Seeds Investor LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Seeds Investor LLC reported 250 stock positions worth $426.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.9% of the portfolio, followed by iShares National Muni Bond E (MUB, 6.4%) and Vanguard Intermediate-Term B (BIV, 4.9%). Compared with Q1 2025, it opened 33 new positions, sold out of 30, added to 87 and reduced 128. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +220%) and the biggest sale Ishr ESG Advn Universal BD-$ (EUSB, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $426.0M (Q2 2025)
- SEC Filing
- 0002021047-25-000005 ↗ filed Aug 12, 2025
Holdings Value
Holdings 250 stocks · $426.0M
| VTI VG Morningstar TS MKT ETF-US | 9.86% | 138,179 | $42.0M | Add +1.5% |
| MUB iShares National Muni Bond E | 6.40% | 261,013 | $27.3M | Add +8.6% |
| BIV Vanguard Intermediate-Term B | 4.86% | 267,846 | $20.7M | Add +15.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 3.92% | 165,459 | $16.7M | Add +30.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 3.38% | 330,494 | $14.4M | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 2.88% | 21,589 | $12.3M | Add +23.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.78% | 19,143 | $11.8M | Add +220.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.65% | 167,698 | $11.3M | Add +0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.47% | 259,468 | $10.5M | Add +70.9% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.30% | 186,511 | $9.8M | Reduce -5.1% |
| NVDA Nvidia Corp. | 2.14% | 57,603 | $9.1M | Add +5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.12% | 184,335 | $9.0M | Add +44.8% |
| MDY State Street SPDR S&P Midcap | 1.92% | 14,412 | $8.2M | Add +136.5% |
| MSFT Microsoft Corp. | 1.88% | 16,108 | $8.0M | Add +18.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.77% | 152,532 | $7.6M | Add +16.3% |
| IAU iShares Gold Trust | 1.65% | 112,707 | $7.0M | Add +14.6% |
| PZA Invesco National Amt-Free Mu | 1.46% | 276,894 | $6.2M | Reduce -22.8% |
| AAPL Apple Inc. | 1.42% | 29,574 | $6.1M | Add +2.8% |
| EFIV SS SPDR S&P 500 ESG ETF | 1.29% | 93,522 | $5.5M | Add +12.9% |
| BGRN iShares Usd Green Bond ETF | 1.26% | 112,730 | $5.4M | Reduce -5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.25% | 12,179 | $5.3M | Reduce -6.8% |
| TFLO iShares Treasury Floating Ra | 1.21% | 101,521 | $5.1M | Add +7.4% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.06% | 91,533 | $4.5M | Add +7.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.02% | 102,218 | $4.4M | Add +275.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.92% | 155,199 | $3.9M | Reduce -5.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 20,749 | $3.7M | Reduce -7.5% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.85% | 109,597 | $3.6M | Add +50.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.82% | 72,102 | $3.5M | Add +16.7% |
| SCHP Schwab U.S. Tips ETF | 0.81% | 129,666 | $3.5M | Add +4.7% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.77% | 73,670 | $3.3M | New |
| AOM iShares Core 40/60 Moderate | 0.76% | 70,234 | $3.2M | Add +897.8% |
| BNDW Vanguard Total World Bond Et | 0.73% | 44,572 | $3.1M | Add +37.9% |
| AVGO Broadcom Inc. | 0.72% | 11,159 | $3.1M | Add +1.9% |
| AMZN Amazon.com Inc. | 0.66% | 12,878 | $2.8M | Add +7.6% |
| JMHI JPMorgan High Yield Municpl | 0.64% | 54,443 | $2.7M | Reduce -35.1% |
| IJH iShares Core S&P Midcap ETF | 0.61% | 41,702 | $2.6M | Add +22.3% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.58% | 77,010 | $2.5M | Add +55.8% |
| FLMB Franklin Municipal Green Bon | 0.54% | 100,330 | $2.3M | Add +89.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.49% | 10,675 | $2.1M | Reduce -10.4% |
| SGOV iShares 0-3 Month Treasury B | 0.48% | 20,225 | $2.0M | New |
| AVLC Avantis US LG Cap Eq ETF | 0.48% | 28,636 | $2.0M | New |
| META Meta Platforms Inc. Class A | 0.43% | 2,489 | $1.8M | Add +45.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.41% | 27,027 | $1.8M | Add +14.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 3,200 | $1.8M | Reduce -1.8% |
| SPEM State Street SP PTF Em ETF | 0.41% | 41,190 | $1.8M | Add +44.5% |
| V Visa Inc. Class A | 0.41% | 4,932 | $1.8M | Add +0.0% |
| SPHY SS SPDR P High Yield ETF | 0.41% | 72,496 | $1.7M | Add +14.5% |
| TT Trane Technologies PLC | 0.38% | 3,727 | $1.6M | Reduce -4.2% |
| URTH iShares MSCI World ETF | 0.38% | 9,433 | $1.6M | Add +66.6% |
| HD Home Depot Inc. | 0.37% | 4,314 | $1.6M | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 0.35% | 5,144 | $1.5M | Add +5.4% |
| COST Costco Wholesale Corp. | 0.34% | 1,481 | $1.5M | Reduce -1.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.34% | 8,731 | $1.4M | Reduce -6.8% |
| MA Mastercard Inc. Class A | 0.32% | 2,445 | $1.4M | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 5,877 | $1.3M | Reduce -7.3% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 16,873 | $1.3M | Reduce -7.0% |
| NFLX Netflix Inc. | 0.30% | 957 | $1.3M | Add +7.4% |
| ETN Eaton Corp. PLC | 0.29% | 3,458 | $1.2M | Reduce -7.3% |
| ORCL Oracle Corp. | 0.26% | 5,104 | $1.1M | Reduce -11.7% |
| GOOGL Alphabet Inc. Class A | 0.26% | 6,313 | $1.1M | Add +2.6% |
| JBL Jabil Inc. | 0.26% | 5,018 | $1.1M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.26% | 1,398 | $1.1M | Reduce -13.5% |
| HYXF iShares ESG Adv High Yield | 0.25% | 22,666 | $1.1M | Add +11.6% |
| ESGV Vanguard ESG US Stock ETF | 0.25% | 9,735 | $1.1M | No change |
| SPGI S&P Global Inc. | 0.25% | 1,991 | $1.0M | Add +2.4% |
| CBRE CBRE Group Inc. Class A | 0.24% | 7,445 | $1.0M | Reduce -8.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.24% | 3,761 | $1.0M | Reduce -5.3% |
| CASY Casey's General Stores Inc. | 0.23% | 1,894 | $966K | Add +38.3% |
| SIVR Abrdn Physical Silver Shares | 0.22% | 26,797 | $922K | Add +37.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,856 | $902K | Add +0.7% |
| CHGX Stance Sustainable Beta ETF | 0.21% | 34,552 | $901K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 7,099 | $877K | Reduce -7.5% |
| NDAQ Nasdaq Inc. | 0.20% | 9,305 | $832K | Reduce -7.5% |
| ANET Arista Networks Inc. | 0.19% | 8,081 | $827K | Reduce -6.9% |
| TSLA Tesla Inc. | 0.19% | 2,596 | $825K | Add +51.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.19% | 779 | $810K | Reduce -11.7% |
| ADP Automatic Data Processing | 0.19% | 2,623 | $809K | Reduce -8.8% |
| LIN Linde PLC | 0.19% | 1,707 | $801K | Add +22.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 2,691 | $793K | Add +2.9% |
| WMT Walmart Inc. | 0.18% | 7,968 | $779K | Add +15.8% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 7,116 | $778K | Add +22.0% |
| VOTE TCW Transform 500 ETF | 0.18% | 10,600 | $771K | Reduce -15.7% |
| SAP Sap SE-Sponsored ADR | 0.18% | 2,503 | $761K | Add +12.5% |
| LRCX Lam Research Corp. | 0.18% | 7,752 | $755K | Reduce -10.0% |
| QCOM Qualcomm Inc. | 0.18% | 4,716 | $751K | Reduce -14.7% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.17% | 14,541 | $741K | New |
| MCO Moody's Corp. | 0.17% | 1,436 | $720K | Reduce -7.5% |
| GOOG Alphabet Inc. Class C | 0.16% | 3,933 | $698K | Reduce -12.7% |
| ESML iShares ESG Aware MSCI USA S | 0.16% | 16,716 | $691K | Add +41.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,333 | $661K | Reduce -11.3% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 5,427 | $657K | Add +8.6% |
| HAS Hasbro Inc. | 0.15% | 8,656 | $639K | Reduce -9.2% |
| LOW Lowe's Cos Inc. | 0.15% | 2,793 | $620K | Reduce -21.5% |
| KLAC KLA Corp. | 0.14% | 689 | $617K | Reduce -1.7% |
| RSG Republic Services Inc. | 0.14% | 2,447 | $604K | Add +22.0% |
| USFD US Foods Holding Corp. | 0.14% | 7,808 | $601K | Reduce -3.8% |
| RBA RB Global Inc. | 0.14% | 5,618 | $597K | Add +14.6% |
| CI The Cigna Group | 0.14% | 1,786 | $590K | Reduce -15.9% |
| KO The Coca-Cola Co. | 0.14% | 8,227 | $582K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.13% | 13,232 | $573K | Reduce -14.6% |
Portfolio Sells Q1 2025 → Q2 2025
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -10.7% | 3.38% | −1.12 |
| PZA Invesco National Amt-Free Mu | Reduce -22.8% | 1.46% | −0.86 |
| JMHI JPMorgan High Yield Municpl | Reduce -35.1% | 0.64% | −0.55 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -5.1% | 2.30% | −0.55 |
| INVESTMENT MANAGERS SER TR I | Sold out | 0.00% | −0.34 |
| BGRN iShares Usd Green Bond ETF | Reduce -5.0% | 1.26% | −0.31 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -5.1% | 0.92% | −0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.5% | 0.86% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -44.4% | 0.07% | −0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.4% | 0.49% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -46.3% | 0.07% | −0.13 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -13.5% | 0.26% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.8% | 1.25% | −0.11 |
| HD Home Depot Inc. | Reduce -7.0% | 0.37% | −0.11 |
| GPK Graphic Packaging Holding Co. | Sold out | 0.00% | −0.09 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.09 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -21.5% | 0.15% | −0.09 |
| FISV Fiserv Inc. | Reduce -30.5% | 0.07% | −0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -6.8% | 0.34% | −0.09 |
| FOX Fox Corp. Class B | Sold out | 0.00% | −0.08 |
| NJR New Jersey Resources Corp. | Sold out | 0.00% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 0.32% | −0.07 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.07 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.07 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.07 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.07 |
| DHR Danaher Corp. | Reduce -27.4% | 0.10% | −0.07 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.07 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.07 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.07 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −0.07 |
| LECO Lincoln Electric Holdings | Sold out | 0.00% | −0.07 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.07 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.07 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.07 |
| GGG Graco Inc. | Sold out | 0.00% | −0.06 |
| MORN Morningstar Inc. | Reduce -40.0% | 0.07% | −0.06 |
| GLPI Gaming and Leisure Propertie | Reduce -40.2% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -23.8% | 0.08% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -14.6% | 0.13% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -14.7% | 0.18% | −0.06 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.06 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.06 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.06 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +220.3% | 2.78% | +1.84 |
| MDY State Street SPDR S&P Midcap | Add +136.5% | 1.92% | +1.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +70.9% | 2.47% | +0.92 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.77% | +0.77 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +275.1% | 1.02% | +0.71 |
| AOM iShares Core 40/60 Moderate | Add +897.8% | 0.76% | +0.67 |
| SGOV iShares 0-3 Month Treasury B | New | 0.48% | +0.48 |
| AVLC Avantis US LG Cap Eq ETF | New | 0.48% | +0.48 |
| NVDA Nvidia Corp. | Add +5.5% | 2.14% | +0.48 |
| MSFT Microsoft Corp. | Add +18.4% | 1.88% | +0.45 |
| VOO Vanguard S&P 500 ETF | Add +23.1% | 2.88% | +0.35 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +44.8% | 2.12% | +0.35 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +30.3% | 3.92% | +0.34 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Add +50.4% | 0.85% | +0.24 |
| CHGX Stance Sustainable Beta ETF | New | 0.21% | +0.21 |
| AVGO Broadcom Inc. | Add +1.9% | 0.72% | +0.21 |
| FLMB Franklin Municipal Green Bon | Add +89.0% | 0.54% | +0.19 |
| SPYX SS SPDR S&P 500 Foss FL ETF | New | 0.17% | +0.17 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Add +55.8% | 0.58% | +0.16 |
| META Meta Platforms Inc. Class A | Add +45.2% | 0.43% | +0.15 |
| URTH iShares MSCI World ETF | Add +66.6% | 0.38% | +0.13 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.12% | +0.12 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.11% | +0.11 |
| AVDV Avantis Intl S/C Value ETF | New | 0.10% | +0.10 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.10% | +0.10 |
| BNDW Vanguard Total World Bond Et | Add +37.9% | 0.73% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +44.5% | 0.41% | +0.10 |
| EAT Brinker International Inc. | New | 0.10% | +0.10 |
| AVUV Avantis US Small Cap Value | New | 0.09% | +0.09 |
| RRX Regal Rexnord Corp. | New | 0.08% | +0.08 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.08% | +0.08 |
| GWRE Guidewire Software Inc. | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +51.7% | 0.19% | +0.07 |
| NFLX Netflix Inc. | Add +7.4% | 0.30% | +0.07 |
| NVT Nvent Electric PLC | New | 0.06% | +0.06 |
| CASY Casey's General Stores Inc. | Add +38.3% | 0.23% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.06% | +0.06 |
| HYD Vaneck High Yield Muni ETF | New | 0.06% | +0.06 |
| NBIX Neurocrine Biosciences Inc. | New | 0.05% | +0.05 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| RELX Relx PLC - Spon ADR | New | 0.05% | +0.05 |
| JXN Jackson Financial Inc. Class A | New | 0.05% | +0.05 |
| RL Ralph Lauren Corp. | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +22.3% | 0.61% | +0.05 |
| EXEL Exelixis Inc. | New | 0.05% | +0.05 |
| EZU iShares MSCI Eurozone ETF | New | 0.05% | +0.05 |
| SFM Sprouts Farmers Market Inc. | 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 |