Seeds Investor LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Seeds Investor LLC reported 250 stock positions worth $473.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.6% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 4.9%) and Vanguard SH Term Tax-Ex Bond (VTES, 3.9%). Compared with Q2 2025, it opened 29 new positions, sold out of 29, added to 98 and reduced 121. The biggest buy was Vanguard Int Tax-Exempt Bond (VTEI, shares +3265%) and the biggest sale iShares National Muni Bond E (MUB, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $473.9M (Q3 2025)
- SEC Filing
- 0002021047-25-000007 ↗ filed Nov 12, 2025
Holdings Value
Holdings 250 stocks · $473.9M
| VTI VG Morningstar TS MKT ETF-US | 9.61% | 138,768 | $45.5M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 4.87% | 295,309 | $23.1M | Add +10.3% |
| VTES Vanguard SH Term Tax-Ex Bond | 3.93% | 182,700 | $18.6M | Add +10.4% |
| VOO Vanguard S&P 500 ETF | 3.75% | 29,050 | $17.8M | Add +34.6% |
| VTEI Vanguard Int Tax-Exempt Bond | 3.50% | 165,232 | $16.6M | Add +3265.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 3.20% | 345,073 | $15.2M | Add +4.4% |
| MUB iShares National Muni Bond E | 3.08% | 137,196 | $14.6M | Reduce -47.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.81% | 310,963 | $13.3M | Add +19.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.67% | 18,988 | $12.6M | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 2.53% | 167,718 | $12.0M | Add +0.0% |
| NVDA Nvidia Corp. | 2.33% | 59,169 | $11.0M | Add +2.7% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.30% | 204,486 | $10.9M | Add +9.6% |
| IAU iShares Gold Trust | 1.84% | 119,967 | $8.7M | Add +6.4% |
| MDY State Street SPDR S&P Midcap | 1.78% | 14,137 | $8.4M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.73% | 15,853 | $8.2M | Reduce -1.6% |
| AAPL Apple Inc. | 1.69% | 31,430 | $8.0M | Add +6.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.68% | 160,619 | $7.9M | Add +5.3% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.60% | 166,890 | $7.6M | Add +126.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.42% | 134,431 | $6.8M | Add +46.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.33% | 114,701 | $6.3M | Add +688.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.22% | 12,095 | $5.8M | Reduce -0.7% |
| BGRN iShares Usd Green Bond ETF | 1.20% | 118,074 | $5.7M | Add +4.7% |
| TFLO iShares Treasury Floating Ra | 1.15% | 107,969 | $5.5M | Add +6.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.02% | 104,401 | $4.8M | Add +2.1% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.98% | 136,789 | $4.7M | Add +24.8% |
| AOM iShares Core 40/60 Moderate | 0.92% | 91,704 | $4.4M | Add +30.6% |
| SUSB iShares ESG Aware 1-5 Year U | 0.85% | 158,687 | $4.0M | Add +2.3% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.83% | 115,933 | $3.9M | Add +50.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.82% | 79,333 | $3.9M | Add +10.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.81% | 20,685 | $3.9M | Reduce -0.3% |
| SCHP Schwab U.S. Tips ETF | 0.80% | 140,047 | $3.8M | Add +8.0% |
| IJH iShares Core S&P Midcap ETF | 0.78% | 56,331 | $3.7M | Add +35.1% |
| AVGO Broadcom Inc. | 0.76% | 10,935 | $3.6M | Reduce -2.0% |
| JMHI JPMorgan High Yield Municpl | 0.73% | 68,890 | $3.5M | Add +26.5% |
| PZA Invesco National Amt-Free Mu | 0.67% | 138,099 | $3.2M | Reduce -50.1% |
| SPEM State Street SP PTF Em ETF | 0.65% | 65,328 | $3.1M | Add +58.6% |
| SIVR Abrdn Physical Silver Shares | 0.62% | 66,438 | $3.0M | Add +147.9% |
| FLMB Franklin Municipal Green Bon | 0.58% | 116,046 | $2.7M | Add +15.7% |
| AMZN Amazon.com Inc. | 0.54% | 11,561 | $2.5M | Reduce -10.2% |
| BNDW Vanguard Total World Bond Et | 0.49% | 33,355 | $2.3M | Reduce -25.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.48% | 10,847 | $2.3M | Add +1.6% |
| AVLC Avantis US LG Cap Eq ETF | 0.41% | 25,638 | $2.0M | Reduce -10.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.41% | 29,232 | $2.0M | Add +8.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 3,231 | $1.9M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.41% | 6,145 | $1.9M | Add +19.5% |
| HD Home Depot Inc. | 0.40% | 4,671 | $1.9M | Add +8.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 36,597 | $1.8M | Reduce -80.2% |
| SPHY SS SPDR P High Yield ETF | 0.37% | 73,771 | $1.8M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.36% | 7,083 | $1.7M | Add +12.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.35% | 26,454 | $1.7M | Reduce -71.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 5,943 | $1.7M | Add +1.1% |
| ESML iShares ESG Aware MSCI USA S | 0.34% | 35,832 | $1.6M | Add +114.4% |
| META Meta Platforms Inc. Class A | 0.34% | 2,163 | $1.6M | Reduce -13.1% |
| MA Mastercard Inc. Class A | 0.33% | 2,738 | $1.6M | Add +12.0% |
| V Visa Inc. Class A | 0.32% | 4,508 | $1.5M | Reduce -8.6% |
| TT Trane Technologies PLC | 0.32% | 3,571 | $1.5M | Reduce -4.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 8,394 | $1.5M | Reduce -3.9% |
| ORCL Oracle Corp. | 0.30% | 5,040 | $1.4M | Reduce -1.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.30% | 12,297 | $1.4M | Add +264.3% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 16,510 | $1.4M | Reduce -2.1% |
| HYXF iShares ESG Adv High Yield | 0.28% | 27,995 | $1.3M | Add +23.5% |
| COST Costco Wholesale Corp. | 0.28% | 1,426 | $1.3M | Reduce -3.7% |
| ETN Eaton Corp. PLC | 0.26% | 3,347 | $1.3M | Reduce -3.2% |
| VOTE TCW Transform 500 ETF | 0.26% | 15,896 | $1.2M | Add +50.0% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 12,081 | $1.2M | Reduce -40.3% |
| HYD Vaneck High Yield Muni ETF | 0.25% | 23,235 | $1.2M | Add +373.7% |
| ESGV Vanguard ESG US Stock ETF | 0.24% | 9,735 | $1.2M | No change |
| ANET Arista Networks Inc. | 0.24% | 7,878 | $1.1M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.24% | 2,572 | $1.1M | Reduce -0.9% |
| CBRE CBRE Group Inc. Class A | 0.24% | 7,180 | $1.1M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,628 | $1.1M | Add +17.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.23% | 19,227 | $1.1M | Add +141.6% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 9,147 | $1.1M | Add +28.5% |
| JBL Jabil Inc. | 0.22% | 4,896 | $1.1M | Reduce -2.4% |
| NFLX Netflix Inc. | 0.22% | 882 | $1.1M | Reduce -7.8% |
| LLY Eli Lilly & Co. | 0.22% | 1,381 | $1.1M | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.22% | 7,736 | $1.0M | Reduce -0.2% |
| WMT Walmart Inc. | 0.22% | 9,953 | $1.0M | Add +24.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 7,086 | $1.0M | Reduce -0.2% |
| URTH iShares MSCI World ETF | 0.21% | 5,570 | $1.0M | Reduce -41.0% |
| CASY Casey's General Stores Inc. | 0.21% | 1,741 | $984K | Reduce -8.1% |
| CHGX Stance Sustainable Beta ETF | 0.21% | 35,850 | $979K | Add +3.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.20% | 3,635 | $943K | Reduce -3.4% |
| SPGI S&P Global Inc. | 0.20% | 1,928 | $938K | Reduce -3.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 11,700 | $917K | New |
| LIN Linde PLC | 0.19% | 1,848 | $878K | Add +8.3% |
| LOW Lowe's Cos Inc. | 0.17% | 3,257 | $819K | Add +16.6% |
| CLS Celestica Inc. | 0.17% | 3,249 | $800K | Reduce -3.3% |
| NDAQ Nasdaq Inc. | 0.17% | 9,046 | $800K | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.16% | 4,521 | $752K | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,478 | $743K | Reduce -20.4% |
| KLAC KLA Corp. | 0.15% | 677 | $730K | Reduce -1.7% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 5,547 | $711K | Add +2.2% |
| ADP Automatic Data Processing | 0.15% | 2,405 | $706K | Reduce -8.3% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 2,283 | $687K | Add +14.4% |
| EA Electronic Arts Inc. | 0.14% | 3,392 | $684K | Add +1.3% |
| MCO Moody's Corp. | 0.14% | 1,435 | $684K | Reduce -0.1% |
| HAS Hasbro Inc. | 0.14% | 8,704 | $660K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,335 | $659K | Reduce -13.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.14% | 673 | $641K | Reduce -13.6% |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -47.4% | 3.08% | −3.32 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -80.2% | 0.39% | −1.74 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -71.7% | 0.35% | −0.93 |
| PZA Invesco National Amt-Free Mu | Reduce -50.1% | 0.67% | −0.78 |
| BNDW Vanguard Total World Bond Et | Reduce -25.2% | 0.49% | −0.24 |
| SGOV iShares 0-3 Month Treasury B | Reduce -40.3% | 0.26% | −0.22 |
| URTH iShares MSCI World ETF | Reduce -41.0% | 0.21% | −0.16 |
| MSFT Microsoft Corp. | Reduce -1.6% | 1.73% | −0.15 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 1.78% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -10.2% | 0.54% | −0.13 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 2.67% | −0.11 |
| EAT Brinker International Inc. | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -13.1% | 0.34% | −0.10 |
| V Visa Inc. Class A | Reduce -8.6% | 0.32% | −0.09 |
| NFLX Netflix Inc. | Reduce -7.8% | 0.22% | −0.08 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.07 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.07 |
| SAP Sap SE-Sponsored ADR | Reduce -21.6% | 0.11% | −0.07 |
| ACN Accenture PLC Class A | Reduce -36.1% | 0.06% | −0.07 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.28% | −0.07 |
| BMI Badger Meter Inc. | Sold out | 0.00% | −0.06 |
| TT Trane Technologies PLC | Reduce -4.2% | 0.32% | −0.06 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.06 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -10.5% | 0.41% | −0.06 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.06 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.06 |
| GWW WW Grainger Inc. | Reduce -13.6% | 0.14% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.4% | 0.16% | −0.05 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.05 |
| ATR Aptargroup Inc. | Sold out | 0.00% | −0.05 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.05 |
| CI The Cigna Group | Reduce -22.1% | 0.08% | −0.05 |
| CDW CDW Corp. | Sold out | 0.00% | −0.05 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.05 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.05 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.05 |
| CSL Carlisle Cos Inc. | Reduce -35.8% | 0.05% | −0.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.05 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.05 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.05 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.05 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.05 |
| SPGI S&P Global Inc. | Reduce -3.2% | 0.20% | −0.05 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.05 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.05 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.05 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -13.2% | 0.14% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| VTEI Vanguard Int Tax-Exempt Bond | Add +3265.2% | 3.50% | +3.38 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +688.8% | 1.33% | +1.15 |
| VOO Vanguard S&P 500 ETF | Add +34.6% | 3.75% | +0.88 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +126.5% | 1.60% | +0.83 |
| SIVR Abrdn Physical Silver Shares | Add +147.9% | 0.62% | +0.41 |
| JMSI JPM Sus Municipal Income | Add +46.9% | 1.42% | +0.36 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +19.9% | 2.81% | +0.34 |
| AAPL Apple Inc. | Add +6.3% | 1.69% | +0.26 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Add +50.5% | 0.83% | +0.25 |
| SPEM State Street SP PTF Em ETF | Add +58.6% | 0.65% | +0.23 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +264.3% | 0.30% | +0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.19% | +0.19 |
| NVDA Nvidia Corp. | Add +2.7% | 2.33% | +0.19 |
| IAU iShares Gold Trust | Add +6.4% | 1.84% | +0.19 |
| HYD Vaneck High Yield Muni ETF | Add +373.7% | 0.25% | +0.19 |
| ESML iShares ESG Aware MSCI USA S | Add +114.4% | 0.34% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +35.1% | 0.78% | +0.17 |
| AOM iShares Core 40/60 Moderate | Add +30.6% | 0.92% | +0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +141.6% | 0.23% | +0.13 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Add +24.8% | 0.98% | +0.13 |
| P Everpure Inc. Class A | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +12.2% | 0.36% | +0.10 |
| JMHI JPMorgan High Yield Municpl | Add +26.5% | 0.73% | +0.10 |
| CPTL GBL X MRST CP Alc LDR ETF-Ui | New | 0.09% | +0.09 |
| SHE SS SPDR MSCI U Gend Div ETF | New | 0.09% | +0.09 |
| VOTE TCW Transform 500 ETF | Add +50.0% | 0.26% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +17.7% | 0.24% | +0.07 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.06% | +0.06 |
| TOL Toll Brothers Inc. | New | 0.06% | +0.06 |
| FJUL FT Vest US Equity Buffer ETF | New | 0.06% | +0.06 |
| COHR Coherent Corp. | New | 0.06% | +0.06 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +19.5% | 0.41% | +0.06 |
| CGDV Cap Group Dividend Value | New | 0.06% | +0.06 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| MHK Mohawk Industries Inc. | Add +80.7% | 0.10% | +0.05 |
| REZI Resideo Technologies Inc. | New | 0.05% | +0.05 |
| POOL Pool Corp. | New | 0.05% | +0.05 |
| LECO Lincoln Electric Holdings | New | 0.05% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| ZWS Zurn Elkay Water Solutions C | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +28.5% | 0.23% | +0.05 |
| AYI Acuity Inc. | New | 0.05% | +0.05 |
| A Agilent Technologies Inc. | New | 0.05% | +0.05 |
| NLY Annaly Capital Management Inc. | New | 0.04% | +0.04 |
| BMO Bank of Montreal | New | 0.04% | +0.04 |
| BWA Borgwarner Inc. | New | 0.04% | +0.04 |
| FLEX Flex Ltd. | New | 0.04% | +0.04 |
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 |