Seed Wealth Management, Inc. Portfolio Holdings

Seed Wealth Management, Inc.

  • $145 Billion
  • Q4 2025

Seed Wealth Management, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 102 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 $7.84B, Schwab Strategic Us Tips ETF with a value of $5.68B, Schwab Strategic Tr Us Broad M with a value of $5.23B, and Vanguard Mun Bd Fds with a value of $5.03B.

Examining the 13F form we can see an increase of $202M in the current position value, from $145B 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: $66.5 Billion
Technology: $9.97 Billion
Financial Services: $5.97 Billion
Healthcare: $3.04 Billion
Consumer Cyclical: $1.89 Billion
Communication Services: $1.66 Billion
Industrials: $1.25 Billion
Energy: $1.05 Billion
Other: $917 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$1.66 Billion 1.15% of portfolio
3,437
Q4 2025 Reduced 18.92%
$398M
$1.64 Billion 1.13% of portfolio
166,893
Q3 2025 Reduced 34.01%
$0
$1.35 Billion 0.93% of portfolio
59,170
Q4 2025 Reduced 0.75%
$4.3T
$1.17 Billion 0.8% of portfolio
4,286
Q4 2025 Added 19.35%
$139B
$1.04 Billion 0.72% of portfolio
3,011
Q4 2025 Reduced 57.17%
$1.74T
$1.03 Billion 0.71% of portfolio
3,275
Q4 2025 Added 26.69%
$1.46T
$1.01 Billion 0.69% of portfolio
3,312
Q4 2025 Reduced 26.42%
$465B
$985 Million 0.68% of portfolio
5,280
Q4 2025 Added 83.33%
$2.39T
$991 Million 0.68% of portfolio
4,295
Q4 2025 Added 66.47%
$342B
$747 Million 0.51% of portfolio
4,200
Q3 2025 Reduced 77.68%
$36B
$643 Million 0.44% of portfolio
25,125
Q2 2025 Reduced 3.64%
$109B
$627 Million 0.43% of portfolio
21,034
Q2 2025 Reduced 5.24%
$34.7B
$562 Million 0.39% of portfolio
4,466
Q4 2025 Reduced 17.74%
$109B
$557 Million 0.38% of portfolio
10,944
Q4 2025 Reduced 17.43%
$124B
$542 Million 0.37% of portfolio
11,695
Q4 2025 Reduced 2.09%
$270B
$509 Million 0.35% of portfolio
6,927
Q4 2025 Reduced 4.15%
$224B
$430 Million 0.3% of portfolio
1,408
Q4 2025 Reduced 8.15%
$237B
$416 Million 0.29% of portfolio
1,570
Q4 2025 Reduced 11.3%
$593B
$427 Million 0.29% of portfolio
2,191
Q4 2025 Reduced 39.53%
$0
$410 Million 0.28% of portfolio
21,550
Q4 2025 Reduced 4.43%
$121B
$398 Million 0.27% of portfolio
485
Q4 2025 Reduced 19.57%
$136B
$341 Million 0.24% of portfolio
970
Q4 2025 Reduced 28.15%
$1.37T
$352 Million 0.24% of portfolio
534
Q4 2025 Reduced 17.08%
$144B
$338 Million 0.23% of portfolio
726
Q4 2025 Reduced 7.04%
$490B
$323 Million 0.22% of portfolio
2,681
Q4 2025 Reduced 21.01%
$319B
$316 Million 0.22% of portfolio
4,100
Q4 2025 Reduced 11.83%
$34.9B
$319 Million 0.22% of portfolio
970
Q2 2024 Added 14.12%
$3.35B
$307 Million 0.21% of portfolio
19,860
Q3 2025 Reduced 53.81%
$522B
$309 Million 0.21% of portfolio
1,495
Q4 2025 Reduced 7.2%
$17.2B
$305 Million 0.21% of portfolio
2,929
Q4 2023 New
$258B
$296 Million 0.2% of portfolio
1,613
Q4 2025 Reduced 13.88%
$132B
$290 Million 0.2% of portfolio
1,272
Q4 2025 Reduced 60.89%
$228B
$280 Million 0.19% of portfolio
2,232
Q4 2025 Reduced 4.9%
$39.1B
$277 Million 0.19% of portfolio
1,080
Q4 2025 Reduced 9.24%
$44.3B
$269 Million 0.19% of portfolio
26,580
Q2 2025 Reduced 7.48%
$59.7B
$268 Million 0.18% of portfolio
570
Q4 2025 Reduced 36.67%
$187B
$258 Million 0.18% of portfolio
1,510
Q4 2025 Reduced 13.71%
$367B
$252 Million 0.17% of portfolio
733
Q4 2025 Reduced 27.57%
$123B
$248 Million 0.17% of portfolio
795
Q3 2025 Reduced 12.15%
$70.3B
$249 Million 0.17% of portfolio
13,950
Q3 2025 Reduced 10.69%
$14.2B
$248 Million 0.17% of portfolio
7,570
Q2 2025 Reduced 4.54%
$284B
$246 Million 0.17% of portfolio
3,130
Q4 2025 Reduced 8.75%
$277B
$215 Million 0.15% of portfolio
2,340
Q4 2025 New
$205B
$213 Million 0.15% of portfolio
1,250
Q4 2025 New
$76.1B
$219 Million 0.15% of portfolio
9,260
Q2 2025 Reduced 11.89%
$32B
$212 Million 0.15% of portfolio
3,435
Q4 2025 Reduced 12.26%
$235B
$215 Million 0.15% of portfolio
2,043
Q4 2025 New
$40.2B
$220 Million 0.15% of portfolio
775
Q4 2025 New
$266B
$220 Million 0.15% of portfolio
744
Q4 2025 Reduced 5.7%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $145 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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