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SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.79%
This Fund
S&P 500
This Quarter Est. Return
-1.25%
1 Year Est. Return
+14.79%
3 Year Est. Return
+49.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$145M
AUM Growth
+$388K
Cap. Flow
+$3.39M
Cap. Flow %
2.33%
Top 10 Hldgs %
58.93%
Holding
104
New
2
Increased
9
Reduced
27
Closed
6

Top Buys

1
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.47M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.28M
3
GLW icon
Corning
GLW
+$241K
4
SCJ icon
iShares MSCI Japan Small-Cap ETF
SCJ
+$211K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$195K

Top Sells

1
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$389K
2
QCOM icon
Qualcomm
QCOM
+$258K
3
IBM icon
IBM
IBM
+$220K
4
EXPE icon
Expedia Group
EXPE
+$220K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$205K

Sector Composition

1 Technology 6.26%
2 Financials 2.38%
3 Healthcare 2.19%
4 Consumer Discretionary 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
26
TSMC
TSM
$2.13T
$1.12M 0.77%
3,312
– –
VFMF icon
27
Vanguard US Multifactor ETF
VFMF
$717M
$1.03M 0.71%
6,650
– –
AAPL icon
28
Apple
AAPL
$4.89T
$1.02M 0.7%
4,006
-280
-7% -$72.9K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.32T
$939K 0.65%
3,275
– –
AVEM icon
30
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$933K 0.64%
11,580
– –
AVGO icon
31
Broadcom
AVGO
$1.78T
$932K 0.64%
3,011
– –
NVDA icon
32
NVIDIA
NVDA
$5.02T
$921K 0.63%
5,280
– –
HYEM icon
33
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$898K 0.62%
45,510
– –
AMZN icon
34
Amazon
AMZN
$2.69T
$895K 0.62%
4,295
– –
MBB icon
35
iShares MBS ETF
MBB
$39.3B
$894K 0.62%
9,420
– –
VWOB icon
36
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$873K 0.6%
13,290
+170
+1% +$11.4K
SCHF icon
37
Schwab International Equity ETF
SCHF
$65.4B
$828K 0.57%
33,470
-470
-1% -$12K
DELL icon
38
Dell
DELL
$253B
$733K 0.5%
4,465
-1
-0% -$133
PFFV icon
39
Global X Variable Rate Preferred ETF
PFFV
$305M
$648K 0.45%
29,700
– –
SHEL icon
40
Shell
SHEL
$236B
$644K 0.44%
6,927
– –
DFAI
41
Dimensional International Core Equity Market ETF
DFAI
$17B
$626K 0.43%
16,070
– –
PLTR icon
42
Palantir
PLTR
$322B
$614K 0.42%
4,200
– –
FNDF icon
43
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$564K 0.39%
11,530
-19
-0.2% -$931
IBN icon
44
ICICI Bank
IBN
$106B
$545K 0.37%
21,030
-4
-0% -$117
NVO
45
Novo Nordisk
NVO
$228B
$538K 0.37%
14,644
+3,700
+34% +$175K
SONY icon
46
Sony
SONY
$126B
$520K 0.36%
25,125
– –
WMT icon
47
Walmart Inc
WMT
$915B
$508K 0.35%
4,085
– –
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.06B
$475K 0.33%
9,900
– –
AVES icon
49
Avantis Emerging Markets Value ETF
AVES
$1.43B
$473K 0.33%
7,880
+400
+5% +$24.8K
VFMO icon
50
Vanguard US Momentum Factor ETF
VFMO
$1.81B
$459K 0.32%
2,330
– –
1
2
3 4 5

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CCM
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CWM
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GCM
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SAFS
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AIP
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ECM
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Seed Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Seed Wealth Management held 104 positions worth $145M, up 0.27% from $145M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Seed Wealth Management's Q1 2026 filing shows 2 new, 9 increased, 27 reduced and 6 closed positions. Its largest new stake was Corning: 1,998 shares worth $272K. The largest sale was Vanguard Short-Term Inflation-Protected Securities Index Fund, an estimated $389K.

By sector, the portfolio is most concentrated in Technology at 6.3% of assets, down from 7.1% a quarter earlier, followed by Financials and Healthcare.

  • Seed Wealth Management's largest Q1 2026 buy was Corning: 1,998 shares worth $272K.
  • Seed Wealth Management added most to PGIM Ultra Short Bond ETF in Q1 2026, an estimated $3.47M increase.
  • Seed Wealth Management's biggest Q1 2026 reduction was Vanguard Short-Term Inflation-Protected Securities Index Fund, cutting an estimated $389K.
  • Seed Wealth Management fully exited Qualcomm in Q1 2026, selling an estimated $258K.
  • Seed Wealth Management's ten largest holdings make up 59% of its $145M portfolio in Q1 2026.
  • Seed Wealth Management opened 2 new positions and closed 6 in Q1 2026.
  • Seed Wealth Management's portfolio value rose 0.27% quarter-over-quarter to $145M.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.