DOSSIER · 13F-HR · Q1 2026

Seed Wealth Management, Inc.

$145M in tracked AUM across 98 positions as of Q1 2026.

SW
CIK 0001963728 · last filed Mar 31, 2026
Total AUM
$145M
as of Q1 2026
Holdings
98
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · 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

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
2023Q2Jun 30
$94M 6.8%
140 positionsLocked
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