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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
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLYV SPDR SERIES TRUST 3,580.0 $391K 0.25% $109.11 +0.5%
62 MCD MCDONALDS CORP Consumer Cyclical 1,408.0 $381K 0.24% $270.31 -2.0%
63 JNJ JOHNSON & JOHNSON Healthcare 1,493.0 $379K 0.24% $253.97 +5.5%
64 XOM EXXON MOBIL CORP Energy 2,676.0 $366K 0.23% $136.72 +14.6%
65 IMOM EA SERIES TRUST 8,320.0 $360K 0.23% $43.27 -4.4%
66 IGSB ISHARES TR 6,745.0 $354K 0.22% NEW $52.41 -0.6%
67 SHY ISHARES TR 4,200.0 $345K 0.22% +305.0 +7.8% $82.11 -0.3%
68 HAYW HAYWARD HLDGS INC Industrials 19,860.0 $344K 0.22% $17.31 -18.3%
69 TEL TE CONNECTIVITY PLC Technology 1,683.0 $339K 0.21% $201.61 +0.5%
70 VWO VANGUARD INTL EQUITY INDEX F 5,550.0 $331K 0.21% $59.69 +1.8%
71 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 17,030.0 $321K 0.20% $18.82 -0.2%
72 GSK GSK PLC Healthcare 6,080.0 $319K 0.20% $52.42 -3.1%
73 DGS WISDOMTREE TR 4,800.0 $311K 0.20% $64.71 -0.8%
74 AMD ADVANCED MICRO DEVICES INC Technology 530.0 $308K 0.20% NEW $580.91 -19.9%
75 RTX RTX CORPORATION Industrials 1,610.0 $305K 0.19% $189.73 +11.6%
76 MCK MCKESSON CORP Healthcare 399.0 $301K 0.19% -84.0 -17.4% $755.60 +18.2%
77 CAT CATERPILLAR INC Industrials 280.0 $298K 0.19% NEW $1064.90 -24.9%
78 HSBC HSBC HLDGS PLC Financial Services 3,130.0 $298K 0.19% $95.09 +8.9%
79 EQNR EQUINOR ASA Energy 9,260.0 $291K 0.18% $31.40 +31.8%
80 XLK SELECT SECTOR SPDR TR 1,422.0 $271K 0.17% NEW $190.52 -2.5%
Page 4 of 5  ·  100 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 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%