S.E.E.D. Planning Group LLC
CIK: 0001765515SEC EDGAR →
Portfolio Value
$350.9B
Holdings
86
As of
Q4 2025
New Positions
17
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 59,541 | $18.6B | 5.31% |
| 2 | APPLE INC | 67,740 | $18.4B | 5.25% |
| 3 | AMAZON COM INC | 73,429 | $16.9B | 4.83% |
| 4 | VANECK ETF TRUST | 156,113 | $16.2B | 4.61% |
| 5 | THERMO FISHER SCIENTIFIC INC | 26,207 | $15.2B | 4.33% |
| 6 | AGILENT TECHNOLOGIES INC | 101,339 | $13.8B | 3.93% |
| 7 | NEXTERA ENERGY INC | 169,450 | $13.6B | 3.88% |
| 8 | MICROSOFT CORP | 26,498 | $12.8B | 3.65% |
| 9 | META PLATFORMS INC | 19,093 | $12.6B | 3.59% |
| 10 | CORTEVA INC | 185,508 | $12.4B | 3.54% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $73.4B | 20.9% |
| Technology | 16 | $41.2B | 11.7% |
| Communication Services | 4 | $32.0B | 9.1% |
| Consumer Cyclical | 7 | $30.8B | 8.8% |
| Energy | 5 | $26.5B | 7.6% |
| Consumer Defensive | 8 | $26.4B | 7.5% |
| Industrials | 7 | $26.2B | 7.5% |
| Basic Materials | 3 | $25.0B | 7.1% |
| Real Estate | 4 | $22.2B | 6.3% |
| Healthcare | 3 | $15.8B | 4.5% |
| Unknown | 2 | $15.7B | 4.5% |
| Utilities | 2 | $15.5B | 4.4% |