S.E.E.D. Planning Group LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $331 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.1M, Amazon Com Inc with a value of $17.2M, Alphabet Inc. with a value of $16.5M, Agilent Technologies, Inc. with a value of $14.9M, and Thermo Fisher Scientific Inc. with a value of $14.9M.

Examining the 13F form we can see an increase of $2M in the current position value, from $329M to 331M.

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

Portfolio value $331 Million
ETFs: $41 Million
Technology: $40.3 Million
Consumer Cyclical: $30.8 Million
Healthcare: $30.3 Million
Communication Services: $28.8 Million
Financial Services: $28.7 Million
Energy: $28 Million
Industrials: $25.5 Million
Other: $77.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $331 Million
  • Prior Value $329 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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