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Jonathan Seed

Seed Wealth Management, Inc.

Assets Managed
$145.388M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.27%(2Q avg: 0.21%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Seed Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Seed Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 145.388M in assets, with a quarterly growth rate of 0.27% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Jonathan Seed, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAUS
Alpha Architect Us Eqy Etf
Recent Activity
24.65%
$35.828M
683,953 shares@ $52.39 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 69.77%
5.79%
$8.413M
169,959 shares@ $49.51 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Decreased -0.33%
5.32%
$7.729M
171,079 shares@ $45.19 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 3.4%
4.07%
$5.904M
221,860 shares@ $26.62 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 30.23%
3.81%
$5.536M
47,605 shares@ $116.29 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
3.76%
$5.456M
49,385 shares@ $110.48 avg price
VTEI
Vanguard Int Tax-exempt Bond
Recent Activity
3.43%
$4.986M
49,885 shares@ $99.95 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.54%
3.32%
$4.826M
192,268 shares@ $25.11 avg price
AAEQ
Alpha Architct Us Eqty 2 Etf
Recent Activity
Decreased -0.18%
2.93%
$4.254M
91,454 shares@ $46.52 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 0.87%
1.89%
$2.745M
27,486 shares@ $99.87 avg price

1-10 of 98