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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 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSB ISHARES TR 265,614.0 $12.3M 1.68% NEW $46.47 -0.8%
2 MBB ISHARES TR 113,393.0 $10.8M 1.47% NEW $95.46 -1.0%
3 IBIT ISHARES BITCOIN TRUST ETF Financial Services 223,516.0 $9.4M 1.28% NEW $42.13 -15.5%
4 GOVT ISHARES TR 245,567.0 $5.6M 0.77% NEW $22.96 -0.9%
5 SCHF SCHWAB STRATEGIC TR 181,385.0 $4.8M 0.66% NEW $26.61 +6.1%
6 LMUB ISHARES TR 91,318.0 $4.6M 0.63% NEW $50.72 +0.6%
7 VEA VANGUARD TAX-MANAGED FDS 66,629.0 $4.6M 0.62% NEW $68.89 +5.0%
8 BLV VANGUARD BD INDEX FDS 65,738.0 $4.6M 0.62% NEW $69.45 -0.5%
9 SGOL ETFS GOLD TR Financial Services 95,237.0 $4.4M 0.60% NEW $46.16 -13.0%
10 SCHB SCHWAB STRATEGIC TR 155,335.0 $4.2M 0.57% NEW $26.82 +8.0%
11 CEF SPROTT ASSET MANAGEMENT LP Financial Services 56,047.0 $2.8M 0.38% NEW $49.93 -13.3%
12 IUSG ISHARES TR 15,587.0 $2.7M 0.36% NEW $170.80 +10.5%
13 CVIE MORGAN STANLEY ETF TRUST 32,532.0 $2.6M 0.35% NEW $78.61 +10.4%
14 BINC BLACKROCK ETF TRUST II 44,880.0 $2.3M 0.32% NEW $52.36 -0.1%
15 IAGG ISHARES TR 46,714.0 $2.3M 0.32% NEW $50.05 +1.0%
16 SPTM SPDR SERIES TRUST 24,971.0 $2.1M 0.29% NEW $84.40 +7.7%
17 EFA ISHARES TR 19,755.0 $2.0M 0.28% NEW $103.64 +0.7%
18 AVLV AMERICAN CENTY ETF TR 22,229.0 $1.9M 0.26% NEW $84.47 +7.7%
19 XJH ISHARES TR 36,044.0 $1.7M 0.24% NEW $48.29 +5.9%
20 VCSH VANGUARD SCOTTSDALE FDS 21,680.0 $1.7M 0.23% NEW $79.41 -0.7%
Page 1 of 6  ·  106 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%