Filed: 10/15/2025ACC: 0001963728-25-000002
📋 What this filing means
SEED WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $144.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$144.80M
Total AUM (reported)
2.93M
Total Shares
Allocation by class
ALPHA ARCHITECT$37.71M26.0%
COM$18.27M12.6%
HENDERSON MTG$6.83M4.7%
US TIPS ETF$5.89M4.1%
US BRD MKT ETF$5.35M3.7%
INTERMEDIATE TRM$5.03M3.5%
US SML CP VALU$4.49M3.1%
Portfolio Concentration
Top 3$50.42M34.8%
4–10$27.35M18.9%
11–25$27.74M19.2%
Rest$39.28M27.1%
Top 3 weight
34.8%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Sole
Full voting authority
2.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
EA SERIES TRUST
SOLEShares698.46K
TypeSH
Market value$37.71M
26.04%
Sole
698.46K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares149.54K
TypeSH
Market value$6.83M
4.72%
Sole
149.54K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares218.38K
TypeSH
Market value$5.89M
4.06%
Sole
218.38K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares208.06K
TypeSH
Market value$5.35M
3.69%
Sole
208.06K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares50.09K
TypeSH
Market value$5.03M
3.47%
Sole
50.09K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares45.15K
TypeSH
Market value$4.49M
3.10%
Sole
45.15K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares34.05K
TypeSH
Market value$3.88M
2.68%
Sole
34.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares61.91K
TypeSH
Market value$2.91M
2.01%
Sole
61.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.89K
TypeSH
Market value$2.86M
1.97%
Sole
55.89K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares126.84K
TypeSH
Market value$2.85M
1.97%
Sole
126.84K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares101.50K
TypeSH
Market value$2.51M
1.73%
Sole
101.50K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares7.57K
TypeSH
Market value$2.48M
1.71%
Sole
7.57K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares47.93K
TypeSH
Market value$2.43M
1.68%
Sole
47.93K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.03K
TypeSH
Market value$2.32M
1.60%
Sole
7.03K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.24K
TypeSH
Market value$2.20M
1.52%
Sole
4.24K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares30.94K
TypeSH
Market value$1.99M
1.38%
Sole
30.94K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares22.14K
TypeSH
Market value$1.97M
1.36%
Sole
22.14K
Shared
0.00
None
0.00
P10 INC
SOLEShares166.89K
TypeSH
Market value$1.82M
1.25%
Sole
166.89K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares15.73K
TypeSH
Market value$1.71M
1.18%
Sole
15.73K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares21.24K
TypeSH
Market value$1.56M
1.08%
Sole
21.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.13K
TypeSH
Market value$1.44M
0.99%
Sole
27.13K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares31.55K
TypeSH
Market value$1.40M
0.97%
Sole
31.55K
Shared
0.00
None
0.00
BLACKROCK MUN TARGET TERM TR
SOLEShares59.62K
TypeSH
Market value$1.34M
0.92%
Sole
59.62K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares45K
TypeSH
Market value$1.31M
0.90%
Sole
45K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares16.07K
TypeSH
Market value$1.27M
0.88%
Sole
16.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 698.46K | SH | $37.71M 26.04% | 698.46K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 149.54K | SH | $6.83M 4.72% | 149.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 218.38K | SH | $5.89M 4.06% | 218.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 208.06K | SH | $5.35M 3.69% | 208.06K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 50.09K | SH | $5.03M 3.47% | 50.09K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 45.15K | SH | $4.49M 3.10% | 45.15K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 34.05K | SH | $3.88M 2.68% | 34.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 61.91K | SH | $2.91M 2.01% | 61.91K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 55.89K | SH | $2.86M 1.97% | 55.89K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORT MTG BK ETF | 126.84K | SH | $2.85M 1.97% | 126.84K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | VAR RATE PFD | 101.50K | SH | $2.51M 1.73% | 101.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.57K | SH | $2.48M 1.71% | 7.57K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 47.93K | SH | $2.43M 1.68% | 47.93K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.03K | SH | $2.32M 1.60% | 7.03K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.24K | SH | $2.20M 1.52% | 4.24K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 30.94K | SH | $1.99M 1.38% | 30.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 22.14K | SH | $1.97M 1.36% | 22.14K | 0.00 | 0.00 |
P10 INCSOLE | COM CL A | 166.89K | SH | $1.82M 1.25% | 166.89K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 15.73K | SH | $1.71M 1.18% | 15.73K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 21.24K | SH | $1.56M 1.08% | 21.24K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 27.13K | SH | $1.44M 0.99% | 27.13K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 31.55K | SH | $1.40M 0.97% | 31.55K | 0.00 | 0.00 |
BLACKROCK MUN TARGET TERM TRSOLE | COM SHS BEN IN | 59.62K | SH | $1.34M 0.92% | 59.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 45K | SH | $1.31M 0.90% | 45K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 16.07K | SH | $1.27M 0.88% | 16.07K | 0.00 | 0.00 |
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