54%
$142B
$203 Million 0.15% of portfolio
1,643
Q1 2025 New
$45.8B
$205 Million 0.15% of portfolio
3,900
Q2 2025 New
$0
$120 Million 0.09% of portfolio
12,400
Q4 2022 New
$490M
$108 Million 0.08% of portfolio
24,800
Q4 2024 Added 93.75%
$0
$85.7 Million 0.06% of portfolio
13,020
Q2 2025 Reduced 21.28%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $134 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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