Seed Wealth Management, Inc. holds a focused book of 100 stocks worth $158.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened VNGRD Totl Inflt Pro Sec ETF and trimmed Alpha Architect US Eqy ETF. Their largest long position is Alpha Architect US Eqy ETF at 26% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963728/holdings"
Use Arkolith to show Seed Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Seed Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Seed Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 78 / 80 | $104.0B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $12.7B |
| UBS Group AG | 76 / 80 | $102.8B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $98.2B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $70.6B |
| Farther Finance Advisors, LLC | 76 / 80 | $2.0B |
| MORGAN STANLEY | 75 / 80 | $370.9B |
| LPL Financial LLC | 75 / 80 | $54.1B |
Ranked by how many of Seed Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust ALPHA ARCHITECT | $40.8M | 682.5K | 25.8% | ▼−0.2% Reduced · −1K sh | |
| 2 | Janus Detroit STR TR HENDERSON MTG | $7.7M | 170.9K | 4.9% | ▼−0.1% Reduced · −162 sh | |
| 3 | Ea Series Trust ALPHA ARCH 1-3 | $7.0M | 59.7K | 4.4% | ▲+25% Added · +12K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $6.5M | 52.1K | 4.1% | ▲+5.5% Added · +3K sh | |
| 5 | Pgim ETF TR PGIM ULTRA SH BD | $6.2M | 124.8K | 3.9% | ▼−27% Reduced · −45K sh | |
| 6 | Schwab Strategic TR US BRD MKT ETF | $5.6M | 192.3K | 3.5% | —Held | |
| 7 | Vanguard Mun BD FDS INTERMEDIATE TRM | $5.0M | 49.3K | 3.2% | ▼−1.1% Reduced · −550 sh | |
| 8 | Ea Series Trust ALPHA ARCHITECT | $4.8M | 91.2K | 3.1% | ▼−0.3% Reduced · −271 sh | |
| 9 | Schwab Strategic TR US TIPS ETF | $4.2M | 159.6K | 2.7% | ▼−28% Reduced · −62K sh | |
| 10 | SPDR Series Trust ST STR BACKE ETF | $3.1M | 138.6K | 2.0% | ▲+17% Added · +20K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $2.9M | 7.9K | 1.9% | ▲+10% Added · +750 sh | |
| 12 | American Centy ETF TR INTL SMCP VLU | $2.9M | 27.9K | 1.8% | ▲+1.4% Added · +396 sh | |
| 13 | Vanguard Star FDS VG TL INTL STK F | $2.6M | 30.7K | 1.7% | ▲+49% Added · +10K sh | |
| 14 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.6M | 55.7K | 1.6% | ▼−1.8% Reduced · −1K sh | |
| 15 | Ea Series Trust US QUAN MOMENTUM | $2.4M | 30.9K | 1.5% | —Held | |
| 16 | American Centy ETF TR US EQT ETF | $2.3M | 17.9K | 1.4% | ▲+10% Added · +2K sh | |
| 17 | Invesco Exch Traded FD TR II VAR RATE PFD | $2.2M | 89.2K | 1.4% | ▼−0.8% Reduced · −710 sh | |
| 18 | Vanguard Malvern FDS TOTAL INFLATION | $2.1M | 27.9K | 1.4% | ▲New New position | |
| 19 | American Centy ETF TR INTL EQT ETF | $2.0M | 21.9K | 1.2% | —Held | |
| 20 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.6M | 3.3K | 1.0% | —Held | |
| 21 | Schwab Strategic TR US LCAP VA ETF | $1.6M | 44.9K | 1.0% | —Held | |
| 22 | Dell Technologies Inc CL C | $1.6M | 3.6K | 1.0% | ▼−19% Reduced · −870 sh | |
| 23 | Schwab Strategic TR FUNDAMENTAL INTL | $1.5M | 29.9K | 0.9% | ▼−1.1% Reduced · −345 sh | |
| 24 | BlackRock Mun Target Term TR COM SHS BEN IN | $1.3M | 59.2K | 0.9% | —Held | |
| 25 | Ridgepost Cap Inc CL A COM | $1.3M | 166.9K | 0.8% | —Held | |
| 26 | SPDR Series Trust ST STR BLO 1 ETF | $1.2M | 13.0K | 0.8% | ▼−4.3% Reduced · −590 sh | |
| 27 | Vanguard Wellington FD US MULTIFACTOR | $1.2M | 6.7K | 0.7% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $1.2M | 3.3K | 0.7% | —Held | |
| 29 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.1M | 16.2K | 0.7% | ▲+22% Added · +3K sh | |
| 30 | Apple Inc COM | $1.1M | 3.8K | 0.7% | ▼−6.4% Reduced · −255 sh | |
| 31 | American Centy ETF TR AVANTIS EMGMKT | $1.1M | 11.1K | 0.7% | ▼−4.3% Reduced · −500 sh | |
| 32 | Nvidia Corporation COM | $1.1M | 5.3K | 0.7% | —Held | |
| 33 | Microsoft Corp COM | $1.1M | 2.8K | 0.7% | ▼−18% Reduced · −610 sh | |
| 34 | Amazon Com Inc COM | $1.0M | 4.3K | 0.6% | —Held | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $933K | 1.4K | 0.6% | ▲New New position | |
| 36 | Broadcom Inc COM | $926K | 2.5K | 0.6% | ▼−19% Reduced · −560 sh | |
| 37 | Ishares TR MBS ETF | $890K | 9.4K | 0.6% | —Held | |
| 38 | Schwab Strategic TR INTL EQTY ETF | $860K | 31.0K | 0.5% | ▼−7.3% Reduced · −2K sh | |
| 39 | Vaneck ETF Trust EMERGING MRKT HI | $771K | 38.3K | 0.5% | ▼−16% Reduced · −7K sh | |
| 40 | Vanguard Malvern FDS STRM INFPROIDX | $707K | 14.1K | 0.4% | ▼−59% Reduced · −20K sh | |
| 41 | Dimensional ETF Trust INTL CORE EQT MK | $663K | 16.1K | 0.4% | —Held | |
| 42 | American Centy ETF TR EMERGING MKT VAL | $637K | 9.7K | 0.4% | ▲+23% Added · +2K sh | |
| 43 | Icici Bank Limited ADR | $611K | 21.0K | 0.4% | —Held | |
| 44 | Schwab Strategic TR FUNDAMENTAL INTL | $608K | 11.5K | 0.4% | —Held | |
| 45 | Vanguard Wellington FD US MOMENTUM | $581K | 2.3K | 0.4% | —Held | |
| 46 | UBS Group AG SHS | $580K | 11.7K | 0.4% | —Held | |
| 47 | Shell PLC SPON ADS | $537K | 6.9K | 0.3% | —Held | |
| 48 | Ishares TR MSCI INTL MOMENT | $528K | 9.9K | 0.3% | —Held | |
| 49 | Corning Inc COM | $510K | 2.0K | 0.3% | —Held | |
| 50 | Palantir Technologies Inc CL A | $490K | 4.2K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 100 | $158.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 98 | $145.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 102 | $145.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 114 | $144.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 149 | $134.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 149 | $122.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 148 | $123.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 157 | $125.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.