Seed Wealth Management, Inc.

CIK

1963728

Location

EVANSTON, IL

Portfolio Value

Micro $24,008,808

Diversification

Diversified

Filing Date

Global Rank

#7,899 / 8,700 ▼ 930

Top Industry

Semiconductors 16.3%

Period ended 2 months ago

Filed Jul 27, 2026 · 48d

15 quarters · since Dec 2022

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

−26.5 pts

Top 5

28.6%

−34.9 pts

Top 10

48.1%

−26.1 pts

HHI

322

Diversified−1,061

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.2%	$9,903,342	13
Financial Services	22.8%	$5,463,133	10
Healthcare	11.9%	$2,859,753	10
Industrials	6.8%	$1,632,473	5
Consumer Cyclical	6.7%	$1,614,675	3
Energy	5.0%	$1,193,745	3
Consumer Defensive	2.8%	$674,708	2
Communication Services	1.0%	$241,651	1
Basic Materials	0.9%	$216,233	1
Unclassified	0.9%	$209,095	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	−5,500	19,625	$393,677
NVO	Novo Nordisk A S	−4,710	9,934	$476,235
INFY	Infosys Ltd	−1,990	11,960	$125,460
DELL	Dell Technologies Inc.	−870	3,595	$1,551,098
MSFT	Microsoft Corp	−610	2,827	$1,054,527
AVGO	Broadcom Inc.	−560	2,451	$925,865
PGR	Progressive Corp/Oh/	−285	987	$215,610
AAPL	Apple Inc.	−255	3,751	$1,085,389
META	Meta Platforms, Inc.	−105	429	$241,651
MCK	Mckesson Corp	−84	399	$301,484
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	530	$307,882
CAT	Caterpillar Inc	280	$298,172
ABBV	AbbVie Inc.	892	$224,462
SBUX	Starbucks Corp	2,059	$210,409
UNH	Unitedhealth Group Inc	504	$209,477
SPY	Spdr S&P 500 ETF Trust	280	$209,095
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	862,272	$48,062,538
FNDA	Schwab Fundamental U.S. Small Company ETF	534,350	$14,896,866
ACSG	American Century Small Cap Growth Insights ETF	134,421	$13,264,990
AAAD	PGIM AAA CLO Aggregate Duration ETF	169,959	$8,412,970
JA	Janus Henderson AA-A CLO ETF	171,079	$7,729,349
VCRM	Vanguard Core Tax-Exempt Bond ETF	49,885	$4,985,506
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	122,140	$2,993,154
VB	Vanguard Morningstar Small-Cap ETF	8,865	$2,667,928
BNDW	Vanguard Total World Bond ETF	56,690	$2,661,595
IVZ	Invesco Ltd.	89,925	$2,156,401
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	34,228	$1,709,688
AAXJ	iShares MSCI All Country Asia ex Japan ETF	23,215	$1,691,437
VXUS	Vanguard Total International Stock ETF	20,639	$1,591,473
VFMF	Vanguard U.S. Multifactor ETF	8,980	$1,490,491
—		13,565	$1,243,096
DCOR	Dimensional US Core Equity 1 ETF	27,070	$1,053,547
GOOGL	Alphabet Inc.	3,275	$939,466
AFK	VanEck Africa Index ETF	45,510	$897,912
VIGI	Vanguard International Dividend Appreciation ETF	13,290	$873,020
AGNG	Global X Funds Global X Aging Population ETF	29,700	$648,291
BKF	iShares MSCI BIC ETF	7,640	$540,116
FAAA	Fidelity AAA CLO ETF	8,700	$435,435
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	8,000	$404,960
ORCL	Oracle Corp	2,191	$322,318
SYK	Stryker Corp	970	$318,732
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $24,008,808 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	3,312	0	$1,581,711	+41.3%	6.59%
DELL	Dell Technologies Inc. Technology	Reduced	3,595	-870	$1,551,098	+111.7%	6.46%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Held	59,170	0	$1,346,117	+0.2%	5.61%
RPC	Ridgepost Capital, Inc. Financial Services	Held	166,893	0	$1,313,447	+8.4%	5.47%
AAPL	Apple Inc. Technology	Reduced	3,751	-255	$1,085,389	+6.8%	4.52%
NVDA	Nvidia Corp Technology	Held	5,280	0	$1,056,475	+14.7%	4.40%
MSFT	Microsoft Corp Technology	Reduced	2,827	-610	$1,054,527	−17.1%	4.39%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,295	0	$1,023,670	+14.4%	4.26%
AVGO	Broadcom Inc. Technology	Reduced	2,451	-560	$925,865	−0.7%	3.86%
IBN	Icici Bank Ltd Financial Services	Held	21,030	0	$610,500	+12.1%	2.54%
UBS	UBS Group AG Financial Services	Held	11,695	0	$579,604	+26.8%	2.41%
SHEL	Shell plc Energy	Held	6,927	0	$537,119	−16.6%	2.24%
GLW	Corning Inc /Ny Technology	Held	1,998	0	$510,349	+87.9%	2.13%
PLTR	Palantir Technologies Inc. Technology	Held	4,200	0	$490,014	−20.2%	2.04%
CSCO	Cisco Systems, Inc. Technology	Held	4,100	0	$481,586	+51.4%	2.01%
NVO	Novo Nordisk A S Healthcare	Reduced	9,934	-4,710	$476,235	−11.5%	1.98%
WMT	Walmart Inc. Consumer Defensive	Held	4,085	0	$462,667	−8.9%	1.93%
DE	Deere & Co Industrials	Held	726	0	$460,523	+12.6%	1.92%
SONY	Sony Group Corp Technology	Reduced	19,625	-5,500	$393,677	−24.3%	1.64%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,408	0	$380,596	−13.0%	1.59%
JNJ	Johnson & Johnson Healthcare	Held	1,493	0	$379,177	+3.9%	1.58%
XOM	ExxonMobil Holdings Corp Energy	Held	2,676	0	$365,862	−19.4%	1.52%
HAYW	Hayward Holdings, Inc. Industrials	Held	19,860	0	$343,776	+29.4%	1.43%
TEL	TE Connectivity plc Technology	Held	1,683	0	$339,309	−3.5%	1.41%
NPFD	Nuveen Variable Rate Preferred & Income Fund Financial Services	Held	17,030	0	$320,504	+3.7%	1.33%
GSK	GSK plc Healthcare	Held	6,080	0	$318,713	−5.0%	1.33%
AMD	Advanced Micro Devices Inc Technology	NEW	530	NEW	$307,882	NEW	1.28%
RTX	RTX Corp Industrials	Held	1,610	0	$305,465	−1.6%	1.27%
MCK	Mckesson Corp Healthcare	Reduced	399	-84	$301,484	−27.9%	1.26%
CAT	Caterpillar Inc Industrials	NEW	280	NEW	$298,172	NEW	1.24%
HSBC	Hsbc Holdings PLC Financial Services	Held	3,130	0	$297,631	+15.3%	1.24%
EQNR	Equinor ASA Energy	Held	9,260	0	$290,764	−25.6%	1.21%
CB	Chubb Ltd Financial Services	Held	785	0	$267,480	+4.5%	1.11%
MRK	Merck & Co., Inc. Healthcare	Held	2,041	0	$262,268	+6.8%	1.09%
RY	Royal Bank Of Canada Financial Services	Held	1,250	0	$258,712	+27.9%	1.08%
WTW	Willis Towers Watson PLC Financial Services	Held	970	0	$253,528	−10.1%	1.06%
HLN	Haleon plc Healthcare	Held	26,580	0	$247,991	−6.8%	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	429	-105	$241,651	−20.9%	1.01%
PNR	PENTAIR plc Industrials	Held	2,929	0	$224,537	−12.0%	0.94%
ABBV	AbbVie Inc. Healthcare	NEW	892	NEW	$224,462	NEW	0.93%
AZN	Astrazeneca PLC Healthcare	Held	1,170	0	$221,855	−3.9%	0.92%
SNN	Smith & Nephew PLC Healthcare	Held	7,570	0	$218,091	−9.3%	0.91%
NTR	Nutrien Ltd. Basic Materials	Held	3,435	0	$216,233	−16.6%	0.90%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	987	-285	$215,610	−14.5%	0.90%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,446	0	$212,041	+1.5%	0.88%
SBUX	Starbucks Corp Consumer Cyclical	NEW	2,059	NEW	$210,409	NEW	0.88%
UNH	Unitedhealth Group Inc Healthcare	NEW	504	NEW	$209,477	NEW	0.87%
SPY	Spdr S&P 500 ETF Trust	NEW	280	NEW	$209,095	NEW	0.87%
INFY	Infosys Ltd Technology	Reduced	11,960	-1,990	$125,460	−33.4%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.