Seed Wealth Management, Inc. has disclosed its latest 13F-HR filing, revealing that the firm holds approximately $159.26 million in assets as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various sectors, particularly in technology and healthcare.
The filing indicates a diverse portfolio, with notable investments in major companies such as Amazon, Alphabet, and AbbVie. This reflects broader trends in the investment management industry, where firms are increasingly adapting to market changes and focusing on high-growth sectors.
Background
Seed Wealth Management, Inc. is a financial services firm based in Evanston, Illinois, with a focus on investment management. The firm operates under the Central Index Key (CIK) 0001963728. According to recent filings, the company has been active in reporting its holdings, with the latest submission being a 13F-HR filed on October 20, 2026. The firm’s fiscal year ends on December 31.
What the Filing Says
The filing states, "Total value of holdings is $159,259,919" as of the end of the reporting period. The report includes a total of 105 entries, showcasing a well-rounded investment strategy.
Impact
This update may affect various stakeholders, including investors and analysts who track the performance of Seed Wealth Management and its investment strategies. The filing also provides insights for competitors in the investment management space, as they evaluate their own strategies against those of Seed Wealth Management.
What's Next
The filing does not say what happens next.