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Seed Wealth Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 27 July 2026, signed by Jonathan Seed, President & COO. Retrieved 14 October 2026. Page updated 21 October 2026.

Seed Wealth Management’s reported 13F holdings total $158M across 100 positions as of 30 June 2026. The ten largest make up 57.5% of it, and its value rose 8.7% from the prior quarter.

$158M
Reported 13F value
100
Positions
57.5%
In the 10 largest
+8.7%
Value vs. prior quarter

Largest positions

EA Series TrustALPHA ARCHITECT$40.8M
Class
ALPHA ARCHITECT
Share
25.8%
Janus Detroit Str TRHENDERSON MTG$7.69M
Class
HENDERSON MTG
Share
4.9%
EA Series TrustALPHA ARCH 1-3$6.99M
Class
ALPHA ARCH 1-3
Share
4.4%
American Centy ETF TRUS SML CP VALU$6.5M
Class
US SML CP VALU
Share
4.1%
Pgim ETF TRPGIM ULTRA SH BD$6.18M
Class
PGIM ULTRA SH BD
Share
3.9%
Schwab Strategic TRUS BRD MKT ETF$5.57M
Class
US BRD MKT ETF
Share
3.5%
Vanguard Mun BD FdsINTERMEDIATE TRM$4.98M
Class
INTERMEDIATE TRM
Share
3.2%
EA Series TrustALPHA ARCHITECT$4.85M
Class
ALPHA ARCHITECT
Share
3.1%
Schwab Strategic TRUS TIPS ETF$4.23M
Class
US TIPS ETF
Share
2.7%
SPDR Series TrustST STR BACKE ETF$3.09M
Class
ST STR BACKE ETF
Share
2.0%
Vanguard Index FdsTOTAL STK MKT$2.93M
Class
TOTAL STK MKT
Share
1.9%
American Centy ETF TRINTL SMCP VLU$2.87M
Class
INTL SMCP VLU
Share
1.8%
Vanguard Star FdsVG TL INTL STK F$2.63M
Class
VG TL INTL STK F
Share
1.7%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$2.61M
Class
MTG-BKD SECS ETF
Share
1.6%
EA Series TrustUS QUAN MOMENTUM$2.44M
Class
US QUAN MOMENTUM
Share
1.5%
American Centy ETF TRUS EQT ETF$2.29M
Class
US EQT ETF
Share
1.4%
Invesco Exch Traded FD TR IIVAR RATE PFD$2.17M
Class
VAR RATE PFD
Share
1.4%
Vanguard Malvern FdsTOTAL INFLATION$2.14M
Class
TOTAL INFLATION
Share
1.4%
American Centy ETF TRINTL EQT ETF$1.95M
Class
INTL EQT ETF
Share
1.2%
Taiwan Semiconductor ManufacSPONSORED ADS$1.58M
Class
SPONSORED ADS
Share
1.0%
Schwab Strategic TRUS LCAP VA ETF$1.56M
Class
US LCAP VA ETF
Share
1.0%
Dell Technologies Inc.CL C$1.55M
Class
CL C
Share
1.0%
Schwab Strategic TRFUNDAMENTAL INTL$1.45M
Class
FUNDAMENTAL INTL
Share
0.9%
Blackrock Mun Target Term TRCOM SHS BEN IN$1.35M
Class
COM SHS BEN IN
Share
0.9%
Ridgepost Cap Inc.CL A COM$1.31M
Class
CL A COM
Share
0.8%
SPDR Series TrustST STR BLO 1 ETF$1.19M
Class
ST STR BLO 1 ETF
Share
0.8%
Vanguard Wellington FDUS MULTIFACTOR$1.18M
Class
US MULTIFACTOR
Share
0.7%
Alphabet Inc.CAP STK CL C$1.16M
Class
CAP STK CL C
Share
0.7%
Vanguard Whitehall FdsEM MK GOV BD ETF$1.09M
Class
EM MK GOV BD ETF
Share
0.7%
Apple Inc.COM$1.09M
Class
COM
Share
0.7%
American Centy ETF TRAVANTIS EMGMKT$1.07M
Class
AVANTIS EMGMKT
Share
0.7%
Nvidia CorporationCOM$1.06M
Class
COM
Share
0.7%
Microsoft Corp.COM$1.05M
Class
COM
Share
0.7%
Amazon Com Inc.COM$1.02M
Class
COM
Share
0.6%
Vanguard Index FdsS&P 500 ETF SHS$933K
Class
S&P 500 ETF SHS
Share
0.6%
Broadcom Inc.COM$926K
Class
COM
Share
0.6%
iShares TRMBS ETF$890K
Class
MBS ETF
Share
0.6%
Schwab Strategic TRINTL EQTY ETF$860K
Class
INTL EQTY ETF
Share
0.5%
Vaneck ETF TrustEMERGING MRKT HI$771K
Class
EMERGING MRKT HI
Share
0.5%
Vanguard Malvern FdsSTRM INFPROIDX$707K
Class
STRM INFPROIDX
Share
0.4%
Dimensional ETF TrustINTL CORE EQT MK$663K
Class
INTL CORE EQT MK
Share
0.4%
American Centy ETF TREMERGING MKT VAL$637K
Class
EMERGING MKT VAL
Share
0.4%
Icici Bank LimitedADR$611K
Class
ADR
Share
0.4%
Schwab Strategic TRFUNDAMENTAL INTL$608K
Class
FUNDAMENTAL INTL
Share
0.4%
Vanguard Wellington FDUS MOMENTUM$581K
Class
US MOMENTUM
Share
0.4%
UBS Group AGSHS$580K
Class
SHS
Share
0.4%
Shell PLCSPON ADS$537K
Class
SPON ADS
Share
0.3%
iShares TRMSCI INTL MOMENT$528K
Class
MSCI INTL MOMENT
Share
0.3%
Corning Inc.COM$510K
Class
COM
Share
0.3%
Palantir Technologies Inc.CL A$490K
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.

Back to the Seed Wealth Management profile

Sources

  1. Form 13F-HR, accession 0001963728-26-000004, filed 27 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001963728-26-000002, filed 8 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Seed Wealth Management, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.