Seeds Investor LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Seeds Investor LLC reported 266 stock positions worth $521.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.9% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 5.0%) and Vanguard S&P 500 ETF (VOO, 4.4%). Compared with Q3 2025, it opened 34 new positions, sold out of 18, added to 154 and reduced 71. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +27%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $521.7M (Q4 2025)
- SEC Filing
- 0002021047-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 266 stocks · $521.7M
| VTI VG Morningstar TS MKT ETF-US | 8.95% | 139,239 | $46.7M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 5.01% | 335,872 | $26.2M | Add +13.7% |
| VOO Vanguard S&P 500 ETF | 4.44% | 36,895 | $23.1M | Add +27.0% |
| VTES Vanguard SH Term Tax-Ex Bond | 3.69% | 189,558 | $19.3M | Add +3.8% |
| MUB iShares National Muni Bond E | 3.37% | 163,917 | $17.6M | Add +19.5% |
| VTEI Vanguard Int Tax-Exempt Bond | 3.14% | 162,266 | $16.4M | Reduce -1.8% |
| EUSB Ishr ESG Advn Universal BD-$ | 3.03% | 359,666 | $15.8M | Add +4.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.98% | 349,515 | $15.5M | Add +12.4% |
| VEU Vanguard Ftse All-World Ex-U | 2.40% | 169,935 | $12.5M | Add +1.3% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.29% | 230,714 | $12.0M | Add +12.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.22% | 17,008 | $11.6M | Reduce -10.4% |
| AAPL Apple Inc. | 2.19% | 41,954 | $11.4M | Add +33.5% |
| NVDA Nvidia Corp. | 2.17% | 60,601 | $11.3M | Add +2.4% |
| IAU iShares Gold Trust | 1.98% | 127,484 | $10.3M | Add +6.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.74% | 188,173 | $9.1M | Add +17.1% |
| MSFT Microsoft Corp. | 1.53% | 16,481 | $8.0M | Add +4.0% |
| MDY State Street SPDR S&P Midcap | 1.49% | 12,880 | $7.8M | Reduce -8.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.46% | 166,377 | $7.6M | Reduce -0.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.44% | 134,088 | $7.5M | Add +16.9% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.44% | 149,036 | $7.5M | Add +10.9% |
| TFLO iShares Treasury Floating Ra | 1.36% | 140,946 | $7.1M | Add +30.5% |
| BGRN iShares Usd Green Bond ETF | 1.19% | 129,219 | $6.2M | Add +9.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.16% | 12,378 | $6.0M | Add +2.3% |
| SIVR Abrdn Physical Silver Shares | 1.01% | 77,994 | $5.3M | Add +17.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.86% | 95,846 | $4.5M | Reduce -8.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.86% | 91,937 | $4.5M | Add +15.9% |
| IJH iShares Core S&P Midcap ETF | 0.85% | 67,190 | $4.4M | Add +19.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.81% | 168,151 | $4.2M | Add +6.0% |
| SCHP Schwab U.S. Tips ETF | 0.80% | 157,421 | $4.2M | Add +12.4% |
| SPEM State Street SP PTF Em ETF | 0.77% | 86,326 | $4.0M | Add +32.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 20,714 | $4.0M | Add +0.1% |
| JMHI JPMorgan High Yield Municpl | 0.75% | 77,692 | $3.9M | Add +12.8% |
| AOM iShares Core 40/60 Moderate | 0.73% | 79,861 | $3.8M | Reduce -12.9% |
| AVGO Broadcom Inc. | 0.72% | 10,918 | $3.8M | Reduce -0.2% |
| PZA Invesco National Amt-Free Mu | 0.68% | 153,535 | $3.6M | Add +11.2% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.66% | 99,268 | $3.4M | Reduce -14.4% |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.64% | 94,497 | $3.3M | Reduce -30.9% |
| FTLS First Trust Long/Short Eqty | 0.63% | 46,249 | $3.3M | New |
| FLMB Franklin Municipal Green Bon | 0.58% | 127,812 | $3.0M | Add +10.1% |
| AMZN Amazon.com Inc. | 0.56% | 12,549 | $2.9M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.49% | 8,188 | $2.6M | Add +15.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.44% | 10,940 | $2.3M | Add +0.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.43% | 33,098 | $2.2M | Add +13.2% |
| JPM JPMorgan Chase & Co. | 0.40% | 6,433 | $2.1M | Add +4.7% |
| SPHY SS SPDR P High Yield ETF | 0.40% | 87,299 | $2.1M | Add +18.3% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.39% | 31,093 | $2.1M | Add +17.5% |
| CAOS Alpha Architect Tail Risk | 0.38% | 22,106 | $2.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 3,219 | $2.0M | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.36% | 4,804 | $1.9M | Add +222.4% |
| BNDW Vanguard Total World Bond Et | 0.36% | 27,572 | $1.9M | Reduce -17.3% |
| LLY Eli Lilly & Co. | 0.35% | 1,723 | $1.9M | Add +24.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 5,897 | $1.8M | Reduce -0.8% |
| HYXF iShares ESG Adv High Yield | 0.33% | 36,498 | $1.7M | Add +30.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 33,563 | $1.7M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 0.32% | 5,276 | $1.7M | Add +14.0% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 13,655 | $1.6M | Add +49.3% |
| V Visa Inc. Class A | 0.30% | 4,534 | $1.6M | Add +0.6% |
| ESML iShares ESG Aware MSCI USA S | 0.30% | 34,550 | $1.6M | Reduce -3.6% |
| HD Home Depot Inc. | 0.30% | 4,597 | $1.6M | Reduce -1.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 8,493 | $1.5M | Add +1.2% |
| AVLC Avantis US LG Cap Eq ETF | 0.28% | 18,663 | $1.5M | Reduce -27.2% |
| MA Mastercard Inc. Class A | 0.28% | 2,516 | $1.4M | Reduce -8.1% |
| TT Trane Technologies PLC | 0.27% | 3,579 | $1.4M | Add +0.2% |
| IXUS iShares Core Intl Stock ETF | 0.27% | 16,335 | $1.4M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.26% | 2,053 | $1.4M | Reduce -5.1% |
| VOTE TCW Transform 500 ETF | 0.25% | 16,132 | $1.3M | Add +1.5% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.24% | 10,748 | $1.2M | Reduce -12.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 15,214 | $1.2M | Add +30.0% |
| TSLA Tesla Inc. | 0.23% | 2,646 | $1.2M | Add +2.9% |
| WMT Walmart Inc. | 0.23% | 10,639 | $1.2M | Add +6.9% |
| ESGV Vanguard ESG US Stock ETF | 0.23% | 9,735 | $1.2M | No change |
| JBL Jabil Inc. | 0.22% | 4,969 | $1.1M | Add +1.5% |
| HYD Vaneck High Yield Muni ETF | 0.22% | 21,977 | $1.1M | Reduce -5.4% |
| CBRE CBRE Group Inc. Class A | 0.21% | 6,921 | $1.1M | Reduce -3.6% |
| CHGX Stance Sustainable Beta ETF | 0.21% | 40,919 | $1.1M | Add +14.1% |
| COST Costco Wholesale Corp. | 0.21% | 1,284 | $1.1M | Reduce -10.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 7,143 | $1.1M | Add +0.8% |
| ETN Eaton Corp. PLC | 0.21% | 3,407 | $1.1M | Add +1.8% |
| ABBV Abbvie Inc. | 0.21% | 4,722 | $1.1M | Add +193.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 3,729 | $1.1M | Add +2.6% |
| SPGI S&P Global Inc. | 0.20% | 2,023 | $1.1M | Add +4.9% |
| LRCX Lam Research Corp. | 0.20% | 6,153 | $1.1M | Reduce -20.5% |
| URTH iShares MSCI World ETF | 0.20% | 5,480 | $1.0M | Reduce -1.6% |
| CASY Casey's General Stores Inc. | 0.19% | 1,777 | $982K | Add +2.1% |
| ANET Arista Networks Inc. | 0.19% | 7,492 | $982K | Reduce -4.9% |
| ORCL Oracle Corp. | 0.18% | 4,817 | $939K | Reduce -4.4% |
| CLS Celestica Inc. | 0.18% | 3,090 | $913K | Reduce -4.9% |
| NDAQ Nasdaq Inc. | 0.17% | 9,302 | $904K | Add +2.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.17% | 15,418 | $893K | Reduce -19.8% |
| QCOM Qualcomm Inc. | 0.16% | 5,007 | $856K | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,682 | $845K | Add +13.8% |
| AMAT Applied Materials Inc. | 0.16% | 3,286 | $844K | Add +11.5% |
| NFLX Netflix Inc. | 0.16% | 8,970 | $841K | Add +1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 7,371 | $839K | Add +47.6% |
| KLAC KLA Corp. | 0.16% | 689 | $837K | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.16% | 3,467 | $836K | Add +6.5% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 5,970 | $823K | Add +7.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 764 | $818K | Add +22.0% |
| HAS Hasbro Inc. | 0.15% | 9,301 | $763K | Add +6.9% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 2,430 | $748K | Add +6.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.4% | 2.22% | −0.45 |
| VTEI Vanguard Int Tax-Exempt Bond | Reduce -1.8% | 3.14% | −0.36 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Reduce -30.9% | 0.64% | −0.35 |
| MDY State Street SPDR S&P Midcap | Reduce -8.9% | 1.49% | −0.29 |
| AOM iShares Core 40/60 Moderate | Reduce -12.9% | 0.73% | −0.19 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Reduce -14.4% | 0.66% | −0.17 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -8.2% | 0.86% | −0.16 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.3% | 1.46% | −0.15 |
| SGOV iShares 0-3 Month Treasury B | Reduce -47.4% | 0.12% | −0.13 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -27.2% | 0.28% | −0.13 |
| BNDW Vanguard Total World Bond Et | Reduce -17.3% | 0.36% | −0.13 |
| ORCL Oracle Corp. | Reduce -4.4% | 0.18% | −0.12 |
| LIN Linde PLC | Reduce -48.0% | 0.08% | −0.11 |
| HD Home Depot Inc. | Reduce -1.6% | 0.30% | −0.10 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.09 |
| ACM Aecom | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 0.26% | −0.08 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.07 |
| OC Owens Corning | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -10.0% | 0.21% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.3% | 0.32% | −0.06 |
| TDIV FT Nasdaq Tech DVD Index FD | Sold out | 0.00% | −0.06 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -19.8% | 0.17% | −0.06 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -12.6% | 0.24% | −0.06 |
| AVUV Avantis US Small Cap Value | Reduce -45.3% | 0.06% | −0.06 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Reduce -4.9% | 0.19% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -8.1% | 0.28% | −0.05 |
| REZI Resideo Technologies Inc. | Sold out | 0.00% | −0.05 |
| POOL Pool Corp. | Sold out | 0.00% | −0.05 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.05 |
| SSGA ACTIVE TR | Sold out | 0.00% | −0.04 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.04 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.04 |
| NWSA News Corp. Class A | Reduce -26.7% | 0.06% | −0.04 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.04 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.04 |
| MHK Mohawk Industries Inc. | Reduce -21.4% | 0.06% | −0.04 |
| AVMV Avantis US Mid Cap Val ETF | Reduce -31.8% | 0.07% | −0.04 |
| GLW Corning Inc. | Reduce -37.9% | 0.06% | −0.04 |
| AVGO Broadcom Inc. | Reduce -0.2% | 0.72% | −0.04 |
| ADP Automatic Data Processing | Reduce -5.3% | 0.11% | −0.04 |
| ESML iShares ESG Aware MSCI USA S | Reduce -3.6% | 0.30% | −0.04 |
| PSO Pearson PLC-Sponsored ADR | Sold out | 0.00% | −0.03 |
| HYD Vaneck High Yield Muni ETF | Reduce -5.4% | 0.22% | −0.03 |
| P Everpure Inc. Class A | Reduce -5.7% | 0.07% | −0.03 |
| NWS News Corp. Class B | Reduce -11.1% | 0.07% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -24.5% | 0.05% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +27.0% | 4.44% | +0.68 |
| FTLS First Trust Long/Short Eqty | New | 0.63% | +0.63 |
| AAPL Apple Inc. | Add +33.5% | 2.19% | +0.50 |
| SIVR Abrdn Physical Silver Shares | Add +17.4% | 1.01% | +0.39 |
| CAOS Alpha Architect Tail Risk | New | 0.38% | +0.38 |
| MUB iShares National Muni Bond E | Add +19.5% | 3.37% | +0.28 |
| GLD SPDR Gold Shares | Add +222.4% | 0.36% | +0.25 |
| TFLO iShares Treasury Floating Ra | Add +30.5% | 1.36% | +0.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +12.4% | 2.98% | +0.17 |
| BIV Vanguard Intermediate-Term B | Add +13.7% | 5.01% | +0.15 |
| IAU iShares Gold Trust | Add +6.3% | 1.98% | +0.14 |
| LLY Eli Lilly & Co. | Add +24.8% | 0.35% | +0.13 |
| SPEM State Street SP PTF Em ETF | Add +32.1% | 0.77% | +0.13 |
| ABBV Abbvie Inc. | Add +193.8% | 0.21% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +15.6% | 0.49% | +0.13 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +16.9% | 1.44% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +49.3% | 0.31% | +0.09 |
| COHR Coherent Corp. | Add +51.0% | 0.14% | +0.08 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +14.0% | 0.32% | +0.08 |
| IVV iShares Core S&P 500 ETF | New | 0.08% | +0.08 |
| ABT Abbott Laboratories | Add +205.1% | 0.13% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +19.3% | 0.85% | +0.07 |
| PEN Penumbra Inc. | New | 0.07% | +0.07 |
| IDCC Interdigital Inc. | New | 0.07% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +17.1% | 1.74% | +0.07 |
| MRK Merck & Co. Inc. | New | 0.06% | +0.06 |
| ILMN Illumina Inc. | New | 0.06% | +0.06 |
| CIEN Ciena Corp. | New | 0.06% | +0.06 |
| RY Royal Bank of Canada | New | 0.06% | +0.06 |
| XPO Xpo Inc. | New | 0.05% | +0.05 |
| ELV Elevance Health Inc. | New | 0.05% | +0.05 |
| HYXF iShares ESG Adv High Yield | Add +30.4% | 0.33% | +0.05 |
| LNC Lincoln National Corp. | New | 0.05% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| BA The Boeing Co. | New | 0.05% | +0.05 |
| SANM Sanmina Corp. | New | 0.05% | +0.05 |
| LXP LXP Industrial Trust | New | 0.04% | +0.04 |
| DAY Dayforce Inc. | New | 0.04% | +0.04 |
| FIS Fidelity National Info Serv | New | 0.04% | +0.04 |
| AAL American Airlines Group Inc. | New | 0.04% | +0.04 |
| DUK Duke Energy Corp. | New | 0.04% | +0.04 |
| IBP Installed Building Products | New | 0.04% | +0.04 |
| MSGS Madison Square Garden Sports | New | 0.04% | +0.04 |
| ALLY Ally Financial Inc. | New | 0.04% | +0.04 |
| ALV Autoliv Inc. | New | 0.04% | +0.04 |
| GGG Graco Inc. | New | 0.04% | +0.04 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +15.9% | 0.86% | +0.04 |
| SHEL Shell PLC-ADR | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | 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 |