Seed Wealth Management, Inc.
CIK 1963728 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- AAUS25.81%
- JMBS4.87%
- BOXX4.43%
- AVUV4.11%
- PULS3.91%
- SCHB3.52%
- VTEI3.15%
- AAEQ3.07%
- SCHP2.68%
- SPMB1.96%
Share classes counted separately57.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PULSWeight decreased · -1.88 pp5.79% → 3.91%Shares -45.20K (-26.59%)
- SCHPWeight decreased · -1.38 pp4.06% → 2.68%Shares -62.30K (-28.08%)
- AAUSWeight increased · +1.17 pp24.64% → 25.81%Shares -1.49K (-0.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAUSALPHA ARCHITECT US EQY ETFALPHA ARCHITECT View history and evidence | $40.77M | 25.81% | 682.46K shares | 24.64% → 25.81%+1.17 pp -1.49K (-0.22%) | Reduced | ↗▾ |
| 02 | JMBSJANUS HENDERSON MORTG BACKEDHENDERSON MTG View history and evidence | $7.69M | 4.87% | 170.92K shares | 5.32% → 4.87%-0.45 pp -162 (-0.09%) | Reduced | ↗▾ |
| 03 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $6.99M | 4.43% | 59.73K shares | 3.81% → 4.43%+0.62 pp +12.13K (+25.48%) | Added | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $6.50M | 4.11% | 52.09K shares | 3.75% → 4.11%+0.36 pp +2.70K (+5.47%) | Added | ↗▾ |
| 05 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $6.18M | 3.91% | 124.76K shares | 5.79% → 3.91%-1.88 pp -45.20K (-26.59%) | Reduced | ↗▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $5.57M | 3.52% | 192.27K shares | 3.32% → 3.52%+0.20 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | VTEIVANGUARD INT TAX-EXEMPT BONDINTERMEDIATE TRM View history and evidence | $4.98M | 3.15% | 49.34K shares | 3.43% → 3.15%-0.28 pp -550 (-1.10%) | Reduced | ↗▾ |
| 08 | AAEQALPHA ARCHITCT US EQTY 2 ETFALPHA ARCHITECT View history and evidence | $4.85M | 3.07% | 91.18K shares | 2.93% → 3.07%+0.14 pp -271 (-0.30%) | Reduced | ↗▾ |
| 09 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $4.23M | 2.68% | 159.56K shares | 4.06% → 2.68%-1.38 pp -62.30K (-28.08%) | Reduced | ↗▾ |
| 10 | SPMBSS SPDR P MORT BACK BOND ETFST STR BACKE ETF View history and evidence | $3.09M | 1.96% | 138.61K shares | 1.83% → 1.96%+0.13 pp +20.05K (+16.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ICSH ISHARES ULTRA SHORT DURATION | Non-derivative | -8,000 | -$404.96K | SEC filing ↗ | SEC filing ↗ |
| ORCL ORACLE CORP | Non-derivative | -2,191 | -$322.32K | SEC filing ↗ | SEC filing ↗ |
| SYK STRYKER CORP | Non-derivative | -970 | -$318.73K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1963728 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 157993764
}Research all 100 reported holdings.
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