Seed Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Evanston, IL
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$145,001
Net value change ($000)
+202 (0.1%)
New positions
5
Sold out positions
17
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAEQ 4,519 NEW
PULS 3,709 295.3%
JMBS 1,013 14.8%
AVDV 590 29.9%
AVUV 542 12.1%
AVDE 450 35.5%
NVDA 448 83.4%
AMZN 425 75.1%
GOOGL 398 63.2%
VWOB 342 63.0%
Top Reduces (Value $000, Stocks/ETFs)
FLOT -2,855 -100.0%
IGSB -1,439 -100.0%
AVGO -1,277 -55.1%
ORCL -592 -58.1%
MSFT -534 -24.3%
PGR -513 -63.9%
SLQD -513 -100.0%
TAX -356 -100.0%
VTIP -348 -14.3%
VRP -319 -12.7%
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