Seed Wealth Management, Inc.
CIK: 0001963728SEC EDGAR →
Portfolio Value
$145.0M
Holdings
102
As of
Q4 2025
New Positions
1
Closed Positions
36
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EA SERIES TRUST | 683,953 | $37.7M | 25.99% |
| 2 | JANUS DETROIT STR TR | 171,652 | $7.8M | 5.41% |
| 3 | SCHWAB STRATEGIC TR | 214,565 | $5.7M | 3.92% |
| 4 | SCHWAB STRATEGIC TR | 199,343 | $5.2M | 3.61% |
| 5 | AMERICAN CENTY ETF TR | 49,385 | $5.0M | 3.47% |
| 6 | VANGUARD MUN BD FDS | 49,885 | $5.0M | 3.47% |
| 7 | PGIM ETF TR | 100,114 | $5.0M | 3.42% |
| 8 | EA SERIES TRUST | 91,621 | $4.5M | 3.12% |
| 9 | EA SERIES TRUST | 36,556 | $4.2M | 2.90% |
| 10 | VANGUARD SCOTTSDALE FDS | 59,970 | $2.8M | 1.95% |
Quarterly Changes
Top Buys
New Positions (5)
Closed Positions (17)
$2.9M · 56K shares
$1.4M · 27K shares
$513K · 10K shares
$356K · 13K shares
$307K · 975 shares
$251K · 525 shares
$246K · 489 shares
$222K · 185 shares
$218K · 187 shares
$213K · 1K shares
$210K · 49 shares
$205K · 2K shares
$203K · 20K shares
$200K · 2K shares
$200K · 11K shares
$164K · 12K shares
$110K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $79.8M | 55.1% |
| Unknown | 3 | $43.0M | 29.6% |
| Technology | 18 | $12.1M | 8.3% |
| Healthcare | 11 | $3.3M | 2.3% |
| Consumer Cyclical | 4 | $1.9M | 1.3% |
| Communication Services | 3 | $1.7M | 1.1% |
| Industrials | 4 | $1.2M | 0.9% |
| Energy | 3 | $1.0M | 0.7% |
| Consumer Defensive | 2 | $662K | 0.5% |
| Basic Materials | 1 | $212K | 0.1% |
| Real Estate | 1 | $41K | 0.0% |