Seed Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Evanston, IL
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$159,260
Net value change ($000)
+1,266 (0.8%)
New positions
3
Sold out positions
21
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AMERICAN CENTY ETF TR 10,264 NEW
VTP 2,623 122.7%
BOXX 1,117 16.0%
AAUS 552 1.4%
EXXONMOBIL HOLDINGS CORP 436 NEW
VOO 418 44.8%
MSFT 349 33.1%
VTEI 338 6.8%
AVDV 303 10.5%
PLTR 296 60.4%
Top Reduces (Value $000, Stocks/ETFs)
PULS -1,806 -29.2%
SCHP -1,696 -40.1%
SPMB -1,264 -40.9%
TSM -885 -55.9%
PFFV -487 -100.0%
FNDC -481 -33.1%
NVO -476 -100.0%
EMGF -403 -100.0%
SONY -394 -100.0%
IBN -393 -64.3%
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