Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $145 Billion
  • Q3 2025

Seed Wealth Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $37.7B, Janus Detroit Str Tr Henderson with a value of $6.83B, Schwab Strategic Us Tips ETF with a value of $5.89B, Schwab Strategic Tr Us Broad M with a value of $5.35B, and Vanguard Mun Bd Fds with a value of $5.03B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $134B to 145B.

Seed Wealth Management, Inc. is based out at Evanston, IL

Below you can find more details about Seed Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $65.8 Billion
Technology: $12.4 Billion
Financial Services: $7.69 Billion
Healthcare: $3.04 Billion
Consumer Cyclical: $1.85 Billion
Communication Services: $1.63 Billion
Industrials: $1.55 Billion
Energy: $1.13 Billion
Other: $1.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$490 Million 0.34% of portfolio
11,945
Q3 2025 Reduced 2.45%
$136B
$499 Million 0.34% of portfolio
1,350
Q3 2025 Reduced 18.18%
$279B
$478 Million 0.33% of portfolio
4,635
Q3 2025 Reduced 40.23%
$0
$474 Million 0.33% of portfolio
9,900
Q2 2024 Added 33.78%
$1.37T
$473 Million 0.33% of portfolio
644
Q3 2025 Reduced 65.56%
$224B
$466 Million 0.32% of portfolio
1,533
Q3 2025 Reduced 34.26%
$121B
$466 Million 0.32% of portfolio
603
Q3 2025 Reduced 59.09%
$59.7B
$444 Million 0.31% of portfolio
900
Q3 2025 Reduced 16.67%
$0
$446 Million 0.31% of portfolio
2,330
Q3 2025 Reduced 27.86%
$0
$450 Million 0.31% of portfolio
22,550
Q3 2025 Reduced 3.43%
$0
$437 Million 0.3% of portfolio
8,700
Q4 2023 Reduced 33.08%
$237B
$419 Million 0.29% of portfolio
1,770
Q3 2025 Reduced 51.97%
$0
$424 Million 0.29% of portfolio
11,000
Q3 2025 Reduced 18.09%
$0
$406 Million 0.28% of portfolio
8,000
Q2 2025 Reduced 11.11%
$367B
$410 Million 0.28% of portfolio
1,012
Q3 2025 Reduced 54.68%
$490B
$383 Million 0.26% of portfolio
3,394
Q3 2025 Reduced 40.9%
$0
$355 Million 0.25% of portfolio
1,700
Q3 2025 Reduced 30.33%
Ea Series Trust
-
$356 Million 0.25% of portfolio
-
Q4 2024 New
$144B
$357 Million 0.25% of portfolio
781
Q3 2025 Reduced 48.31%
$0
$326 Million 0.23% of portfolio
5,680
Q3 2025 Reduced 20.34%
$34.9B
$335 Million 0.23% of portfolio
970
Q2 2024 Added 14.12%
$0
$317 Million 0.22% of portfolio
3,580
Q3 2025 Reduced 47.97%
$319B
$318 Million 0.22% of portfolio
4,650
Q3 2025 Reduced 55.42%
$228B
$314 Million 0.22% of portfolio
2,347
Q3 2025 Reduced 34.51%
$17.2B
$324 Million 0.22% of portfolio
2,929
Q4 2023 New
$258B
$313 Million 0.22% of portfolio
1,873
Q3 2025 Reduced 39.13%
$0
$301 Million 0.21% of portfolio
5,550
Q3 2024 Reduced 4.15%
$0
$310 Million 0.21% of portfolio
1,100
Q3 2025 Reduced 37.18%
$0
$305 Million 0.21% of portfolio
8,320
Q3 2024 Reduced 5.67%
$39.1B
$307 Million 0.21% of portfolio
1,190
Q3 2025 Reduced 54.05%
$0
$303 Million 0.21% of portfolio
5,300
Q2 2025 Reduced 2.75%
$3.35B
$300 Million 0.21% of portfolio
19,860
Q3 2025 Reduced 53.81%
$522B
$299 Million 0.21% of portfolio
1,611
Q3 2025 Reduced 56.72%
$881B
$307 Million 0.21% of portfolio
975
Q3 2025 Reduced 34.83%
$0
$311 Million 0.21% of portfolio
5,500
Q3 2025 Reduced 8.33%
$0
$296 Million 0.2% of portfolio
3,565
Q3 2025 Reduced 4.17%
$187B
$291 Million 0.2% of portfolio
1,750
Q3 2025 Reduced 36.94%
$14.2B
$275 Million 0.19% of portfolio
7,570
Q2 2025 Reduced 4.54%
Gsk PLC
-
$262 Million 0.18% of portfolio
-
Q3 2025 Reduced 14.37%
$291B
$251 Million 0.17% of portfolio
525
Q3 2025 Reduced 63.54%
$284B
$243 Million 0.17% of portfolio
3,430
Q2 2025 Reduced 5.51%
$346B
$242 Million 0.17% of portfolio
1,575
Q3 2025 Reduced 36.65%
$662B
$246 Million 0.17% of portfolio
489
Q3 2025 Reduced 26.91%
$44.3B
$238 Million 0.16% of portfolio
26,580
Q2 2025 Reduced 7.48%
$76.1B
$226 Million 0.16% of portfolio
9,260
Q2 2025 Reduced 11.89%
$70.3B
$227 Million 0.16% of portfolio
13,950
Q3 2025 Reduced 10.69%
$32B
$230 Million 0.16% of portfolio
3,915
Q3 2025 Reduced 4.86%
Blackrock Inc
-
$218 Million 0.15% of portfolio
-
Q3 2025 Reduced 56.21%
$73.2B
$210 Million 0.15% of portfolio
49
Q3 2025 Reduced 49.48%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $145 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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