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 Market Cap. of $300 Millions to $2 Billions

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

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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