Seeds Investor LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Seeds Investor LLC reported 379 stock positions worth $973.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.6% of the portfolio, followed by iShares National Muni Bond E (MUB, 5.1%) and Vanguard S&P 500 ETF (VOO, 5.1%). Compared with Q1 2026, it opened 61 new positions, sold out of 32, added to 179 and reduced 134. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +1371%) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $973.3M (Q2 2026)
- SEC Filing
- 0002021047-26-000005 ↗ filed Aug 12, 2026
Holdings Value
Holdings 379 stocks · $973.3M
| VTI VG Morningstar TS MKT ETF-US | 5.60% | 147,295 | $54.5M | Add +4.7% |
| MUB iShares National Muni Bond E | 5.13% | 463,913 | $49.9M | Add +13.4% |
| VOO Vanguard S&P 500 ETF | 5.09% | 72,166 | $49.6M | Add +27.9% |
| QQQ Invesco QQQ Trust Series 1 | 3.99% | 52,680 | $38.8M | Add +1371.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.53% | 45,947 | $34.3M | Add +227.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.09% | 403,044 | $20.3M | Add +8.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.08% | 417,926 | $20.2M | Add +12.2% |
| VTES Vanguard SH Term Tax-Ex Bond | 2.06% | 198,242 | $20.1M | Add +2.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 1.70% | 163,498 | $16.5M | Reduce -0.1% |
| AAPL Apple Inc. | 1.69% | 56,790 | $16.4M | Add +14.5% |
| EUSB Ishr ESG Advn Universal BD-$ | 1.64% | 366,740 | $15.9M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.43% | 69,387 | $13.9M | Add +4.2% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 1.38% | 258,358 | $13.5M | Add +0.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.33% | 154,891 | $13.0M | Reduce -0.3% |
| IAU iShares Gold Trust | 1.26% | 162,857 | $12.3M | Add +19.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.15% | 242,729 | $11.2M | Reduce -8.6% |
| MBB iShares MBS ETF | 1.15% | 117,931 | $11.1M | Add +4.0% |
| SNDK Sandisk Corp. | 1.11% | 4,731 | $10.8M | Add +1132.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.09% | 173,168 | $10.6M | Add +21.6% |
| BIV Vanguard Intermediate-Term B | 1.07% | 135,734 | $10.4M | Reduce -7.5% |
| IJH iShares Core S&P Midcap ETF | 1.03% | 130,566 | $10.1M | Add +59.3% |
| TFLO iShares Treasury Floating Ra | 1.03% | 198,773 | $10.1M | Add +19.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 112,693 | $9.7M | Add +27.6% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.92% | 177,353 | $8.9M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.85% | 23,383 | $8.3M | Add +5.7% |
| MDY State Street SPDR S&P Midcap | 0.80% | 11,075 | $7.8M | Reduce -7.0% |
| MSFT Microsoft Corp. | 0.77% | 19,974 | $7.5M | Add +4.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.74% | 78,802 | $7.2M | Add +215.6% |
| AMZN Amazon.com Inc. | 0.72% | 29,411 | $7.0M | Add +30.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.70% | 149,733 | $6.9M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.70% | 9,461 | $6.8M | Add +144.5% |
| MU Micron Technology Inc. | 0.70% | 5,874 | $6.8M | Add +212.6% |
| BGRN iShares Usd Green Bond ETF | 0.69% | 140,678 | $6.7M | Add +0.6% |
| LRCX Lam Research Corp. | 0.67% | 14,960 | $6.5M | Add +131.4% |
| SPEM State Street SP PTF Em ETF | 0.64% | 120,883 | $6.3M | Add +16.3% |
| WDC Western Digital Corp. | 0.64% | 9,750 | $6.2M | Add +319.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.62% | 89,098 | $6.0M | Add +21.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.61% | 123,851 | $6.0M | Add +8.9% |
| PZA Invesco National Amt-Free Mu | 0.61% | 251,214 | $5.9M | Add +5.9% |
| SCHF Schwab Intl Equity ETF | 0.60% | 209,550 | $5.8M | Add +15.5% |
| GOVT iShares US Treasury Bond ETF | 0.56% | 240,454 | $5.5M | Reduce -2.1% |
| BLV Vanguard Long-Term Bond ETF | 0.55% | 77,492 | $5.3M | Add +17.9% |
| GOOGL Alphabet Inc. Class A | 0.55% | 14,928 | $5.3M | Add +11.5% |
| AMD Advanced Micro Devices | 0.55% | 9,181 | $5.3M | Add +226.0% |
| FTLS First Trust Long/Short Eqty | 0.54% | 70,890 | $5.2M | Add +24.8% |
| SIVR Abrdn Physical Silver Shares | 0.54% | 93,002 | $5.2M | Add +19.7% |
| LMUB iShares LT National Muni BD | 0.51% | 96,615 | $4.9M | Add +5.8% |
| INTC Intel Corp. | 0.50% | 35,096 | $4.9M | New |
| IVV iShares Core S&P 500 ETF | 0.50% | 6,470 | $4.8M | Add +112.1% |
| JMHI JPMorgan High Yield Municpl | 0.49% | 93,682 | $4.7M | Add +2.8% |
| KLAC KLA Corp. | 0.48% | 15,612 | $4.7M | Add +227.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.47% | 28,212 | $4.6M | New |
| AVGO Broadcom Inc. | 0.47% | 12,058 | $4.6M | Reduce -3.7% |
| STX Seagate Technology Holdings | 0.46% | 4,662 | $4.5M | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.45% | 176,522 | $4.4M | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 20,091 | $4.4M | Reduce -2.6% |
| CIEN Ciena Corp. | 0.45% | 8,854 | $4.3M | Add +172.3% |
| GLW Corning Inc. | 0.44% | 16,916 | $4.3M | Add +344.3% |
| CAOS Alpha Architect Tail Risk | 0.44% | 47,198 | $4.3M | Add +36.0% |
| FIX Comfort Systems USA Inc. | 0.42% | 2,055 | $4.1M | Add +735.4% |
| FLMB Franklin Municipal Green Bon | 0.41% | 165,782 | $4.0M | Add +10.6% |
| PANW Palo Alto Networks Inc. | 0.40% | 11,375 | $3.9M | New |
| CVIE Cal Intl Responsible Index | 0.40% | 45,308 | $3.9M | Add +39.3% |
| LITE Lumentum Holdings Inc. | 0.39% | 4,436 | $3.8M | Add +281.8% |
| AVLV Avantis US Large Cap Value | 0.39% | 41,344 | $3.8M | Add +86.0% |
| RSP Invesco S&P 500 Equal Weight | 0.38% | 17,497 | $3.7M | Add +172.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.38% | 64,386 | $3.7M | Reduce -21.2% |
| SGOL Abrdn Physical Gold Shares | 0.38% | 96,681 | $3.7M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 51,751 | $3.7M | Reduce -22.3% |
| COHR Coherent Corp. | 0.38% | 9,344 | $3.7M | Add +206.0% |
| SPHY SS SPDR P High Yield ETF | 0.38% | 155,994 | $3.7M | Add +10.2% |
| MRVL Marvell Technology Inc. | 0.37% | 11,940 | $3.6M | New |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 18,731 | $3.5M | Add +20.2% |
| DELL Dell Technologies -C | 0.35% | 7,927 | $3.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 7,108 | $3.4M | Reduce -1.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.34% | 32,325 | $3.3M | Add +90.6% |
| HPE Hewlett Packard Enterprise | 0.32% | 69,763 | $3.1M | New |
| TER Teradyne Inc. | 0.32% | 6,341 | $3.1M | New |
| LLY Eli Lilly & Co. | 0.31% | 2,515 | $3.0M | Add +28.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 38,042 | $3.0M | Add +75.5% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 20,119 | $3.0M | Add +9.4% |
| ARM Arm Holdings PLC-ADR | 0.29% | 7,850 | $2.8M | New |
| VGSH Vanguard Short-Term Treasury | 0.28% | 47,339 | $2.8M | Add +141.2% |
| JPM JPMorgan Chase & Co. | 0.27% | 8,159 | $2.7M | Add +14.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.27% | 51,016 | $2.7M | Add +41.5% |
| ESML iShares ESG Aware MSCI USA S | 0.27% | 46,902 | $2.6M | Add +17.9% |
| AVLC Avantis US LG Cap Eq ETF | 0.27% | 28,819 | $2.6M | Add +24.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 10,511 | $2.6M | Reduce -0.7% |
| AVUV Avantis US Small Cap Value | 0.25% | 19,611 | $2.4M | Add +15.1% |
| SCHP Schwab U.S. Tips ETF | 0.25% | 91,679 | $2.4M | Reduce -5.1% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.25% | 33,274 | $2.4M | Add +6.0% |
| SCHB Schwab US Broad Market ETF | 0.24% | 81,072 | $2.3M | Reduce -47.8% |
| V Visa Inc. Class A | 0.24% | 6,749 | $2.3M | Add +36.6% |
| XLRE SS Real Estate Select Sector | 0.24% | 51,967 | $2.3M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.23% | 1,146 | $2.3M | Reduce -2.1% |
| CEF Sprott Physical Gold and Sil | 0.23% | 56,255 | $2.3M | Add +0.4% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 21,279 | $2.2M | Add +10.3% |
| EFA iShares MSCI Eafe ETF | 0.22% | 20,812 | $2.2M | Add +5.3% |
| XLV SS Health Care Select Sector | 0.22% | 13,558 | $2.2M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.22% | 20,717 | $2.1M | Add +86.9% |
Portfolio Sells Q1 2026 → Q2 2026
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −1.28 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -1.0% | 1.64% | −0.57 |
| VTEI Vanguard Int Tax-Exempt Bond | Reduce -0.1% | 1.70% | −0.55 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.6% | 1.15% | −0.53 |
| BIV Vanguard Intermediate-Term B | Reduce -7.5% | 1.07% | −0.48 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 1.33% | −0.37 |
| SCHB Schwab US Broad Market ETF | Reduce -47.8% | 0.24% | −0.33 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.32 |
| MDY State Street SPDR S&P Midcap | Reduce -7.0% | 0.80% | −0.26 |
| AOM iShares Core 40/60 Moderate | Reduce -40.9% | 0.21% | −0.25 |
| VEA Vanguard Ftse Developed ETF | Reduce -22.3% | 0.38% | −0.25 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.2% | 0.70% | −0.23 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.1% | 0.56% | −0.20 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -21.2% | 0.38% | −0.19 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.18 |
| AVGO Broadcom Inc. | Reduce -3.7% | 0.47% | −0.18 |
| SCHV Schwab US Large-Cap Value | Reduce -82.0% | 0.03% | −0.17 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -35.3% | 0.16% | −0.16 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.6% | 0.45% | −0.12 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.1% | 0.25% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -9.9% | 0.13% | −0.09 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -74.1% | 0.02% | −0.09 |
| NFLX Netflix Inc. | Reduce -18.9% | 0.06% | −0.09 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -58.1% | 0.04% | −0.08 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -15.5% | 0.13% | −0.08 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Reduce -12.7% | 0.19% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -32.0% | 0.07% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -51.6% | 0.04% | −0.07 |
| WMT Walmart Inc. | Reduce -6.0% | 0.12% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.7% | 0.09% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.16% | −0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.07 |
| DFUV Dimensional US Marketwide Va | Reduce -40.3% | 0.06% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 0.26% | −0.07 |
| IXUS iShares Core Intl Stock ETF | Reduce -7.3% | 0.16% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -15.3% | 0.12% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -30.6% | 0.08% | −0.06 |
| TLH iShares 10-20 Year Treasury | Reduce -2.6% | 0.16% | −0.06 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.06 |
| AZN Astrazeneca PLC | Reduce -34.3% | 0.05% | −0.06 |
| JSCP JPMorgan Short Duration Core | Sold out | 0.00% | −0.06 |
| SYSB iShares Systematic Bond ETF | Reduce -2.1% | 0.16% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -9.0% | 0.11% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -7.9% | 0.08% | −0.05 |
| ICVT iShares Convertible Bond ETF | Reduce -33.3% | 0.06% | −0.05 |
| GGG Graco Inc. | Sold out | 0.00% | −0.05 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +1371.1% | 3.99% | +3.68 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +227.4% | 3.53% | +2.20 |
| SNDK Sandisk Corp. | Add +1132.0% | 1.11% | +1.06 |
| MU Micron Technology Inc. | Add +212.6% | 0.70% | +0.58 |
| WDC Western Digital Corp. | Add +319.0% | 0.64% | +0.52 |
| INTC Intel Corp. | New | 0.50% | +0.50 |
| AMAT Applied Materials Inc. | Add +144.5% | 0.70% | +0.49 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.47% | +0.47 |
| STX Seagate Technology Holdings | New | 0.46% | +0.46 |
| AMD Advanced Micro Devices | Add +226.0% | 0.55% | +0.45 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +215.6% | 0.74% | +0.45 |
| LRCX Lam Research Corp. | Add +131.4% | 0.67% | +0.43 |
| PANW Palo Alto Networks Inc. | New | 0.40% | +0.40 |
| KLAC KLA Corp. | Add +227.3% | 0.48% | +0.37 |
| MRVL Marvell Technology Inc. | New | 0.37% | +0.37 |
| FIX Comfort Systems USA Inc. | Add +735.4% | 0.42% | +0.36 |
| GLW Corning Inc. | Add +344.3% | 0.44% | +0.35 |
| DELL Dell Technologies -C | New | 0.35% | +0.35 |
| HPE Hewlett Packard Enterprise | New | 0.32% | +0.32 |
| TER Teradyne Inc. | New | 0.32% | +0.32 |
| ARM Arm Holdings PLC-ADR | New | 0.29% | +0.29 |
| LITE Lumentum Holdings Inc. | Add +281.8% | 0.39% | +0.26 |
| COHR Coherent Corp. | Add +206.0% | 0.38% | +0.25 |
| CIEN Ciena Corp. | Add +172.3% | 0.45% | +0.24 |
| IJH iShares Core S&P Midcap ETF | Add +59.3% | 1.03% | +0.24 |
| XLRE SS Real Estate Select Sector | New | 0.24% | +0.24 |
| XLV SS Health Care Select Sector | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +112.1% | 0.50% | +0.21 |
| RSP Invesco S&P 500 Equal Weight | Add +172.7% | 0.38% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +27.9% | 5.09% | +0.19 |
| XLI SS Industrial Select Sector | New | 0.18% | +0.18 |
| XLE SS Energy Select Sector | New | 0.18% | +0.18 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.16% | +0.16 |
| IALT Ishrs SYS Alt Act ETF | New | 0.15% | +0.15 |
| XLK SS Technology Select Sector | New | 0.14% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +90.6% | 0.34% | +0.14 |
| AVLV Avantis US Large Cap Value | Add +86.0% | 0.39% | +0.13 |
| AVDE Avantis International Equity | Add +440.6% | 0.17% | +0.13 |
| VGSH Vanguard Short-Term Treasury | Add +141.2% | 0.28% | +0.13 |
| SCHA Schwab US Small-Cap ETF | Add +316.0% | 0.13% | +0.09 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.08% | +0.08 |
| ICSH iShares Ultra Short Duration | New | 0.08% | +0.08 |
| BIO Bio-Rad Laboratories-A | New | 0.08% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +75.5% | 0.31% | +0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +98.7% | 0.22% | +0.07 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +28.2% | 0.31% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +86.9% | 0.22% | +0.06 |
| FLBL Franklin Senior Loan ETF | New | 0.06% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 379 | $973.3M | VTI, MUB, VOO, QQQ, SPY |
| Q1 2026 | 350 | $734.7M | VTI, MUB, VOO, VTES, SPDW |
| Q4 2025 | 266 | $521.7M | VTI, BIV, VOO, VTES, MUB |
| Q3 2025 | 250 | $473.9M | VTI, BIV, VTES, VOO, VTEI |
| Q2 2025 | 250 | $426.0M | VTI, MUB, BIV, VTES, EUSB |
| Q1 2025 | 247 | $356.4M | VTI, MUB, BIV, EUSB, VTES |
| Q4 2024 | 276 | $351.0M | VTI, MUB, BIV, EUSB, DFSB |
| Q3 2024 | 260 | $267.5M | VTI, EUSB, MUB, BIV, VEU |
| Q2 2024 | 213 | $195.1M | VTI, EUSB, MUB, BIV, VEU |
| Q1 2024 | 167 | $108.5M | EUSB, MSFT, SUSB, NVDA, AAPL |