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SI

Seeds Investor Portfolio holdings

AUM $735M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
-0.38%
1 Year Est. Return
+17.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$735M
AUM Growth
+$213M
Cap. Flow
+$192M
Cap. Flow %
26.14%
Top 10 Hldgs %
33.08%
Holding
372
New
106
Increased
152
Reduced
88
Closed
22

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$26.4M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.2M
4
MBB icon
iShares MBS ETF
MBB
+$10.8M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.68M

Top Sells

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$14.7M
2
IQSI icon
IQ Candriam International Equity ETF
IQSI
+$2.24M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.02M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.67M
5
IQSM icon
IQ Candriam US Mid Cap Equity ETF
IQSM
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 8.95%
2 Communication Services 2.52%
3 Financials 2.51%
4 Consumer Discretionary 2.36%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFI icon
26
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$6.84M 0.93%
149,975
-16,402
-10% -$753K
BGRN icon
27
iShares USD Green Bond ETF
BGRN
$497M
$6.67M 0.91%
139,828
+10,609
+8% +$508K
SIVR icon
28
abrdn Physical Silver Shares ETF
SIVR
$4.08B
$5.88M 0.8%
77,685
-309
-0.4% -$24.7K
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$124B
$5.87M 0.8%
81,956
+14,766
+22% +$1.02M
GOVT icon
30
iShares US Treasury Bond ETF
GOVT
$43.6B
$5.64M 0.77%
+245,567
New +$5.66M
AMZN icon
31
Amazon
AMZN
$2.51T
$5.59M 0.76%
22,466
+9,917
+79% +$2.18M
PZA icon
32
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.2B
$5.54M 0.75%
237,249
+83,714
+55% +$1.95M
ISTB icon
33
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$5.52M 0.75%
113,731
+21,794
+24% +$1.06M
SPEM icon
34
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$5.24M 0.71%
103,914
+17,588
+20% +$857K
VWOB icon
35
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$4.92M 0.67%
73,062
+39,964
+121% +$2.69M
SCHF icon
36
Schwab International Equity ETF
SCHF
$66B
$4.83M 0.66%
+181,385
New +$4.61M
AVGO icon
37
Broadcom
AVGO
$1.84T
$4.77M 0.65%
12,520
+1,602
+15% +$527K
LMUB
38
iShares Long-Term National Muni Bond ETF
LMUB
$1.69B
$4.63M 0.63%
+91,318
New +$4.62M
VEA icon
39
Vanguard FTSE Developed Markets ETF
VEA
$227B
$4.59M 0.62%
+66,629
New +$4.4M
BLV icon
40
Vanguard Long-Term Bond ETF
BLV
$5.77B
$4.57M 0.62%
+65,738
New +$4.59M
JMHI icon
41
JPMorgan High Yield Municipal ETF
JMHI
$278M
$4.55M 0.62%
91,112
+13,420
+17% +$677K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.91T
$4.46M 0.61%
13,385
+5,197
+63% +$1.63M
SGOL icon
43
abrdn Physical Gold Shares ETF
SGOL
$6.95B
$4.4M 0.6%
+95,237
New +$4.42M
SUSB icon
44
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$4.37M 0.59%
173,965
+5,814
+3% +$147K
SPSM icon
45
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$4.21M 0.57%
81,676
-14,170
-15% -$701K
VTV icon
46
Vanguard Value ETF
VTV
$189B
$4.19M 0.57%
20,622
-92
-0.4% -$18.4K
SCHB icon
47
Schwab US Broad Market ETF
SCHB
$43B
$4.17M 0.57%
+155,335
New +$4.08M
FTLS icon
48
First Trust Long/Short Equity ETF
FTLS
$2.47B
$4.12M 0.56%
56,792
+10,543
+23% +$747K
FLMB icon
49
Franklin Municipal Green Bond ETF
FLMB
$74.9M
$3.58M 0.49%
149,840
+22,028
+17% +$526K
AOM icon
50
iShares Core Moderate Allocation ETF
AOM
$1.76B
$3.44M 0.47%
70,828
-9,033
-11% -$436K
1
2
3 4 5

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TWP
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GWS
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ACM
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JJBC
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GFI
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QI
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RP
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Seeds Investor's Q1 2026 Portfolio in Review

As of Q1 2026, Seeds Investor held 372 positions worth $735M, up 41% from $522M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Seeds Investor deployed $192M of net new capital in Q1 2026, opening 106 new positions and adding to 152 existing holdings. Its largest new stake was iShares Core Universal USD Bond ETF: 265,614 shares worth $12.3M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, down from 10% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $14.7M trimmed.

  • Seeds Investor's largest Q1 2026 buy was iShares Core Universal USD Bond ETF: 265,614 shares worth $12.3M.
  • Seeds Investor added most to iShares National Muni Bond ETF in Q1 2026, an estimated $26.4M increase.
  • Seeds Investor's biggest Q1 2026 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $14.7M.
  • Seeds Investor fully exited United Rentals in Q1 2026, selling an estimated $476K.
  • Seeds Investor's ten largest holdings make up 33% of its $735M portfolio in Q1 2026.
  • Seeds Investor opened 106 new positions and closed 22 in Q1 2026.
  • Seeds Investor's portfolio value rose 41% quarter-over-quarter to $735M.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.