DOSSIER · 13F-HR · Q2 2026

Seed Wealth Management, Inc.

$158M in tracked AUM across 100 positions as of Q2 2026.

SW
CIK 0001963728 · last filed Jun 30, 2026
Total AUM
$158M
as of Q2 2026
Holdings
100
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Seed Wealth Management, Inc. 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
02072Q853
EA SERIES TRUST
$41M682K25.8%
02
JMBS
JANUS DETROIT STR TR
$8M171K4.9%
03
BOXX
EA SERIES TRUST
$7M60K4.4%
04
AVUV
AMERICAN CENTY ETF TR
$6M52K4.1%
05
PULS
PGIM ETF TR
$6M125K3.9%
06
SCHB
SCHWAB STRATEGIC TR
$6M192K3.5%
07
VTEI
VANGUARD MUN BD FDS
$5M49K3.2%
08
AAEQ
EA SERIES TRUST
$5M91K3.1%
09
SCHP
SCHWAB STRATEGIC TR
$4M160K2.7%
10
SPMB
SPDR SERIES TRUST
$3M139K2.0%

Filing history

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 positionsView →
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
2023Q3Sep 30
$89M 5.6%
136 positionsLocked
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