Seed Wealth Management, Inc.
SEC Form 13F institutional filer · CIK 0001963728
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
72.1%
Seed Wealth Management, Inc. — $36.2M AUM allocation strategy
Seed Wealth Management, Inc. files SEC Form 13F and reports $36.2M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Financials 47.0%, followed by Information Technology 16.2% and Consumer Discretionary 3.7%.
The top 10 holdings account for 72% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Seed Wealth Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$36.2M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
72% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$VOO −7.82K sh · −$370K−$AAPL −280 sh · −$149K−$SCHW −269 sh · −$88.5K
Exited to nil (held last quarter, gone now)
$QCOM ($258K last qtr)$IBM ($220K last qtr)$EXPE ($220K last qtr)$XLK ($205K last qtr)$ABBV ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage37.4%—
- Asset Management & Custody Banks9.7%—
- Semiconductors5.1%—
- Technology Hardware, Storage & Peripherals4.8%—
- Systems Software3.5%—
- Interactive Media & Services2.6%—
- Broadline Retail2.5%—
- Application Software1.7%—
- Other holdings32.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 504K | $13.5M | -269 | 37.3% |
| $IVZ | Invesco Ltd | 89.9K | $2.16M | +0 | 6.0% |
| $BLK | BlackRock Inc | 59.2K | $1.34M | +0 | 3.7% |
| $MSFT | Microsoft Corporation | 3.44K | $1.27M | +0 | 3.5% |
| $AAPL | Apple Inc | 4.01K | $1.02M | -280 | 2.8% |
| $GOOGL | Alphabet Inc | 3.27K | $939K | +0 | 2.6% |
| $AVGO | Broadcom Inc | 3.01K | $932K | +0 | 2.6% |
| $NVDA | NVIDIA Corporation | 5.28K | $921K | +0 | 2.5% |
…and 30 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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