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Portfolio (Quarterly) Guide ↗

Seed Wealth Management, Inc.

· CIK 0001963728
13F Portfolio $158M AUM 100 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 10 Added 23 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ICSH ISHARES TR 8,000 $405K 0.28% SOLD
2 ORCL ORACLE CORP Technology 2,191 $322K 0.22% SOLD
3 SYK STRYKER CORPORATION Healthcare 970 $319K 0.22% SOLD
4 CRM SALESFORCE INC Technology 1,570 $293K 0.20% SOLD
5 HD HOME DEPOT INC Consumer Cyclical 731 $240K 0.17% SOLD
6 ABT ABBOTT LABORATORIES Healthcare 2,231 $229K 0.16% SOLD
7 SNPS SYNOPSYS INC Technology 570 $226K 0.15% SOLD
8 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,080 $213K 0.15% SOLD
9 RC READY CAPITAL CORP Real Estate 10,400 $17K 0.01% SOLD
Sector Allocation
Technology 42.3%
Financial Services 21.6%
Healthcare 12.2%
Industrials 7.0%
Consumer Cyclical 6.9%
Energy 5.1%
Consumer Defensive 2.9%
Communication Services 1.0%
Basic Materials 0.9%