Mustard Seed Financial, LLC Portfolio Holdings

Mustard Seed Financial, LLC

  • $159 Billion
  • Q4 2025

Mustard Seed Financial, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $15.8B, Vanguard Sht Term Corp Bd ETF with a value of $14B, Vanguard Growth ETF with a value of $10.8B, Vanguard Bd Index Fd Inc Inter with a value of $9.9B, and Vanguard Value ETF with a value of $7.39B.

Examining the 13F form we can see an increase of $3.52B in the current position value, from $156B to 159B.

Mustard Seed Financial, LLC is based out at Magnolia, AR

Below you can find more details about Mustard Seed Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $116 Billion
Technology: $8.43 Billion
Consumer Defensive: $6.75 Billion
Healthcare: $3.61 Billion
Energy: $3.17 Billion
Financial Services: $2.77 Billion
Consumer Cyclical: $2.05 Billion
Communication Services: $1.38 Billion
Other: $1.78 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$4.58 Billion 2.88% of portfolio
41,131
Q4 2025 Reduced 1.2%
$465B
$4.23 Billion 2.66% of portfolio
22,666
Q4 2025 Reduced 20.93%
$4.3T
$2.2 Billion 1.38% of portfolio
8,103
Q4 2025 Reduced 10.07%
$490B
$2.16 Billion 1.36% of portfolio
17,963
Q4 2025 Reduced 0.8%
$346B
$1.66 Billion 1.04% of portfolio
11,581
Q4 2025 Added 0.03%
$971B
$1.4 Billion 0.88% of portfolio
1,305
Q4 2025 Reduced 43.36%
$414B
$1.32 Billion 0.83% of portfolio
5,790
Q4 2025 Reduced 4.41%
$3.78T
$1.05 Billion 0.66% of portfolio
2,181
Q4 2025 Reduced 0.55%
$593B
$662 Million 0.42% of portfolio
3,397
Q4 2025 Added 0.06%
$228B
$621 Million 0.39% of portfolio
4,955
Q3 2024 Added 1.27%
$2.39T
$565 Million 0.35% of portfolio
2,446
Q3 2025 Reduced 2.0%
$204B
$513 Million 0.32% of portfolio
3,571
Q4 2025 Reduced 18.38%
$1.74T
$496 Million 0.31% of portfolio
1,581
Q2 2025 Added 0.06%
$1.65T
$407 Million 0.26% of portfolio
1,300
Q4 2025 Reduced 4.41%
$881B
$407 Million 0.26% of portfolio
1,263
Q4 2025 Reduced 19.86%
$303B
$291 Million 0.18% of portfolio
1,911
Q4 2025 Reduced 34.78%
$328B
$243 Million 0.15% of portfolio
789
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $159 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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