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Seeds Investor Portfolio holdings
AUM
$973M
Turnover
22.63%
1-Year Est. Return
33.7%
This Fund
S&P 500
This Quarter Est. Return
+22.81%
1 Year Est. Return
+33.7%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$973M
AUM Growth
+$239M
(+32%)
Cap. Flow
+$186M
Cap. Flow % of AUM
Cap. Flow %
19.15%
Top 10 Holdings %
Top 10 Hldgs %
32.95%
Holding
411
New
61
Increased
179
Reduced
134
Closed
32
Avg Time Held
1.1
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$33.8M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$23.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 4 |
Sandisk
SNDK
|
+$6.21M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$5.85M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Bitcoin Trust
IBIT
|
+$9.42M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.34M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$2.08M |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
+$1.42M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 72.43% |
| 2 | Technology | 15.99% |
| 3 | Industrials | 2.27% |
| 4 | Financials | 2.21% |
| 5 | Communication Services | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
| $54.5M | 5.6% |
147,295
+6,621
| +5% | +$2.37M |
2024 Q2
8 quarters
|
|
|
2
iShares National Muni Bond ETF
MUB
$51.3B
| $49.9M | 5.13% |
463,913
+54,718
| +13% | +$5.85M |
2023 Q4
10 quarters
|
|
|
3
Vanguard S&P 500 ETF
VOO
$1.03T
| $49.6M | 5.09% |
72,166
+15,738
| +28% | +$10.5M |
2023 Q4
10 quarters
|
|
|
4
Invesco QQQ Trust
QQQ
$475B
| $38.8M | 3.99% |
52,680
+49,099
| +1,371% | +$33.8M |
2024 Q2
8 quarters
|
|
|
5
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $34.3M | 3.53% |
45,947
+31,913
| +227% | +$23.1M |
2024 Q2
8 quarters
|
|
6
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
| $20.3M | 2.09% |
403,044
+32,057
| +9% | +$1.59M |
2023 Q4
10 quarters
|
|
7
Vanguard Total International Bond ETF
BNDX
$83.7B
| $20.2M | 2.08% |
417,926
+45,311
| +12% | +$2.18M |
2024 Q4
6 quarters
|
|
8
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$3.71B
| $20.1M | 2.06% |
198,242
+4,138
| +2% | +$419K |
2024 Q4
6 quarters
|
|
9
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.71B
| $16.5M | 1.7% |
163,498
-103
| -0.1% | -$10.4K |
2025 Q2
4 quarters
|
|
10
Apple
AAPL
$5.08T
| $16.4M | 1.69% |
56,790
+7,197
| +15% | +$2.06M |
2023 Q4
10 quarters
|
|
11
iShares ESG Advanced Universal USD Bond ETF
EUSB
$709M
| $15.9M | 1.64% |
366,740
-3,764
| -1% | -$163K |
2023 Q4
10 quarters
|
|
12
NVIDIA
NVDA
$5.12T
| $13.9M | 1.43% |
69,387
+2,766
| +4% | +$569K |
2023 Q4
10 quarters
|
|
13
Dimensional Global Sustainability Fixed Income ETF
DFSB
$753M
| $13.5M | 1.38% |
258,358
+1,415
| +0.6% | +$73.6K |
2024 Q4
6 quarters
|
|
14
Vanguard FTSE All-World ex-US ETF
VEU
$66.5B
| $13M | 1.33% |
154,891
-499
| -0.3% | -$40.8K |
2024 Q2
8 quarters
|
|
15
iShares Gold Trust
IAU
$59.7B
| $12.3M | 1.26% |
162,857
+26,994
| +20% | +$2.29M |
2024 Q3
7 quarters
|
|
16
iShares Core Universal USD Bond ETF
IUSB
$49.6B
| $11.2M | 1.15% |
242,729
-22,885
| -9% | -$1.06M |
2026 Q1
1 quarter
|
|
17
iShares MBS ETF
MBB
$35.8B
| $11.1M | 1.15% |
117,931
+4,538
| +4% | +$429K |
2026 Q1
1 quarter
|
|
|
18
Sandisk
SNDK
$182B
| $10.8M | 1.11% |
4,731
+4,347
| +1,132% | +$6.21M |
2026 Q1
1 quarter
|
|
19
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.83B
| $10.6M | 1.09% |
173,168
+30,774
| +22% | +$1.83M |
2025 Q2
4 quarters
|
|
20
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
| $10.4M | 1.07% |
135,734
-10,972
| -7% | -$842K |
2023 Q4
10 quarters
|
|
21
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $10.1M | 1.03% |
130,566
+48,610
| +59% | +$3.57M |
2023 Q4
10 quarters
|
|
22
iShares Treasury Floating Rate Bond ETF
TFLO
$7.1B
| $10.1M | 1.03% |
198,773
+32,090
| +19% | +$1.62M |
2024 Q3
7 quarters
|
|
23
Vanguard Morningstar Growth ETF
VUG
$225B
| $9.7M | 1% |
112,693
+24,409
| +28% | +$2.05M |
2024 Q1
9 quarters
|
|
24
JPMorgan Sustainable Municipal Income ETF
JMSI
$368M
| $8.95M | 0.92% |
177,353
+8,290
| +5% | +$416K |
2024 Q4
6 quarters
|
|
25
Alphabet (Google) Class C
GOOG
$3.92T
| $8.26M | 0.85% |
23,383
+1,268
| +6% | +$453K |
2024 Q2
8 quarters
|
|
Similar funds
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Seeds Investor's Q2 2026 Portfolio in Review
As of Q2 2026, Seeds Investor held 411 positions worth $973M, up 32% from $735M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Seeds Investor deployed $186M of net new capital in Q2 2026, opening 61 new positions and adding to 179 existing holdings. Its largest new stake was Invesco S&P 500 Momentum ETF: 28,212 shares worth $4.56M.
By sector, the portfolio is most concentrated in Miscellaneous at 72% of assets, down from 77% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Schwab US Broad Market ETF, an estimated $2.08M trimmed.
- Seeds Investor's largest Q2 2026 buy was Invesco S&P 500 Momentum ETF: 28,212 shares worth $4.56M.
- Seeds Investor added most to Invesco QQQ Trust in Q2 2026, an estimated $33.8M increase.
- Seeds Investor's biggest Q2 2026 reduction was Schwab US Broad Market ETF, cutting an estimated $2.08M.
- Seeds Investor fully exited iShares Bitcoin Trust in Q2 2026, selling an estimated $9.42M.
- Seeds Investor's ten largest holdings make up 33% of its $973M portfolio in Q2 2026.
- Seeds Investor opened 61 new positions and closed 32 in Q2 2026.
- Seeds Investor's portfolio value rose 32% quarter-over-quarter to $973M.
Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.