1y return+13.2%S&P 500 +20.9%
3y return+40.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $150 against $195 in the S&P 500.2
Seed Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAUSEa Series Trust | $40.8M | 25.8% | |
| JMBSJanus Detroit Str Tr | $7.7M | 4.9% | |
| BOXXEa Series Trust | $7.0M | 4.4% | +25.5% |
| AVUVAmerican Centy Etf Tr | $6.5M | 4.1% | +5.5% |
| PULSPgim Etf Tr | $6.2M | 3.9% | −26.6% |
| SCHBSchwab Strategic Tr | $5.6M | 3.5% | |
| VTEIVanguard Mun Bd Fds | $5.0M | 3.2% | −1.1% |
| AAEQEa Series Trust | $4.8M | 3.1% | |
| SCHPSchwab Strategic Tr | $4.2M | 2.7% | −28.1% |
| SPMBSpdr Series Trust | $3.1M | 2.0% | +16.9% |
| VTIVanguard Index Fds | $2.9M | 1.9% | +10.5% |
| AVDVAmerican Centy Etf Tr | $2.9M | 1.8% | +1.4% |
| VXUSVanguard Star Fds | $2.6M | 1.7% | +48.9% |
| VMBSVanguard Scottsdale Fds | $2.6M | 1.6% | −1.8% |
| QMOMEa Series Trust | $2.4M | 1.5% | |
| AVUSAmerican Centy Etf Tr | $2.3M | 1.4% | +10.1% |
| VRPInvesco Exch Traded Fd Tr II | $2.2M | 1.4% | |
| VTPVanguard Malvern Fds | $2.1M | 1.4% | New |
| AVDEAmerican Centy Etf Tr | $2.0M | 1.2% | |
| TSMTaiwan Semiconductor Manufac | $1.6M | 1.0% | |
| SCHVSchwab Strategic Tr | $1.6M | 1.0% | |
| DELLDell Technologies Inc | $1.6M | 1.0% | −19.5% |
| FNDCSchwab Strategic Tr | $1.5M | 0.9% | −1.1% |
| BTTBlackrock Mun Target Term Tr | $1.3M | 0.9% | |
| RPCRidgepost Cap Inc | $1.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | December 31, 2022 | +972.8% | $1.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $926K |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $1.6M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $1.2M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $1.0M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $1.1M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $1.1M |
| SCHBSchwab Strategic Tr | December 31, 2022 | +93.9% | $5.6M |
| VTIVanguard Index Fds | December 31, 2022 | +93.5% | $2.9M |
| AVEMAmerican Centy Etf Tr | December 31, 2022 | +91.3% | $1.1M |
Sold off last quarter
- ICSHIshares Tr was $405K
- ORCLOracle Corp was $322K
- SYKStryker Corporation was $319K
- CRMSalesforce Inc was $293K
- HDHome Depot Inc was $240K
- ABTAbbott Laboratories was $229K
- SNPSSynopsys Inc was $226K
- TTWOTake-two Interactive Softwar was $213K
- RCReady Capital Corp was $17K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seed Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1963728&type=13F-HR&dateb=&owner=include&count=40CIK 1963728
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1963728/000196372826000004/Filed July 27, 2026 · accession 0001963728-26-000004