Seed Wealth Management, Inc. - Portfolio overview
Seed Wealth Management, Inc. has 121 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AAUS - EA SERIES TRUST, 22.93%
- PULS - PGIM ETF TR, 5.38%
- JMBS - JANUS DETROIT STR TR, 4.95%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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