S.E.E.D. Planning Group LLC filed a Form 13F-HR on October 7, 2026, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's address as 31 Lewis St Suite 401 in Binghamton, New York, and identifies Todd Wilcox as the Chief Compliance Officer responsible for the report.
The report details a portfolio of 98 securities held in sole voting power. The filing includes a mix of large-cap technology companies, industrial manufacturers, consumer staples, and exchange-traded funds (ETFs). Among the notable individual stock holdings listed in the information table are Advanced Micro Devices, Apple, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing.
The portfolio also includes significant positions in consumer and industrial sectors, such as Home Depot, Costco Wholesale, Walmart, Caterpillar, and United Parcel Service. Additionally, the filing lists various ETFs, including the Invesco Exchange Traded Standard Life Index Fund, the iShares Core S&P 500 ETF, and the Vanguard Total Stock Market Index Fund.
