Seed Wealth Management, Inc.
•CIK: 1963728•Filing: Q4 2025
**Seed Wealth Management, Inc.** manages $145M across a diversified portfolio of 102 positions. The strategy exhibits significant overweighting in specific sectors, notably evidenced by the $37.7M allocation to AAUS. Core holdings also include substantial positions in fixed income and equity factor ETFs, such as JMBS ($7.8M), SCHP ($5.7M), and SCHB ($5.2M). This concentration suggests a tactical focus on yield enhancement and factor exposure within the current market cycle.
Total AUM
$145.0M
QoQ Performance
+0.1%
Positions
80
Top 10 Concentration
57.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAUS
JMBS
AAUS26.0%
JMBS5.4%
SCHP3.9%
SCHB3.6%
AVUV3.5%
VTEI3.5%
PULS3.4%
AAEQ3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.6%
Technology5.4%
Consumer1.5%
Healthcare0.7%
Industrial0.4%
Energy0.2%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW5 new positions
↑14 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023