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Filers›Holding Co.›Seed Wealth Management, Inc.
DOSSIER · 13F-HR · Q1 2026

Seed Wealth Management, Inc.

Seed Wealth's holding co. based in Omaha, NE — $145M in tracked AUM across 98 positions as of Q1 2026.

SW
Seed Wealth·Omaha, NE·Holding Co.
CIK 0001963728 · last filed Mar 31, 2026
Total AUM
$145M
▼ 12.3%
vs prior
Holdings
98
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Seed Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
02072Q853
EA SERIES TRUST
$36M684K24.6%
02
PULS
PGIM ETF TR
$8M170K5.8%
03
JMBS
JANUS DETROIT STR TR
$8M171K5.3%
04
SCHP
SCHWAB STRATEGIC TR
$6M222K4.1%
05
BOXX
EA SERIES TRUST
$6M48K3.8%
06
AVUV
AMERICAN CENTY ETF TR
$5M49K3.8%
07
VTEI
VANGUARD MUN BD FDS
$5M50K3.4%
08
SCHB
SCHWAB STRATEGIC TR
$5M192K3.3%
09
AAEQ
EA SERIES TRUST
$4M91K2.9%
10
AVDV
AMERICAN CENTY ETF TR
$3M27K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Seed
haiku-4-5 · 98 positions indexed
Sector mix
  • Tech5%
  • Health Care19%
  • Cons. Disc.13%
  • Industrials44%
  • Energy29%
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