S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 9, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 86
- +1 vs. Q3 2025
- Portfolio value
- $350.9M
- +$7.75M (+2.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXCExelon Corp | Stock | 4,600 | $200.5K | 0.1% | +50+1.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 601 | $202.3K | 0.1% | −62−9.4% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,500 | $205.7K | 0.1% | 00.0% | Unchanged | – |
| QSQuantumScape Corp | COM CL A | 20,000 | $208.4K | 0.1% | −20,000−50.0% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,290 | $210.7K | 0.1% | +3,290 | New | History |
| RACEFerrari N.V. | COM | 576 | $212.8K | 0.1% | +576 | New | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,002 | $213.8K | 0.1% | 00.0% | Unchanged | History |
| TIGOMillicom International Cellular SA | COM STK | 4,000 | $221.8K | 0.1% | +4,000 | New | History |
| APHAmphenol Corp | CL A | 1,712 | $231.4K | 0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $245.5K | 0.1% | 00.0% | Unchanged | History |
| CLSCelestica Inc | Stock | 833 | $246.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,921 | $253.8K | 0.1% | +533+9.9% | Added | – |
| SLViShares Silver Trust | ETF | 4,005 | $258.0K | 0.1% | +4,005 | New | History |
| KLACKLA Corp | COM NEW | 221 | $268.1K | 0.1% | +221 | New | History |
| VISNVistance Networks, Inc. | COM | 15,000 | $271.9K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 2,124 | $304.4K | 0.1% | −464−17.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 3,722 | $313.4K | 0.1% | −308−7.6% | Reduced | History |
| BCSBarclays PLC | ADR | 12,500 | $318.1K | 0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 850 | $330.7K | 0.1% | −18−2.1% | Reduced | History |
| ORCLOracle Corp | Stock | 1,752 | $341.5K | 0.1% | −10−0.6% | Reduced | History |
| XYLXylem Inc. | COM | 2,546 | $346.7K | 0.1% | −17−0.7% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $346.9K | 0.1% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,118 | $355.3K | 0.1% | 00.0% | Unchanged | – |
| GLWCorning Inc | COM | 4,072 | $356.5K | 0.1% | −3−0.1% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $373.9K | 0.1% | −123−4.4% | Reduced | – |
| ARQTArcutis Biotherapeutics, Inc. | COM | 13,000 | $377.5K | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 2,238 | $417.4K | 0.1% | −7−0.3% | Reduced | History |
| COPConocoPhillips | Stock | 4,637 | $434.1K | 0.1% | +4,637 | New | History |
| AVGOBroadcom Inc. | Stock | 1,419 | $491.0K | 0.1% | +1,419 | New | History |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $553.9K | 0.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,019 | $571.0K | 0.2% | −50−1.0% | Reduced | History |
| KOCoca Cola Co | Stock | 9,234 | $645.5K | 0.2% | +4,224+84.3% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,660 | $680.2K | 0.2% | −125−2.2% | Reduced | – |
| WTWWillis Towers Watson PLC | SHS | 2,334 | $767.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,460 | $888.4K | 0.3% | −92−0.7% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 1,640 | $935.1K | 0.3% | +106+6.9% | Added | History |
| ECLEcolab Inc. | Stock | 3,644 | $956.6K | 0.3% | −241−6.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,036 | $963.6K | 0.3% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 9,237 | $1.03M | 0.3% | −111−1.2% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 76,015 | $1.67M | 0.5% | −1,118−1.4% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 74,122 | $1.68M | 0.5% | −6,723−8.3% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 71,999 | $1.68M | 0.5% | −3,934−5.2% | Reduced | – |
| ACNAccenture plc | Stock | 6,543 | $1.76M | 0.5% | +1,091+20.0% | Added | History |
| SOSouthern Co | Stock | 21,899 | $1.91M | 0.5% | −1,214−5.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,847 | $1.93M | 0.6% | −9−0.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 7,011 | $2.08M | 0.6% | −304−4.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 17,491 | $2.10M | 0.6% | +514+3.0% | Added | History |
| RTXRTX Corp | Stock | 11,613 | $2.13M | 0.6% | −247−2.1% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 11,754 | $2.28M | 0.7% | +6,224+112.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,977 | $2.34M | 0.7% | −811−10.4% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 90,228 | $2.43M | 0.7% | −802−0.9% | Reduced | – |
| AMATApplied Materials Inc | Stock | 9,641 | $2.48M | 0.7% | −1,146−10.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 5,531 | $2.89M | 0.8% | +1,103+24.9% | Added | History |
| CSGPCostar Group, Inc. | COM | 46,966 | $3.16M | 0.9% | +2,233+5.0% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 178,535 | $3.36M | 1.0% | −8,581−4.6% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 10,521 | $3.39M | 1.0% | −254−2.4% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 166,925 | $3.44M | 1.0% | −3,989−2.3% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 176,573 | $3.46M | 1.0% | −10,244−5.5% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 177,184 | $3.50M | 1.0% | −6,558−3.6% | Reduced | – |
| EQIXEquinix Inc | COM | 4,650 | $3.56M | 1.0% | +464+11.1% | Added | History |
| PEPPepsiCo Inc | Stock | 25,789 | $3.70M | 1.1% | +723+2.9% | Added | History |
| VVisa Inc. | Stock | 12,889 | $4.52M | 1.3% | −137−1.1% | Reduced | History |
| HDHome Depot, Inc. | Stock | 14,008 | $4.82M | 1.4% | −139−1.0% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 28,253 | $4.96M | 1.4% | +1,099+4.0% | Added | History |
| CLColgate Palmolive Co | Stock | 66,397 | $5.25M | 1.5% | +7,989+13.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 7,169 | $6.18M | 1.8% | −60−0.8% | Reduced | History |
| MAMastercard Inc | Stock | 11,183 | $6.38M | 1.8% | −124−1.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 33,380 | $8.05M | 2.3% | +2,905+9.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 86,854 | $9.10M | 2.6% | −2,326−2.6% | Reduced | History |
| ENBEnbridge Inc | Stock | 214,491 | $10.3M | 2.9% | −2,295−1.1% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 65,698 | $10.6M | 3.0% | −953−1.4% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 22,720 | $11.0M | 3.1% | +568+2.6% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 43,757 | $11.3M | 3.2% | +3,222+7.9% | Added | History |
| USBUS Bancorp DE | COM NEW | 212,860 | $11.4M | 3.2% | +5,191+2.5% | Added | History |
| VLOValero Energy Corp | Stock | 70,396 | $11.5M | 3.3% | −1,910−2.6% | Reduced | History |
| LINLinde PLC | Stock | 27,341 | $11.7M | 3.3% | +2,234+8.9% | Added | History |
| CTVACorteva, Inc. | Stock | 185,508 | $12.4M | 3.5% | +11,938+6.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 19,093 | $12.6M | 3.6% | +1,174+6.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 26,498 | $12.8M | 3.7% | +534+2.1% | Added | History |
| NEENextera Energy Inc | Stock | 169,450 | $13.6M | 3.9% | −4,284−2.5% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 101,339 | $13.8M | 3.9% | −2,381−2.3% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 26,207 | $15.2M | 4.3% | −1,248−4.5% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 156,113 | $16.2M | 4.6% | +2,571+1.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 73,429 | $16.9M | 4.8% | +210+0.3% | Added | History |
| AAPLApple Inc. | Stock | 67,740 | $18.4M | 5.2% | −963−1.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 59,541 | $18.6M | 5.3% | −5,248−8.1% | Reduced | History |
Sold out since Q3 2025 (6)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 76,992 | $1.78M | 0.5% | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,003 | $273.6K | 0.1% | History |
| ECOOkeanis Eco Tankers Corp. | SHS | 8,000 | $234.2K | 0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 378 | $231.4K | 0.1% | – |
| SYFSynchrony Financial | COM | 3,200 | $227.4K | 0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 5,382 | $210.9K | 0.1% | History |