Seed Wealth Management, Inc.

CIK

1963728

Location

EVANSTON, IL

Portfolio Value

Micro $23,216,290

Diversification

Diversified

Filing Date

Global Rank

#7,636 / 8,603 ▲ 39 · as of Mar 2026

Top Industry

Semiconductors 12.8%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.4%

SPY

+76.0%

Annualised alpha

-3.9%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

−0.8 pts

Top 5

25.7%

−1.7 pts

Top 10

43.4%

−1.3 pts

HHI

286

Diversified−11

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$9,099,728	15
Financial Services	22.0%	$5,115,909	10
Healthcare	13.7%	$3,187,323	10
Consumer Cyclical	6.8%	$1,572,529	3
Energy	6.4%	$1,488,993	3
Industrials	5.3%	$1,240,395	4
Consumer Defensive	3.1%	$716,543	2
Communication Services	2.2%	$518,817	2
Basic Materials	1.1%	$259,205	1
Real Estate	0.1%	$16,848	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVO	Novo Nordisk A S	+3,700	14,644	$538,167
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
RC	Ready Capital Corp	−8,700	10,400	$16,848
NPFD	Nuveen Variable Rate Preferred & Income Fund	−4,520	17,030	$309,094
AAPL	Apple Inc.	−280	4,006	$1,016,682
CB	Chubb Ltd	−10	785	$255,855
XOM	ExxonMobil Holdings Corp	−5	2,676	$454,010
IBN	Icici Bank Ltd	−4	21,030	$544,677
PG	PROCTER & GAMBLE Co	−4	1,446	$208,860
RTX	RTX Corp	−3	1,610	$310,569
MRK	Merck & Co., Inc.	−2	2,041	$245,511
MCK	Mckesson Corp	−2	483	$417,968
JNJ	Johnson & Johnson	−2	1,493	$364,948
HD	Home Depot, Inc.	−2	731	$240,418
DELL	Dell Technologies Inc.	−1	4,465	$732,840
ABT	Abbott Laboratories	−1	2,231	$229,056
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,998	$271,668
AZN	Astrazeneca PLC	1,170	$230,747
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	1,510	$258,285
IBM	International Business Machines Corp	744	$220,380
EXPE	Expedia Group, Inc.	775	$219,565
ABBV	AbbVie Inc.	892	$203,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 positions · $23,216,290 total · as of Mar 31, 2026

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

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BTT	BlackRock Municipal 2030 Target Term Trust Financial Services	Held	59,170	0	$1,343,159	−0.5%	5.79%
MSFT	Microsoft Corp Technology	Held	3,437	0	$1,272,274	−23.5%	5.48%
RPC	Ridgepost Capital, Inc. Financial Services	Held	166,893	0	$1,211,643	−26.0%	5.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	3,312	0	$1,119,290	+11.2%	4.82%
AAPL	Apple Inc. Technology	Reduced	4,006	-280	$1,016,682	−12.7%	4.38%
AVGO	Broadcom Inc. Technology	Held	3,011	0	$931,934	−10.6%	4.01%
NVDA	Nvidia Corp Technology	Held	5,280	0	$920,832	−6.5%	3.97%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,295	0	$894,519	−9.8%	3.85%
DELL	Dell Technologies Inc. Technology	Reduced	4,465	-1	$732,840	+30.4%	3.16%
SHEL	Shell plc Energy	Held	6,927	0	$644,211	+26.6%	2.77%
PLTR	Palantir Technologies Inc. Technology	Held	4,200	0	$614,376	−17.7%	2.65%
IBN	Icici Bank Ltd Financial Services	Reduced	21,030	-4	$544,677	−13.1%	2.35%
NVO	Novo Nordisk A S Healthcare	Added	14,644	+3,700	$538,167	−3.4%	2.32%
SONY	Sony Group Corp Technology	Held	25,125	0	$520,087	−19.1%	2.24%
WMT	Walmart Inc. Consumer Defensive	Held	4,085	0	$507,683	+11.6%	2.19%
UBS	UBS Group AG Financial Services	Held	11,695	0	$456,923	−15.6%	1.97%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,676	-5	$454,010	+40.7%	1.96%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,408	0	$437,592	+1.7%	1.88%
MCK	Mckesson Corp Healthcare	Reduced	483	-2	$417,968	+5.1%	1.80%
DE	Deere & Co Industrials	Held	726	0	$408,955	+21.0%	1.76%
EQNR	Equinor ASA Energy	Held	9,260	0	$390,772	+78.6%	1.68%
JNJ	Johnson & Johnson Healthcare	Reduced	1,493	-2	$364,948	+18.0%	1.57%
TEL	TE Connectivity plc Technology	Held	1,683	0	$351,780	−8.1%	1.52%
GSK	GSK plc Healthcare	Held	6,080	0	$335,555	+12.5%	1.45%
ORCL	Oracle Corp Technology	Held	2,191	0	$322,318	−24.5%	1.39%
SYK	Stryker Corp Healthcare	Held	970	0	$318,732	−6.5%	1.37%
CSCO	Cisco Systems, Inc. Technology	Held	4,100	0	$318,119	+0.7%	1.37%
RTX	RTX Corp Industrials	Reduced	1,610	-3	$310,569	+5.0%	1.34%
NPFD	Nuveen Variable Rate Preferred & Income Fund Financial Services	Reduced	17,030	-4,520	$309,094	−24.6%	1.33%
META	Meta Platforms, Inc. Communication Services	Held	534	0	$305,517	−13.3%	1.32%
CRM	Salesforce, Inc. Technology	Held	1,570	0	$293,071	−29.5%	1.26%
WTW	Willis Towers Watson PLC Financial Services	Held	970	0	$281,979	−11.5%	1.21%
GLW	Corning Inc /Ny Technology	NEW	1,998	NEW	$271,668	NEW	1.17%
HLN	Haleon plc Healthcare	Held	26,580	0	$266,065	−1.0%	1.15%
HAYW	Hayward Holdings, Inc. Industrials	Held	19,860	0	$265,726	−13.4%	1.14%
NTR	Nutrien Ltd. Basic Materials	Held	3,435	0	$259,205	+22.3%	1.12%
HSBC	Hsbc Holdings PLC Financial Services	Held	3,130	0	$258,193	+4.9%	1.11%
CB	Chubb Ltd Financial Services	Reduced	785	-10	$255,855	+3.1%	1.10%
PNR	PENTAIR plc Industrials	Held	2,929	0	$255,145	−16.4%	1.10%
PGR	Progressive Corp/Oh/ Financial Services	Held	1,272	0	$252,161	−12.9%	1.09%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,041	-2	$245,511	+14.2%	1.06%
SNN	Smith & Nephew PLC Healthcare	Held	7,570	0	$240,574	−3.1%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	731	-2	$240,418	−4.7%	1.04%
AZN	Astrazeneca PLC Healthcare	NEW	1,170	NEW	$230,747	NEW	0.99%
ABT	Abbott Laboratories Healthcare	Reduced	2,231	-1	$229,056	−18.1%	0.99%
SNPS	Synopsys Inc Technology	Held	570	0	$225,993	−15.6%	0.97%
TTWO	Take Two Interactive Software Inc Communication Services	Held	1,080	0	$213,300	−22.9%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,446	-4	$208,860	+0.5%	0.90%
RY	Royal Bank Of Canada Financial Services	Held	1,250	0	$202,225	−5.1%	0.87%
INFY	Infosys Ltd Technology	Held	13,950	0	$188,464	−24.2%	0.81%