Mustard Seed Financial, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $15.6B, Vanguard Bd Index Fd Inc Inter with a value of $9.88B, Vanguard Sht Term Corp Bd ETF with a value of $9.17B, Vanguard Growth ETF with a value of $9.16B, and Vanguard Value ETF with a value of $6.94B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $124B to 139B.

Mustard Seed Financial, LLC is based out at Magnolia, AR

Below you can find more details about Mustard Seed Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $99.5 Billion
Technology: $9.2 Billion
Consumer Defensive: $6.58 Billion
Healthcare: $4.08 Billion
Energy: $3.11 Billion
Financial Services: $2.98 Billion
Communication Services: $1.93 Billion
Industrials: $1.04 Billion
Other: $1.45 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $139 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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