S.E.E.D. Planning Group LLC Portfolio Holdings

S.E.E.D. Planning Group LLC

  • $329 Million
  • Q3 2025

S.E.E.D. Planning Group LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Amazon Com Inc with a value of $16.1M, Alphabet Inc. with a value of $15.8M, Microsoft Corp with a value of $13.4M, and Agilent Technologies, Inc. with a value of $13.3M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $311M to 329M.

Below you can find more details about S.E.E.D. Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $329 Million
ETFs: $43.8 Million
Technology: $38.9 Million
Consumer Cyclical: $30.7 Million
Financial Services: $29.7 Million
Communication Services: $29.5 Million
Healthcare: $27.1 Million
Industrials: $26.8 Million
Energy: $26.5 Million
Other: $75.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$17.5 Million 5.32% of portfolio
68,703
Q3 2025 Reduced 2.95%
$2.26T
$16.1 Million 4.89% of portfolio
73,219
Q3 2025 Reduced 0.31%
$1.5T
$15.8 Million 4.79% of portfolio
64,789
Q3 2025 Reduced 10.59%
$3.86T
$13.4 Million 4.09% of portfolio
25,964
Q3 2025 Reduced 0.52%
$43.1B
$13.3 Million 4.05% of portfolio
103,720
Q3 2025 Reduced 0.09%
$219B
$13.3 Million 4.05% of portfolio
27,455
Q3 2025 Reduced 2.78%
$0
$13.2 Million 4.01% of portfolio
153,542
Q3 2025 Added 6.61%
$1.65T
$13.2 Million 4.0% of portfolio
17,919
Q3 2025 Reduced 2.95%
$165B
$13.1 Million 3.99% of portfolio
173,734
Q3 2025 Added 1.45%
$60.8B
$12.3 Million 3.75% of portfolio
72,306
Q3 2025 Reduced 11.06%
$118B
$11.9 Million 3.62% of portfolio
40,535
Q3 2025 Added 11.97%
$44.5B
$11.7 Million 3.57% of portfolio
173,570
Q3 2025 Added 5.58%
$128B
$11.1 Million 3.36% of portfolio
22,152
Q3 2025 Added 8.13%
$95.7B
$10.9 Million 3.33% of portfolio
216,786
Q3 2025 Reduced 3.84%
$51.7B
$10.5 Million 3.19% of portfolio
66,651
Q3 2025 Reduced 6.81%
$70.7B
$10 Million 3.05% of portfolio
207,669
Q3 2025 Reduced 2.65%
$152B
$7.66 Million 2.33% of portfolio
30,475
Q3 2025 Added 2.69%
$415B
$6.69 Million 2.04% of portfolio
7,229
Q3 2025 Reduced 2.85%
$546B
$6.43 Million 1.96% of portfolio
11,307
Q3 2025 Reduced 3.19%
$400B
$5.73 Million 1.74% of portfolio
14,147
Q3 2025 Reduced 6.37%
$89.6B
$5.22 Million 1.59% of portfolio
27,154
Q3 2025 Added 3.13%
$65.6B
$4.67 Million 1.42% of portfolio
58,408
Q3 2025 Added 39.12%
$568B
$4.45 Million 1.35% of portfolio
13,026
Q3 2025 Reduced 4.62%
$31.3B
$3.77 Million 1.15% of portfolio
44,733
Q3 2025 Reduced 3.45%
$0
$3.65 Million 1.11% of portfolio
186,817
Q3 2025 Added 3.21%
$0
$3.62 Million 1.1% of portfolio
183,742
Q3 2025 Added 3.13%
$0
$3.52 Million 1.07% of portfolio
170,914
Q3 2025 Added 3.33%
$211B
$3.52 Million 1.07% of portfolio
25,066
Q3 2025 Added 6.77%
$0
$3.52 Million 1.07% of portfolio
187,116
Q3 2025 Added 3.03%
$871B
$3.4 Million 1.03% of portfolio
10,775
Q3 2025 Reduced 4.13%
$74.9B
$3.28 Million 1.0% of portfolio
4,186
Q3 2025 Added 29.12%
$0
$2.56 Million 0.78% of portfolio
7,788
Q1 2024 New
$0
$2.4 Million 0.73% of portfolio
91,030
Q3 2025 Reduced 3.27%
$106B
$2.19 Million 0.67% of portfolio
23,113
Q3 2025 Reduced 2.69%
$194B
$2.21 Million 0.67% of portfolio
10,787
Q3 2025 Reduced 4.44%
$158B
$2.16 Million 0.66% of portfolio
4,428
Q3 2025 Added 62.67%
$253B
$2.06 Million 0.63% of portfolio
7,315
Q3 2025 Reduced 0.44%
$254B
$1.98 Million 0.6% of portfolio
11,860
Q3 2025 Reduced 1.31%
$646B
$1.94 Million 0.59% of portfolio
3,856
Q3 2025 Reduced 1.0%
$470B
$1.91 Million 0.58% of portfolio
16,977
Q3 2025 Added 67.74%
$0
$1.84 Million 0.56% of portfolio
80,845
Q3 2025 Added 4.28%
$0
$1.78 Million 0.54% of portfolio
76,992
Q3 2025 Added 4.8%
$0
$1.78 Million 0.54% of portfolio
75,933
Q3 2025 Added 4.31%
$0
$1.7 Million 0.52% of portfolio
77,133
Q3 2025 Added 3.44%
$158B
$1.34 Million 0.41% of portfolio
5,452
Q3 2025 Added 13.18%
$55.5B
$1.3 Million 0.4% of portfolio
5,530
Q3 2025 Added 0.71%
$79.3B
$1.06 Million 0.32% of portfolio
3,885
Q3 2025 Reduced 71.58%
$288B
$963,000 0.29% of portfolio
9,348
Q3 2025 Reduced 3.33%
$0
$953,000 0.29% of portfolio
2,036
Q3 2025 Added 11.75%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $329 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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