Q2 2026 13F · SEC CIK 2021047

Seeds Investor LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $973.3M
Reported positions: 379
Top holdings a year, 3 yrs: +10.9%
Assets under management: $1.0B

Seeds Investor LLC is a wealth manager that reported 379 positions worth $973.3M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VTI, 5.6%), Ishares National Muni Bond ETF (MUB, 5.1%), Vanguard S&p 500 ETF (VOO, 5.1%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 18.4% for the S&P 500.

Seeds Investor LLC holdings largest 50 of 379 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.

Seeds Investor LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	5.6%	6.6%	147,295	+4.7%	$54.5M
MUBIshares National Muni Bond ETF	5.1%	6.0%	463,913	+13.4%	$49.9M
VOOVanguard S&p 500 ETF	5.1%	4.9%	72,166	+27.9%	$49.6M
QQQInvesco Qqq Tr	4.0%	—	52,680	—	$38.8M
SPYSpdr S&p 500 ETF Tr	3.5%	1.3%	45,947	+227.4%	$34.3M
SPDWSPDR Portfolio Developed World	2.1%	2.5%	403,044	+8.6%	$20.3M
BNDXVanguard Charlotte Fds	2.1%	2.4%	417,926	+12.2%	$20.2M
VTESVanguard Wellington Fd	2.1%	2.7%	198,242	+2.1%	$20.1M
VTEIVanguard	1.7%	2.2%	163,498	-0.1%	$16.5M
AAPLApple Inc	1.7%	1.7%	56,790	+14.5%	$16.4M
EUSBIshares Tr	1.6%	2.2%	366,740	-1.0%	$15.9M
NVDANvidia Corporation Com	1.4%	1.8%	69,387	+4.2%	$13.9M
DFSBDimensional ETF Trust	1.4%	1.8%	258,358	+0.6%	$13.5M
VEUVanguard FTSE All	1.3%	1.7%	154,891	-0.3%	$13.0M
IAUIshares Gold Trust	1.3%	1.7%	162,857	+19.9%	$12.3M
IUSBIshares Core Universal Usd Bond ETF	1.2%	1.7%	242,729	-8.6%	$11.2M
MBBIshares Tr	1.1%	1.5%	117,931	+4.0%	$11.1M
SNDKSandisk Corp	1.1%	—	4,731	—	$10.8M
SPYXSPDR S&P 500 Fossil Fuel Reserv	1.1%	1.1%	173,168	+21.6%	$10.6M
BIVVanguard Bd Index Fds	1.1%	1.5%	135,734	-7.5%	$10.4M
IJHIshares Tr	1.0%	0.8%	130,566	+59.3%	$10.1M
TFLOIshares Tr	1.0%	1.1%	198,773	+19.3%	$10.1M
VUGVanguard Indx Fd	1.0%	1.0%	112,693	+665.9%	$9.7M
JMSIJ P Morgan Exchange Traded F	0.9%	1.2%	177,353	+4.9%	$8.9M
GOOGAlphabet Inc	0.8%	1.0%	23,383	+5.7%	$8.3M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.8%	1.1%	11,075	-7.0%	$7.8M
MSFTMicrosoft Corp	0.8%	1.0%	19,974	+4.0%	$7.5M
SPTMSpdr Series Trust	0.7%	—	78,802	—	$7.2M
AMZNAmazon Com Inc Com	0.7%	0.8%	29,411	+30.9%	$7.0M
TFISpdr Series Trust	0.7%	0.9%	149,733	-0.2%	$6.9M
AMATApplied Matls Inc	0.7%	—	9,461	—	$6.8M
MUMicron Technology Inc	0.7%	—	5,874	—	$6.8M
BGRNIshares Tr	0.7%	0.9%	140,678	+0.6%	$6.7M
LRCXLam Research Corp	0.7%	—	14,960	—	$6.5M
SPEMState Street Spdr Portfolio Emerging Mar	0.6%	0.7%	120,883	+16.3%	$6.3M
WDCWestern Digital Corp	0.6%	—	9,750	—	$6.2M
VWOBVanguard Whitehall Fds	0.6%	0.7%	89,098	+21.9%	$6.0M
ISTBIshares Tr	0.6%	0.8%	123,851	+8.9%	$6.0M
PZAInvesco Exch Traded Fd Tr II	0.6%	0.8%	251,214	+5.9%	$5.9M
SCHFSchwab Intl Equity	0.6%	0.7%	209,550	+15.5%	$5.8M
GOVTIshares Tr	0.6%	0.8%	240,454	-2.1%	$5.5M
BLVVanguard Bd Index Fds	0.5%	0.6%	77,492	+17.9%	$5.3M
GOOGLAlphabet Inc	0.5%	0.6%	14,928	+11.5%	$5.3M
AMDAdvanced Micro Devices Inc	0.5%	—	9,181	—	$5.3M
FTLSFirst Trust Long/short Equity ETF	0.5%	0.6%	70,890	+24.8%	$5.2M
SIVRAbrdn Silver ETF Trust	0.5%	0.8%	93,002	+19.7%	$5.2M
LMUBiShares Long-Term National Muni Bond ETF	0.5%	0.6%	96,615	+5.8%	$4.9M
INTCIntel Corp	0.5%	—	35,096	—	$4.9M
IVVIshares Core S&p 500 ETF	0.5%	—	6,470	—	$4.8M
JMHIJ P Morgan Exchange Traded F	0.5%	0.6%	93,682	+2.8%	$4.7M

What Seeds Investor LLC bought and sold in Q2 2026, against Q1 2026.

New positions

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

Added to

VUG Vanguard Indx Fd+665.9% shares
SPY Spdr S&p 500 ETF Tr+227.4% shares
IJH Ishares Tr+59.3% shares
AMZN Amazon Com Inc Com+30.9% shares
VOO Vanguard S&p 500 ETF+27.9% shares
FTLS First Trust Long/short Equity ETF+24.8% shares
VWOB Vanguard Whitehall Fds+21.9% shares
SPYX SPDR S&P 500 Fossil Fuel Reserv+21.6% shares

Reduced

IUSB Ishares Core Universal Usd Bond ETF-8.6% shares
BIV Vanguard Bd Index Fds-7.5% shares
MDY State Street Spdr S&p Midcap 400 ETF Tru-7.0% shares

Left the top 50

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: +9.8% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +18.4%
5 years: —

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	$973.3M	379
Q1 2026	$734.7M	350
Q4 2025	$521.7M	266
Q3 2025	$473.9M	250
Q2 2025	$426.0M	250
Q1 2025	$356.4M	247
Q4 2024	$351.0M	276
Q3 2024	$267.5M	260
Q2 2024	$195.1M	213
Q1 2024	$108.5M	167
Q4 2023	$88.5M	150

Questions about Seeds Investor LLC's portfolio

What stocks does Seeds Investor LLC own?

Seeds Investor LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 379 positions worth $973.3M. The largest are Vanguard Index Fds (VTI) at 5.6%, Ishares National Muni Bond ETF (MUB) at 5.1%, Vanguard S&p 500 ETF (VOO) at 5.1%, Invesco Qqq Tr (QQQ) at 4.0% and Spdr S&p 500 ETF Tr (SPY) at 3.5%.

What did Seeds Investor LLC buy last quarter?

In Q2 2026, Seeds Investor LLC added Vanguard Indx Fd (VUG) (+665.9% shares), Spdr S&p 500 ETF Tr (SPY) (+227.4% shares) and Ishares Tr (IJH) (+59.3% shares), compared with its Q1 2026 filing.

What did Seeds Investor LLC sell last quarter?

In Q2 2026, Seeds Investor LLC cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Vanguard Tax-Managed Fds (VEA), cut from its top 50 Etfs Gold Tr (SGOL), cut from its top 50 Ishares Tr (SUSB), Ishares Core Universal Usd Bond ETF (IUSB) (-8.6% shares), Vanguard Bd Index Fds (BIV) (-7.5% shares) and State Street Spdr S&p Midcap 400 ETF Tru (MDY) (-7.0% shares), compared with its Q1 2026 filing.

How has Seeds Investor LLC's portfolio performed?

A portfolio copying Seeds Investor LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +9.8% against +20.1%.

When is Seeds Investor LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seeds Investor 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 Seeds Investor LLC manage?

Seeds Investor LLC reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $973.3M.