S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings changes from Q3 2025 to Q4 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 7
- Est. +$2.10M
- Added
- 23
- Est. +$9.14M
- Reduced
- 43
- Est. −$6.54M
- Sold out
- 6
- Est. −$2.95M
Portfolio value went from $343.1M to $350.9M (+$7.75M (+2.3%)); positions from 85 to 86 (+1).
All Q4 2025 holdingsAll Q3 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q4 2025 and the gray one below is Q3 2025. For stocks that split between the two quarters, Q3 2025 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | ReducedHistory | 59,54164,789 | −5,248−8.1% | $18.6M$15.8M | −$1.64M | 5.3%4.6% | +0.72 |
| AAPLApple Inc. | ReducedHistory | 67,74068,703 | −963−1.4% | $18.4M$17.5M | −$261.8K | 5.2%5.1% | +0.15 |
| AMZNAmazon Com Inc | AddedHistory | 73,42973,219 | +210+0.3% | $16.9M$16.1M | +$48.5K | 4.8%4.7% | +0.15 |
| VanEck Morningstar Wide Moat ETF92189F643 | Added– | 156,113153,542 | +2,571+1.7% | $16.2M$15.2M | +$266.3K | 4.6%4.4% | +0.17 |
| TMOThermo Fisher Scientific Inc. | ReducedHistory | 26,20727,455 | −1,248−4.5% | $15.2M$13.3M | −$723.1K | 4.3%3.9% | +0.45 |
| AAgilent Technologies, Inc. | ReducedHistory | 101,339103,720 | −2,381−2.3% | $13.8M$13.3M | −$324.0K | 3.9%3.9% | +0.05 |
| NEENextera Energy Inc | ReducedHistory | 169,450173,734 | −4,284−2.5% | $13.6M$13.1M | −$343.9K | 3.9%3.8% | +0.05 |
| MSFTMicrosoft Corp | AddedHistory | 26,49825,964 | +534+2.1% | $12.8M$13.4M | +$258.3K | 3.7%3.9% | −0.27 |
| METAMeta Platforms, Inc. | AddedHistory | 19,09317,919 | +1,174+6.6% | $12.6M$13.2M | +$775.0K | 3.6%3.8% | −0.24 |
| CTVACorteva, Inc. | AddedHistory | 185,508173,570 | +11,938+6.9% | $12.4M$11.7M | +$800.2K | 3.5%3.4% | +0.12 |
| LINLinde PLC | AddedHistory | 27,34125,107 | +2,234+8.9% | $11.7M$11.9M | +$952.6K | 3.3%3.5% | −0.15 |
| VLOValero Energy Corp | ReducedHistory | 70,39672,306 | −1,910−2.6% | $11.5M$12.3M | −$310.9K | 3.3%3.6% | −0.32 |
| USBUS Bancorp DE | AddedHistory | 212,860207,669 | +5,191+2.5% | $11.4M$10.0M | +$277.0K | 3.2%2.9% | +0.31 |
| ADPAutomatic Data Processing Inc | AddedHistory | 43,75740,535 | +3,222+7.9% | $11.3M$11.9M | +$828.8K | 3.2%3.5% | −0.26 |
| LMTLockheed Martin Corp | AddedHistory | 22,72022,152 | +568+2.6% | $11.0M$11.1M | +$274.7K | 3.1%3.2% | −0.09 |
| CBRECbre Group, Inc. | ReducedHistory | 65,69866,651 | −953−1.4% | $10.6M$10.5M | −$153.2K | 3.0%3.1% | −0.05 |
| ENBEnbridge Inc | ReducedHistory | 214,491216,786 | −2,295−1.1% | $10.3M$10.9M | −$109.8K | 2.9%3.2% | −0.26 |
| ELEstee Lauder Companies Inc | ReducedHistory | 86,85489,180 | −2,326−2.6% | $9.10M$7.86M | −$243.6K | 2.6%2.3% | +0.30 |
| LOWLowes Companies Inc | AddedHistory | 33,38030,475 | +2,905+9.5% | $8.05M$7.66M | +$700.6K | 2.3%2.2% | +0.06 |
| MAMastercard Inc | ReducedHistory | 11,18311,307 | −124−1.1% | $6.38M$6.43M | −$70.8K | 1.8%1.9% | −0.05 |
| COSTCostco Wholesale Corp | ReducedHistory | 7,1697,229 | −60−0.8% | $6.18M$6.69M | −$51.7K | 1.8%2.0% | −0.19 |
| CLColgate Palmolive Co | AddedHistory | 66,39758,408 | +7,989+13.7% | $5.25M$4.67M | +$631.3K | 1.5%1.4% | +0.13 |
| AMTAmerican Tower Corp | AddedHistory | 28,25327,154 | +1,099+4.0% | $4.96M$5.22M | +$192.9K | 1.4%1.5% | −0.11 |
| HDHome Depot, Inc. | ReducedHistory | 14,00814,147 | −139−1.0% | $4.82M$5.73M | −$47.8K | 1.4%1.7% | −0.30 |
| VVisa Inc. | ReducedHistory | 12,88913,026 | −137−1.1% | $4.52M$4.45M | −$48.0K | 1.3%1.3% | −0.01 |
| PEPPepsiCo Inc | AddedHistory | 25,78925,066 | +723+2.9% | $3.70M$3.52M | +$103.8K | 1.1%1.0% | +0.03 |
| EQIXEquinix Inc | AddedHistory | 4,6504,186 | +464+11.1% | $3.56M$3.28M | +$355.5K | 1.0%1.0% | +0.06 |
| Invesco Exch TRD SLF Idx FD46138J783 | Reduced– | 177,184183,742 | −6,558−3.6% | $3.50M$3.62M | −$129.5K | 1.0%1.1% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J791 | Reduced– | 176,573186,817 | −10,244−5.5% | $3.46M$3.65M | −$200.5K | 1.0%1.1% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J643 | Reduced– | 166,925170,914 | −3,989−2.3% | $3.44M$3.52M | −$82.2K | 1.0%1.0% | −0.04 |
| JPMJPMorgan Chase & Co | ReducedHistory | 10,52110,775 | −254−2.4% | $3.39M$3.40M | −$81.8K | 1.0%1.0% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J577 | Reduced– | 178,535187,116 | −8,581−4.6% | $3.36M$3.52M | −$161.6K | 1.0%1.0% | −0.07 |
| CSGPCostar Group, Inc. | AddedHistory | 46,96644,733 | +2,233+5.0% | $3.16M$3.77M | +$150.1K | 0.9%1.1% | −0.20 |
| SPGIS&P Global Inc. | AddedHistory | 5,5314,428 | +1,103+24.9% | $2.89M$2.15M | +$576.4K | 0.8%0.6% | +0.20 |
| AMATApplied Materials Inc | ReducedHistory | 9,64110,787 | −1,146−10.6% | $2.48M$2.21M | −$294.5K | 0.7%0.6% | +0.06 |
| Schwab U.S. Large-Cap ETF808524201 | Reduced– | 90,22891,030 | −802−0.9% | $2.43M$2.40M | −$21.6K | 0.7%0.7% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Reduced– | 6,9777,788 | −811−10.4% | $2.34M$2.56M | −$271.9K | 0.7%0.7% | −0.08 |
| LNGCheniere Energy, Inc. | AddedHistory | 11,7545,530 | +6,224+112.5% | $2.28M$1.30M | +$1.21M | 0.7%0.4% | +0.27 |
| RTXRTX Corp | ReducedHistory | 11,61311,860 | −247−2.1% | $2.13M$1.98M | −$45.3K | 0.6%0.6% | +0.03 |
| XOMExxonMobil Holdings Corp | AddedHistory | 17,49116,977 | +514+3.0% | $2.10M$1.91M | +$61.9K | 0.6%0.6% | +0.04 |
| IBMInternational Business Machines Corp | ReducedHistory | 7,0117,315 | −304−4.2% | $2.08M$2.06M | −$90.0K | 0.6%0.6% | −0.01 |
| BRK.BBerkshire Hathaway Inc | ReducedHistory | 3,8473,856 | −9−0.2% | $1.93M$1.94M | −$4.52K | 0.6%0.6% | −0.01 |
| SOSouthern Co | ReducedHistory | 21,89923,113 | −1,214−5.3% | $1.91M$2.19M | −$105.9K | 0.5%0.6% | −0.09 |
| ACNAccenture plc | AddedHistory | 6,5435,452 | +1,091+20.0% | $1.76M$1.34M | +$292.7K | 0.5%0.4% | +0.11 |
| Invesco Exch TRD SLF Idx FD46138J635 | Reduced– | 71,99975,933 | −3,934−5.2% | $1.68M$1.78M | −$91.8K | 0.5%0.5% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J585 | Reduced– | 74,12280,845 | −6,723−8.3% | $1.68M$1.84M | −$152.0K | 0.5%0.5% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J452 | Reduced– | 76,01577,133 | −1,118−1.4% | $1.67M$1.70M | −$24.6K | 0.5%0.5% | −0.02 |
| WMTWalmart Inc. | ReducedHistory | 9,2379,348 | −111−1.2% | $1.03M$963.4K | −$12.4K | 0.3%0.3% | +0.01 |
| iShares Russell 1000 Growth ETF464287614 | Unchanged– | 2,0362,036 | 00.0% | $963.6K$953.7K | $0 | 0.3%0.3% | 0.00 |
| ECLEcolab Inc. | ReducedHistory | 3,6443,885 | −241−6.2% | $956.6K$1.06M | −$63.3K | 0.3%0.3% | −0.04 |
| NOCNorthrop Grumman Corp | AddedHistory | 1,6401,534 | +106+6.9% | $935.1K$934.6K | +$60.4K | 0.3%0.3% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | Reduced– | 13,46013,552 | −92−0.7% | $888.4K$884.4K | −$6.07K | 0.3%0.3% | 0.00 |
| WTWWillis Towers Watson PLC | UnchangedHistory | 2,3342,334 | 00.0% | $767.0K$806.3K | $0 | 0.2%0.2% | −0.02 |
| iShares Core S&P Small Cap ETF464287804 | Reduced– | 5,6605,785 | −125−2.2% | $680.2K$687.4K | −$15.0K | 0.2%0.2% | −0.01 |
| KOCoca Cola Co | AddedHistory | 9,2345,010 | +4,224+84.3% | $645.5K$332.3K | +$295.3K | 0.2%0.1% | +0.09 |
| DISWalt Disney Co | ReducedHistory | 5,0195,069 | −50−1.0% | $571.0K$580.4K | −$5.69K | 0.2%0.2% | −0.01 |
| CDNSCadence Design Systems Inc | UnchangedHistory | 1,7721,772 | 00.0% | $553.9K$622.4K | $0 | 0.2%0.2% | −0.02 |
| AVGOBroadcom Inc. | NewHistory | 1,4190 | +1,419 | $491.0K$0 | +$491.0K | 0.1%0.0% | +0.14 |
| COPConocoPhillips | NewHistory | 4,6370 | +4,637 | $434.1K$0 | +$434.1K | 0.1%0.0% | +0.12 |
| NVDANVIDIA Corp | ReducedHistory | 2,2382,245 | −7−0.3% | $417.4K$418.9K | −$1.31K | 0.1%0.1% | 0.00 |
| ARQTArcutis Biotherapeutics, Inc. | UnchangedHistory | 13,00013,000 | 00.0% | $377.5K$245.1K | $0 | 0.1%0.1% | +0.04 |
| SPDR Series Trust78464A763 | Reduced– | 2,6872,810 | −123−4.4% | $373.9K$393.5K | −$17.1K | 0.1%0.1% | −0.01 |
| GLWCorning Inc | ReducedHistory | 4,0724,075 | −3−0.1% | $356.5K$334.3K | −$262.68 | 0.1%0.1% | 0.00 |
| iShares Core Dividend Growth ETF46434V621 | Unchanged– | 5,1185,118 | 00.0% | $355.3K$348.4K | $0 | 0.1%0.1% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | Unchanged– | 1,6491,649 | 00.0% | $346.9K$335.7K | $0 | 0.1%0.1% | 0.00 |
| XYLXylem Inc. | ReducedHistory | 2,5462,563 | −17−0.7% | $346.7K$378.1K | −$2.32K | 0.1%0.1% | −0.01 |
| ORCLOracle Corp | ReducedHistory | 1,7521,762 | −10−0.6% | $341.5K$495.6K | −$1.95K | 0.1%0.1% | −0.05 |
| ROKRockwell Automation, Inc | ReducedHistory | 850868 | −18−2.1% | $330.7K$303.4K | −$7.00K | 0.1%0.1% | +0.01 |
| BCSBarclays PLC | UnchangedHistory | 12,50012,500 | 00.0% | $318.1K$258.4K | $0 | 0.1%0.1% | +0.02 |
| SBUXStarbucks Corp | ReducedHistory | 3,7224,030 | −308−7.6% | $313.4K$340.9K | −$25.9K | 0.1%0.1% | −0.01 |
| PGProcter & Gamble Co | ReducedHistory | 2,1242,588 | −464−17.9% | $304.4K$397.6K | −$66.5K | 0.1%0.1% | −0.03 |
| VISNVistance Networks, Inc. | UnchangedHistory | 15,00015,000 | 00.0% | $271.9K$232.2K | $0 | 0.1%0.1% | +0.01 |
| KLACKLA Corp | NewHistory | 2210 | +221 | $268.1K$0 | +$268.1K | 0.1%0.0% | +0.08 |
| SLViShares Silver Trust | NewHistory | 4,0050 | +4,005 | $258.0K$0 | +$258.0K | 0.1%0.0% | +0.07 |
| iShares Tr46434V407 | Added– | 5,9215,388 | +533+9.9% | $253.8K$233.3K | +$22.8K | 0.1%0.1% | 0.00 |
| CLSCelestica Inc | UnchangedHistory | 833833 | 00.0% | $246.2K$205.2K | $0 | 0.1%0.1% | +0.01 |
| GILDGilead Sciences, Inc. | UnchangedHistory | 2,0002,000 | 00.0% | $245.5K$222.0K | $0 | 0.1%0.1% | +0.01 |
| APHAmphenol Corp | UnchangedHistory | 1,7121,712 | 00.0% | $231.4K$211.9K | $0 | 0.1%0.1% | 0.00 |
| TIGOMillicom International Cellular SA | NewHistory | 4,0000 | +4,000 | $221.8K$0 | +$221.8K | 0.1%0.0% | +0.06 |
| CCLCarnival Corp Ltd. | UnchangedHistory | 7,0027,002 | 00.0% | $213.8K$202.4K | $0 | 0.1%0.1% | 0.00 |
| RACEFerrari N.V. | NewHistory | 5760 | +576 | $212.8K$0 | +$212.8K | 0.1%0.0% | +0.06 |
| BUDAnheuser-Busch InBev SA/NV | NewHistory | 3,2900 | +3,290 | $210.7K$0 | +$210.7K | 0.1%0.0% | +0.06 |
| QSQuantumScape Corp | ReducedHistory | 20,00040,000 | −20,000−50.0% | $208.4K$492.8K | −$208.4K | 0.1%0.1% | −0.08 |
| Schwab US Dividend Equity ETF808524797 | Unchanged– | 7,5007,500 | 00.0% | $205.7K$204.8K | $0 | 0.1%0.1% | 0.00 |
| GDGeneral Dynamics Corp | ReducedHistory | 601663 | −62−9.4% | $202.3K$226.1K | −$20.9K | 0.1%0.1% | −0.01 |
| EXCExelon Corp | AddedHistory | 4,6004,550 | +50+1.1% | $200.5K$204.8K | +$2.18K | 0.1%0.1% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J817 | Sold out– | 076,992 | −76,992−100.0% | $0$1.78M | −$1.78M | 0.0%0.5% | −0.52 |
| APDAir Products & Chemicals, Inc. | Sold outHistory | 01,003 | −1,003−100.0% | $0$273.6K | −$273.6K | 0.0%0.1% | −0.08 |
| ECOOkeanis Eco Tankers Corp. | Sold outHistory | 08,000 | −8,000−100.0% | $0$234.2K | −$234.2K | 0.0%0.1% | −0.07 |
| Vanguard S&P 500 ETF922908363 | Sold out– | 0378 | −378−100.0% | $0$231.4K | −$231.4K | 0.0%0.1% | −0.07 |
| SYFSynchrony Financial | Sold outHistory | 03,200 | −3,200−100.0% | $0$227.4K | −$227.4K | 0.0%0.1% | −0.07 |
| CMGChipotle Mexican Grill Inc | Sold outHistory | 05,382 | −5,382−100.0% | $0$210.9K | −$210.9K | 0.0%0.1% | −0.06 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.