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13F holdings · Q2 2026

Seeds Investor

New York, NY · files as Seeds Investor LLC
Holdings as of Jun 30, 2026Filed Aug 12, 2026Next filing due Nov 16, 2026CIK 2021047

Seeds Investor reported 379 stocks worth $973M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (5.6%), MUB (5.1%) and VOO (5.1%). Compared with Q1 2026, the fund opened new positions in INTC, SPMO and STX, added to VTI, MUB and VOO, trimmed EUSB, VEU and IUSB and sold out of IBIT, IAGG and SCHX.

Reported value$973M+32.5% vs last quarter
Stocks held37962 new · 33 sold out
Top 5 weight23.3%spread out
Turnover31%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$54.5M5.6%147K+6,621 (+5%)8 of 8
2
MUB
Ishares TR
$49.9M5.1%464K+55K (+13%)8 of 8
3
VOO
Vanguard S&P 500 ETF
$49.6M5.1%72K+16K (+28%)8 of 8
4
QQQ
Invesco Qqq TR
$38.8M4.0%53K+49K (+1371%)8 of 8
5
SPY
Spdr S&P 500 ETF TR
$34.3M3.5%46K+32K (+227%)8 of 8
6
SPDW
Spdr Developed
$20.3M2.1%403K+32K (+9%)8 of 8
7
BNDX
Vanguard Total
$20.2M2.1%418K+45K (+12%)7 of 8
8
VTES
Van Sht TX Expt Bnd
$20.1M2.1%198K+4,138 (+2%)7 of 8
9
VTEI
Vanguard Mun BD Fds
$16.5M1.7%163KNo change5 of 8
10
AAPL
Apple Inc
$16.4M1.7%57K+7,197 (+15%)8 of 8
🔒 369 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IBIT
Ishares Bitcoin Trust ETF
$9.4M224K
IAGG
Ishares TR
$2.3M47K
SCHX
Schwab US Large Cap ETF
$1.3M49K
ESGV
Vanguard Esg US Stock
$1.2M9,735
SCHE
Schwab Emerging Markets
$487K14K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$268MQ3 '24
$351MQ4 '24
$356MQ1 '25
$426MQ2 '25
$474MQ3 '25
$522MQ4 '25
$735MQ1 '26
$973MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 12, 202613F-HRQ2 2026SEC filing ↗

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Seeds Investor 13F FAQ

What does Seeds Investor own?

Seeds Investor reported 379 stocks worth $973M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (5.6%), MUB (5.1%) and VOO (5.1%). The table above lists every position in the filing (the top 10 without an account).

What did Seeds Investor buy and sell in Q2 2026?

Compared with Q1 2026: 62 new positions, 180 added to, 129 trimmed and 33 sold out. New positions include INTC, SPMO and STX. It sold all of IBIT, IAGG and SCHX.

When will Seeds Investor file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Seeds Investor's portfolio worth?

The Q2 2026 filing reports $973M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.