Seed Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Evanston, IL
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$157,994
Net value change ($000)
+12,606 (8.7%)
New positions
11
Sold out positions
9
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,945 13.8%
VTP 2,138 NEW
BOXX 1,458 26.3%
AVUV 1,042 19.1%
VXUS 1,036 65.1%
VOO 933 NEW
DELL 818 111.6%
SCHB 742 15.4%
VTI 630 27.4%
AAEQ 596 14.0%
Top Reduces (Value $000, Stocks/ETFs)
PULS -2,231 -26.5%
SCHP -1,676 -28.4%
VTIP -1,003 -58.7%
ICSH -405 -100.0%
ORCL -322 -100.0%
SYK -319 -100.0%
CRM -293 -100.0%
HD -240 -100.0%
ABT -229 -100.0%
SNPS -226 -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