2026 Q1 Portfolio Activity
In 2026 Q1, Seed Wealth Management, Inc. maintained a portfolio of 105 distinct positions. The most significant new addition was CORNING INC, now representing 0.19% of the total fund value. They heavily accumulated shares in PGIM ETF TR, increasing the position by 69.8%.
Position History
hover any row below to update
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Total Positions
105
Quarter
2026 Q1
Top Holding
AAUS (24.6%)
Top 10 Concentration
58.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 105
Seed Wealth Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAUS
EA SERIES TRUST
|
Unknown | 24.64% | 25.99% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
683,953 | $35,827,632 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PULS
PGIM ETF TR
|
ETF | 5.79% | 3.42% |
#2
5
Prev: #7
|
6.8 |
—
|
69,845 | 69.8% |
P
S
|
169,959 | $8,412,971 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JMBS
JANUS DETROIT S...
|
ETF | 5.32% | 5.41% |
#3
1
Prev: #2
|
3.6 |
—
|
-573 | -0.3% |
P
S
|
171,079 | $7,729,364 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 4.06% | 3.92% |
#4
1
Prev: #3
|
2.6 |
—
|
7,295 | 3.4% |
P
S
|
221,860 | $5,903,695 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 3.81% | 2.90% |
#5
4
Prev: #9
|
4.5 |
—
|
11,049 | 30.2% |
P
S
|
47,605 | $5,535,985 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.75% | 3.47% |
#6
1
Prev: #5
|
2.5 |
—
|
no change | no change |
P
S
|
49,385 | $5,455,561 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTEI
VANGUARD MUN BD...
|
Bond/Debt | 3.43% | 3.47% |
#7
1
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
49,885 | $4,985,507 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 3.32% | 3.61% |
#8
4
Prev: #4
|
1.8 |
—
|
-7,075 | -3.5% |
P
S
|
192,268 | $4,825,927 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAEQ
EA SERIES TRUST
|
Unknown | 2.93% | 3.12% |
#9
1
Prev: #8
|
1.7 |
—
|
-167 | -0.2% |
P
S
|
91,454 | $4,254,213 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.89% | 1.77% |
#10
2
Prev: #12
|
1.3 |
—
|
235 | 0.9% |
P
S
|
27,486 | $2,744,752 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 1.83% | 1.95% |
#11
1
Prev: #10
|
1.2 |
—
|
-3,280 | -5.5% |
P
S
|
56,690 | $2,661,596 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 1.83% | 1.90% |
#12
1
Prev: #11
|
1.2 |
—
|
-4,550 | -3.7% |
P
S
|
118,560 | $2,654,558 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.58% | 1.66% |
#13
Prev: #13
|
1.6 |
—
|
no change | no change |
P
S
|
7,165 | $2,298,604 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VRP
INVESCO EXCH TR...
|
Preferred | 1.48% | 1.51% |
#14
Prev: #14
|
1.6 |
—
|
no change | no change |
P
S
|
89,925 | $2,156,402 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
QMOM
EA SERIES TRUST
|
Bond/Debt | 1.45% | 1.39% |
#15
1
Prev: #16
|
1.6 |
—
|
no change | no change |
P
S
|
30,940 | $2,113,511 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.28% | 1.18% |
#16
2
Prev: #18
|
1.0 |
—
|
1,000 | 4.8% |
P
S
|
21,865 | $1,855,027 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.24% | 1.26% |
#17
Prev: #17
|
1.0 |
—
|
-85 | -0.5% |
P
S
|
16,225 | $1,803,896 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.18% | 1.43% |
#18
3
Prev: #15
|
1.0 |
—
|
-7,815 | -18.6% |
P
S
|
34,228 | $1,709,697 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.09% | 1.11% |
#19
2
Prev: #21
|
0.9 |
—
|
-605 | -2.8% |
P
S
|
20,639 | $1,591,473 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.97% | 0.93% |
#20
2
Prev: #22
|
0.9 |
—
|
-45 | -0.1% |
P
S
|
30,292 | $1,404,337 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.94% | 0.92% |
#21
3
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
44,930 | $1,370,365 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BTT
BLACKROCK MUN T...
|
Financial Services | 0.92% | 0.93% |
#22
1
Prev: #23
|
1.4 |
—
|
no change | no change |
P
S
|
59,170 | $1,343,159 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.88% | 1.15% |
#23
4
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
3,437 | $1,272,274 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.86% | 0.86% |
#24
1
Prev: #25
|
0.8 |
—
|
-146 | -1.1% |
P
S
|
13,565 | $1,243,097 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PX
RIDGEPOST CAP I...
|
Financial Services | 0.83% | 1.13% |
#25
5
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
166,893 | $1,211,643 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.77% | 0.69% |
#26
3
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
3,312 | $1,119,290 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VFMF
VANGUARD WELLIN...
|
ETF | 0.71% | 0.69% |
#27
3
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
6,650 | $1,031,249 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.70% | 0.80% |
#28
2
Prev: #26
|
0.8 |
—
|
-280 | -6.5% |
P
S
|
4,006 | $1,016,683 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.65% | 0.71% |
#29
1
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
3,275 | $939,467 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.64% | 0.62% |
#30
5
Prev: #35
|
1.3 |
—
|
no change | no change |
P
S
|
11,580 | $933,116 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.64% | 0.72% |
#31
4
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
3,011 | $931,935 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.63% | 0.68% |
#32
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
5,280 | $920,832 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
HYEM
VANECK ETF TRUS...
|
ETF | 0.62% | 0.62% |
#33
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
45,510 | $897,912 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.62% | 0.68% |
#34
3
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
4,295 | $894,520 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MBB
ISHARES TR
|
ETF | 0.62% | 0.62% |
#35
1
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
9,420 | $894,429 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.60% | 0.61% |
#36
Prev: #36
|
0.7 |
—
|
170 | 1.3% |
P
S
|
13,290 | $873,020 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.57% | 0.56% |
#37
Prev: #37
|
0.7 |
—
|
-470 | -1.4% |
P
S
|
33,470 | $828,383 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.50% | 0.39% |
#38
5
Prev: #43
|
0.7 |
—
|
-1 | -0.0% |
P
S
|
4,465 | $732,840 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PFFV
GLOBAL X FDS
|
Preferred | 0.45% | 0.46% |
#39
Prev: #39
|
1.2 |
—
|
no change | no change |
P
S
|
29,700 | $648,301 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SHEL
SHELL PLC
|
Energy | 0.44% | 0.35% |
#40
7
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
6,927 | $644,211 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.43% | 0.42% |
#41
1
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
16,070 | $626,087 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.42% | 0.51% |
#42
4
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
4,200 | $614,376 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.39% | 0.36% |
#43
3
Prev: #46
|
0.7 |
—
|
-19 | -0.2% |
P
S
|
11,530 | $564,163 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IBN
ICICI BANK LIMI...
|
Financial Services | 0.37% | 0.43% |
#44
3
Prev: #41
|
0.6 |
—
|
-4 | -0.0% |
P
S
|
21,030 | $544,677 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 0.37% | 0.38% |
#45
1
Prev: #44
|
2.6 |
—
|
3,700 | 33.8% |
P
S
|
14,644 | $538,167 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SONY
SONY GROUP CORP
|
Technology | 0.36% | 0.44% |
#46
6
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
25,125 | $520,088 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.35% | 0.31% |
#47
2
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
4,085 | $507,684 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IMTM
ISHARES TR
|
Bond/Debt | 0.33% | 0.33% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
9,900 | $475,398 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.33% | 0.30% |
#49
3
Prev: #52
|
2.1 |
—
|
400 | 5.3% |
P
S
|
7,880 | $472,642 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VFMO
VANGUARD WELLIN...
|
Bond/Debt | 0.32% | 0.31% |
#50
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
2,330 | $459,243 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 105 holdings