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Seed Wealth Management, Inc.

Portfolio Manager
Seed Wealth Management, Inc.
Performance
-2.54% (2026 Q1)
AUM (13F)
$145.39M
# of Holdings
98
Performance Rank
Allocation (Top 20)
72.87%

Seed Wealth Management, Inc. Holdings Map

Top 50 Seed Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAUS
EA SERIES TRUST
24.64%684.0K$35.8M
+0.00%(+0)
2025-Q1: 12.9K shares2025-Q2: 12.9K shares2025-Q3: 698.5K shares2025-Q4: 684.0K shares2026-Q1: 684.0K shares
$53.99(+10.59%)
2026-03-31
PULS
PGIM ETF TR
5.79%170.0K$8.4M
+69.77%(+69.84K)
2025-Q1: 28.9K shares2025-Q2: 27.6K shares2025-Q3: 25.2K shares2025-Q4: 100.1K shares2026-Q1: 170.0K shares
$49.64(-0.13%)
2026-03-31
JMBS
JANUS DETROIT STR TR
5.32%171.1K$7.7M
-0.33%(-573)
2025-Q1: 139.6K shares2025-Q2: 147.8K shares2025-Q3: 149.5K shares2025-Q4: 171.7K shares2026-Q1: 171.1K shares
$45.29(-0.66%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
4.06%221.9K$5.9M
+3.40%(+7.29K)
2025-Q1: 193.8K shares2025-Q2: 218.6K shares2025-Q3: 218.4K shares2025-Q4: 214.6K shares2026-Q1: 221.9K shares
$26.07(+0.85%)
2026-03-31
BOXX
EA SERIES TRUST
3.81%47.6K$5.5M
+30.22%(+11.05K)
2025-Q1: 30.8K shares2025-Q2: 34.1K shares2025-Q3: 34.0K shares2025-Q4: 36.6K shares2026-Q1: 47.6K shares
$108.18(+8.35%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.75%49.4K$5.5M
+0.00%(+0)
2025-Q1: 46.8K shares2025-Q2: 46.0K shares2025-Q3: 45.1K shares2025-Q4: 49.4K shares2026-Q1: 49.4K shares
$75.27(+64.09%)
2026-03-31
VTEI
VANGUARD MUN BD FDS
3.43%49.9K$5.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 47.2K shares2025-Q3: 50.1K shares2025-Q4: 49.9K shares2026-Q1: 49.9K shares
$98.65(+2.28%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
3.32%192.3K$4.8M
-3.55%(-7.08K)
2025-Q1: 227.1K shares2025-Q2: 226.6K shares2025-Q3: 208.1K shares2025-Q4: 199.3K shares2026-Q1: 192.3K shares
$15.08(+91.42%)
2026-03-31
AAEQ
EA SERIES TRUST
2.93%91.5K$4.3M
-0.18%(-167)
2025-Q1: 12.9K shares2025-Q2: 12.9K shares2025-Q3: 0 shares2025-Q4: 91.6K shares2026-Q1: 91.5K shares
$49.33(+7.55%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
1.89%27.5K$2.7M
+0.86%(+235)
2025-Q1: 20.6K shares2025-Q2: 22.3K shares2025-Q3: 22.1K shares2025-Q4: 27.3K shares2026-Q1: 27.5K shares
$61.99(+68.45%)
2026-03-31

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