Q3 2026 13F · SEC CIK 1963728
Seed Wealth Management, Inc.
Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $159.3M
- Reported positions
- 82
- Top holdings a year, 3 yrs
- +9.4%
- Assets under management
- $188.8M
Seed Wealth Management, Inc. is a wealth manager that reported 82 positions worth $159.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Alpha Architect US (AAUS, 25.9%), American Centy ETF Tr (AVNC, 6.4%), Ea Series Trust (BOXX, 5.1%). A portfolio copying its top holdings returned 9.4% a year over the last 3 years, against 20.4% for the S&P 500.
Seed Wealth Management, Inc. holdings largest 50 of 82 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 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.
What Seed Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- VTP Vanguard Malvern Fds+133.2% shares
- VOO Vanguard Index Fds+42.0% shares
- BOXX Ea Series Trust+14.7% shares
- SPMB Spdr Ser Tr+6.8% shares
- VWOB Vanguard Whitehall Fds+5.6% shares
Reduced
- TSM Taiwan Semiconductor Manufac-53.9% shares
- SCHP Schwab Strategic Tr-36.9% shares
- FNDC Schwab Strategic Tr-34.8% shares
- PULS Pgim ETF Tr-29.1% shares
- AVDE Avantis International Equity ETF-17.4% shares
- BIL Spdr Series Trust-13.9% shares
- VXUS Vanguard Star Fds-12.8% shares
- DELL Dell Technologies Inc-11.7% shares
Left the top 50
- IBN Icici Bk Ltdwas 0.4%
- FNDF Schwab Strategic Trwas 0.4%
- UBS Ubs Group AGwas 0.4%
- SHEL Shell PLCwas 0.3%
- IMTM Ishares Trwas 0.3%
- GLW Corning Incwas 0.3%
Share counts compared with the Q2 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
- +11.5% /yr
- S&P 500 +20.1%
- 3 years
- +9.4% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $159.3M | 82 |
| Q2 2026 | $158.0M | 100 |
| Q1 2026 | $145.4M | 98 |
| Q4 2025 | $145.0M | 102 |
| Q3 2025 | $144.8M | 114 |
| Q2 2025 | $134.2M | 149 |
| Q1 2025 | $122.8M | 149 |
| Q4 2024 | $123.8M | 148 |
| Q3 2024 | $125.0M | 157 |
| Q2 2024 | $114.8M | 149 |
| Q1 2024 | $104.6M | 152 |
| Q4 2023 | $99.1M | 148 |
Questions about Seed Wealth Management, Inc.'s portfolio
What stocks does Seed Wealth Management, Inc. own?
Seed Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 82 positions worth $159.3M. The largest are Alpha Architect US (AAUS) at 25.9%, American Centy ETF Tr (AVNC) at 6.4%, Ea Series Trust (BOXX) at 5.1%, Janus Detroit Str Tr (JMBS) at 4.6% and American Centy ETF Tr (AVUV) at 4.0%.
What did Seed Wealth Management, Inc. buy last quarter?
In Q3 2026, Seed Wealth Management, Inc. added Vanguard Malvern Fds (VTP) (+133.2% shares), Vanguard Index Fds (VOO) (+42.0% shares) and Ea Series Trust (BOXX) (+14.7% shares), compared with its Q2 2026 filing.
What did Seed Wealth Management, Inc. sell last quarter?
In Q3 2026, Seed Wealth Management, Inc. cut from its top 50 Icici Bk Ltd (IBN), cut from its top 50 Schwab Strategic Tr (FNDF), cut from its top 50 Ubs Group AG (UBS), cut from its top 50 Shell PLC (SHEL), cut from its top 50 Ishares Tr (IMTM), Taiwan Semiconductor Manufac (TSM) (-53.9% shares), Schwab Strategic Tr (SCHP) (-36.9% shares) and Schwab Strategic Tr (FNDC) (-34.8% shares), compared with its Q2 2026 filing.
How has Seed Wealth Management, Inc.'s portfolio performed?
A portfolio copying Seed Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.5% against +20.1%.
When is Seed Wealth Management, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Seed Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Seed Wealth Management, Inc. manage?
Seed Wealth Management, Inc. reported $188.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.3M.