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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $735M AUM 350 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 150 Added 83 Reduced 22 Exited
Page 1 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 140,674.0 $48.2M 6.56% +1K +1.0% $342.65 +8.0%
2 MUB ISHARES TR 409,195.0 $43.8M 5.96% +245K +149.6% $107.08 +0.2%
3 VOO VANGUARD INDEX FDS 56,428.0 $36.0M 4.90% +20K +52.9% $638.35 +7.8%
4 VTES VANGUARD WELLINGTON FD 194,104.0 $19.7M 2.68% +5K +2.4% $101.33 -0.1%
5 SPDW SPDR INDEX SHS FDS 370,987.0 $18.2M 2.48% +21K +6.1% $49.04 +5.7%
6 BNDX VANGUARD CHARLOTTE FDS 372,615.0 $18.0M 2.44% +184K +98.0% $48.22 +0.3%
7 VANGUARD MUN BD FDS 163,601.0 $16.5M 2.24% +1K +0.8% $100.68
8 EUSB ISHARES TR 370,504.0 $16.2M 2.21% +11K +3.0% $43.75 -0.8%
9 DFSB DIMENSIONAL ETF TRUST 256,943.0 $13.4M 1.82% +26K +11.4% $52.19 +0.4%
10 NVDA NVIDIA CORPORATION Technology 66,621.0 $13.1M 1.78% +6K +9.9% $196.51 +7.2%
11 AAPL APPLE INC Technology 49,593.0 $12.8M 1.75% +8K +18.2% $258.83 +15.1%
12 IAU ISHARES GOLD TR Financial Services 135,863.0 $12.4M 1.69% +8K +6.6% $91.18 -13.0%
13 JMSI J P MORGAN EXCHANGE TRADED F 169,063.0 $8.5M 1.16% +20K +13.4% $50.25 +0.0%
14 TFLO ISHARES TR 166,683.0 $8.4M 1.15% +26K +18.3% $50.55 +0.1%
15 SPYX SPDR SERIES TRUST 142,394.0 $8.1M 1.10% +8K +6.2% $56.82 +7.9%
16 MSFT MICROSOFT CORP Technology 19,198.0 $7.5M 1.03% +3K +16.5% $393.11 -3.5%
17 GOOG ALPHABET INC Communication Services 22,115.0 $7.3M 0.99% +17K +319.2% $330.58 +11.2%
18 VUG VANGUARD INDEX FDS 14,714.0 $7.0M 0.95% +2K +18.9% $476.73 -81.8%
19 BGRN ISHARES TR 139,828.0 $6.7M 0.91% +11K +8.2% $47.72 -0.6%
20 IJH ISHARES TR 81,956.0 $5.9M 0.80% +15K +22.0% $71.57 +5.9%
Page 1 of 8  ·  150 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
Financial Services 33.8%
Technology 29.6%
Communication Services 8.4%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 5.6%
Consumer Defensive 3.3%
Utilities 1.5%
Energy 1.1%
Real Estate 1.0%