Seed Wealth Management, Inc.

Registered adviser

CIK

1963728

Location

EVANSTON, IL

Portfolio Value

Small $145,822,831

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,270 / 8,827 ▼ 170 · as of Jun 2026

Top Industry

Semiconductors 15.9%

Period ended 38 days ago

Filed Oct 20, 2026 · 18d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 171920

Roster of Nov 1, 2026

Regulatory AUM

$188,800,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$188,800,000	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$171,096,736	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$147,002,529	Individuals and high net worth (100%)
May 2023 to Feb 2024	$132,700,000	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$132,700,000	Individuals and high net worth (100%)
May 2022 to Jan 2023	$124,176,301	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.1% of the book (60%+)

Turnover

Medium turnover

40.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.9%; sector active share 69.9% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

81 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.0%

+4.0 pts

Top 5

66.2%

+3.6 pts

Top 10

79.6%

+5.5 pts

HHI

1,787

Moderately concentrated+296

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.7%	$126,464,041	46
Technology	6.1%	$8,900,915	10
Financial Services	2.4%	$3,495,906	7
Consumer Cyclical	1.1%	$1,538,661	3
Communication Services	1.0%	$1,427,024	2
Healthcare	0.9%	$1,381,400	5
Industrials	0.8%	$1,209,538	4
Energy	0.5%	$770,759	2
Consumer Defensive	0.4%	$634,587	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
VTP	VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF	+37,170	65,065	$4,761,456
SPMB	State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	+9,480	148,090	$3,130,622
BOXX	Alpha Architect 1-3 Month Box ETF	+8,774	68,509	$8,110,780
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+3,677	174,594	$7,378,342
SHY	iShares 1-3 Year Treasury Bond ETF	+3,375	7,575	$615,090
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+2,845	9,590	$491,295
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+2,000	57,670	$2,561,124
AVUV	Avantis U.S. Small Cap Value ETF	+1,430	53,515	$6,302,461
AVDV	Avantis International Small Cap Value ETF	+1,150	29,032	$3,175,520
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+910	17,145	$1,082,363
VOO	VANGUARD 500 INDEX FUND	+570	1,928	$1,351,258
AVES	Avantis Emerging Markets Value ETF	+200	9,910	$645,438
AVUS	Avantis U.S. Equity ETF	+160	18,030	$2,309,462
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	−58,805	100,760	$2,532,098
PULS	PGIM Ultra Short Bond ETF	−36,281	88,478	$4,376,121
HLN	Haleon plc	−13,740	12,840	$115,560
IBN	Icici Bank Ltd	−13,122	7,908	$217,864
AAUS	Alpha Architect US Equity ETF	−12,001	670,463	$41,325,327
FNDC	Schwab Fundamental International Small Equity ETF	−10,424	19,523	$972,831
VRP	Invesco Ltd.	−7,995	81,220	$0
FNDF	Schwab Fundamental International Equity ETF	−6,930	4,600	$247,250
UBS	UBS Group AG	−5,235	6,460	$310,919
VXUS	Vanguard Total International Stock ETF	−3,928	26,801	$2,277,012
AVDE	Avantis International Equity ETF	−3,800	18,065	$1,627,837
NPFD	Nuveen Variable Rate Preferred & Income Fund	−3,730	13,300	$230,223
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	−3,696	45,639	$4,351,450
SHEL	Shell plc	−3,400	3,527	$335,241
DFAC	Dimensional U.S. Core Equity 2 ETF	−3,350	7,650	$340,042
IMTM	iShares MSCI Intl Momentum Factor ETF	−2,500	7,400	$389,462
—		−1,805	11,170	$0
AAEQ	Alpha Architect US Equity 2 ETF	−1,794	89,389	$4,904,685
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,785	1,527	$696,602
HYEM	VanEck Emerging Markets High Yield Bond ETF	−1,050	37,280	$723,604
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−950	4,600	$272,826
SCHB	Schwab U.S. Broad Market ETF	−845	191,423	$5,610,608
SCHF	Schwab International Equity ETF	−700	30,340	$833,439
VFMF	Vanguard Wellington Fund	−500	6,150	$1,097,836
DELL	Dell Technologies Inc.	−420	3,175	$1,707,990
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
EXPE	Expedia Group, Inc.	775	$204,104
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
PFFV	Global X Variable Rate Preferred ETF	22,100	$486,863
NVO	Novo Nordisk A S	9,934	$476,235
EMGF	iShares Emerging Markets Equity Factor ETF	5,500	$402,930
SONY	Sony Group Corp	19,625	$393,677
TEL	TE Connectivity plc	1,683	$339,309
GSK	GSK plc	6,080	$318,713
—		4,800	$310,608
HSBC	Hsbc Holdings PLC	3,130	$297,631
EQNR	Equinor ASA	9,260	$290,764
CB	Chubb Ltd	785	$267,480
RY	Royal Bank Of Canada	1,250	$258,712
WTW	Willis Towers Watson PLC	970	$253,528
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	2,500	$240,037
PNR	PENTAIR plc	2,929	$224,537
AZN	Astrazeneca PLC	1,170	$221,855
SNN	Smith & Nephew PLC	7,570	$218,091
NTR	Nutrien Ltd.	3,435	$216,233
SBUX	Starbucks Corp	2,059	$210,409
UNH	Unitedhealth Group Inc	504	$209,477
INFY	Infosys Ltd	11,960	$125,460
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $145,822,831 total · filing declares 105 positions · $159,259,919 · as of Sep 30, 2026

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

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAUS	Alpha Architect US Equity ETF	Reduced	670,463	-12,001	$41,325,327	+1.4%	28.34%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	68,509	+8,774	$8,110,780	+16.0%	5.56%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	174,594	+3,677	$7,378,342	−4.0%	5.06%
AVUV	Avantis U.S. Small Cap Value ETF	Added	53,515	+1,430	$6,302,461	−3.0%	4.32%
SCHB	Schwab U.S. Broad Market ETF	Reduced	191,423	-845	$5,610,608	+0.8%	3.85%
AAEQ	Alpha Architect US Equity 2 ETF	Reduced	89,389	-1,794	$4,904,685	+1.1%	3.36%
VTP	VANGUARD TOTAL INFLATION-PROTECTED SECURITIES ETF	Added	65,065	+37,170	$4,761,456	+122.7%	3.27%
PULS	PGIM Ultra Short Bond ETF	Reduced	88,478	-36,281	$4,376,121	−29.2%	3.00%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Reduced	45,639	-3,696	$4,351,450	−12.6%	2.98%
AVDV	Avantis International Small Cap Value ETF	Added	29,032	+1,150	$3,175,520	+10.5%	2.18%
SPMB	State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF	Added	148,090	+9,480	$3,130,622	+1.2%	2.15%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	7,915	0	$2,962,109	+1.1%	2.03%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	57,670	+2,000	$2,561,124	−1.7%	1.76%
SCHP	Schwab U.S. TIPS ETF	Reduced	100,760	-58,805	$2,532,098	−40.1%	1.74%
AVUS	Avantis U.S. Equity ETF	Added	18,030	+160	$2,309,462	+0.9%	1.58%
VXUS	Vanguard Total International Stock ETF	Reduced	26,801	-3,928	$2,277,012	−13.3%	1.56%
QMOM	Alpha Architect U.S. Quantitative Momentum ETF	Held	30,940	0	$2,230,835	−8.4%	1.53%
DELL	Dell Technologies Inc. Technology	Reduced	3,175	-420	$1,707,990	+10.1%	1.17%
AVDE	Avantis International Equity ETF	Reduced	18,065	-3,800	$1,627,837	−16.5%	1.12%
SCHV	Schwab U.S. Large-Cap Value ETF	Held	44,930	0	$1,496,618	−4.3%	1.03%
MSFT	Microsoft Corp Technology	Reduced	2,737	-90	$1,403,807	+33.1%	0.96%
VOO	VANGUARD 500 INDEX FUND	Added	1,928	+570	$1,351,258	+44.9%	0.93%
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Held	59,170	0	$1,292,272	−4.0%	0.89%
RPC	Ridgepost Capital, Inc. Financial Services	Held	166,893	0	$1,240,014	−5.6%	0.85%
NVDA	Nvidia Corp Technology	Held	5,280	0	$1,205,846	+14.1%	0.83%
AAPL	Apple Inc. Technology	Reduced	3,506	-245	$1,167,567	+7.6%	0.80%
GOOG	Alphabet Inc. Communication Services	Held	3,275	0	$1,115,923	−3.6%	0.77%
VFMF	Vanguard Wellington Fund	Reduced	6,150	-500	$1,097,836	−6.7%	0.75%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	17,145	+910	$1,082,363	−0.8%	0.74%
AVEM	Avantis Emerging Markets Equity ETF	Held	11,080	0	$1,041,741	−2.6%	0.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,170	-125	$1,038,955	+1.5%	0.71%
FNDC	Schwab Fundamental International Small Equity ETF	Reduced	19,523	-10,424	$972,831	−33.1%	0.67%
AVGO	Broadcom Inc. Technology	Held	2,451	0	$860,766	−7.0%	0.59%
MBB	iShares MBS ETF	Held	9,420	0	$844,220	−5.2%	0.58%
SCHF	Schwab International Equity ETF	Reduced	30,340	-700	$833,439	−3.1%	0.57%
PLTR	Palantir Technologies Inc. Technology	Held	4,200	0	$785,610	+60.3%	0.54%
HYEM	VanEck Emerging Markets High Yield Bond ETF	Reduced	37,280	-1,050	$723,604	−6.1%	0.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,527	-1,785	$696,602	−56.0%	0.48%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	14,021	-47	$690,113	−2.3%	0.47%
DFAI	Dimensional International Core Equity Market ETF	Held	16,070	0	$665,780	+0.4%	0.46%
AVES	Avantis Emerging Markets Value ETF	Added	9,910	+200	$645,438	+1.3%	0.44%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	7,575	+3,375	$615,090	+78.4%	0.42%
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	Held	2,330	0	$529,073	−9.0%	0.36%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	9,590	+2,845	$491,295	+39.0%	0.34%
CSCO	Cisco Systems, Inc. Technology	Held	4,100	0	$441,283	−8.4%	0.30%
DE	Deere & Co Industrials	Reduced	656	-70	$440,536	−4.3%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Held	2,676	0	$435,518	+19.0%	0.30%
WMT	Walmart Inc. Consumer Defensive	Held	4,085	0	$424,513	−8.2%	0.29%
JNJ	Johnson & Johnson Healthcare	Held	1,493	0	$395,256	+4.2%	0.27%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	1,700	0	$392,751	−4.9%	0.27%

Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.