Seed Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Evanston, IL
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$145,388
Net value change ($000)
+387 (0.3%)
New positions
3
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PULS 3,448 69.4%
BOXX 1,328 31.6%
AVUV 420 8.3%
GLW 272 NEW
AZN 231 NEW
SCHP 220 3.9%
SCJ 208 NEW
AVDV 184 7.2%
EQNR 172 78.5%
DELL 171 30.4%
Top Reduces (Value $000, Stocks/ETFs)
AAUS -1,862 -4.9%
RPC -425 -26.0%
SCHB -403 -7.7%
MSFT -390 -23.5%
VTIP -369 -17.7%
AAEQ -265 -5.9%
QCOM -258 -100.0%
EXPE -220 -100.0%
IBM -220 -100.0%
AZN -215 -100.0%
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