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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$398M
$1.82 Billion 1.25% of portfolio
166,893
Q3 2025 Reduced 34.01%
$0
$1.34 Billion 0.92% of portfolio
59,620
Q2 2025 Reduced 4.94%
$1.48T
$1.26 Billion 0.87% of portfolio
4,501
Q3 2025 Reduced 1.25%
$601B
$1.02 Billion 0.7% of portfolio
3,623
Q3 2025 Reduced 35.53%
$4.38T
$914 Million 0.63% of portfolio
3,591
Q3 2025 Reduced 64.4%
$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%
$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%
$2.39T
$566 Million 0.39% of portfolio
2,580
Q3 2025 Reduced 65.23%
$474B
$537 Million 0.37% of portfolio
2,880
Q2 2024 Added 900.0%
$124B
$490 Million 0.34% of portfolio
11,945
Q3 2025 Reduced 2.45%
$137B
$499 Million 0.34% of portfolio
1,350
Q3 2025 Reduced 18.18%
$278B
$478 Million 0.33% of portfolio
4,635
Q3 2025 Reduced 40.23%
$1.37T
$473 Million 0.33% of portfolio
644
Q3 2025 Reduced 65.56%
$226B
$466 Million 0.32% of portfolio
1,533
Q3 2025 Reduced 34.26%
$121B
$466 Million 0.32% of portfolio
603
Q3 2025 Reduced 59.09%
$59.6B
$444 Million 0.31% of portfolio
900
Q3 2025 Reduced 16.67%
$0
$450 Million 0.31% of portfolio
22,550
Q3 2025 Reduced 3.43%
$244B
$419 Million 0.29% of portfolio
1,770
Q3 2025 Reduced 51.97%
$371B
$410 Million 0.28% of portfolio
1,012
Q3 2025 Reduced 54.68%
$497B
$383 Million 0.26% of portfolio
3,394
Q3 2025 Reduced 40.9%
$144B
$357 Million 0.25% of portfolio
781
Q3 2025 Reduced 48.31%
$34.9B
$335 Million 0.23% of portfolio
970
Q2 2024 Added 14.12%
$320B
$318 Million 0.22% of portfolio
4,650
Q3 2025 Reduced 55.42%
$229B
$314 Million 0.22% of portfolio
2,347
Q3 2025 Reduced 34.51%
$17.2B
$324 Million 0.22% of portfolio
2,929
Q4 2023 New
$258B
$313 Million 0.22% of portfolio
1,873
Q3 2025 Reduced 39.13%
$39.1B
$307 Million 0.21% of portfolio
1,190
Q3 2025 Reduced 54.05%
$3.35B
$300 Million 0.21% of portfolio
19,860
Q3 2025 Reduced 53.81%
$512B
$299 Million 0.21% of portfolio
1,611
Q3 2025 Reduced 56.72%
$891B
$307 Million 0.21% of portfolio
975
Q3 2025 Reduced 34.83%
$195B
$291 Million 0.2% of portfolio
1,750
Q3 2025 Reduced 36.94%
$14.2B
$275 Million 0.19% of portfolio
7,570
Q2 2025 Reduced 4.54%
$292B
$251 Million 0.17% of portfolio
525
Q3 2025 Reduced 63.54%
$290B
$243 Million 0.17% of portfolio
3,430
Q2 2025 Reduced 5.51%
$350B
$242 Million 0.17% of portfolio
1,575
Q3 2025 Reduced 36.65%
$662B
$246 Million 0.17% of portfolio
489
Q3 2025 Reduced 26.91%
$44.3B
$238 Million 0.16% of portfolio
26,580
Q2 2025 Reduced 7.48%
$76.6B
$226 Million 0.16% of portfolio
9,260
Q2 2025 Reduced 11.89%
$69.8B
$227 Million 0.16% of portfolio
13,950
Q3 2025 Reduced 10.69%
$32B
$230 Million 0.16% of portfolio
3,915
Q3 2025 Reduced 4.86%
$73.2B
$210 Million 0.15% of portfolio
49
Q3 2025 Reduced 49.48%
$123B
$224 Million 0.15% of portfolio
795
Q3 2025 Reduced 12.15%

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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