SEEDS INVESTOR LLC

Filed: 11/12/2025ACC: 0002021047-25-000007

📋 What this filing means

SEEDS INVESTOR LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $473.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

250

Positions

$473.88M

Total AUM (reported)

6.05M

Total Shares

Allocation by class

COM$89.85M19.0%

TOTAL STK MKT$45.54M9.6%

INTERMED TERM$23.06M4.9%

SHORT TRM TAX EX$18.62M3.9%

S&P 500 ETF SHS$17.79M3.8%

INTERMEDIATE TRM$16.58M3.5%

ESG ADV TTL USD$15.16M3.2%

Portfolio Concentration

Top 3$87.22M18.4%

4–10$102.06M21.5%

11–25$110.33M23.3%

Rest$174.26M36.8%

Top 3 weight

18.4%

Top 10 weight

39.9%

Voting Authority Distribution

Total shares with voting rights: 6.05M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.05M

% of voting shares100.0%

Investment Discretion (by position count)

Sole250

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings250

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares138.77K

TypeSH

Market value$45.54M

9.61%

Sole

0.00

Shared

0.00

None

138.77K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares295.31K

TypeSH

Market value$23.06M

4.87%

Sole

0.00

Shared

0.00

None

295.31K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares182.70K

TypeSH

Market value$18.62M

3.93%

Sole

0.00

Shared

0.00

None

182.70K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares29.05K

TypeSH

Market value$17.79M

3.75%

Sole

0.00

Shared

0.00

None

29.05K

VANGUARD MUN BD FDS

SOLE

INTERMEDIATE TRM

Shares165.23K

TypeSH

Market value$16.58M

3.50%

Sole

0.00

Shared

0.00

None

165.23K

ISHARES TR

SOLE

ESG ADV TTL USD

Shares345.07K

TypeSH

Market value$15.16M

3.20%

Sole

0.00

Shared

0.00

None

345.07K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares137.20K

TypeSH

Market value$14.61M

3.08%

Sole

0.00

Shared

0.00

None

137.20K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares310.96K

TypeSH

Market value$13.31M

2.81%

Sole

0.00

Shared

0.00

None

310.96K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares18.99K

TypeSH

Market value$12.65M

2.67%

Sole

0.00

Shared

0.00

None

18.99K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares167.72K

TypeSH

Market value$11.97M

2.53%

Sole

0.00

Shared

0.00

None

167.72K

NVIDIA CORPORATION

SOLE

COM

Shares59.17K

TypeSH

Market value$11.04M

2.33%

Sole

0.00

Shared

0.00

None

59.17K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares204.49K

TypeSH

Market value$10.89M

2.30%

Sole

0.00

Shared

0.00

None

204.49K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares119.97K

TypeSH

Market value$8.73M

1.84%

Sole

0.00

Shared

0.00

None

119.97K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares14.14K

TypeSH

Market value$8.43M

1.78%

Sole

0.00

Shared

0.00

None

14.14K

MICROSOFT CORP

SOLE

COM

Shares15.85K

TypeSH

Market value$8.21M

1.73%

Sole

0.00

Shared

0.00

None

15.85K

APPLE INC

SOLE

COM

Shares31.43K

TypeSH

Market value$8.00M

1.69%

Sole

0.00

Shared

0.00

None

31.43K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares160.62K

TypeSH

Market value$7.94M

1.68%

Sole

0.00

Shared

0.00

None

160.62K

SPDR SERIES TRUST

SOLE

NUVEEN ICE MUNIC

Shares166.89K

TypeSH

Market value$7.61M

1.60%

Sole

0.00

Shared

0.00

None

166.89K

J P MORGAN EXCHANGE TRADED F

SOLE

SUSTAINABLE MUNI

Shares134.43K

TypeSH

Market value$6.75M

1.42%

Sole

0.00

Shared

0.00

None

134.43K

SPDR SERIES TRUST

SOLE

SPDR S&P 500 ETF

Shares114.70K

TypeSH

Market value$6.29M

1.33%

Sole

0.00

Shared

0.00

None

114.70K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares12.10K

TypeSH

Market value$5.80M

1.22%

Sole

0.00

Shared

0.00

None

12.10K

ISHARES TR

SOLE

USD GRN BOND ETF

Shares118.07K

TypeSH

Market value$5.68M

1.20%

Sole

0.00

Shared

0.00

None

118.07K

ISHARES TR

SOLE

TRS FLT RT BD

Shares107.97K

TypeSH

Market value$5.46M

1.15%

Sole

0.00

Shared

0.00

None

107.97K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares104.40K

TypeSH

Market value$4.84M

1.02%

Sole

0.00

Shared

0.00

None

104.40K

NEW YORK LIFE INVESTMENTS ET

SOLE

NYLI CANDRIAM IN

Shares136.79K

TypeSH

Market value$4.66M

0.98%

Sole

0.00

Shared

0.00

None

136.79K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	138.77K	SH	$45.54M 9.61%	138.77K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	295.31K	SH	$23.06M 4.87%	295.31K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	182.70K	SH	$18.62M 3.93%	182.70K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	29.05K	SH	$17.79M 3.75%	29.05K
VANGUARD MUN BD FDSSOLE	INTERMEDIATE TRM	165.23K	SH	$16.58M 3.50%	165.23K
ISHARES TRSOLE	ESG ADV TTL USD	345.07K	SH	$15.16M 3.20%	345.07K
ISHARES TRSOLE	NATIONAL MUN ETF	137.20K	SH	$14.61M 3.08%	137.20K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	310.96K	SH	$13.31M 2.81%	310.96K
SPDR S&P 500 ETF TRSOLE	TR UNIT	18.99K	SH	$12.65M 2.67%	18.99K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	167.72K	SH	$11.97M 2.53%	167.72K
NVIDIA CORPORATIONSOLE	COM	59.17K	SH	$11.04M 2.33%	59.17K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	204.49K	SH	$10.89M 2.30%	204.49K
ISHARES GOLD TRSOLE	ISHARES NEW	119.97K	SH	$8.73M 1.84%	119.97K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	14.14K	SH	$8.43M 1.78%	14.14K
MICROSOFT CORPSOLE	COM	15.85K	SH	$8.21M 1.73%	15.85K
APPLE INCSOLE	COM	31.43K	SH	$8.00M 1.69%	31.43K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	160.62K	SH	$7.94M 1.68%	160.62K
SPDR SERIES TRUSTSOLE	NUVEEN ICE MUNIC	166.89K	SH	$7.61M 1.60%	166.89K
J P MORGAN EXCHANGE TRADED FSOLE	SUSTAINABLE MUNI	134.43K	SH	$6.75M 1.42%	134.43K
SPDR SERIES TRUSTSOLE	SPDR S&P 500 ETF	114.70K	SH	$6.29M 1.33%	114.70K
VANGUARD INDEX FDSSOLE	GROWTH ETF	12.10K	SH	$5.80M 1.22%	12.10K
ISHARES TRSOLE	USD GRN BOND ETF	118.07K	SH	$5.68M 1.20%	118.07K
ISHARES TRSOLE	TRS FLT RT BD	107.97K	SH	$5.46M 1.15%	107.97K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	104.40K	SH	$4.84M 1.02%	104.40K
NEW YORK LIFE INVESTMENTS ETSOLE	NYLI CANDRIAM IN	136.79K	SH	$4.66M 0.98%	136.79K

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