SW

Seed Wealth Management, Inc.

13F
Seed Wealth Management, Inc.
Last update 2025-07-14 149 Stocks (12 new)
Value $134.00 Mil Turnover 12 %
Countries:
Top Holdings: JMBS(4.96%)SCHP(4.35%)SCHB(4.02%)VTEI(3.47%)AVUV(3.12%)
Summary Stock Picks Current Portfolio
Seed Wealth Management, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
147,778
6,657.4
+5.88%
4.960
+0.28%
0.120
+1.44%
+3.36%
5,863.1
 
SCHP
Schwab U.S. Tips ETF
218,580
5,831.7
+12.81%
4.350
+0.49%
0.040
+1.83%
+4.64%
13,056.1
 
SCHB
Schwab U.S. Broad Market ETF
226,583
5,399.5
-0.22%
4.020
-0.01%
0.020
+20.01%
+7.37%
34,940.9
 
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
47,245
4,656.5
New Holding
3.470
+3.47%
0.810
+1.23%
+0.09%
569.0
 
AVUV
Avantis U.S. Small Cap Value ETF
46,010
4,191.5
-1.61%
3.120
-0.05%
0.030
+17.12%
-2.02%
16,539.2
 
BOXX
Alpha Architect 1-3 Month Box ETF
34,105
3,842.9
+10.57%
2.860
+0.27%
0.060
+1.02%
+2.37%
6,974.3
 
AVUS
Avantis U.S. Equity ETF
35,925
3,622.0
-18.71%
2.700
-0.62%
0.040
+18.90%
+6.42%
8,878.4
 
MSFT
Microsoft Corp
6,403
3,184.9
+4.25%
2.370
+0.10%
0.000
+38.94%
+21.47%
3,790,969.0
Software
FLOT
iShares Floating Rate Bond ETF
57,970
2,957.6
New Holding
2.200
+2.20%
0.030
+1.71%
+2.68%
8,981.5
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
61,915
2,869.1
-61.26%
2.140
-3.69%
0.020
+1.54%
+3.51%
14,395.4
 

Seed Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Seed Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-06-30
Reduce
Reduce
-3.69%
●
45.15 ($45.77) 46.6
$45.92
0.33%
Reduce -61.26%
61,915
-97,890
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
2025-06-30
New Buy
New Buy
+3.47%
●
96.37 ($97.9) 99.69
$97.97
0.07%
New holding
47,245
47,245
FLOT
iShares Floating Rate Bond ETF
2025-06-30
New Buy
New Buy
+2.20%
●
50.1 ($50.81) 51.05
$51.00
0.37%
New holding
57,970
57,970
PX
P10 Inc
2025-06-30
New Buy
New Buy
+1.93%
●
8.91 ($10.73) 12.2
$11.76
9.60%
New holding
252,893
252,893
LONZ
PIMCO Senior Loan Active ExchangeTraded Fund
PIMCO Senior Loan Active ExchangeTraded Fund
2025-06-30
Sold Out
Sold Out
-0.97%
●
48.48 ($50.26) 50.99
$50.98
1.43%
Sold Out
0
-23,770
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Sold Out
Sold Out
-0.75%
●
49.79 ($50.49) 50.75
$50.65
0.32%
Sold Out
0
-18,104
CLIP
Global X 1-3 Month T-Bill ETF
2025-06-30
Sold Out
Sold Out
-0.72%
●
100.05 ($100.24) 100.44
$100.27
0.03%
Sold Out
0
-8,770
AVUS
Avantis U.S. Equity ETF
2025-06-30
Reduce
Reduce
-0.62%
●
81.38 ($93.61) 100.82
$102.51
9.51%
Reduce -18.71%
35,925
-8,270
FLBL
Franklin Senior Loan ETF
2025-06-30
Sold Out
Sold Out
-0.55%
●
23.13 ($23.94) 24.23
$24.24
1.25%
Sold Out
0
-28,254
SCHP
Schwab U.S. Tips ETF
2025-06-30
Add
Add
+0.49%
●
26.18 ($26.47) 26.93
$26.58
0.42%
Add 12.81%
218,580
24,825

Seed Wealth Management, Inc. Total Holding History ($B)

To

Seed Wealth Management, Inc.'s Asset Allocation

To

Seed Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Seed Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

Seed Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Seed Wealth Management, Inc.'s Holdings Heat Map

Size field:

Seed Wealth Management, Inc.'s Holdings Bubble Chart

Seed Wealth Management, Inc. News

  • 1

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