Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| EA Series TrustALPHA ARCHITECT | ALPHA ARCHITECT | $40.8M | 25.8% |
| Janus Detroit Str TRHENDERSON MTG | HENDERSON MTG | $7.69M | 4.9% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $6.99M | 4.4% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $6.5M | 4.1% |
| Pgim ETF TRPGIM ULTRA SH BD | PGIM ULTRA SH BD | $6.18M | 3.9% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $5.57M | 3.5% |
| Vanguard Mun BD FdsINTERMEDIATE TRM | INTERMEDIATE TRM | $4.98M | 3.2% |
| EA Series TrustALPHA ARCHITECT | ALPHA ARCHITECT | $4.85M | 3.1% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $4.23M | 2.7% |
| SPDR Series TrustST STR BACKE ETF | ST STR BACKE ETF | $3.09M | 2.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.93M | 1.9% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $2.87M | 1.8% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $2.63M | 1.7% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $2.61M | 1.6% |
| EA Series TrustUS QUAN MOMENTUM | US QUAN MOMENTUM | $2.44M | 1.5% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $2.29M | 1.4% |
| Invesco Exch Traded FD TR IIVAR RATE PFD | VAR RATE PFD | $2.17M | 1.4% |
| Vanguard Malvern FdsTOTAL INFLATION | TOTAL INFLATION | $2.14M | 1.4% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $1.95M | 1.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.58M | 1.0% |
| Schwab Strategic TRUS LCAP VA ETF | US LCAP VA ETF | $1.56M | 1.0% |
| Dell Technologies Inc.CL C | CL C | $1.55M | 1.0% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $1.45M | 0.9% |
| Blackrock Mun Target Term TRCOM SHS BEN IN | COM SHS BEN IN | $1.35M | 0.9% |
| Ridgepost Cap Inc.CL A COM | CL A COM | $1.31M | 0.8% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $1.19M | 0.8% |
| Vanguard Wellington FDUS MULTIFACTOR | US MULTIFACTOR | $1.18M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.16M | 0.7% |
| Vanguard Whitehall FdsEM MK GOV BD ETF | EM MK GOV BD ETF | $1.09M | 0.7% |
| Apple Inc.COM | COM | $1.09M | 0.7% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $1.07M | 0.7% |
| Nvidia CorporationCOM | COM | $1.06M | 0.7% |
| Microsoft Corp.COM | COM | $1.05M | 0.7% |
| Amazon Com Inc.COM | COM | $1.02M | 0.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $933K | 0.6% |
| Broadcom Inc.COM | COM | $926K | 0.6% |
| iShares TRMBS ETF | MBS ETF | $890K | 0.6% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $860K | 0.5% |
| Vaneck ETF TrustEMERGING MRKT HI | EMERGING MRKT HI | $771K | 0.5% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $707K | 0.4% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $663K | 0.4% |
| American Centy ETF TREMERGING MKT VAL | EMERGING MKT VAL | $637K | 0.4% |
| Icici Bank LimitedADR | ADR | $611K | 0.4% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $608K | 0.4% |
| Vanguard Wellington FDUS MOMENTUM | US MOMENTUM | $581K | 0.4% |
| UBS Group AGSHS | SHS | $580K | 0.4% |
| Shell PLCSPON ADS | SPON ADS | $537K | 0.3% |
| iShares TRMSCI INTL MOMENT | MSCI INTL MOMENT | $528K | 0.3% |
| Corning Inc.COM | COM | $510K | 0.3% |
| Palantir Technologies Inc.CL A | CL A | $490K | 0.3% |
- Class
- ALPHA ARCHITECT
- Share
- 25.8%
- Class
- HENDERSON MTG
- Share
- 4.9%
- Class
- ALPHA ARCH 1-3
- Share
- 4.4%
- Class
- US SML CP VALU
- Share
- 4.1%
- Class
- PGIM ULTRA SH BD
- Share
- 3.9%
- Class
- US BRD MKT ETF
- Share
- 3.5%
- Class
- INTERMEDIATE TRM
- Share
- 3.2%
- Class
- ALPHA ARCHITECT
- Share
- 3.1%
- Class
- US TIPS ETF
- Share
- 2.7%
- Class
- ST STR BACKE ETF
- Share
- 2.0%
- Class
- TOTAL STK MKT
- Share
- 1.9%
- Class
- INTL SMCP VLU
- Share
- 1.8%
- Class
- VG TL INTL STK F
- Share
- 1.7%
- Class
- MTG-BKD SECS ETF
- Share
- 1.6%
- Class
- US QUAN MOMENTUM
- Share
- 1.5%
- Class
- US EQT ETF
- Share
- 1.4%
- Class
- VAR RATE PFD
- Share
- 1.4%
- Class
- TOTAL INFLATION
- Share
- 1.4%
- Class
- INTL EQT ETF
- Share
- 1.2%
- Class
- SPONSORED ADS
- Share
- 1.0%
- Class
- US LCAP VA ETF
- Share
- 1.0%
- Class
- CL C
- Share
- 1.0%
- Class
- FUNDAMENTAL INTL
- Share
- 0.9%
- Class
- COM SHS BEN IN
- Share
- 0.9%
- Class
- CL A COM
- Share
- 0.8%
- Class
- ST STR BLO 1 ETF
- Share
- 0.8%
- Class
- US MULTIFACTOR
- Share
- 0.7%
- Class
- CAP STK CL C
- Share
- 0.7%
- Class
- EM MK GOV BD ETF
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- AVANTIS EMGMKT
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- S&P 500 ETF SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- MBS ETF
- Share
- 0.6%
- Class
- INTL EQTY ETF
- Share
- 0.5%
- Class
- EMERGING MRKT HI
- Share
- 0.5%
- Class
- STRM INFPROIDX
- Share
- 0.4%
- Class
- INTL CORE EQT MK
- Share
- 0.4%
- Class
- EMERGING MKT VAL
- Share
- 0.4%
- Class
- ADR
- Share
- 0.4%
- Class
- FUNDAMENTAL INTL
- Share
- 0.4%
- Class
- US MOMENTUM
- Share
- 0.4%
- Class
- SHS
- Share
- 0.4%
- Class
- SPON ADS
- Share
- 0.3%
- Class
- MSCI INTL MOMENT
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- CL A
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 100 positions by value, with holdings of the same security combined. The 100 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1963728
- File number
- 028-22778
- Options
- 0 call, 0 put
- In the 25 largest
- 77.0%
- Prior quarter
- $145M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 9
Common questions
What are Seed Wealth Management’s 13F holdings worth?
$158 million across 100 positions for the quarter ended 30 June 2026.
What is Seed Wealth Management’s largest 13F holding?
EA SERIES TRUST (ALPHA ARCHITECT) was the largest position at $40.8 million, or 25.8% of reported 13F value, as of 30 June 2026.
How concentrated is Seed Wealth Management’s 13F portfolio?
The ten largest positions accounted for 57.5% of reported value and the twenty-five largest for 77.0%, across 100 positions as of 30 June 2026.
Does Form 13F show everything Seed Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Seed Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.