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Seed Wealth Management, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $159,259,919
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- EA SERIES TRUST · ALPHA ARCHITECT · 02072Q853 · shares: $41,325,042
- AMERICAN CENTY ETF TR · AVANTIS ALL INTL · 02507A887 · shares: $10,264,395
- EA SERIES TRUST · ALPHA ARCH 1-3 · 02072L565 · shares: $8,110,781
- JANUS DETROIT STR TR · HENDERSON MTG · 47103U852 · shares: $7,378,362
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $6,302,462
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $5,610,608
- VANGUARD MUN BD FDS · INTERMEDIATE TRM · 922907738 · shares: $5,319,202
- EA SERIES TRUST · ALPHA ARCHITECT · 02072Q358 · shares: $4,904,634
- VANGUARD MALVERN FDS · TOTAL INFLATION · 922020698 · shares: $4,761,457
- PGIM ETF TR · PGIM ULTRA SH BD · 69344A107 · shares: $4,376,109
Reported holdings
105 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 149123101 | — | 115 shares | $93,241 |
| PROGRESSIVE CORP | COM | 743315103 | — | 132 shares | $27,365 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 115 shares | $24,211 |
| ICICI BK LTD | ADR | 45104G104 | — | 318 shares | $8,761 |
| SHELL PLC | SPON ADS | 780259305 | — | 62 shares | $5,893 |