Seed Wealth Management, Inc.
All 13F Filings
- Location
- Evanston, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 145,388
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 98 | 145,388 | 13F-HR | Seed Wealth Management, Inc. |
| Q4 2025 | 1/21/2026 | 102 | 145,001 | 13F-HR | Seed Wealth Management, Inc. |
| Q3 2025 | 10/15/2025 | 114 | 144,799 | 13F-HR | Seed Wealth Management, Inc. |
| Q2 2025 | 7/14/2025 | 149 | 134,205 | 13F-HR | Seed Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.24 K | 55.2% | 0 | 42.47 K | -42.47 K |
| ETFs | 65.15 K | 44.8% | 42.85 K | 0 | 42.85 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
145,388
Holdings
98
QoQ value change ($000)
387
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.