SWM
TAX

Seed Wealth Management’s Cambria Tax Aware ETF TAX Stock Holding History

Seed Wealth Management’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,858
Closed -$356K – 119
2025
Q3 		$356K Hold
12,858
– – 0.25% 69
2025
Q2 		$333K Hold
12,858
– – 0.25% 96
2025
Q1 		$295K Hold
12,858
– – 0.24% 106
2024
Q4 		$314K Buy
+12,858
New +$317K 0.25% 100

Other funds holding TAX

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Seed Wealth Management's TAX Position: Q4 2025 in Review

Seed Wealth Management sold out of Cambria Tax Aware ETF (TAX) in Q4 2025, closing a stake of 12,858 shares — an estimated $356K sold.

Seed Wealth Management first reported a position in TAX in Q4 2024 and held it in 4 quarters. The position peaked at $356K in Q3 2025. 10 funds tracked by Wall St. Rank hold TAX as of Q4 2025.

  • Seed Wealth Management reported no remaining Cambria Tax Aware ETF position as of Q4 2025 after selling out during the quarter.
  • Seed Wealth Management sold 12,858 Cambria Tax Aware ETF shares in Q4 2025, an estimated $356K.
  • Seed Wealth Management first reported a position in Cambria Tax Aware ETF in Q4 2024 and held it in 4 quarters.
  • Seed Wealth Management's Cambria Tax Aware ETF position peaked at $356K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Cambria Tax Aware ETF as of Q4 2025.

Based on Seed Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.