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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226B
$666 Million 0.54% of portfolio
10,792
Q2 2024 Added 1.0%
$451B
$668 Million 0.54% of portfolio
5,613
Q2 2024 Added 16.12%
$30.1B
$662 Million 0.54% of portfolio
26,075
Q4 2024 Added 400.0%
$412B
$617 Million 0.5% of portfolio
3,722
Q2 2024 Added 5.68%
$132B
$614 Million 0.5% of portfolio
1,650
Q4 2022 New
$0
$606 Million 0.49% of portfolio
12,050
Q1 2025 Reduced 1.71%
$542B
$587 Million 0.48% of portfolio
1,674
Q4 2022 New
$0
$586 Million 0.48% of portfolio
7,480
Q4 2023 Reduced 31.88%
$232B
$569 Million 0.46% of portfolio
7,765
Q3 2024 Reduced 3.72%
$35B
$537 Million 0.44% of portfolio
2,590
Q4 2022 New
$0
$499 Million 0.41% of portfolio
7,765
Q1 2025 Added 4.02%
$0
$502 Million 0.41% of portfolio
26,719
Q1 2025 Reduced 56.63%
$0
$490 Million 0.4% of portfolio
3,230
Q2 2023 Reduced 33.13%
$463B
$485 Million 0.39% of portfolio
520
Q4 2023 New
$231B
$475 Million 0.39% of portfolio
3,584
Q2 2024 Reduced 0.78%
$0
$483 Million 0.39% of portfolio
15,450
Q3 2024 Reduced 16.26%
$156B
$475 Million 0.39% of portfolio
3,095
Q4 2024 Reduced 1.75%
$63.2B
$463 Million 0.38% of portfolio
1,080
Q4 2022 New
$0
$451 Million 0.37% of portfolio
8,580
Q3 2024 Reduced 6.64%
$0
$456 Million 0.37% of portfolio
9,000
Q1 2025 Reduced 68.97%
$0
$455 Million 0.37% of portfolio
2,440
Q4 2022 New
$27.5B
$445 Million 0.36% of portfolio
3,880
Q1 2025 Added 3.47%
$0
$436 Million 0.35% of portfolio
8,700
Q4 2023 Reduced 33.08%
Blackrock Inc
-
$430 Million 0.35% of portfolio
-
Q4 2024 New
$216B
$418 Million 0.34% of portfolio
1,679
Q2 2024 Added 11.64%
$0
$420 Million 0.34% of portfolio
11,615
Q3 2023 Reduced 2.65%
$398B
$424 Million 0.34% of portfolio
2,486
Q4 2024 Reduced 1.19%
$167B
$408 Million 0.33% of portfolio
3,077
Q2 2024 Added 10.01%
$90.8B
$402 Million 0.33% of portfolio
13,135
Q2 2024 Added 7.27%
$93.2B
$399 Million 0.32% of portfolio
1,155
Q2 2024 Added 8.96%
$13.2B
$395 Million 0.32% of portfolio
24,703
Q2 2023 Reduced 16.32%
$0
$395 Million 0.32% of portfolio
9,900
Q2 2024 Added 33.78%
$433B
$378 Million 0.31% of portfolio
400
Q3 2024 Reduced 21.41%
$69.8B
$370 Million 0.3% of portfolio
97
Q4 2022 New
$691B
$367 Million 0.3% of portfolio
1,496
Q2 2023 New
$678B
$356 Million 0.29% of portfolio
669
Q4 2022 New
$68.4B
$354 Million 0.29% of portfolio
3,185
Q2 2024 Added 12.15%
$0
$362 Million 0.29% of portfolio
1,751
Q4 2022 New
$52.2B
$348 Million 0.28% of portfolio
5,145
Q4 2022 New
$35.1B
$328 Million 0.27% of portfolio
970
Q2 2024 Added 14.12%
$400B
$328 Million 0.27% of portfolio
627
Q4 2022 New
$200B
$335 Million 0.27% of portfolio
3,735
Q4 2024 Reduced 0.93%
$0
$336 Million 0.27% of portfolio
7,130
Q1 2025 Added 4.85%
$71B
$317 Million 0.26% of portfolio
4,865
Q4 2023 Added 14.31%
$0
$320 Million 0.26% of portfolio
3,870
Q1 2025 Added 22.08%
$0
$320 Million 0.26% of portfolio
2,500
Q2 2024 Added 5.93%
$905B
$325 Million 0.26% of portfolio
2,100
Q1 2023 New
$246B
$312 Million 0.25% of portfolio
2,880
Q2 2024 Added 900.0%
$70.7B
$303 Million 0.25% of portfolio
16,590
Q1 2025 Reduced 9.15%

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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