Seed Wealth Management, Inc. holds a focused book of 100 reported positions worth $158.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-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 reported non-option book.
Seed Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
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
+2 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seed Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Stuart Investment Advisors, Inc. | 9 / 80 | $195.4M |
| Red Lighthouse Investment Management, LLC | 21 / 80 | $260.9M |
| Ketron Financial | 15 / 80 | $244.4M |
| Define Financial, LLC | 14 / 80 | $156.1M |
| AdviceOne Advisory Services, LLC | 13 / 80 | $126.7M |
| Kearns & Associates LLC | 9 / 80 | $148.1M |
| Independent Investors Inc | 10 / 80 | $359.2M |
| Summa Corp. | 16 / 80 | $217.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Seed Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Seed Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 100 | $158.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 98 | $145.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 102 | $145.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 114 | $144.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 149 | $134.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 18d | 149 | $122.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 148 | $123.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 35d | 157 | $125.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.