Seeds Investor LLC
- SEC CIK
- 0002021047
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 379
- +29 vs. Q1 2026
- Portfolio value
- $973.3M
- +$238.6M (+32.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 147,295 | $54.5M | 5.6% | +6,621+4.7% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 463,913 | $49.9M | 5.1% | +54,718+13.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 72,166 | $49.6M | 5.1% | +15,738+27.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,680 | $38.8M | 4.0% | +49,099+1,371.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 45,947 | $34.3M | 3.5% | +31,913+227.4% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 403,044 | $20.3M | 2.1% | +32,057+8.6% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 417,926 | $20.2M | 2.1% | +45,311+12.2% | Added | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 198,242 | $20.1M | 2.1% | +4,138+2.1% | Added | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 163,498 | $16.5M | 1.7% | −103−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 56,790 | $16.4M | 1.7% | +7,197+14.5% | Added | History |
| iShares Tr46436E619 | ESG ADVAN ETF | 366,740 | $15.9M | 1.6% | −3,764−1.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 69,387 | $13.9M | 1.4% | +2,766+4.2% | Added | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 258,358 | $13.5M | 1.4% | +1,415+0.6% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 154,891 | $13.0M | 1.3% | −499−0.3% | Reduced | – |
| IAUiShares Gold Trust | ETF | 162,857 | $12.3M | 1.3% | +26,994+19.9% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 242,729 | $11.2M | 1.2% | −22,885−8.6% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 117,931 | $11.1M | 1.1% | +4,538+4.0% | Added | – |
| SNDKSandisk Corp | COM | 4,731 | $10.8M | 1.1% | +4,347+1,132.0% | Added | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 173,168 | $10.6M | 1.1% | +30,774+21.6% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 135,734 | $10.4M | 1.1% | −10,972−7.5% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 130,566 | $10.1M | 1.0% | +48,610+59.3% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 198,773 | $10.1M | 1.0% | +32,090+19.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 112,693 | $9.71M | 1.0% | +24,409+27.6% | AddedConverted for a 6-for-1 split | – |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 177,353 | $8.95M | 0.9% | +8,290+4.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 23,383 | $8.26M | 0.8% | +1,268+5.7% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,075 | $7.79M | 0.8% | −831−7.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 19,974 | $7.45M | 0.8% | +776+4.0% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 78,802 | $7.15M | 0.7% | +53,831+215.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 29,411 | $7.01M | 0.7% | +6,945+30.9% | Added | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 149,733 | $6.86M | 0.7% | −242−0.2% | Reduced | – |
| AMATApplied Materials Inc | Stock | 9,461 | $6.84M | 0.7% | +5,591+144.5% | Added | History |
| MUMicron Technology Inc | Stock | 5,874 | $6.78M | 0.7% | +3,995+212.6% | Added | History |
| iShares Tr46435U440 | USD GRN BOND ETF | 140,678 | $6.68M | 0.7% | +850+0.6% | Added | – |
| LRCXLam Research Corp | Stock | 14,960 | $6.48M | 0.7% | +8,495+131.4% | Added | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 120,883 | $6.26M | 0.6% | +16,969+16.3% | Added | – |
| WDCWestern Digital Corp | COM | 9,750 | $6.23M | 0.6% | +7,423+319.0% | Added | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 89,098 | $5.99M | 0.6% | +16,036+21.9% | Added | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 123,851 | $5.98M | 0.6% | +10,120+8.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 251,214 | $5.91M | 0.6% | +13,965+5.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 209,550 | $5.80M | 0.6% | +28,165+15.5% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 240,454 | $5.48M | 0.6% | −5,113−2.1% | Reduced | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 77,492 | $5.34M | 0.5% | +11,754+17.9% | Added | – |
| GOOGLAlphabet Inc. | Stock | 14,928 | $5.33M | 0.5% | +1,543+11.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,181 | $5.33M | 0.5% | +6,365+226.0% | Added | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 70,890 | $5.23M | 0.5% | +14,098+24.8% | Added | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 93,002 | $5.23M | 0.5% | +15,317+19.7% | Added | History |
| iShares Tr46438G448 | LONG TERM MUNI | 96,615 | $4.95M | 0.5% | +5,297+5.8% | Added | – |
| INTCIntel Corp | Stock | 35,096 | $4.90M | 0.5% | +35,096 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 6,470 | $4.85M | 0.5% | +3,420+112.1% | Added | – |
| J P Morgan Exchange Traded F46654Q799 | HIGH YIELD MUNI | 93,682 | $4.74M | 0.5% | +2,570+2.8% | Added | – |
| KLACKLA Corp | COM NEW | 15,612 | $4.71M | 0.5% | +10,842+227.3% | AddedConverted for a 10-for-1 split | History |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 28,212 | $4.56M | 0.5% | +28,212 | New | – |
| AVGOBroadcom Inc. | Stock | 12,058 | $4.55M | 0.5% | −462−3.7% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 4,662 | $4.50M | 0.5% | +4,662 | New | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 176,522 | $4.41M | 0.5% | +2,557+1.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,091 | $4.38M | 0.4% | −531−2.6% | Reduced | – |
| CIENCiena Corp | COM NEW | 8,854 | $4.34M | 0.4% | +5,603+172.3% | Added | History |
| GLWCorning Inc | COM | 16,916 | $4.32M | 0.4% | +13,109+344.3% | Added | History |
| Ea Series Trust02072L516 | ALPHA ARCHITECT | 47,198 | $4.26M | 0.4% | +12,485+36.0% | Added | – |
| FIXComfort Systems USA Inc | COM | 2,055 | $4.07M | 0.4% | +1,809+735.4% | Added | History |
| Franklin Templeton ETF Tr35473P850 | LIBERTY FDRL TAX | 165,782 | $3.99M | 0.4% | +15,942+10.6% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 11,375 | $3.88M | 0.4% | +11,375 | New | History |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 45,308 | $3.85M | 0.4% | +12,776+39.3% | Added | – |
| LITELumentum Holdings Inc. | COM | 4,436 | $3.81M | 0.4% | +3,274+281.8% | Added | History |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 41,344 | $3.77M | 0.4% | +19,115+86.0% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 17,497 | $3.72M | 0.4% | +11,080+172.7% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 64,386 | $3.71M | 0.4% | −17,290−21.2% | Reduced | – |
| SGOLabrdn Gold ETF Trust | ETF | 96,681 | $3.70M | 0.4% | +1,444+1.5% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 51,751 | $3.69M | 0.4% | −14,878−22.3% | Reduced | – |
| COHRCoherent Corp. | COM | 9,344 | $3.69M | 0.4% | +6,290+206.0% | Added | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 155,994 | $3.66M | 0.4% | +14,455+10.2% | Added | – |
| MRVLMarvell Technology, Inc. | COM | 11,940 | $3.56M | 0.4% | +11,940 | New | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 18,731 | $3.52M | 0.4% | +3,144+20.2% | Added | – |
| DELLDell Technologies Inc. | Stock | 7,927 | $3.42M | 0.4% | +7,927 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,108 | $3.39M | 0.3% | −120−1.7% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 32,325 | $3.31M | 0.3% | +15,367+90.6% | Added | – |
| HPEHewlett Packard Enterprise Co | COM | 69,763 | $3.15M | 0.3% | +69,763 | New | History |
| TERTeradyne, Inc | Stock | 6,341 | $3.07M | 0.3% | +6,341 | New | History |
| LLYEli Lilly & Co | Stock | 2,515 | $3.02M | 0.3% | +553+28.2% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 38,042 | $3.01M | 0.3% | +16,362+75.5% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,119 | $2.98M | 0.3% | +1,733+9.4% | Added | – |
| ARMArm Holdings PLC | ADR | 7,850 | $2.78M | 0.3% | +7,850 | New | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 47,339 | $2.76M | 0.3% | +27,711+141.2% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 8,159 | $2.67M | 0.3% | +1,002+14.0% | Added | History |
| iShares Tr46436E551 | ESG SELECT SCRE | 51,016 | $2.66M | 0.3% | +14,972+41.5% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 46,902 | $2.62M | 0.3% | +7,105+17.9% | Added | – |
| American Centy ETF Tr025072158 | AVANTIS US LARG | 28,819 | $2.59M | 0.3% | +5,615+24.2% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,511 | $2.55M | 0.3% | −77−0.7% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 19,611 | $2.45M | 0.3% | +2,567+15.1% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 91,679 | $2.43M | 0.2% | −4,921−5.1% | Reduced | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 33,274 | $2.43M | 0.2% | +1,891+6.0% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 81,072 | $2.35M | 0.2% | −74,263−47.8% | Reduced | – |
| VVisa Inc. | Stock | 6,749 | $2.32M | 0.2% | +1,810+36.6% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 51,967 | $2.29M | 0.2% | +51,967 | New | – |
| ASMLASML Holding NV | ADR | 1,146 | $2.28M | 0.2% | −25−2.1% | Reduced | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 56,255 | $2.26M | 0.2% | +208+0.4% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,279 | $2.19M | 0.2% | +1,980+10.3% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 20,812 | $2.16M | 0.2% | +1,057+5.4% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 13,558 | $2.15M | 0.2% | +13,558 | New | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 20,717 | $2.12M | 0.2% | +9,633+86.9% | Added | – |
Sold out since Q1 2026 (32)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| IBITiShares Bitcoin Trust ETF | ETF | 223,516 | $9.42M | 1.3% | History |
| iShares Tr46435G672 | CORE INTL AGGR | 46,714 | $2.34M | 0.3% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,590 | $1.33M | 0.2% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 9,735 | $1.18M | 0.2% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 13,791 | $487.2K | 0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,853 | $454.6K | 0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,945 | $428.1K | 0.1% | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 8,911 | $422.0K | 0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,492 | $387.3K | 0.1% | – |
| GGGGraco Inc | COM | 3,916 | $342.6K | <0.1% | History |
| iShares Inc464286608 | MSCI EURZONE ETF | 4,950 | $335.1K | <0.1% | – |
| TMToyota Motor Corp | ADS | 1,478 | $312.7K | <0.1% | History |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 8,773 | $308.8K | <0.1% | – |
| ACNAccenture plc | Stock | 1,420 | $270.3K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,740 | $264.7K | <0.1% | – |
| SCIService Corp International | COM | 3,162 | $259.6K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,031 | $241.3K | <0.1% | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,415 | $229.3K | <0.1% | History |
| ECLEcolab Inc. | Stock | 835 | $228.2K | <0.1% | History |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 3,321 | $227.9K | <0.1% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,070 | $208.1K | <0.1% | – |
| REZIResideo Technologies, Inc. | Stock | 5,227 | $205.3K | <0.1% | History |
| JXNJackson Financial Inc. | COM CL A | 1,946 | $204.5K | <0.1% | History |
| HONHoneywell International Inc | COM | 876 | $204.3K | <0.1% | History |
| FNFabrinet | SHS | 299 | $203.8K | <0.1% | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,276 | $203.5K | <0.1% | – |
| XENEXenon Pharmaceuticals Inc. | COM | 3,423 | $203.2K | <0.1% | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 2,692 | $202.9K | <0.1% | – |
| BWABorgwarner Inc | COM | 3,761 | $201.9K | <0.1% | History |
| CMCSAComcast Corp | Stock | 7,160 | $201.5K | <0.1% | History |
| OGSONE Gas, Inc. | COM | 2,253 | $200.4K | <0.1% | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 10,170 | $46.4K | <0.1% | History |