Seeds Investor LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Seeds Investor LLC reported 247 stock positions worth $356.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 10.5% of the portfolio, followed by iShares National Muni Bond E (MUB, 7.1%) and Vanguard Intermediate-Term B (BIV, 5.0%). Compared with Q4 2024, it opened 21 new positions, sold out of 50, added to 94 and reduced 130. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +791%) and the biggest sale Nvidia (NVDA, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $356.4M (Q1 2025)
- SEC Filing
- 0002021047-25-000001 ↗ filed May 14, 2025
Holdings Value
Holdings 247 stocks · $356.4M
| VTI VG Morningstar TS MKT ETF-US | 10.50% | 136,161 | $37.4M | Add +2.5% |
| MUB iShares National Muni Bond E | 7.11% | 240,290 | $25.3M | Reduce -3.6% |
| BIV Vanguard Intermediate-Term B | 4.99% | 232,056 | $17.8M | Add +7.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 4.50% | 369,911 | $16.0M | Reduce -1.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 3.58% | 126,947 | $12.8M | Add +29.5% |
| VEU Vanguard Ftse All-World Ex-U | 2.85% | 167,421 | $10.2M | Reduce -1.5% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.84% | 196,625 | $10.1M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 2.53% | 17,539 | $9.0M | Add +15.0% |
| PZA Invesco National Amt-Free Mu | 2.32% | 358,863 | $8.3M | Add +2.6% |
| BNDX Vanguard Total Intl Bond ETF | 1.80% | 131,199 | $6.4M | Add +3.7% |
| AAPL Apple Inc. | 1.79% | 28,776 | $6.4M | Reduce -5.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.77% | 127,293 | $6.3M | Add +790.6% |
| NVDA Nvidia Corp. | 1.66% | 54,580 | $5.9M | Reduce -13.5% |
| IAU iShares Gold Trust | 1.63% | 98,330 | $5.8M | Add +25.6% |
| BGRN iShares Usd Green Bond ETF | 1.58% | 118,609 | $5.6M | Add +8.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.55% | 151,811 | $5.5M | Add +45.0% |
| MSFT Microsoft Corp. | 1.43% | 13,606 | $5.1M | Reduce -6.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.36% | 13,065 | $4.8M | Add +2.6% |
| TFLO iShares Treasury Floating Ra | 1.34% | 94,529 | $4.8M | Add +26.0% |
| EFIV SS SPDR S&P 500 ESG ETF | 1.24% | 82,845 | $4.4M | Add +29.1% |
| JMHI JPMorgan High Yield Municpl | 1.19% | 83,870 | $4.2M | Add +21.1% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.19% | 84,957 | $4.2M | Add +10.9% |
| SUSB iShares ESG Aware 1-5 Year U | 1.15% | 163,512 | $4.1M | Add +6.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.09% | 22,429 | $3.9M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 5,976 | $3.3M | Add +81.6% |
| SCHP Schwab U.S. Tips ETF | 0.93% | 123,814 | $3.3M | Add +8.6% |
| MDY State Street SPDR S&P Midcap | 0.91% | 6,095 | $3.3M | Add +258.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.84% | 61,785 | $3.0M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.64% | 11,969 | $2.3M | Reduce -26.3% |
| BNDW Vanguard Total World Bond Et | 0.62% | 32,314 | $2.2M | Add +276.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.62% | 11,919 | $2.2M | Reduce -7.4% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.62% | 72,872 | $2.2M | Reduce -9.1% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 34,088 | $2.0M | Add +6.7% |
| AVGO Broadcom Inc. | 0.51% | 10,956 | $1.8M | Reduce -7.3% |
| V Visa Inc. Class A | 0.48% | 4,931 | $1.7M | Add +17.0% |
| HD Home Depot Inc. | 0.48% | 4,638 | $1.7M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 3,257 | $1.5M | Reduce -4.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.43% | 23,604 | $1.5M | Add +4.8% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.42% | 49,435 | $1.5M | Add +11.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.42% | 9,369 | $1.5M | Reduce -20.2% |
| SPHY SS SPDR P High Yield ETF | 0.42% | 63,308 | $1.5M | Add +3.2% |
| COST Costco Wholesale Corp. | 0.40% | 1,497 | $1.4M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.40% | 2,573 | $1.4M | Add +17.3% |
| LLY Eli Lilly & Co. | 0.37% | 1,617 | $1.3M | Reduce -1.8% |
| TT Trane Technologies PLC | 0.37% | 3,891 | $1.3M | Reduce -2.7% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 18,141 | $1.3M | Reduce -0.5% |
| FLMB Franklin Municipal Green Bon | 0.35% | 53,080 | $1.2M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.34% | 4,881 | $1.2M | Reduce -13.8% |
| INVESTMENT MANAGERS SER TR I | 0.34% | 32,425 | $1.2M | Reduce -12.6% |
| SPEM State Street SP PTF Em ETF | 0.32% | 28,514 | $1.1M | Add +133.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 27,250 | $1.1M | New |
| CBRE CBRE Group Inc. Class A | 0.30% | 8,101 | $1.1M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 6,338 | $1.1M | Reduce -11.0% |
| ETN Eaton Corp. PLC | 0.28% | 3,732 | $1.0M | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 0.28% | 1,714 | $988K | Reduce -7.0% |
| SPGI S&P Global Inc. | 0.28% | 1,944 | $988K | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,843 | $982K | Add +12.5% |
| ESGV Vanguard ESG US Stock ETF | 0.27% | 9,735 | $954K | No change |
| GOOGL Alphabet Inc. Class A | 0.27% | 6,150 | $951K | Add +2.7% |
| HYXF iShares ESG Adv High Yield | 0.26% | 20,315 | $941K | Add +55.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 7,678 | $935K | Reduce -4.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.25% | 3,971 | $904K | Reduce -2.7% |
| ADP Automatic Data Processing | 0.25% | 2,875 | $878K | Add +1.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 882 | $872K | Reduce -11.7% |
| URTH iShares MSCI World ETF | 0.24% | 5,663 | $867K | New |
| QCOM Qualcomm Inc. | 0.24% | 5,528 | $849K | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.24% | 1,602 | $839K | Reduce -13.4% |
| NFLX Netflix Inc. | 0.23% | 891 | $831K | Add +11.2% |
| LOW Lowe's Cos Inc. | 0.23% | 3,559 | $830K | Reduce -5.7% |
| VOTE TCW Transform 500 ETF | 0.23% | 12,570 | $822K | Add +3.7% |
| ORCL Oracle Corp. | 0.23% | 5,783 | $809K | Reduce -7.7% |
| NDAQ Nasdaq Inc. | 0.21% | 10,059 | $763K | Reduce -15.2% |
| MCO Moody's Corp. | 0.20% | 1,552 | $723K | Add +23.1% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 1,415 | $704K | Reduce -17.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 4,503 | $703K | Add +8.0% |
| VZ Verizon Communications Inc. | 0.20% | 15,490 | $703K | Add +4.6% |
| CI The Cigna Group | 0.20% | 2,124 | $699K | Reduce -3.4% |
| JBL Jabil Inc. | 0.19% | 5,034 | $685K | Reduce -4.0% |
| ANET Arista Networks Inc. | 0.19% | 8,684 | $673K | Reduce -9.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 2,616 | $651K | Reduce -13.3% |
| LIN Linde PLC | 0.18% | 1,395 | $649K | Add +4.0% |
| ACN Accenture PLC Class A | 0.18% | 2,067 | $645K | Reduce -9.9% |
| SIVR Abrdn Physical Silver Shares | 0.18% | 19,456 | $633K | Add +36.8% |
| LRCX Lam Research Corp. | 0.18% | 8,616 | $626K | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 5,834 | $610K | Reduce -10.3% |
| WMT Walmart Inc. | 0.17% | 6,884 | $604K | Reduce -17.7% |
| DHR Danaher Corp. | 0.17% | 2,948 | $604K | Reduce -27.3% |
| SAP Sap SE-Sponsored ADR | 0.17% | 2,225 | $597K | Reduce -4.5% |
| CASY Casey's General Stores Inc. | 0.17% | 1,370 | $594K | Add +6.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 6,009 | $593K | Add +9.4% |
| KO The Coca-Cola Co. | 0.17% | 8,234 | $590K | Reduce -12.9% |
| HAS Hasbro Inc. | 0.16% | 9,537 | $586K | Reduce -3.0% |
| ORLY O'reilly Automotive Inc. | 0.16% | 403 | $577K | Reduce -15.2% |
| XOM Exxon Mobil Corp. | 0.16% | 4,697 | $559K | Reduce -5.9% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 4,999 | $557K | Reduce -4.2% |
| FISV Fiserv Inc. | 0.16% | 2,514 | $555K | Add +19.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 11,577 | $551K | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.15% | 3,207 | $547K | Reduce -7.9% |
| USFD US Foods Holding Corp. | 0.15% | 8,115 | $531K | Reduce -5.1% |
| EXC Exelon Corp. | 0.15% | 11,289 | $520K | Add +24.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -13.5% | 1.66% | −0.75 |
| MUB iShares National Muni Bond E | Reduce -3.6% | 7.11% | −0.45 |
| AAPL Apple Inc. | Reduce -5.6% | 1.79% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -26.3% | 0.64% | −0.38 |
| MSFT Microsoft Corp. | Reduce -6.4% | 1.43% | −0.31 |
| AVGO Broadcom Inc. | Reduce -7.3% | 0.51% | −0.27 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -7.7% | 2.84% | −0.25 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -20.2% | 0.42% | −0.12 |
| ITT Itt Inc. | Sold out | 0.00% | −0.12 |
| ANET Arista Networks Inc. | Reduce -9.7% | 0.19% | −0.11 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.11 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.11 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.0% | 0.30% | −0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.4% | 0.62% | −0.10 |
| AMD Advanced Micro Devices | Reduce -54.7% | 0.06% | −0.10 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.10 |
| DHR Danaher Corp. | Reduce -27.3% | 0.17% | −0.10 |
| ETN Eaton Corp. PLC | Reduce -7.1% | 0.28% | −0.10 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.09 |
| AXP American Express Co. | Sold out | 0.00% | −0.09 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.09 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Reduce -6.6% | 0.12% | −0.09 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.09 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.08 |
| MORN Morningstar Inc. | Reduce -28.4% | 0.14% | −0.08 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.08 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.08 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.08 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.08 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.07 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.07 |
| ORCL Oracle Corp. | Reduce -7.7% | 0.23% | −0.07 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.07 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.07 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.07 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.07 |
| KR Kroger Co. | Sold out | 0.00% | −0.07 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.07 |
| INVESTMENT MANAGERS SER TR I | Reduce -12.6% | 0.34% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 0.43% | −0.07 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +790.6% | 1.77% | +1.57 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +29.5% | 3.58% | +0.78 |
| MDY State Street SPDR S&P Midcap | Add +258.9% | 0.91% | +0.64 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +45.0% | 1.55% | +0.53 |
| IAU iShares Gold Trust | Add +25.6% | 1.63% | +0.52 |
| BNDW Vanguard Total World Bond Et | Add +276.1% | 0.62% | +0.46 |
| BIV Vanguard Intermediate-Term B | Add +7.6% | 4.99% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +81.6% | 0.94% | +0.39 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.31% | +0.31 |
| TFLO iShares Treasury Floating Ra | Add +26.0% | 1.34% | +0.27 |
| URTH iShares MSCI World ETF | New | 0.24% | +0.24 |
| EFIV SS SPDR S&P 500 ESG ETF | Add +29.1% | 1.24% | +0.21 |
| JMHI JPMorgan High Yield Municpl | Add +21.1% | 1.19% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +15.0% | 2.53% | +0.19 |
| SPEM State Street SP PTF Em ETF | Add +133.9% | 0.32% | +0.18 |
| BGRN iShares Usd Green Bond ETF | Add +8.4% | 1.58% | +0.12 |
| V Visa Inc. Class A | Add +17.0% | 0.48% | +0.11 |
| LKQ LKQ Corp. | New | 0.10% | +0.10 |
| SCHP Schwab U.S. Tips ETF | Add +8.6% | 0.93% | +0.09 |
| DE Deere & Co. | New | 0.09% | +0.09 |
| JMSI JPM Sus Municipal Income | Add +10.9% | 1.19% | +0.09 |
| HYXF iShares ESG Adv High Yield | Add +55.9% | 0.26% | +0.09 |
| AOM iShares Core 40/60 Moderate | New | 0.09% | +0.09 |
| WCN Waste Connections Inc. | New | 0.09% | +0.09 |
| CME Cme Group Inc. | New | 0.08% | +0.08 |
| JUST Goldman Sachs Just US LRG | New | 0.08% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.08% | +0.08 |
| NJR New Jersey Resources Corp. | New | 0.07% | +0.07 |
| DOCU Docusign Inc. | New | 0.07% | +0.07 |
| CORT Corcept Therapeutics Inc. | New | 0.07% | +0.07 |
| MMSI Merit Medical Systems Inc. | New | 0.07% | +0.07 |
| JKHY Jack Henry & Associates Inc. | New | 0.07% | +0.07 |
| MA Mastercard Inc. Class A | Add +17.3% | 0.40% | +0.07 |
| TXRH Texas Roadhouse Inc. | New | 0.07% | +0.07 |
| SH Proshares Short S&P500 | New | 0.07% | +0.07 |
| SIVR Abrdn Physical Silver Shares | Add +36.8% | 0.18% | +0.07 |
| SUSB iShares ESG Aware 1-5 Year U | Add +6.4% | 1.15% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.5% | 0.28% | +0.06 |
| ACM Aecom | New | 0.06% | +0.06 |
| PGR Progressive Corp. | New | 0.06% | +0.06 |
| LNC Lincoln National Corp. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| EXC Exelon Corp. | Add +24.1% | 0.15% | +0.05 |
| KLAC KLA Corp. | Add +37.2% | 0.13% | +0.04 |
| COR Cencora Inc. | Add +33.1% | 0.10% | +0.04 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +40.0% | 0.14% | +0.04 |
| PEN Penumbra Inc. | Add +39.5% | 0.10% | +0.04 |
| AAL American Airlines Group Inc. | New | 0.03% | +0.03 |
| MCO Moody's Corp. | Add +23.1% | 0.20% | +0.03 |
| FISV Fiserv Inc. | Add +19.0% | 0.16% | +0.03 |
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 |