Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $145 Billion
  • Q4 2025

Seed Wealth Management, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 102 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 $7.84B, Schwab Strategic Us Tips ETF with a value of $5.68B, Schwab Strategic Tr Us Broad M with a value of $5.23B, and Vanguard Mun Bd Fds with a value of $5.03B.

Examining the 13F form we can see an increase of $202M in the current position value, from $145B 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: $66.5 Billion
Technology: $9.97 Billion
Financial Services: $5.97 Billion
Healthcare: $3.04 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $1.66 Billion
Industrials: $1.25 Billion
Energy: $1.05 Billion
Other: $917 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.84 Billion 5.41% of portfolio
171,652
Q4 2025 Added 14.78%
$0
$5.68 Billion 3.92% of portfolio
214,565
Q4 2025 Reduced 1.74%
$0
$5.23 Billion 3.61% of portfolio
199,343
Q4 2025 Reduced 4.19%
$0
$5.04 Billion 3.47% of portfolio
49,385
Q4 2025 Added 9.38%
$0
$4.96 Billion 3.42% of portfolio
100,114
Q4 2025 Added 297.14%
$0
$2.82 Billion 1.95% of portfolio
59,970
Q4 2025 Reduced 3.14%
$0
$2.76 Billion 1.9% of portfolio
123,110
Q4 2025 Reduced 2.94%
$0
$2.56 Billion 1.77% of portfolio
27,251
Q4 2025 Added 23.08%
$0
$2.4 Billion 1.66% of portfolio
7,165
Q4 2025 Reduced 5.29%
$0
$2.19 Billion 1.51% of portfolio
89,925
Q4 2025 Reduced 11.41%
$0
$2.08 Billion 1.43% of portfolio
42,043
Q4 2025 Reduced 12.28%
$0
$2.02 Billion 1.39% of portfolio
30,940
Q1 2025 Added 6.18%
$0
$1.82 Billion 1.26% of portfolio
16,310
Q4 2025 Added 3.65%
$0
$1.72 Billion 1.18% of portfolio
20,865
Q4 2025 Added 29.88%
$0
$1.6 Billion 1.11% of portfolio
21,244
Q3 2025 Reduced 5.18%
$0
$1.35 Billion 0.93% of portfolio
30,337
Q4 2025 Reduced 3.84%
$0
$1.25 Billion 0.86% of portfolio
13,711
Q4 2025 Reduced 0.32%
$0
$1 Billion 0.69% of portfolio
6,650
Q3 2025 Reduced 16.35%
$0
$892 Million 0.62% of portfolio
11,580
Q1 2025 Added 11.56%
$0
$897 Million 0.62% of portfolio
9,420
Q2 2024 New
$0
$905 Million 0.62% of portfolio
45,510
Q3 2025 Reduced 4.69%
$0
$885 Million 0.61% of portfolio
13,120
Q4 2025 Added 61.58%
$0
$816 Million 0.56% of portfolio
33,940
Q4 2024 Added 135.66%
$0
$660 Million 0.46% of portfolio
29,700
Q3 2025 Reduced 3.26%
$0
$612 Million 0.42% of portfolio
16,070
Q4 2025 Reduced 1.95%
$0
$522 Million 0.36% of portfolio
11,549
Q3 2025 Reduced 0.57%
$0
$475 Million 0.33% of portfolio
9,900
Q2 2024 Added 33.78%
$0
$446 Million 0.31% of portfolio
2,330
Q3 2025 Reduced 27.86%
$0
$437 Million 0.3% of portfolio
8,700
Q4 2023 Reduced 33.08%
$0
$435 Million 0.3% of portfolio
11,000
Q3 2025 Reduced 18.09%
$0
$436 Million 0.3% of portfolio
7,480
Q4 2025 Added 31.69%
$0
$405 Million 0.28% of portfolio
8,000
Q2 2025 Reduced 11.11%
$0
$360 Million 0.25% of portfolio
1,700
Q3 2025 Reduced 30.33%
$0
$317 Million 0.22% of portfolio
8,320
Q3 2024 Reduced 5.67%
$0
$326 Million 0.22% of portfolio
3,580
Q3 2025 Reduced 47.97%
$0
$318 Million 0.22% of portfolio
5,500
Q3 2025 Reduced 8.33%
$0
$298 Million 0.21% of portfolio
5,550
Q3 2024 Reduced 4.15%
$0
$303 Million 0.21% of portfolio
5,300
Q2 2025 Reduced 2.75%
$0
$295 Million 0.2% of portfolio
3,565
Q3 2025 Reduced 4.17%
$0
$227 Million 0.16% of portfolio
2,500
Q2 2025 New
$0
$205 Million 0.14% of portfolio
1,422
Q4 2025 Added 29.27%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $145 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Seed Wealth Management, Inc. Portfolio

Follow Seed Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seed Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seed Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email