DOSSIER · 13F-HR · Q2 2026

S.E.E.D. Planning Group LLC

$379M in tracked AUM across 88 positions as of Q2 2026.

SP
CIK 0001765515 · last filed Jun 30, 2026
Total AUM
$379M
as of Q2 2026
Holdings
88
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

S.E.E.D. Planning Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$16M56K4.3%
02
AMZN
AMAZON COM INC
$16M67K4.2%
03
GOOGL
ALPHABET INC
$15M42K4.0%
04
SHW
SHERWIN WILLIAMS CO
$15M43K3.9%
05
CBRE
CBRE GROUP INC
$14M108K3.8%
06
NEE
NEXTERA ENERGY INC
$14M162K3.7%
07
G54950103
LINDE PLC
$14M27K3.7%
08
TMO
THERMO FISHER SCIENTIFIC INC
$14M27K3.6%
09
META
META PLATFORMS INC
$13M23K3.4%
10
MSFT
MICROSOFT CORP
$12M33K3.2%

Filing history

2026Q2Jun 30
$379M 10.0%
88 positionsView →
2026Q1Mar 31
$344M 1.9%
89 positionsView →
2025Q4Dec 31
$351M 2.3%
86 positionsView →
2025Q3Sep 30
$343M 7.6%
85 positionsView →
2025Q2Jun 30
$319M 7.5%
71 positionsLocked
2025Q1Mar 31
$297M 1.0%
73 positionsLocked
2024Q4Dec 31
$300M 0.7%
75 positionsLocked
2024Q3Sep 30
$302M 9.7%
73 positionsLocked
2024Q2Jun 30
$275M 0.4%
74 positionsLocked
2024Q1Mar 31
$274M 10.4%
75 positionsLocked
2023Q4Dec 31
$248M 4.3%
86 positionsLocked
2023Q3Sep 30
$259M 9.0%
85 positionsLocked
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