Institutional Fund
Seed Wealth Management, Inc.
Evanston, ILCIK 19637285 filings on record
Portfolio Value
$145.39M
Q1 2026
Holdings
98
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.3%
from $145.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust24.6%
- Pgim ETF Tr5.8%
- Janus Detroit Str Tr5.3%
- Schwab Strategic Tr4.1%
- Ea Series Trust3.8%
- American Centy ETF Tr3.8%
- Other52.6%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 684.0K | $35.83M | 24.6% | 0 | Held |
| 2 | Pgim ETF Tr | 170.0K | $8.41M | 5.8% | +69.8K | Added |
| 3 | Janus Detroit Str Tr | 171.1K | $7.73M | 5.3% | −573 | Reduced |
| 4 | Schwab Strategic Tr | 221.9K | $5.90M | 4.1% | +7.3K | Added |
| 5 | Ea Series Trust | 47.6K | $5.54M | 3.8% | +11.0K | Added |
| 6 | American Centy ETF Tr | 49.4K | $5.46M | 3.8% | 0 | Held |
| 7 | Vanguard Mun Bd Fds | 49.9K | $4.99M | 3.4% | 0 | Held |
| 8 | Schwab Strategic Tr | 192.3K | $4.83M | 3.3% | −7.1K | Reduced |
| 9 | Ea Series Trust | 91.5K | $4.25M | 2.9% | −167 | Reduced |
| 10 | American Centy ETF Tr | 27.5K | $2.74M | 1.9% | +235 | Added |
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