SEEDS INVESTOR LLC — 13F Holdings

2026 Q1  ·  372 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, SEEDS INVESTOR LLC maintained a portfolio of 372 distinct positions. The most significant new addition was ISHARES TR, now representing 1.68% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 149.6%. The fund also reduced its exposure to VANGUARD BD INDEX FDS by 56.3%.
Position History hover any row below to update
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SEEDS INVESTOR LLC San Francisco, CA RIA / Sustainable Investment Manager AUM $725M
PCA Score Concentration Risk
Risk ENB
Total Positions
372
Quarter
2026 Q1
Top Holding
VTI (6.6%)
Top 10 Concentration
33.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 372

SEEDS INVESTOR LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 6.56% 8.95% #1
Prev: #1
5.1
1,435 1.0%
P
S
140,674 $48,201,934
$267.69 +36.9%
$320.81 +14.2%
2024 Q2 13F Filing 2026-03-31 2026-05-11
MUB
ISHARES TR
ETF 5.96% 3.37% #2 3
Prev: #5
6.9
245,278 149.6%
P
S
409,195 $43,816,645 2024 Q1 13F Filing 2026-03-31 2026-05-11
VOO
VANGUARD INDEX ...
ETF 4.90% 4.44% #3
Prev: #3
6.0
19,533 52.9%
P
S
56,428 $36,020,708 2024 Q1 13F Filing 2026-03-31 2026-05-11
VTES
VANGUARD WELLIN...
ETF 2.68% 3.69% #4
Prev: #4
2.1
4,546 2.4%
P
S
194,104 $19,668,578 2024 Q4 13F Filing 2026-03-31 2026-05-11
SPDW
SPDR INDEX SHS ...
ETF 2.48% 2.98% #5 3
Prev: #8
3.5
21,472 6.1%
P
S
370,987 $18,193,221 2024 Q1 13F Filing 2026-03-31 2026-05-11
BNDX
VANGUARD CHARLO...
Bond/Debt 2.45% 1.74% #6 9
Prev: #15
4.0
184,442 98.0%
P
S
372,615 $17,967,514 2024 Q4 13F Filing 2026-03-31 2026-05-11
VTEI
VANGUARD MUN BD...
Bond/Debt 2.24% 3.14% #7 1
Prev: #6
1.4
1,335 0.8%
P
S
163,601 $16,471,349 2025 Q2 13F Filing 2026-03-31 2026-05-11
EUSB
ISHARES TR
ETF 2.21% 3.03% #8 1
Prev: #7
1.4
10,838 3.0%
P
S
370,504 $16,209,207 2024 Q1 13F Filing 2026-03-31 2026-05-11
DFSB
DIMENSIONAL ETF...
ETF 1.83% 2.29% #9 1
Prev: #10
2.7
26,229 11.4%
P
S
256,943 $13,409,843 2024 Q4 13F Filing 2026-03-31 2026-05-11
NVDA
NVIDIA CORPORAT...
Technology 1.78% 2.17% #10 3
Prev: #13
2.7
6,020 9.9%
P
S
66,621 $13,091,705 2024 Q1 13F Filing 2026-03-31 2026-05-11
AAPL
APPLE INC
Technology 1.75% 2.19% #11 1
Prev: #12
2.7
7,639 18.2%
P
S
49,593 $12,836,159 2024 Q1 13F Filing 2026-03-31 2026-05-11
VEU
VANGUARD INTL E...
ETF 1.71% 2.40% #12 3
Prev: #9
1.2
-14,545 -8.6%
P
S
155,390 $12,536,847 2024 Q2 13F Filing 2026-03-31 2026-05-11
IAU
ISHARES GOLD TR
ETF 1.69% 1.98% #13 1
Prev: #14
2.7
8,379 6.6%
P
S
135,863 $12,387,988 2024 Q3 13F Filing 2026-03-31 2026-05-11
IUSB
ISHARES TR
ETF 1.68% #14
Prev: #—
4.2
265,614
NEW
265,614 $12,343,078 2026 Q1 13F Filing 2026-03-31 2026-05-11
BIV
VANGUARD BD IND...
Bond/Debt 1.55% 5.01% #15 13
Prev: #2
0.6
-189,166 -56.3%
P
S
146,706 $11,378,526 2024 Q1 13F Filing 2026-03-31 2026-05-11
MBB
ISHARES TR
ETF 1.47% #16
Prev: #—
4.1
113,393
NEW
113,393 $10,824,522 2026 Q1 13F Filing 2026-03-31 2026-05-11
SPY
STATE STR SPDR ...
ETF 1.33% 2.22% #17 6
Prev: #11
1.0
-2,974 -17.5%
P
S
14,034 $9,746,079 2024 Q2 13F Filing 2026-03-31 2026-05-11
IBIT
ISHARES BITCOIN...
Bond/Debt 1.28% #18
Prev: #—
4.0
223,516
NEW
223,516 $9,416,729 2026 Q1 13F Filing 2026-03-31 2026-05-11
JMSI
J P MORGAN EXCH...
Unknown 1.16% 1.44% #19 1
Prev: #20
2.5
20,027 13.4%
P
S
169,063 $8,495,423 2024 Q4 13F Filing 2026-03-31 2026-05-11
TFLO
ISHARES TR
ETF 1.15% 1.36% #20 1
Prev: #21
2.5
25,737 18.3%
P
S
166,683 $8,425,849 2024 Q3 13F Filing 2026-03-31 2026-05-11
SPYX
SPDR SERIES TRU...
ETF 1.10% 1.44% #21 2
Prev: #19
2.4
8,306 6.2%
P
S
142,394 $8,090,828 2025 Q2 13F Filing 2026-03-31 2026-05-11
MDY
STATE STR SPDR ...
Unknown 1.06% 1.49% #22 5
Prev: #17
0.9
-974 -7.6%
P
S
11,906 $7,779,372 2024 Q2 13F Filing 2026-03-31 2026-05-11
MSFT
MICROSOFT CORP
Technology 1.03% 1.53% #23 7
Prev: #16
2.4
2,717 16.5%
P
S
19,198 $7,546,962 2024 Q1 13F Filing 2026-03-31 2026-05-11
GOOG
ALPHABET INC
Communication Services 1.00% 0.32% #24 31
Prev: #55
3.4
16,839 319.2%
P
S
22,115 $7,310,735 2024 Q2 13F Filing 2026-03-31 2026-05-11
VUG
VANGUARD INDEX ...
Warrant 0.95% 1.16% #25 2
Prev: #23
2.4
2,336 18.9%
P
S
14,714 $7,014,556 2024 Q1 13F Filing 2026-03-31 2026-05-11
TFI
SPDR SERIES TRU...
ETF 0.93% 1.46% #26 8
Prev: #18
0.9
-16,402 -9.9%
P
S
149,975 $6,840,344 2025 Q2 13F Filing 2026-03-31 2026-05-11
BGRN
ISHARES TR
Bond/Debt 0.91% 1.19% #27 5
Prev: #22
2.4
10,609 8.2%
P
S
139,828 $6,672,564 2024 Q4 13F Filing 2026-03-31 2026-05-11
SIVR
ABRDN SILVER ET...
ETF 0.80% 1.01% #28 4
Prev: #24
0.8
-309 -0.4%
P
S
77,685 $5,876,870 2024 Q4 13F Filing 2026-03-31 2026-05-11
IJH
ISHARES TR
ETF 0.80% 0.85% #29 2
Prev: #27
2.8
14,766 22.0%
P
S
81,956 $5,865,608 2024 Q1 13F Filing 2026-03-31 2026-05-11
GOVT
ISHARES TR
ETF 0.77% #30
Prev: #—
3.8
245,567
NEW
245,567 $5,638,218 2026 Q1 13F Filing 2026-03-31 2026-05-11
AMZN
AMAZON COM INC
Consumer Cyclical 0.76% 0.56% #31 9
Prev: #40
3.3
9,917 79.0%
P
S
22,466 $5,594,483 2024 Q1 13F Filing 2026-03-31 2026-05-11
PZA
INVESCO EXCH TR...
ETF 0.75% 0.68% #32 3
Prev: #35
3.3
83,714 54.5%
P
S
237,249 $5,535,013 2024 Q4 13F Filing 2026-03-31 2026-05-11
ISTB
ISHARES TR
ETF 0.75% 0.86% #33 7
Prev: #26
2.8
21,794 23.7%
P
S
113,731 $5,520,489 2024 Q1 13F Filing 2026-03-31 2026-05-11
SPEM
SPDR INDEX SHS ...
ETF 0.71% 0.77% #34 4
Prev: #30
2.8
17,588 20.4%
P
S
103,914 $5,235,200 2024 Q3 13F Filing 2026-03-31 2026-05-11
VWOB
VANGUARD WHITEH...
ETF 0.67% 0.43% #35 8
Prev: #43
3.3
39,964 120.7%
P
S
73,062 $4,918,541 2024 Q4 13F Filing 2026-03-31 2026-05-11
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.66% #36
Prev: #—
3.8
181,385
NEW
181,385 $4,826,665 2026 Q1 13F Filing 2026-03-31 2026-05-11
AVGO
BROADCOM INC
Technology 0.65% 0.72% #37 3
Prev: #34
2.3
1,602 14.7%
P
S
12,520 $4,767,543 2024 Q1 13F Filing 2026-03-31 2026-05-11
LMUB
ISHARES TR
ETF 0.63% #38
Prev: #—
3.8
91,318
NEW
91,318 $4,632,069 2026 Q1 13F Filing 2026-03-31 2026-05-11
VEA
VANGUARD TAX-MA...
ETF 0.62% #39
Prev: #—
3.7
66,629
NEW
66,629 $4,590,049 2024 Q1 13F Filing 2026-03-31 2026-05-11
BLV
VANGUARD BD IND...
Bond/Debt 0.62% #40
Prev: #—
3.7
65,738
NEW
65,738 $4,565,504 2026 Q1 13F Filing 2026-03-31 2026-05-11
JMHI
J P MORGAN EXCH...
Unknown 0.62% 0.75% #41 9
Prev: #32
2.2
13,420 17.3%
P
S
91,112 $4,551,057 2024 Q4 13F Filing 2026-03-31 2026-05-11
GOOGL
ALPHABET INC
Communication Services 0.61% 0.49% #42 1
Prev: #41
3.2
5,197 63.5%
P
S
13,385 $4,455,887 2024 Q1 13F Filing 2026-03-31 2026-05-11
SGOL
ETFS GOLD TR
ETF 0.60% #43
Prev: #—
3.7
95,237
NEW
95,237 $4,396,140 2026 Q1 13F Filing 2026-03-31 2026-05-11
SUSB
ISHARES TR
ETF 0.59% 0.81% #44 16
Prev: #28
0.7
5,814 3.5%
P
S
173,965 $4,368,262 2024 Q1 13F Filing 2026-03-31 2026-05-11
SPSM
SPDR SERIES TRU...
ETF 0.57% 0.86% #45 20
Prev: #25
0.7
-14,170 -14.8%
P
S
81,676 $4,207,963 2025 Q1 13F Filing 2026-03-31 2026-05-11
VTV
VANGUARD INDEX ...
ETF 0.57% 0.76% #46 15
Prev: #31
0.7
-92 -0.4%
P
S
20,622 $4,185,362 2024 Q2 13F Filing 2026-03-31 2026-05-11
SCHB
SCHWAB STRATEGI...
ETF 0.57% #47
Prev: #—
3.7
155,335
NEW
155,335 $4,166,082 2026 Q1 13F Filing 2026-03-31 2026-05-11
FTLS
FIRST TR EXCH T...
ETF 0.56% 0.63% #48 10
Prev: #38
2.7
10,543 22.8%
P
S
56,792 $4,119,089 2025 Q4 13F Filing 2026-03-31 2026-05-11
FLMB
FRANKLIN TEMPLE...
ETF 0.49% 0.58% #49 10
Prev: #39
2.2
22,028 17.2%
P
S
149,840 $3,579,675 2024 Q4 13F Filing 2026-03-31 2026-05-11
AOM
ISHARES TR
ETF 0.47% 0.73% #50 17
Prev: #33
0.7
-9,033 -11.3%
P
S
70,828 $3,442,247 2025 Q1 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 372 holdings

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