Q2 2026 13F · SEC CIK 1765515

S.E.E.D. Planning Group LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $378.9M
Reported positions: 88
Top holdings a year, 3 yrs: +16.7%
Assets under management: $568.0M

S.E.E.D. Planning Group LLC is a wealth manager that reported 88 positions worth $378.9M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 4.3%), Amazon Com Inc Com (AMZN, 4.2%), Alphabet Inc (GOOGL, 4.0%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

S.E.E.D. Planning Group LLC holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

S.E.E.D. Planning Group LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.3%	4.7%	55,894	-12.2%	$16.2M
AMZNAmazon Com Inc Com	4.2%	4.8%	67,033	-15.1%	$16.0M
GOOGLAlphabet Inc	4.0%	4.1%	42,179	-14.4%	$15.1M
SHWSherwin Williams Co Com	3.9%	3.8%	43,213	+5.2%	$14.9M
CBRECBRE Group, Inc. Class A	3.8%	3.9%	107,509	+9.0%	$14.5M
NEENextera Energy Inc Com	3.8%	4.0%	161,883	+8.9%	$14.2M
LINLinde PLC	3.7%	3.9%	26,845	-0.4%	$13.9M
TMOThermo Fisher Scientific Inc	3.6%	3.7%	27,274	+5.6%	$13.7M
METAMeta Platforms Inc Class A	3.4%	3.9%	22,906	-1.8%	$12.9M
MSFTMicrosoft Corp	3.2%	3.6%	32,764	-2.2%	$12.2M
COSTCostco Whsl Corp New	3.1%	3.6%	12,637	+2.7%	$11.8M
ROLRollins Inc	3.1%	3.5%	280,863	+23.4%	$11.7M
VLOValero Energy Corp	3.1%	3.3%	44,572	-3.5%	$11.6M
ADPAutomatic Data Processing Inc Com	3.0%	3.1%	51,362	-3.0%	$11.5M
ISRGIntuitive Surgical Inc	3.0%	—	28,712	—	$11.4M
PYLDPimco Multisector Bond Active Exchange-T	2.9%	—	412,929	—	$11.0M
USBUS Bancorp Del	2.9%	2.9%	180,634	-4.7%	$10.9M
ENBEnbridge Inc Com	2.7%	3.0%	188,563	-2.7%	$10.2M
LMTLockheed Martin Corp Com	2.3%	3.0%	17,394	+1.9%	$8.9M
CSGPCostar Group Inc	2.2%	2.6%	291,843	+33.2%	$8.3M
LOWLowes Cos Inc	2.1%	2.2%	35,726	+11.3%	$7.9M
MAMastercard Inc.	1.8%	1.8%	13,326	+5.3%	$6.8M
HDHome Depot Inc Com	1.6%	1.5%	17,180	+13.0%	$6.1M
ELLauder Estee Cos Inc	1.3%	1.5%	64,095	-11.2%	$5.1M
VVisa Inc Com Cl A	1.3%	1.3%	14,005	-2.9%	$4.8M
RTXRtx Corporation Com	1.1%	0.7%	22,952	+86.9%	$4.4M
PEPPepsico Inc	1.1%	1.3%	31,857	+9.1%	$4.3M
BSCRInvesco Exch Trd Slf Idx Fd	1.1%	1.0%	216,750	+19.8%	$4.3M
BSCSInvesco Exch Trd Slf Idx Fd	1.1%	1.0%	205,816	+21.2%	$4.2M
EQIXEquinix Inc	1.1%	1.2%	4,020	-5.9%	$4.2M
BSCUInvesco Self Indexed ETF Fd Bulletshares	1.1%	1.0%	247,154	+22.4%	$4.1M
BSCTInvesco Exch Trd Slf Idx Fd	1.1%	1.0%	221,366	+22.0%	$4.1M
AMATApplied Matls Inc	1.0%	0.7%	5,344	-22.1%	$3.9M
LNGCheniere Energy Inc	0.9%	0.9%	14,532	+40.3%	$3.5M
SCHBSchwb US Broad	0.9%	—	119,521	—	$3.5M
SCHXSchwab Stratgc Tr	0.9%	0.7%	113,966	+16.2%	$3.4M
JPMJpmorgan Chase & Co	0.9%	0.9%	9,927	-0.9%	$3.2M
XOMExxon Mobil Corp	0.8%	0.7%	21,999	+61.3%	$3.0M
SPGIS&P Global Inc.	0.8%	0.9%	7,108	+1.9%	$2.9M
VTIVanguard Index Fds	0.7%	0.7%	7,168	-1.5%	$2.7M
BSJSInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	93,606	+20.7%	$2.0M
BSJRInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	91,073	+20.9%	$2.0M
FASTFastenal Co	0.5%	0.6%	42,305	-2.0%	$2.0M
BSJQInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	88,387	+20.8%	$2.0M
BSJTInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	93,701	+22.1%	$2.0M
FENIFidelity Enhanced International ETF	0.5%	—	48,147	—	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	3,844	+0.0%	$1.9M
IBMInternational Business Machs	0.5%	0.5%	6,717	-3.1%	$1.9M
BUDAnheuser Busch Inbev ADR	0.5%	0.4%	21,632	+1.3%	$1.8M
SYKStryker Corporation	0.4%	—	4,432	—	$1.4M

What S.E.E.D. Planning Group LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.9% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$378.9M	88
Q1 2026	$344.3M	89
Q4 2025	$350.9M	86
Q3 2025	$343.1M	85
Q2 2025	$319.0M	71
Q1 2025	$296.7M	73
Q4 2024	$299.6M	75
Q3 2024	$301.6M	73
Q2 2024	$275.1M	74
Q1 2024	$273.9M	75
Q4 2023	$248.1M	85
Q3 2023	$259.3M	84

Questions about S.E.E.D. Planning Group LLC's portfolio

What stocks does S.E.E.D. Planning Group LLC own?

S.E.E.D. Planning Group LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 88 positions worth $378.9M. The largest are Apple Inc (AAPL) at 4.3%, Amazon Com Inc Com (AMZN) at 4.2%, Alphabet Inc (GOOGL) at 4.0%, Sherwin Williams Co Com (SHW) at 3.9% and CBRE Group, Inc. Class A (CBRE) at 3.8%.

What did S.E.E.D. Planning Group LLC buy last quarter?

In Q2 2026, S.E.E.D. Planning Group LLC added Rtx Corporation Com (RTX) (+86.9% shares), Exxon Mobil Corp (XOM) (+61.3% shares) and Cheniere Energy Inc (LNG) (+40.3% shares), compared with its Q1 2026 filing.

What did S.E.E.D. Planning Group LLC sell last quarter?

In Q2 2026, S.E.E.D. Planning Group LLC cut from its top 50 Agilent Technologies Inc (A), cut from its top 50 Vaneck ETF Trust (MOAT), cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Northrop Grumman Corp (NOC), Applied Matls Inc (AMAT) (-22.1% shares), Amazon Com Inc Com (AMZN) (-15.1% shares) and Alphabet Inc (GOOGL) (-14.4% shares), compared with its Q1 2026 filing.

How has S.E.E.D. Planning Group LLC's portfolio performed?

A portfolio copying S.E.E.D. Planning Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.9% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is S.E.E.D. Planning Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. S.E.E.D. Planning Group LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does S.E.E.D. Planning Group LLC manage?

S.E.E.D. Planning Group LLC reported $568.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $378.9M.