Mustard Seed Financial, LLC has filed its latest 13F-HR report, revealing a total of $194.89 million in assets under management as of September 30, 2026. This filing is significant as it reflects the firm’s ongoing commitment to transparency and regulatory compliance in the financial services industry.

The report highlights the firm’s diverse investment portfolio, which includes substantial holdings in major companies such as Apple, Amazon, and Alphabet. This diversity illustrates Mustard Seed Financial's strategy to mitigate risks while pursuing growth opportunities across various sectors.

Background

Mustard Seed Financial, LLC is a financial services firm based in Magnolia, Arkansas. It is classified under the SIC description for investment management. The firm has been active in filing various reports with the SEC, including the recent 13F-HR on October 30, 2026. This filing is part of a series of reports that the company has submitted, demonstrating its ongoing operations and investment strategies.

What the Filing Says

The filing indicates that as of September 30, 2026, Mustard Seed Financial holds a total of 93 different securities, with a reported total value of $194,894,746. The report is signed by Jennifer Milam, the Chief Compliance Officer, confirming the accuracy of the information provided.

Impact

This update may affect various stakeholders, including investors, clients, and competitors in the investment management sector. Investors may find the report useful for understanding the firm's investment approach and asset allocation. Competitors in the financial services industry may also analyze Mustard Seed Financial's holdings to gauge market trends and strategies.

What's Next

The filing does not say what happens next.