Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $145 Billion
  • Q3 2025

Seed Wealth Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $37.7B, Janus Detroit Str Tr Henderson with a value of $6.83B, Schwab Strategic Us Tips ETF with a value of $5.89B, Schwab Strategic Tr Us Broad M with a value of $5.35B, and Vanguard Mun Bd Fds with a value of $5.03B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $134B to 145B.

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 $145 Billion
ETFs: $65.8 Billion
Technology: $12.4 Billion
Financial Services: $7.69 Billion
Healthcare: $3.04 Billion
Consumer Cyclical: $1.85 Billion
Communication Services: $1.63 Billion
Industrials: $1.55 Billion
Energy: $1.13 Billion
Other: $1.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ea Series Trust
-
$37.7 Billion 26.04% of portfolio
-
Q3 2025 New
$0
$6.83 Billion 4.72% of portfolio
149,544
Q3 2025 Added 1.2%
$0
$5.89 Billion 4.06% of portfolio
218,375
Q3 2025 Reduced 0.09%
$0
$5.35 Billion 3.69% of portfolio
208,063
Q3 2025 Reduced 8.17%
Vanguard Mun Bd Fds
-
$5.03 Billion 3.47% of portfolio
-
Q3 2025 Added 6.03%
$0
$4.49 Billion 3.1% of portfolio
45,150
Q3 2025 Reduced 1.87%
Ea Series Trust
-
$3.88 Billion 2.68% of portfolio
-
Q3 2025 Reduced 0.18%
$0
$2.91 Billion 2.01% of portfolio
61,915
Q2 2025 Reduced 61.26%
$0
$2.86 Billion 1.97% of portfolio
55,892
Q3 2025 Reduced 3.58%
$0
$2.85 Billion 1.97% of portfolio
126,840
Q2 2025 Reduced 11.42%
$0
$2.51 Billion 1.73% of portfolio
101,505
Q3 2025 Reduced 2.03%
$0
$2.48 Billion 1.71% of portfolio
7,565
Q3 2025 Reduced 0.66%
$0
$2.43 Billion 1.68% of portfolio
47,927
Q3 2025 Reduced 2.36%
$139B
$2.32 Billion 1.6% of portfolio
7,030
Q3 2025 Reduced 22.58%
$3.8T
$2.2 Billion 1.52% of portfolio
4,239
Q3 2025 Reduced 33.8%
$0
$1.99 Billion 1.38% of portfolio
30,940
Q1 2025 Added 6.18%
$398M
$1.82 Billion 1.25% of portfolio
166,893
Q3 2025 Reduced 34.01%
$0
$1.71 Billion 1.18% of portfolio
15,735
Q3 2025 Reduced 56.2%
$0
$1.56 Billion 1.08% of portfolio
21,244
Q3 2025 Reduced 5.18%
$0
$1.44 Billion 0.99% of portfolio
27,130
Q3 2025 Added 0.26%
$0
$1.4 Billion 0.97% of portfolio
31,547
Q3 2025 Reduced 1.19%
$0
$1.34 Billion 0.92% of portfolio
59,620
Q2 2025 Reduced 4.94%
$0
$1.31 Billion 0.9% of portfolio
45,000
Q3 2025 Reduced 2.28%
$0
$1.27 Billion 0.88% of portfolio
16,065
Q2 2025 Reduced 3.6%
$1.48T
$1.26 Billion 0.87% of portfolio
4,501
Q3 2025 Reduced 1.25%
$0
$1.26 Billion 0.87% of portfolio
13,755
Q3 2025 Reduced 11.83%
$0
$1.26 Billion 0.87% of portfolio
25,209
Q3 2025 Reduced 8.76%
$601B
$1.02 Billion 0.7% of portfolio
3,623
Q3 2025 Reduced 35.53%
$0
$959 Million 0.66% of portfolio
6,650
Q3 2025 Reduced 16.35%
$4.38T
$914 Million 0.63% of portfolio
3,591
Q3 2025 Reduced 64.4%
$0
$912 Million 0.63% of portfolio
45,510
Q3 2025 Reduced 4.69%
$0
$896 Million 0.62% of portfolio
9,420
Q2 2024 New
$0
$870 Million 0.6% of portfolio
11,580
Q1 2025 Added 11.56%
$0
$790 Million 0.55% of portfolio
33,940
Q4 2024 Added 135.66%
$132B
$803 Million 0.55% of portfolio
3,252
Q3 2025 Reduced 5.38%
$342B
$766 Million 0.53% of portfolio
4,200
Q3 2025 Reduced 77.68%
$34.7B
$770 Million 0.53% of portfolio
5,429
Q3 2025 Reduced 41.17%
$109B
$735 Million 0.51% of portfolio
13,254
Q3 2025 Reduced 16.9%
$37.3B
$723 Million 0.5% of portfolio
25,125
Q2 2025 Reduced 3.64%
$0
$687 Million 0.47% of portfolio
29,700
Q3 2025 Reduced 3.26%
$109B
$636 Million 0.44% of portfolio
21,034
Q2 2025 Reduced 5.24%
$1.69T
$630 Million 0.43% of portfolio
2,585
Q3 2025 Reduced 55.89%
$0
$596 Million 0.41% of portfolio
16,390
Q2 2025 Added 6.08%
$2.39T
$566 Million 0.39% of portfolio
2,580
Q3 2025 Reduced 65.23%
$0
$543 Million 0.38% of portfolio
8,120
Q2 2025 Added 4.57%
$474B
$537 Million 0.37% of portfolio
2,880
Q2 2024 Added 900.0%
$270B
$517 Million 0.36% of portfolio
7,227
Q2 2025 Reduced 6.93%
$0
$513 Million 0.35% of portfolio
10,085
Q3 2025 Reduced 16.31%
$0
$496 Million 0.34% of portfolio
11,549
Q3 2025 Reduced 0.57%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $145 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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