StockDriftsStockDriftsTop 50 Seed Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAUS | EA SERIES TRUST | 25.81% | 682.5K | $40.8M | -0.22%(-1.49K) | $53.99(+14.75%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 4.87% | 170.9K | $7.7M | -0.09%(-162) | $45.29(-2.00%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 4.43% | 59.7K | $7.0M | +25.48%(+12.13K) | $109.90(+7.17%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.11% | 52.1K | $6.5M | +5.47%(+2.70K) | $77.41(+64.67%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.91% | 124.8K | $6.2M | -26.59%(-45.20K) | $49.64(-0.07%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.52% | 192.3K | $5.6M | +0.00%(+0) | $15.08(+98.31%) | 2026-06-30 | |
| VTEI | VANGUARD MUN BD FDS | 3.15% | 49.3K | $5.0M | -1.10%(-550) | $98.65(+0.91%) | 2026-06-30 | |
| AAEQ | EA SERIES TRUST | 3.07% | 91.2K | $4.8M | -0.30%(-271) | $49.33(+11.82%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.68% | 159.6K | $4.2M | -28.08%(-62.30K) | $26.07(-0.61%) | 2026-06-30 | |
| SPMB | SPDR SERIES TRUST | 1.96% | 138.6K | $3.1M | +16.91%(+20.05K) | $21.70(+1.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.78% | +32.32% | — | — | +39.86% |
| Top 20 Holdings Unweighted | +9.78% | +32.31% | — | — | +40.99% |
Seed Wealth Management, Inc. reports $157.99M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are AAUS (25.8%), JMBS (4.9%) and BOXX (4.4%). The top 20 holdings account for 72.43% of reported assets. Its disclosed equity book has returned +32.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seed Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963728). View Seed Wealth Management, Inc.’s 13F filings on SEC