Seed Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Evanston, IL
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
114
Total value ($000)
$144,799
Net value change ($000)
+10,594 (7.9%)
New positions
1
Sold out positions
36
Turnover %
33.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAUS 37,710 NEW
VTEI 370 7.9%
AVUV 302 7.2%
TSM 225 21.8%
AVDV 200 11.3%
JMBS 173 2.6%
VTI 169 7.3%
TE CONNECTIVITY PLC 85 29.9%
NVDA 82 18.0%
AVDE 79 6.6%
Top Reduces (Value $000, Stocks/ETFs)
AVUS -1,912 -52.8%
PLTR -1,799 -70.1%
AAPL -1,155 -55.8%
AMZN -1,062 -65.2%
MSFT -989 -31.1%
META -907 -65.7%
RPC -769 -29.7%
MCK -614 -56.9%
V -594 -100.0%
CRM -586 -58.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type