Arkolith/Funds/Seeds Investor LLC

Seeds Investor LLC

CIK 2021047
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Seeds Investor LLC holds a diversified book of 379 stocks worth $973.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Int Tax-Exempt Bond. Their largest long position is Vanguard Total Stock MKT ETF at 6% of the equity book.

Opened
62
bought for the first time
Added to
180
already held, bought more
Trimmed
133
sold some, still holds it
Sold out
33
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
33%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
16%
Financials
5%
Industrials
3%
Consumer Discretionary
2%
Health Care
1%
Communication Services
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Seeds Investor LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$88.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$102.3B
JPMORGAN CHASE & CO78 / 80$445.1B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$18.6B
OSAIC HOLDINGS, INC.78 / 80$16.2B
ROYAL BANK OF CANADA77 / 80$128.7B
Cetera Investment Advisers77 / 80$22.8B
NewEdge Advisors, LLC77 / 80$9.7B

Ranked by how many of Seeds Investor LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

379 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$54.5M147.3K
5.6%
+4.7%
Added · +7K sh
2Ishares TR
NATIONAL MUN ETF
$49.9M463.9K
5.1%
+13%
Added · +55K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$49.6M72.2K
5.1%
+28%
Added · +16K sh
4Invesco QQQ TR
UNIT SER 1
$38.8M52.7K
4.0%
15×
Added · +49K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$34.3M45.9K
3.5%
+227%
Added · +32K sh
6SPDR Index SHS FDS
ST STR PO EX ETF
$20.3M403.0K
2.1%
+8.6%
Added · +32K sh
7Vanguard Charlotte FDS
TOTAL INT BD ETF
$20.2M417.9K
2.1%
+12%
Added · +45K sh
8Vanguard Wellington FD
SHORT TRM TAX EX
$20.1M198.2K
2.1%
+2.1%
Added · +4K sh
9Vanguard Mun BD FDS
INTERMEDIATE TRM
$16.5M163.5K
1.7%
−0.1%
Reduced · −103 sh
10Apple Inc
COM
$16.4M56.8K
1.7%
+15%
Added · +7K sh
11Ishares TR
ESG ADVAN ETF
$15.9M366.7K
1.6%
−1.0%
Reduced · −4K sh
12Nvidia Corporation
COM
$13.9M69.4K
1.4%
+4.2%
Added · +3K sh
13Dimensional ETF Trust
GLOBAL SUSTAINA
$13.5M258.4K
1.4%
+0.6%
Added · +1K sh
14Vanguard Intl Equity Index F
ALLWRLD EX US
$13.0M154.9K
1.3%
−0.3%
Reduced · −499 sh
15Ishares Gold TR
ISHARES NEW
$12.3M162.9K
1.3%
+20%
Added · +27K sh
16Ishares TR
CORE UNIVRSL USD
$11.2M242.7K
1.2%
−8.6%
Reduced · −23K sh
17Ishares TR
MBS ETF
$11.1M117.9K
1.1%
+4.0%
Added · +5K sh
18Sandisk Corp
COM
$10.8M4.7K
1.1%
12×
Added · +4K sh
19SPDR Series Trust
ST STR SP500FF
$10.6M173.2K
1.1%
+22%
Added · +31K sh
20Vanguard BD Index FDS
INTERMED TERM
$10.4M135.7K
1.1%
−7.5%
Reduced · −11K sh
21Ishares TR
CORE S&P MCP ETF
$10.1M130.6K
1.0%
+59%
Added · +49K sh
22Ishares TR
TRS FLT RT BD
$10.1M198.8K
1.0%
+19%
Added · +32K sh
23Vanguard Index FDS
GROWTH ETF
$9.7M112.7K
1.0%
+666%
Added · +98K sh
24J P Morgan Exchange Traded F
SUST MUNI IN ETF
$8.9M177.4K
0.9%
+4.9%
Added · +8K sh
25Alphabet Inc
CAP STK CL C
$8.3M23.4K
0.8%
+5.7%
Added · +1K sh
26State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$7.8M11.1K
0.8%
−7.0%
Reduced · −831 sh
27Microsoft Corp
COM
$7.5M20.0K
0.8%
+4.0%
Added · +776 sh
28SPDR Series Trust
ST STR PR SP1500
$7.2M78.8K
0.7%
+216%
Added · +54K sh
29Amazon Com Inc
COM
$7.0M29.4K
0.7%
+31%
Added · +7K sh
30SPDR Series Trust
ST STR NUVEE ETF
$6.9M149.7K
0.7%
−0.2%
Reduced · −242 sh
31Applied Matls Inc
COM
$6.8M9.5K
0.7%
+144%
Added · +6K sh
32Micron Technology Inc
COM
$6.8M5.9K
0.7%
+213%
Added · +4K sh
33Ishares TR
USD GRN BOND ETF
$6.7M140.7K
0.7%
+0.6%
Added · +850 sh
34Lam Research Corp
COM NEW
$6.5M15.0K
0.7%
+131%
Added · +8K sh
35SPDR Index SHS FDS
ST PORT MARK ETF
$6.3M120.9K
0.6%
+16%
Added · +17K sh
36Western Digital Corp
COM
$6.2M9.8K
0.6%
+319%
Added · +7K sh
37Vanguard Whitehall FDS
EM MK GOV BD ETF
$6.0M89.1K
0.6%
+22%
Added · +16K sh
38Ishares TR
CORE 1 5 YR USD
$6.0M123.9K
0.6%
+8.9%
Added · +10K sh
39Invesco Exch Traded FD TR II
NATL AMT MUNI
$5.9M251.2K
0.6%
+5.9%
Added · +14K sh
40Schwab Strategic TR
INTL EQTY ETF
$5.8M209.6K
0.6%
+16%
Added · +28K sh
41Ishares TR
US TREAS BD ETF
$5.5M240.5K
0.6%
−2.1%
Reduced · −5K sh
42Vanguard BD Index FDS
LONG TERM BOND
$5.3M77.5K
0.5%
+18%
Added · +12K sh
43Alphabet Inc
CAP STK CL A
$5.3M14.9K
0.5%
+12%
Added · +2K sh
44Advanced Micro Devices Inc
COM
$5.3M9.2K
0.5%
+226%
Added · +6K sh
45First TR Exch Traded FD III
LNG/SHT EQUITY
$5.2M70.9K
0.5%
+25%
Added · +14K sh
46Abrdn Silver ETF Trust
PHYSCL SILVR SHS
$5.2M93.0K
0.5%
+20%
Added · +15K sh
47Ishares TR
LONG TERM MUNI
$4.9M96.6K
0.5%
+5.8%
Added · +5K sh
48Intel Corp
COM
$4.9M35.1K
0.5%
New
New position
49Ishares TR
CORE S&P500 ETF
$4.8M6.5K
0.5%
+112%
Added · +3K sh
50J P Morgan Exchange Traded F
HIGH YIELD MUNI
$4.7M93.7K
0.5%
+2.8%
Added · +3K sh
Showing 50 of 379 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026379$973.3M13F-HR
Q1 2026Mar 31, 2026May 11, 2026350$734.7M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026266$521.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025250$473.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.