SEEDS INVESTOR LLC

Filed: 1/27/2026ACC: 0002021047-26-000001

📋 What this filing means

SEEDS INVESTOR LLC filed this quarterly 13F‑HR report disclosing 266 equity positions with a total reported market value of $521.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

266

Positions

$521.70M

Total AUM (reported)

6.48M

Total Shares

Allocation by class

COM$101.36M19.4%

TOTAL STK MKT$46.68M8.9%

STATE STREET SPD$26.77M5.1%

INTERMED TERM$26.16M5.0%

S&P 500 ETF SHS$23.14M4.4%

SHORT TRM TAX EX$19.25M3.7%

NATIONAL MUN ETF$17.56M3.4%

Portfolio Concentration

Top 3$95.98M18.4%

4–10$108.94M20.9%

11–25$121.25M23.2%

Rest$195.54M37.5%

Top 3 weight

18.4%

Top 10 weight

39.3%

Voting Authority Distribution

Total shares with voting rights: 6.48M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.48M

% of voting shares100.0%

Investment Discretion (by position count)

Sole266

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings266

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares139.24K

TypeSH

Market value$46.68M

8.95%

Sole

0.00

Shared

0.00

None

139.24K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares335.87K

TypeSH

Market value$26.16M

5.01%

Sole

0.00

Shared

0.00

None

335.87K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares36.90K

TypeSH

Market value$23.14M

4.44%

Sole

0.00

Shared

0.00

None

36.90K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares189.56K

TypeSH

Market value$19.25M

3.69%

Sole

0.00

Shared

0.00

None

189.56K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares163.92K

TypeSH

Market value$17.56M

3.37%

Sole

0.00

Shared

0.00

None

163.92K

VANGUARD MUN BD FDS

SOLE

INTERMEDIATE TRM

Shares162.27K

TypeSH

Market value$16.36M

3.14%

Sole

0.00

Shared

0.00

None

162.27K

ISHARES TR

SOLE

ESG ADVANCED UNI

Shares359.67K

TypeSH

Market value$15.79M

3.03%

Sole

0.00

Shared

0.00

None

359.67K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares349.51K

TypeSH

Market value$15.52M

2.98%

Sole

0.00

Shared

0.00

None

349.51K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares169.94K

TypeSH

Market value$12.50M

2.40%

Sole

0.00

Shared

0.00

None

169.94K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL SUSTAINA

Shares230.71K

TypeSH

Market value$11.95M

2.29%

Sole

0.00

Shared

0.00

None

230.71K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares17.01K

TypeSH

Market value$11.60M

2.22%

Sole

0.00

Shared

0.00

None

17.01K

APPLE INC

SOLE

COM

Shares41.95K

TypeSH

Market value$11.41M

2.19%

Sole

0.00

Shared

0.00

None

41.95K

NVIDIA CORPORATION

SOLE

COM

Shares60.60K

TypeSH

Market value$11.30M

2.17%

Sole

0.00

Shared

0.00

None

60.60K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares127.48K

TypeSH

Market value$10.35M

1.98%

Sole

0.00

Shared

0.00

None

127.48K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares188.17K

TypeSH

Market value$9.09M

1.74%

Sole

0.00

Shared

0.00

None

188.17K

MICROSOFT CORP

SOLE

COM

Shares16.48K

TypeSH

Market value$7.97M

1.53%

Sole

0.00

Shared

0.00

None

16.48K

SPDR S&P MIDCAP 400 ETF TR

SOLE

UTSER1 S&PDCRP

Shares12.88K

TypeSH

Market value$7.77M

1.49%

Sole

0.00

Shared

0.00

None

12.88K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares166.38K

TypeSH

Market value$7.61M

1.46%

Sole

0.00

Shared

0.00

None

166.38K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares134.09K

TypeSH

Market value$7.53M

1.44%

Sole

0.00

Shared

0.00

None

134.09K

J P MORGAN EXCHANGE TRADED F

SOLE

SUSTAINABLE MUNI

Shares149.04K

TypeSH

Market value$7.51M

1.44%

Sole

0.00

Shared

0.00

None

149.04K

ISHARES TR

SOLE

TRS FLT RT BD

Shares140.95K

TypeSH

Market value$7.11M

1.36%

Sole

0.00

Shared

0.00

None

140.95K

ISHARES TR

SOLE

USD GRN BOND ETF

Shares129.22K

TypeSH

Market value$6.19M

1.19%

Sole

0.00

Shared

0.00

None

129.22K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares12.38K

TypeSH

Market value$6.04M

1.16%

Sole

0.00

Shared

0.00

None

12.38K

ABRDN SILVER ETF TRUST

SOLE

PHYSCL SILVR SHS

Shares77.99K

TypeSH

Market value$5.28M

1.01%

Sole

0.00

Shared

0.00

None

77.99K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares95.85K

TypeSH

Market value$4.49M

0.86%

Sole

0.00

Shared

0.00

None

95.85K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	139.24K	SH	$46.68M 8.95%	139.24K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	335.87K	SH	$26.16M 5.01%	335.87K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	36.90K	SH	$23.14M 4.44%	36.90K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	189.56K	SH	$19.25M 3.69%	189.56K
ISHARES TRSOLE	NATIONAL MUN ETF	163.92K	SH	$17.56M 3.37%	163.92K
VANGUARD MUN BD FDSSOLE	INTERMEDIATE TRM	162.27K	SH	$16.36M 3.14%	162.27K
ISHARES TRSOLE	ESG ADVANCED UNI	359.67K	SH	$15.79M 3.03%	359.67K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	349.51K	SH	$15.52M 2.98%	349.51K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	169.94K	SH	$12.50M 2.40%	169.94K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL SUSTAINA	230.71K	SH	$11.95M 2.29%	230.71K
SPDR S&P 500 ETF TRSOLE	TR UNIT	17.01K	SH	$11.60M 2.22%	17.01K
APPLE INCSOLE	COM	41.95K	SH	$11.41M 2.19%	41.95K
NVIDIA CORPORATIONSOLE	COM	60.60K	SH	$11.30M 2.17%	60.60K
ISHARES GOLD TRSOLE	ISHARES NEW	127.48K	SH	$10.35M 1.98%	127.48K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	188.17K	SH	$9.09M 1.74%	188.17K
MICROSOFT CORPSOLE	COM	16.48K	SH	$7.97M 1.53%	16.48K
SPDR S&P MIDCAP 400 ETF TRSOLE	UTSER1 S&PDCRP	12.88K	SH	$7.77M 1.49%	12.88K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	166.38K	SH	$7.61M 1.46%	166.38K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	134.09K	SH	$7.53M 1.44%	134.09K
J P MORGAN EXCHANGE TRADED FSOLE	SUSTAINABLE MUNI	149.04K	SH	$7.51M 1.44%	149.04K
ISHARES TRSOLE	TRS FLT RT BD	140.95K	SH	$7.11M 1.36%	140.95K
ISHARES TRSOLE	USD GRN BOND ETF	129.22K	SH	$6.19M 1.19%	129.22K
VANGUARD INDEX FDSSOLE	GROWTH ETF	12.38K	SH	$6.04M 1.16%	12.38K
ABRDN SILVER ETF TRUSTSOLE	PHYSCL SILVR SHS	77.99K	SH	$5.28M 1.01%	77.99K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	95.85K	SH	$4.49M 0.86%	95.85K

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