Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $123 Billion
  • Q1 2025

Seed Wealth Management, Inc. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mortg Backed Sec ETF with a value of $7.4B, Janus Detroit Str Tr Henderson with a value of $6.31B, Schwab Strategic Us Tips ETF with a value of $5.21B, Schwab Strategic Tr Us Broad M with a value of $4.89B, and American Centy ETF Tr Avantis with a value of $4.08B.

Examining the 13F form we can see an decrease of $996M in the current position value, from $124B to 123B.

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 $123 Billion
ETFs: $70.1 Billion
Technology: $14.8 Billion
Financial Services: $8.44 Billion
Healthcare: $6.01 Billion
Consumer Cyclical: $5.19 Billion
Communication Services: $3.78 Billion
Industrials: $3.21 Billion
Consumer Defensive: $2.35 Billion
Other: $2.58 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $123 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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