SEEDS INVESTOR LLC
•CIK: 2021047•Filing: Q4 2025
**SEEDS INVESTOR LLC** manages $522M across a diversified portfolio of 266 positions. The fund exhibits a significant allocation to broad market indices, notably holding VTI at $46.7M and VOO at $23.1M. Key concentrated positions include BIV at $26.2M and VTES at $19.3M, suggesting a tactical tilt across U.S. equity exposure and international fixed income. This structure indicates a systematic, large-cap growth orientation within its current mandate.
Total AUM
$521.7M
QoQ Performance
+10.1%
Positions
220
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
BIV
VTI8.9%
BIV5.0%
VOO4.4%
VTES3.7%
MUB3.4%
VTEI3.1%
EUSB3.0%
SPDW3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
Technology9.0%
ETF6.9%
Consumer1.9%
Financial1.6%
Healthcare1.4%
Industrial0.5%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
+56 more exited positions
Changes from Q3 2025
NEW11 new positions
↑127 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024