Seed Wealth Management, Inc.
All 13F Filings
- Location
- Evanston, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 157,994
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 100 | 157,994 | 13F-HR | Seed Wealth Management, Inc. |
| 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 | 88.37 K | 55.9% | 8.134 K | 0 | 8.134 K |
| ETFs | 69.62 K | 44.1% | 4.472 K | 0 | 4.472 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
157,994
Holdings
100
QoQ value change ($000)
12,606
(8.7%)
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.