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Portfolio (Quarterly) Guide ↗

Seed Wealth Management, Inc.

· CIK 0001963728
13F Portfolio $145M AUM 98 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 9 Added 13 Reduced 7 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 1,493.0 $365K 0.25% $244.44 -4.1%
62 TEL TE CONNECTIVITY PLC Technology 1,683.0 $352K 0.24% $209.02 -3.0%
63 SLYV SPDR SERIES TRUST 3,580.0 $339K 0.23% $94.58 +9.3%
64 GSK GSK PLC Healthcare 6,080.0 $336K 0.23% $55.19 -6.9%
65 EMGF ISHARES INC 5,500.0 $332K 0.23% $60.43 +17.1%
66 IMOM EA SERIES TRUST 8,320.0 $331K 0.23% $39.83 +12.6%
67 ORCL ORACLE CORP Technology 2,191.0 $322K 0.22% $147.11 +30.6%
68 SHY ISHARES TR 3,895.0 $322K 0.22% +330.0 +9.3% $82.57 -0.5%
69 SYK STRYKER CORPORATION Healthcare 970.0 $319K 0.22% $328.59 -3.7%
70 CSCO CISCO SYS INC Technology 4,100.0 $318K 0.22% $77.59 +55.2%
71 RTX RTX CORPORATION Industrials 1,610.0 $311K 0.21% $192.90 -8.2%
72 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 17,030.0 $309K 0.21% -5K -21.0% $18.15 +3.5%
73 META META PLATFORMS INC Communication Services 534.0 $306K 0.21% $572.13 +6.7%
74 VWO VANGUARD INTL EQUITY INDEX F 5,550.0 $300K 0.21% $54.05 +9.1%
75 CRM SALESFORCE INC Technology 1,570.0 $293K 0.20% $186.67 -3.5%
76 DGS WISDOMTREE TR 4,800.0 $288K 0.20% -500.0 -9.4% $60.10 +7.9%
77 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 970.0 $282K 0.19% $290.70 -11.5%
78 GLW CORNING INC Technology 1,998.0 $272K 0.19% NEW $135.97 +42.7%
79 HLN HALEON PLC Healthcare 26,580.0 $266K 0.18% $10.01 -7.2%
80 HAYW HAYWARD HLDGS INC Industrials 19,860.0 $266K 0.18% $13.38 +3.5%
Page 4 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 19.4%
Healthcare 13.5%
Consumer Cyclical 6.7%
Energy 6.3%
Communication Services 6.2%
Industrials 5.3%
Consumer Defensive 3.0%
Basic Materials 1.1%
Real Estate 0.1%