DOSSIER · 13F-HR · Q3 2026

Seed Wealth Management, Inc.

$159M in tracked AUM across 105 positions as of Q3 2026.

SW
CIK 0001963728 · last filed Sep 30, 2026
Total AUM
$159M
as of Q3 2026
Holdings
105
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Seed Wealth Management, Inc. 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
02072Q853
EA SERIES TRUST
$41M670K25.9%
02
AVNC
AMERICAN CENTY ETF TR
$10M206K6.4%
03
BOXX
EA SERIES TRUST
$8M69K5.1%
04
JMBS
JANUS DETROIT STR TR
$7M175K4.6%
05
AVUV
AMERICAN CENTY ETF TR
$6M54K4.0%
06
SCHB
SCHWAB STRATEGIC TR
$6M191K3.5%
07
VTEI
VANGUARD MUN BD FDS
$5M46K3.3%
08
AAEQ
EA SERIES TRUST
$5M89K3.1%
09
VTP
VANGUARD MALVERN FDS
$5M65K3.0%
10
PULS
PGIM ETF TR
$4M88K2.7%

Filing history

2026Q3Sep 30
$159M▲ 0.8%
105 positionsView →
2026Q2Jun 30
$158M▲ 8.7%
100 positionsView →
2026Q1Mar 31
$145M▲ 0.3%
98 positionsView →
2025Q4Dec 31
$145M▲ 0.1%
102 positionsView →
2025Q3Sep 30
$145M▲ 7.9%
114 positionsLocked
2025Q2Jun 30
$134M▲ 9.2%
149 positionsLocked
2025Q1Mar 31
$123M▼ 0.8%
149 positionsLocked
2024Q4Dec 31
$124M▼ 0.9%
148 positionsLocked
2024Q3Sep 30
$125M▲ 8.9%
157 positionsLocked
2024Q2Jun 30
$115M▲ 9.7%
149 positionsLocked
2024Q1Mar 31
$105M▲ 5.6%
152 positionsLocked
2023Q4Dec 31
$99M▲ 11.4%
148 positionsLocked
Showing 12 of 16