13F Insight
DOSSIER · 13F-HR · Q3 2026

S.E.E.D. Planning Group LLC

$408M in tracked AUM across 98 positions as of Q3 2026.

SP
CIK 0001765515 · last filed Sep 30, 2026
Total AUM
$408M
as of Q3 2026
Holdings
98
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

S.E.E.D. Planning Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M61K5.0%02
AMZN
AMAZON COM INC
$18M72K4.4%03
META
META PLATFORMS INC
$18M24K4.3%04
MSFT
MICROSOFT CORP
$18M34K4.3%05
GOOGL
ALPHABET INC
$16M48K4.0%06
TMO
THERMO FISHER SCIENTIFIC INC
$16M23K3.8%07
VLO
VALERO ENERGY CORP
$14M37K3.5%08
G54950103
LINDE PLC
$14M29K3.4%09
ISRG
INTUITIVE SURGICAL INC
$14M34K3.3%10
SHW
SHERWIN WILLIAMS CO
$14M42K3.3%

Filing history

2026Q3Sep 30
$408M▲ 7.8%
98 positionsView →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 positionsLocked2025Q2Jun 30
$319M▲ 7.5%
71 positionsLocked2025Q1Mar 31
$297M▼ 1.0%
73 positionsLocked2024Q4Dec 31
$300M▼ 0.7%
75 positionsLocked2024Q3Sep 30
$302M▲ 9.7%
73 positionsLocked2024Q2Jun 30
$275M▲ 0.4%
74 positionsLocked2024Q1Mar 31
$274M▲ 10.4%
75 positionsLocked2023Q4Dec 31
$248M▼ 4.3%
86 positionsLocked
Showing 12 of 28