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Portfolio (Quarterly) Guide ↗

SEEDS INVESTOR LLC

· CIK 0002021047
13F Portfolio $973M AUM 379 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 62 New 171 Added 123 Reduced 33 Exited
Page 1 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 147,295.0 $54.5M 5.60% +7K +4.7% $370.04 +3.3%
2 MUB ISHARES TR 463,913.0 $49.9M 5.13% +55K +13.4% $107.62 -1.9%
3 VOO VANGUARD INDEX FDS 72,166.0 $49.6M 5.09% +16K +27.9% $686.81 +3.4%
4 QQQ INVESCO QQQ TR Financial Services 52,680.0 $38.8M 3.99% +49K +1371.1% $736.41 -0.9%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 45,947.0 $34.3M 3.52% +32K +227.4% $746.76 +3.5%
6 SPDW SPDR INDEX SHS FDS 403,044.0 $20.3M 2.09% +32K +8.6% $50.39 +3.6%
7 BNDX VANGUARD CHARLOTTE FDS 417,926.0 $20.2M 2.08% +45K +12.2% $48.43 -1.6%
8 VTES VANGUARD WELLINGTON FD 198,242.0 $20.1M 2.06% +4K +2.1% $101.31 -0.5%
9 VANGUARD MUN BD FDS 163,498.0 $16.5M 1.70% $100.97
10 AAPL APPLE INC Technology 56,790.0 $16.4M 1.69% +7K +14.5% $289.36 +5.6%
11 EUSB ISHARES TR 366,740.0 $15.9M 1.64% -4K -1.0% $43.45 -1.5%
12 NVDA NVIDIA CORPORATION Technology 69,387.0 $13.9M 1.43% +3K +4.2% $200.09 +12.5%
13 DFSB DIMENSIONAL ETF TRUST 258,358.0 $13.5M 1.38% +1K +0.6% $52.11 -2.6%
14 VEU VANGUARD INTL EQUITY INDEX F 154,891.0 $13.0M 1.33% $83.75 +2.5%
15 IAU ISHARES GOLD TR Financial Services 162,857.0 $12.3M 1.26% +27K +19.9% $75.51 +10.1%
16 IUSB ISHARES TR 242,729.0 $11.2M 1.15% -23K -8.6% $46.15 -1.7%
17 MBB ISHARES TR 117,931.0 $11.1M 1.15% +5K +4.0% $94.52 -1.5%
18 SNDK SANDISK CORP Technology 4,731.0 $10.8M 1.10% +4K +1132.0% $2273.57 -21.4%
19 SPYX SPDR SERIES TRUST 173,168.0 $10.6M 1.09% +31K +21.6% $61.10 +3.6%
20 BIV VANGUARD BD INDEX FDS 135,734.0 $10.4M 1.07% -11K -7.5% $76.70 -1.6%
Page 1 of 19  ·  379 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 41.6%
Financial Services 34.2%
Industrials 5.7%
Communication Services 5.2%
Consumer Cyclical 4.9%
Healthcare 3.9%
Consumer Defensive 1.9%
Utilities 0.9%
Real Estate 0.6%
Energy 0.6%