Seeds Investor LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Seeds Investor LLC reported 350 stock positions worth $734.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 6.6% of the portfolio, followed by iShares National Muni Bond E (MUB, 6.0%) and Vanguard S&P 500 ETF (VOO, 4.9%). Compared with Q4 2025, it opened 106 new positions, sold out of 22, added to 152 and reduced 88. The biggest buy was iShares National Muni Bond E (MUB, shares +150%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021047
- Portfolio Value
- $734.7M (Q1 2026)
- SEC Filing
- 0002021047-26-000003 ↗ filed May 11, 2026
Holdings Value
Holdings 350 stocks · $734.7M
| VTI VG Morningstar TS MKT ETF-US | 6.56% | 140,674 | $48.2M | Add +1.0% |
| MUB iShares National Muni Bond E | 5.96% | 409,195 | $43.8M | Add +149.6% |
| VOO Vanguard S&P 500 ETF | 4.90% | 56,428 | $36.0M | Add +52.9% |
| VTES Vanguard SH Term Tax-Ex Bond | 2.68% | 194,104 | $19.7M | Add +2.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.48% | 370,987 | $18.2M | Add +6.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.45% | 372,615 | $18.0M | Add +98.0% |
| VTEI Vanguard Int Tax-Exempt Bond | 2.24% | 163,601 | $16.5M | Add +0.8% |
| EUSB Ishr ESG Advn Universal BD-$ | 2.21% | 370,504 | $16.2M | Add +3.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 1.83% | 256,943 | $13.4M | Add +11.4% |
| NVDA Nvidia Corp. | 1.78% | 66,621 | $13.1M | Add +9.9% |
| AAPL Apple Inc. | 1.75% | 49,593 | $12.8M | Add +18.2% |
| VEU Vanguard Ftse All-World Ex-U | 1.71% | 155,390 | $12.5M | Reduce -8.6% |
| IAU iShares Gold Trust | 1.69% | 135,863 | $12.4M | Add +6.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.68% | 265,614 | $12.3M | New |
| BIV Vanguard Intermediate-Term B | 1.55% | 146,706 | $11.4M | Reduce -56.3% |
| MBB iShares MBS ETF | 1.47% | 113,393 | $10.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.33% | 14,034 | $9.7M | Reduce -17.5% |
| IBIT iShares Bitcoin Trust ETF | 1.28% | 223,516 | $9.4M | New |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 1.16% | 169,063 | $8.5M | Add +13.4% |
| TFLO iShares Treasury Floating Ra | 1.15% | 166,683 | $8.4M | Add +18.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 1.10% | 142,394 | $8.1M | Add +6.2% |
| MDY State Street SPDR S&P Midcap | 1.06% | 11,906 | $7.8M | Reduce -7.6% |
| MSFT Microsoft Corp. | 1.03% | 19,198 | $7.5M | Add +16.5% |
| GOOG Alphabet Inc. Class C | 0.99% | 22,115 | $7.3M | Add +319.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 14,714 | $7.0M | Add +18.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.93% | 149,975 | $6.8M | Reduce -9.9% |
| BGRN iShares Usd Green Bond ETF | 0.91% | 139,828 | $6.7M | Add +8.2% |
| SIVR Abrdn Physical Silver Shares | 0.80% | 77,685 | $5.9M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 81,956 | $5.9M | Add +22.0% |
| GOVT iShares US Treasury Bond ETF | 0.77% | 245,567 | $5.6M | New |
| AMZN Amazon.com Inc. | 0.76% | 22,466 | $5.6M | Add +79.0% |
| PZA Invesco National Amt-Free Mu | 0.75% | 237,249 | $5.5M | Add +54.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.75% | 113,731 | $5.5M | Add +23.7% |
| SPEM State Street SP PTF Em ETF | 0.71% | 103,914 | $5.2M | Add +20.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.67% | 73,062 | $4.9M | Add +120.7% |
| SCHF Schwab Intl Equity ETF | 0.66% | 181,385 | $4.8M | New |
| AVGO Broadcom Inc. | 0.65% | 12,520 | $4.8M | Add +14.7% |
| LMUB iShares LT National Muni BD | 0.63% | 91,318 | $4.6M | New |
| VEA Vanguard Ftse Developed ETF | 0.62% | 66,629 | $4.6M | New |
| BLV Vanguard Long-Term Bond ETF | 0.62% | 65,738 | $4.6M | New |
| JMHI JPMorgan High Yield Municpl | 0.62% | 91,112 | $4.6M | Add +17.3% |
| GOOGL Alphabet Inc. Class A | 0.61% | 13,385 | $4.5M | Add +63.5% |
| SGOL Abrdn Physical Gold Shares | 0.60% | 95,237 | $4.4M | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.59% | 173,965 | $4.4M | Add +3.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.57% | 81,676 | $4.2M | Reduce -14.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.57% | 20,622 | $4.2M | Reduce -0.4% |
| SCHB Schwab US Broad Market ETF | 0.57% | 155,335 | $4.2M | New |
| FTLS First Trust Long/Short Eqty | 0.56% | 56,792 | $4.1M | Add +22.8% |
| FLMB Franklin Municipal Green Bon | 0.49% | 149,840 | $3.6M | Add +17.2% |
| AOM iShares Core 40/60 Moderate | 0.47% | 70,828 | $3.4M | Reduce -11.3% |
| SPHY SS SPDR P High Yield ETF | 0.45% | 141,539 | $3.3M | Add +62.1% |
| CAOS Alpha Architect Tail Risk | 0.43% | 34,713 | $3.1M | Add +57.0% |
| CEF Sprott Physical Gold and Sil | 0.38% | 56,047 | $2.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 7,228 | $2.7M | Add +22.6% |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 15,587 | $2.7M | New |
| SCHP Schwab U.S. Tips ETF | 0.35% | 96,600 | $2.6M | Reduce -38.6% |
| CVIE Cal Intl Responsible Index | 0.35% | 32,532 | $2.6M | New |
| IJR iShares Core S&P Small-Cap E | 0.33% | 18,386 | $2.4M | Add +34.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 10,588 | $2.4M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 44,880 | $2.3M | New |
| IAGG iShares Intl Aggregate Bond | 0.32% | 46,714 | $2.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 3,581 | $2.3M | Add +11.3% |
| JPM JPMorgan Chase & Co. | 0.30% | 7,157 | $2.2M | Add +11.3% |
| IVV iShares Core S&P 500 ETF | 0.29% | 3,050 | $2.1M | Add +417.8% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.29% | 31,383 | $2.1M | Add +0.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 24,971 | $2.1M | New |
| GLD SPDR Gold Shares | 0.29% | 4,715 | $2.1M | Reduce -1.9% |
| HYXF iShares ESG Adv High Yield | 0.28% | 44,542 | $2.1M | Add +22.0% |
| AVDV Avantis Intl S/C Value ETF | 0.28% | 19,299 | $2.1M | Add +266.6% |
| EFA iShares MSCI Eafe ETF | 0.28% | 19,755 | $2.0M | New |
| ESML iShares ESG Aware MSCI USA S | 0.27% | 39,797 | $2.0M | Add +15.2% |
| AVUV Avantis US Small Cap Value | 0.27% | 17,044 | $2.0M | Add +473.9% |
| IQSM Nylim CND US MD CP Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.26% | 53,065 | $1.9M | Reduce -46.5% |
| AVLC Avantis US LG Cap Eq ETF | 0.26% | 23,204 | $1.9M | Add +24.3% |
| AVLV Avantis US Large Cap Value | 0.26% | 22,229 | $1.9M | New |
| LLY Eli Lilly & Co. | 0.25% | 1,962 | $1.8M | Add +13.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.24% | 1,171 | $1.8M | Add +53.3% |
| LRCX Lam Research Corp. | 0.24% | 6,465 | $1.8M | Add +5.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.24% | 36,044 | $1.7M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 21,680 | $1.7M | New |
| COST Costco Wholesale Corp. | 0.23% | 1,734 | $1.7M | Add +35.0% |
| IXUS iShares Core Intl Stock ETF | 0.23% | 17,860 | $1.7M | Add +9.3% |
| META Meta Platforms Inc. Class A | 0.22% | 2,476 | $1.6M | Add +20.6% |
| JBL Jabil Inc. | 0.22% | 5,341 | $1.6M | Add +7.5% |
| TLH iShares 10-20 Year Treasury | 0.22% | 15,639 | $1.6M | New |
| SYSB iShares Systematic Bond ETF | 0.21% | 17,490 | $1.6M | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.21% | 53,878 | $1.5M | New |
| V Visa Inc. Class A | 0.21% | 4,939 | $1.5M | Add +8.9% |
| AMAT Applied Materials Inc. | 0.21% | 3,870 | $1.5M | Add +17.8% |
| CIEN Ciena Corp. | 0.21% | 3,251 | $1.5M | Add +138.2% |
| VOTE TCW Transform 500 ETF | 0.21% | 18,556 | $1.5M | Add +15.0% |
| TT Trane Technologies PLC | 0.20% | 3,179 | $1.5M | Reduce -11.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.20% | 16,958 | $1.5M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 7,706 | $1.5M | Reduce -9.3% |
| TSLA Tesla Inc. | 0.20% | 3,965 | $1.4M | Add +49.9% |
| HD Home Depot Inc. | 0.20% | 4,210 | $1.4M | Reduce -8.4% |
| SCHV Schwab US Large-Cap Value | 0.20% | 45,339 | $1.4M | New |
| WMT Walmart Inc. | 0.19% | 11,328 | $1.4M | Add +6.5% |
| CHGX Stance Sustainable Beta ETF | 0.19% | 47,904 | $1.4M | Add +17.1% |
| ETN Eaton Corp. PLC | 0.18% | 3,332 | $1.3M | Reduce -2.2% |
Portfolio Sells Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Reduce -56.3% | 1.55% | −3.47 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.5% | 1.33% | −0.90 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -8.6% | 1.71% | −0.69 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -9.9% | 0.93% | −0.53 |
| IQSI Nylim Cndrm Intrnt Eq ETF-Ui | Reduce -64.7% | 0.17% | −0.47 |
| SCHP Schwab U.S. Tips ETF | Reduce -38.6% | 0.35% | −0.45 |
| MDY State Street SPDR S&P Midcap | Reduce -7.6% | 1.06% | −0.43 |
| IQSM Nylim CND US MD CP Eq ETF-Ui | Reduce -46.5% | 0.26% | −0.39 |
| BNDW Vanguard Total World Bond Et | Reduce -88.0% | 0.03% | −0.33 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -14.8% | 0.57% | −0.29 |
| AOM iShares Core 40/60 Moderate | Reduce -11.3% | 0.47% | −0.26 |
| SIVR Abrdn Physical Silver Shares | Reduce -0.4% | 0.80% | −0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 0.57% | −0.19 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -32.7% | 0.15% | −0.17 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -49.6% | 0.09% | −0.15 |
| URTH iShares MSCI World ETF | Reduce -68.7% | 0.04% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.2% | 0.33% | −0.12 |
| SPGI S&P Global Inc. | Reduce -25.4% | 0.09% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -5.1% | 0.17% | −0.11 |
| HD Home Depot Inc. | Reduce -8.4% | 0.20% | −0.11 |
| HYD Vaneck High Yield Muni ETF | Reduce -28.1% | 0.11% | −0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -18.5% | 0.14% | −0.10 |
| SGOV iShares 0-3 Month Treasury B | Reduce -67.4% | 0.03% | −0.09 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.3% | 0.20% | −0.09 |
| CBRE CBRE Group Inc. Class A | Reduce -9.7% | 0.13% | −0.09 |
| EA Electronic Arts Inc. | Reduce -48.9% | 0.05% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -33.9% | 0.05% | −0.08 |
| ABT Abbott Laboratories | Reduce -39.2% | 0.04% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -6.9% | 0.08% | −0.08 |
| GLD SPDR Gold Shares | Reduce -1.9% | 0.29% | −0.08 |
| DHR Danaher Corp. | Reduce -43.0% | 0.04% | −0.08 |
| DIS The Walt Disney Co. | Reduce -19.3% | 0.08% | −0.08 |
| ADP Automatic Data Processing | Reduce -40.9% | 0.04% | −0.08 |
| NDAQ Nasdaq Inc. | Reduce -8.0% | 0.10% | −0.07 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -18.8% | 0.14% | −0.07 |
| GWW WW Grainger Inc. | Reduce -35.0% | 0.08% | −0.07 |
| TT Trane Technologies PLC | Reduce -11.2% | 0.20% | −0.06 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -29.9% | 0.13% | −0.06 |
| HAS Hasbro Inc. | Reduce -28.6% | 0.08% | −0.06 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.06 |
| TJX TJX Companies Inc. | Reduce -4.0% | 0.15% | −0.06 |
| MCO Moody's Corp. | Reduce -6.4% | 0.08% | −0.06 |
| WAT Waters Corp. | Sold out | 0.00% | −0.05 |
| UTHR United Therapeutics Corp. | Reduce -27.5% | 0.08% | −0.05 |
| ANET Arista Networks Inc. | Reduce -13.7% | 0.14% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| SAP Sap SE-Sponsored ADR | Reduce -15.7% | 0.04% | −0.05 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| MUB iShares National Muni Bond E | Add +149.6% | 5.96% | +2.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 1.68% | +1.68 |
| MBB iShares MBS ETF | New | 1.47% | +1.47 |
| IBIT iShares Bitcoin Trust ETF | New | 1.28% | +1.28 |
| GOVT iShares US Treasury Bond ETF | New | 0.77% | +0.77 |
| BNDX Vanguard Total Intl Bond ETF | Add +98.0% | 2.45% | +0.70 |
| GOOG Alphabet Inc. Class C | Add +319.2% | 0.99% | +0.68 |
| SCHF Schwab Intl Equity ETF | New | 0.66% | +0.66 |
| LMUB iShares LT National Muni BD | New | 0.63% | +0.63 |
| VEA Vanguard Ftse Developed ETF | New | 0.62% | +0.62 |
| BLV Vanguard Long-Term Bond ETF | New | 0.62% | +0.62 |
| SGOL Abrdn Physical Gold Shares | New | 0.60% | +0.60 |
| SCHB Schwab US Broad Market ETF | New | 0.57% | +0.57 |
| VOO Vanguard S&P 500 ETF | Add +52.9% | 4.90% | +0.47 |
| CEF Sprott Physical Gold and Sil | New | 0.38% | +0.38 |
| IUSG iShares Core S&P U.S. Growth | New | 0.36% | +0.36 |
| CVIE Cal Intl Responsible Index | New | 0.35% | +0.35 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.32% | +0.32 |
| IAGG iShares Intl Aggregate Bond | New | 0.32% | +0.32 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.29% | +0.29 |
| EFA iShares MSCI Eafe ETF | New | 0.28% | +0.28 |
| AVLV Avantis US Large Cap Value | New | 0.26% | +0.26 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +120.7% | 0.67% | +0.24 |
| XJH Ishare ESG SS S&P Midcap ETF | New | 0.24% | +0.24 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.23% | +0.23 |
| TLH iShares 10-20 Year Treasury | New | 0.22% | +0.22 |
| SYSB iShares Systematic Bond ETF | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +417.8% | 0.29% | +0.21 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.21% | +0.21 |
| AVUV Avantis US Small Cap Value | Add +473.9% | 0.27% | +0.21 |
| AMZN Amazon.com Inc. | Add +79.0% | 0.76% | +0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.20% | +0.20 |
| SCHV Schwab US Large-Cap Value | New | 0.20% | +0.20 |
| AVDV Avantis Intl S/C Value ETF | Add +266.6% | 0.28% | +0.19 |
| SCHX Schwab US Large-Cap ETF | New | 0.18% | +0.18 |
| RSP Invesco S&P 500 Equal Weight | New | 0.17% | +0.17 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.16% | +0.16 |
| VGSH Vanguard Short-Term Treasury | New | 0.16% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | New | 0.15% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | New | 0.15% | +0.15 |
| CIEN Ciena Corp. | Add +138.2% | 0.21% | +0.15 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.15% | +0.15 |
| IEMG iShares Core MSCI Emerging | New | 0.14% | +0.14 |
| LITE Lumentum Holdings Inc. | New | 0.13% | +0.13 |
| DFUV Dimensional US Marketwide Va | New | 0.13% | +0.13 |
| IVE iShares S&P 500 Value ETF | Add +352.1% | 0.18% | +0.13 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.12% | +0.12 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +63.5% | 0.61% | +0.12 |
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 |