Seed Wealth Management, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists Jonathan Seed, the company's President and COO, as the authorized signatory for the report.
The portfolio consists of 105 distinct holdings. The largest position disclosed is RidgePost Capital Inc. Class A Common Stock, held in 166,893 shares. The filing also lists significant positions in several exchange-traded funds (ETFs), including the Schwab Strategic Trust US Broad Market ETF (191,423 shares), the Vanguard Intermediate Term Municipal Bond Fund (45,639 shares), and the PGIM Ultra Short Bond ETF (88,478 shares).
Among individual equities, the portfolio includes substantial stakes in technology and industrial companies. Notable entries include Palantir Technologies Inc. Class A Common Stock (4,200 shares), Broadcom Inc. (2,451 shares combined), and Caterpillar Inc. (280 shares combined). The filing also lists positions in major corporations such as Microsoft Corporation (2,737 shares), Johnson & Johnson (1,493 shares), and Walmart Inc. (4,085 shares).
The report indicates that the firm holds a mix of sole and discretionary positions across various sectors, including technology, healthcare, consumer staples, and financial services.
