Institutional Fund
Mustard Seed Financial, LLC
Magnolia, ARCIK 20113215 filings on record
Portfolio Value
$166.88M
Q1 2026
Holdings
92
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+4.9%
from $159.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds9.6%
- Vanguard Scottsdale Fds8.7%
- Vanguard Index Fds6.2%
- Vanguard Bd Index Fds6.2%
- Dimensional ETF Trust4.8%
- Vanguard Index Fds4.4%
- Other60.2%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 204.2K | $16.01M | 9.6% | +3.3K | Added |
| 2 | Vanguard Scottsdale Fds | 182.4K | $14.46M | 8.7% | +6.9K | Added |
| 3 | Vanguard Index Fds | 23.6K | $10.31M | 6.2% | +1.4K | Added |
| 4 | Vanguard Bd Index Fds | 133.1K | $10.27M | 6.2% | +5.9K | Added |
| 5 | Dimensional ETF Trust | 222.8K | $7.96M | 4.8% | +21.2K | Added |
| 6 | Vanguard Index Fds | 37.8K | $7.41M | 4.4% | −907 | Reduced |
| 7 | Vanguard Mun Bd Fds | 147.8K | $7.37M | 4.4% | +17.9K | Added |
| 8 | Dimensional ETF Trust | 168.3K | $6.56M | 3.9% | +8.0K | Added |
| 9 | Vanguard Star Fds | 81.7K | $6.30M | 3.8% | −261 | Reduced |
| 10 | Walmart Inc | 41.3K | $5.13M | 3.1% | +179 | Added |
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