S.E.E.D. Planning Group LLC Portfolio Holdings

S.E.E.D. Planning Group LLC

  • $329 Million
  • Q3 2025

S.E.E.D. Planning Group LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $329 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Amazon Com Inc with a value of $16.1M, Alphabet Inc. with a value of $15.8M, Microsoft Corp with a value of $13.4M, and Agilent Technologies, Inc. with a value of $13.3M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $311M to 329M.

Below you can find more details about S.E.E.D. Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $329 Million
ETFs: $43.8 Million
Technology: $38.9 Million
Consumer Cyclical: $30.7 Million
Financial Services: $29.7 Million
Communication Services: $29.5 Million
Healthcare: $27.1 Million
Industrials: $26.8 Million
Energy: $26.5 Million
Other: $75.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$17.5 Million 5.32% of portfolio
68,703
Q3 2025 Reduced 2.95%
$2.39T
$16.1 Million 4.89% of portfolio
73,219
Q3 2025 Reduced 0.31%
$1.65T
$15.8 Million 4.79% of portfolio
64,789
Q3 2025 Reduced 10.59%
$3.78T
$13.4 Million 4.09% of portfolio
25,964
Q3 2025 Reduced 0.52%
$43.5B
$13.3 Million 4.05% of portfolio
103,720
Q3 2025 Reduced 0.09%
$222B
$13.3 Million 4.05% of portfolio
27,455
Q3 2025 Reduced 2.78%
$1.37T
$13.2 Million 4.0% of portfolio
17,919
Q3 2025 Reduced 2.95%
$168B
$13.1 Million 3.99% of portfolio
173,734
Q3 2025 Added 1.45%
$70.1B
$12.3 Million 3.75% of portfolio
72,306
Q3 2025 Reduced 11.06%
$104B
$11.9 Million 3.62% of portfolio
40,535
Q3 2025 Added 11.97%
$47.4B
$11.7 Million 3.57% of portfolio
173,570
Q3 2025 Added 5.58%
$123B
$11.1 Million 3.36% of portfolio
22,152
Q3 2025 Added 8.13%
$96.7B
$10.9 Million 3.33% of portfolio
216,786
Q3 2025 Reduced 3.84%
$49.4B
$10.5 Million 3.19% of portfolio
66,651
Q3 2025 Reduced 6.81%
$67.6B
$10 Million 3.05% of portfolio
207,669
Q3 2025 Reduced 2.65%
$19.9B
$7.86 Million 2.39% of portfolio
89,180
Q3 2025 Reduced 19.13%
$404B
$6.69 Million 2.04% of portfolio
7,229
Q3 2025 Reduced 2.85%
$512B
$6.43 Million 1.96% of portfolio
11,307
Q3 2025 Reduced 3.19%
$367B
$5.73 Million 1.74% of portfolio
14,147
Q3 2025 Reduced 6.37%
$84B
$5.22 Million 1.59% of portfolio
27,154
Q3 2025 Added 3.13%
$65.7B
$4.67 Million 1.42% of portfolio
58,408
Q3 2025 Added 39.12%
$533B
$4.45 Million 1.35% of portfolio
13,026
Q3 2025 Reduced 4.62%
$27.7B
$3.77 Million 1.15% of portfolio
44,733
Q3 2025 Reduced 3.45%
$204B
$3.52 Million 1.07% of portfolio
25,066
Q3 2025 Added 6.77%
$881B
$3.4 Million 1.03% of portfolio
10,775
Q3 2025 Reduced 4.13%
$71.5B
$3.28 Million 1.0% of portfolio
4,186
Q3 2025 Added 29.12%
$98.6B
$2.19 Million 0.67% of portfolio
23,113
Q3 2025 Reduced 2.69%
$197B
$2.21 Million 0.67% of portfolio
10,787
Q3 2025 Reduced 4.44%
$159B
$2.16 Million 0.66% of portfolio
4,428
Q3 2025 Added 62.67%
$266B
$2.06 Million 0.63% of portfolio
7,315
Q3 2025 Reduced 0.44%
$258B
$1.98 Million 0.6% of portfolio
11,860
Q3 2025 Reduced 1.31%
$662B
$1.94 Million 0.59% of portfolio
3,856
Q3 2025 Reduced 1.0%
$490B
$1.91 Million 0.58% of portfolio
16,977
Q3 2025 Added 67.74%
$152B
$1.34 Million 0.41% of portfolio
5,452
Q3 2025 Added 13.18%
$53.8B
$1.3 Million 0.4% of portfolio
5,530
Q3 2025 Added 0.71%
$73.7B
$1.06 Million 0.32% of portfolio
3,885
Q3 2025 Reduced 71.58%
$279B
$963,000 0.29% of portfolio
9,348
Q3 2025 Reduced 3.33%
$86.7B
$934,000 0.28% of portfolio
1,534
Q3 2025 Added 0.39%
$34.9B
$806,000 0.25% of portfolio
2,334
Q3 2025 Reduced 1.39%
$86.4B
$622,000 0.19% of portfolio
1,772
Q4 2024 Reduced 11.09%
$193B
$580,000 0.18% of portfolio
5,069
Q3 2025 Added 0.26%
$593B
$495,000 0.15% of portfolio
1,762
Q3 2025 Reduced 1.51%
$4.79B
$492,000 0.15% of portfolio
40,000
Q3 2025 New
$465B
$418,000 0.13% of portfolio
2,245
Q3 2025 Reduced 47.49%
$346B
$397,000 0.12% of portfolio
2,588
Q3 2025 Added 6.55%
$25.7B
$378,000 0.12% of portfolio
2,563
Q3 2025 Reduced 26.88%
$69.4B
$334,000 0.1% of portfolio
4,075
Q3 2025 Added 0.52%
$306B
$332,000 0.1% of portfolio
5,010
Q3 2025 New
$97.3B
$340,000 0.1% of portfolio
4,030
Q3 2025 Reduced 23.86%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $329 Million
  • Prior Value $311 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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