Seeds Investor LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Seeds Investor LLC reported 276 stock positions worth $351.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.0% of the portfolio, followed by iShares National Muni Bond E (MUB, 7.6%) and Vanguard Intermediate-Term B (BIV, 4.6%). Compared with Q3 2024, it opened 35 new positions, sold out of 19, added to 119 and reduced 117. The biggest buy was a new position in Dim GLB Sustain Fix Inc. ETF (DFSB) and the biggest sale Alpha Architect 1-3 MNTH Box (BOXX, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $351.0M (Q4 2024)
- SEC Filing
- 0001085146-25-001257 ↗ filed Feb 13, 2025
Holdings Value
Holdings 276 stocks · $351.0M
| VTI VG Morningstar TS MKT ETF-US | 10.97% | 132,805 | $38.5M | Add +4.2% |
| MUB iShares National Muni Bond E | 7.56% | 249,158 | $26.5M | Add +76.1% |
| BIV Vanguard Intermediate-Term B | 4.59% | 215,624 | $16.1M | Add +37.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 4.53% | 373,926 | $15.9M | Add +2.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 3.09% | 212,910 | $10.8M | New |
| VTES Vanguard SH Term Tax-Ex Bond | 2.80% | 98,034 | $9.8M | New |
| VEU Vanguard Ftse All-World Ex-U | 2.78% | 170,033 | $9.8M | Add +1.3% |
| NVDA Nvidia Corp. | 2.41% | 63,109 | $8.5M | Add +3.9% |
| PZA Invesco National Amt-Free Mu | 2.35% | 349,904 | $8.3M | New |
| VOO Vanguard S&P 500 ETF | 2.34% | 15,247 | $8.2M | Add +29.8% |
| AAPL Apple Inc. | 2.17% | 30,471 | $7.6M | Add +20.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.77% | 126,553 | $6.2M | New |
| MSFT Microsoft Corp. | 1.75% | 14,543 | $6.1M | Add +4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.49% | 12,739 | $5.2M | Add +3.1% |
| BGRN iShares Usd Green Bond ETF | 1.45% | 109,404 | $5.1M | New |
| IAU iShares Gold Trust | 1.10% | 78,262 | $3.9M | Add +387.0% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.09% | 76,611 | $3.8M | New |
| SUSB iShares ESG Aware 1-5 Year U | 1.08% | 153,715 | $3.8M | Add +2.2% |
| TFLO iShares Treasury Floating Ra | 1.08% | 75,013 | $3.8M | Add +225.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.07% | 22,124 | $3.7M | Add +2.3% |
| EFIV SS SPDR S&P 500 ESG ETF | 1.03% | 64,183 | $3.6M | Add +9.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.02% | 104,694 | $3.6M | Add +26.8% |
| AMZN Amazon.com Inc. | 1.02% | 16,245 | $3.6M | Add +17.4% |
| JMHI JPMorgan High Yield Municpl | 0.99% | 69,250 | $3.5M | New |
| SCHP Schwab U.S. Tips ETF | 0.84% | 114,049 | $2.9M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.83% | 60,809 | $2.9M | Add +21.3% |
| AVGO Broadcom Inc. | 0.78% | 11,812 | $2.7M | Add +4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.73% | 12,877 | $2.6M | Add +1.9% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.65% | 80,153 | $2.3M | Add +8.2% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 31,947 | $2.0M | Add +28.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 3,291 | $1.9M | Add +32.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.54% | 11,741 | $1.9M | Reduce -2.4% |
| HD Home Depot Inc. | 0.53% | 4,782 | $1.9M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 3,393 | $1.7M | Add +23.8% |
| TT Trane Technologies PLC | 0.42% | 3,999 | $1.5M | Reduce -2.5% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.41% | 44,485 | $1.4M | Add +6.1% |
| SPHY SS SPDR P High Yield ETF | 0.41% | 61,332 | $1.4M | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.41% | 22,512 | $1.4M | New |
| INVESTMENT MANAGERS SER TR I | 0.40% | 37,117 | $1.4M | Reduce -5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 7,118 | $1.4M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.39% | 1,484 | $1.4M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 5,665 | $1.4M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.38% | 4,016 | $1.3M | Add +1.6% |
| V Visa Inc. Class A | 0.38% | 4,215 | $1.3M | Add +24.0% |
| LLY Eli Lilly & Co. | 0.36% | 1,646 | $1.3M | Reduce -3.9% |
| IXUS iShares Core Intl Stock ETF | 0.34% | 18,237 | $1.2M | Add +0.0% |
| FLMB Franklin Municipal Green Bon | 0.34% | 49,864 | $1.2M | New |
| MA Mastercard Inc. Class A | 0.33% | 2,194 | $1.2M | Add +8.2% |
| GOOGL Alphabet Inc. Class A | 0.32% | 5,990 | $1.1M | Add +21.7% |
| META Meta Platforms Inc. Class A | 0.31% | 1,844 | $1.1M | Add +8.3% |
| ANET Arista Networks Inc. | 0.30% | 9,612 | $1.1M | Reduce -2.0% |
| CBRE CBRE Group Inc. Class A | 0.30% | 8,064 | $1.1M | Reduce -0.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.30% | 999 | $1.1M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.30% | 6,265 | $1.0M | Add +11.7% |
| ESGV Vanguard ESG US Stock ETF | 0.29% | 9,735 | $1.0M | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.29% | 4,080 | $1.0M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 8,017 | $969K | Reduce -4.7% |
| MDY State Street SPDR S&P Midcap | 0.28% | 1,698 | $967K | Add +27.2% |
| SPGI S&P Global Inc. | 0.27% | 1,896 | $944K | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.27% | 1,849 | $935K | Reduce -13.1% |
| DHR Danaher Corp. | 0.27% | 4,055 | $931K | Reduce -9.6% |
| LOW Lowe's Cos Inc. | 0.27% | 3,772 | $931K | Add +5.5% |
| NDAQ Nasdaq Inc. | 0.26% | 11,865 | $917K | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 1,711 | $890K | Reduce -14.5% |
| QCOM Qualcomm Inc. | 0.25% | 5,657 | $869K | Reduce -1.8% |
| VOTE TCW Transform 500 ETF | 0.24% | 12,126 | $834K | Add +8.6% |
| ADP Automatic Data Processing | 0.24% | 2,820 | $825K | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.23% | 2,295 | $807K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.23% | 4,168 | $794K | Add +39.4% |
| MORN Morningstar Inc. | 0.22% | 2,262 | $762K | Reduce -0.3% |
| WMT Walmart Inc. | 0.22% | 8,365 | $756K | Reduce -20.9% |
| JBL Jabil Inc. | 0.22% | 5,245 | $755K | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 6,503 | $749K | Add +49.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,638 | $742K | Add +15.2% |
| TSLA Tesla Inc. | 0.21% | 1,832 | $740K | Add +53.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 14,293 | $716K | Reduce -35.7% |
| NFLX Netflix Inc. | 0.20% | 801 | $714K | Add +6.4% |
| CRM Salesforce Inc. | 0.20% | 2,065 | $690K | Add +20.5% |
| PYPL PayPal Holdings Inc. | 0.19% | 7,938 | $678K | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 3,018 | $663K | Add +6.6% |
| LRCX Lam Research Corp. | 0.18% | 8,954 | $647K | Reduce -8.3% |
| EA Electronic Arts Inc. | 0.18% | 4,317 | $632K | Reduce -1.9% |
| AMAT Applied Materials Inc. | 0.18% | 3,865 | $629K | Reduce -2.6% |
| CSL Carlisle Cos Inc. | 0.18% | 1,696 | $626K | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 5,494 | $612K | Reduce -1.5% |
| CI The Cigna Group | 0.17% | 2,199 | $607K | Reduce -21.6% |
| HYXF iShares ESG Adv High Yield | 0.17% | 13,031 | $602K | New |
| MCO Moody's Corp. | 0.17% | 1,261 | $597K | Reduce -0.7% |
| UTHR United Therapeutics Corp. | 0.17% | 1,682 | $593K | Add +6.5% |
| VZ Verizon Communications Inc. | 0.17% | 14,806 | $592K | Reduce -4.1% |
| KO The Coca-Cola Co. | 0.17% | 9,457 | $589K | Reduce -9.8% |
| BNDW Vanguard Total World Bond Et | 0.17% | 8,591 | $586K | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.17% | 3,481 | $584K | Reduce -3.7% |
| USFD US Foods Holding Corp. | 0.16% | 8,551 | $577K | Add +4.0% |
| SAP Sap SE-Sponsored ADR | 0.16% | 2,331 | $574K | Add +8.8% |
| AMD Advanced Micro Devices | 0.16% | 4,678 | $565K | Reduce -8.4% |
| ORLY O'reilly Automotive Inc. | 0.16% | 475 | $563K | Reduce -8.1% |
| LIN Linde PLC | 0.16% | 1,341 | $561K | Add +0.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.16% | 11,679 | $553K | Reduce -50.4% |
| HAS Hasbro Inc. | 0.16% | 9,830 | $550K | Reduce -6.6% |
Portfolio Sells Q3 2024 → Q4 2024
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -71.4% | 0.10% | −0.35 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -50.4% | 0.16% | −0.27 |
| ELV Elevance Health Inc. | Reduce -42.7% | 0.12% | −0.26 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -35.7% | 0.20% | −0.22 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.4% | 0.54% | −0.21 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.5% | 0.25% | −0.21 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -3.9% | 0.36% | −0.20 |
| DHR Danaher Corp. | Reduce -9.6% | 0.27% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -13.1% | 0.27% | −0.20 |
| CI The Cigna Group | Reduce -21.6% | 0.17% | −0.19 |
| TT Trane Technologies PLC | Reduce -2.5% | 0.42% | −0.17 |
| INVESTMENT MANAGERS SER TR I | Reduce -5.5% | 0.40% | −0.16 |
| AMD Advanced Micro Devices | Reduce -8.4% | 0.16% | −0.15 |
| PEP Pepsico Inc. | Reduce -25.6% | 0.16% | −0.15 |
| HAS Hasbro Inc. | Reduce -6.6% | 0.16% | −0.13 |
| AMAT Applied Materials Inc. | Reduce -2.6% | 0.18% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -47.7% | 0.06% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.25% | −0.12 |
| KO The Coca-Cola Co. | Reduce -9.8% | 0.17% | −0.11 |
| LRCX Lam Research Corp. | Reduce -8.3% | 0.18% | −0.11 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.11 |
| WMT Walmart Inc. | Reduce -20.9% | 0.22% | −0.10 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.10 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.10 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -8.4% | 0.14% | −0.10 |
| MHK Mohawk Industries Inc. | Reduce -19.5% | 0.08% | −0.10 |
| GWW WW Grainger Inc. | Reduce -2.0% | 0.30% | −0.10 |
| PFE Pfizer Inc. | Reduce -32.3% | 0.09% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.09 |
| TJX TJX Companies Inc. | Reduce -4.7% | 0.28% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -33.0% | 0.08% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -4.1% | 0.17% | −0.09 |
| CDW CDW Corp. | Reduce -11.8% | 0.09% | −0.09 |
| ES Eversource Energy | Reduce -18.1% | 0.10% | −0.09 |
| AMGN Amgen Inc. | Reduce -14.3% | 0.10% | −0.09 |
| IBND SS SPDR BB Intl Corp. BD ETF | Sold out | 0.00% | −0.09 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.09 |
| CRUS Cirrus Logic Inc. | Sold out | 0.00% | −0.09 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.09 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.09 |
| CACI Caci International Inc. Class A | Reduce -30.4% | 0.06% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -3.9% | 0.14% | −0.08 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.08 |
| BALL Ball Corp. | Reduce -16.8% | 0.09% | −0.08 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.08 |
| FOXA Fox Corp. Class A | Reduce -42.2% | 0.08% | −0.08 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q3 2024 → Q4 2024
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 3.09% | +3.09 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 2.80% | +2.80 |
| PZA Invesco National Amt-Free Mu | New | 2.35% | +2.35 |
| MUB iShares National Muni Bond E | Add +76.1% | 7.56% | +1.82 |
| BNDX Vanguard Total Intl Bond ETF | New | 1.77% | +1.77 |
| BGRN iShares Usd Green Bond ETF | New | 1.45% | +1.45 |
| JMSI JPM Sus Municipal Income | New | 1.09% | +1.09 |
| JMHI JPMorgan High Yield Municpl | New | 0.99% | +0.99 |
| SCHP Schwab U.S. Tips ETF | New | 0.84% | +0.84 |
| IAU iShares Gold Trust | Add +387.0% | 1.10% | +0.81 |
| TFLO iShares Treasury Floating Ra | Add +225.0% | 1.08% | +0.64 |
| SPHY SS SPDR P High Yield ETF | New | 0.41% | +0.41 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.41% | +0.41 |
| FLMB Franklin Municipal Green Bon | New | 0.34% | +0.34 |
| HYXF iShares ESG Adv High Yield | New | 0.17% | +0.17 |
| ITT Itt Inc. | New | 0.12% | +0.12 |
| SIVR Abrdn Physical Silver Shares | New | 0.11% | +0.11 |
| CLS Celestica Inc. | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +53.4% | 0.21% | +0.09 |
| TOL Toll Brothers Inc. | New | 0.08% | +0.08 |
| IVW iShares S&P 500 Growth ETF | New | 0.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | New | 0.07% | +0.07 |
| DAY Dayforce Inc. | New | 0.07% | +0.07 |
| PM Philip Morris International | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| SHW The Sherwin-Williams Co. | New | 0.07% | +0.07 |
| GGG Graco Inc. | New | 0.07% | +0.07 |
| PEN Penumbra Inc. | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| PNFP Pinnacle Financial Partners | New | 0.06% | +0.06 |
| DEO Diageo PLC-Sponsored ADR | New | 0.06% | +0.06 |
| SGI Somnigroup International Inc. | New | 0.06% | +0.06 |
| RY Royal Bank of Canada | New | 0.06% | +0.06 |
| HON Honeywell International Inc. | New | 0.06% | +0.06 |
| MSGS Madison Square Garden Sports | New | 0.06% | +0.06 |
| NLY Annaly Capital Management Inc. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +17.4% | 1.02% | +0.05 |
| AVGO Broadcom Inc. | Add +4.6% | 0.78% | +0.05 |
| SPEM State Street SP PTF Em ETF | Add +100.8% | 0.13% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +39.4% | 0.23% | +0.04 |
| V Visa Inc. Class A | Add +24.0% | 0.38% | +0.03 |
| NWL Newell Brands Inc. | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +29.8% | 2.34% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +49.2% | 0.21% | +0.02 |
| CRM Salesforce Inc. | Add +20.5% | 0.20% | +0.02 |
| XPO Xpo Inc. | Add +33.1% | 0.11% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +21.7% | 0.32% | +0.02 |
| LUMN Lumen Technologies Inc. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.1% | 0.55% | +0.02 |
| MFG Mizuho Financial Group-ADR | New | 0.01% | +0.01 |
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 |