President & COO

0001085146-25-003796.txt : 20250714 0001085146-25-003796.hdr.sgml : 20250714 20250714134942 ACCESSION NUMBER: 0001085146-25-003796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250714 DATE AS OF CHANGE: 20250714 EFFECTIVENESS DATE: 20250714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seed Wealth Management, Inc. CENTRAL INDEX KEY: 0001963728 ORGANIZATION NAME: EIN: 471200311 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22778 FILM NUMBER: 251121103 BUSINESS ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 BUSINESS PHONE: 3127716900 MAIL ADDRESS: STREET 1: 1220 SHERMAN AVENUE CITY: EVANSTON STATE: IL ZIP: 60202 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001963728 XXXXXXXX 06-30-2025 06-30-2025 false Seed Wealth Management, Inc.

1220 SHERMAN AVENUE EVANSTON IL 60202

13F HOLDINGS REPORT 028-22778 000171920 801-123622 N Jonathan Seed President & COO 312-771-6900 /s/Jonathan Seed San Francisco CA 07-14-2025 0 149 134204724 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 487460 3584 SH SOLE 3584 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 255784 1378 SH SOLE 1378 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 241800 625 SH SOLE 625 0 0 AES CORP COM 00130H105 BBG001S6B1L5 212346 20185 SH SOLE 20185 0 0 AFLAC INC COM 001055102 BBG001S5NGJ4 335890 3185 SH SOLE 3185 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 370083 2100 SH SOLE 2100 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1039505 5860 SH SOLE 5860 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1627874 7420 SH SOLE 7420 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 793693 11580 SH SOLE 11580 0 0 AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372 BBG012NXXGN9 381777 7130 SH SOLE 7130 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 1188971 16065 SH SOLE 16065 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1771194 22341 SH SOLE 22341 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 3621959 35925 SH SOLE 35925 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 4191511 46010 SH SOLE 46010 0 0 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 262932 737 SH SOLE 737 0 0 APPLE INC COM 037833100 BBG001S5N8V8 2069345 10086 SH SOLE 10086 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 360086 97 SH SOLE 97 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 324980 669 SH SOLE 669 0 0 BEST BUY INC COM 086516101 BBG001S5P285 221865 3305 SH SOLE 3305 0 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 448030 427 SH SOLE 427 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 BBG003BPM0W5 1305082 59620 SH SOLE 59620 0 0 BLACKROCK MUNIVEST FD INC COM 09253R105 BBG001S5TGK6 85672 13020 SH SOLE 13020 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 2502902 9080 SH SOLE 9080 0 0 CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 486369 2286 SH SOLE 2286 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 559022 1440 SH SOLE 1440 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 262197 905 SH SOLE 905 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 723633 10430 SH SOLE 10430 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 263372 816 SH SOLE 816 0 0 CORNING INC COM 219350105 BBG001S5RLH1 205101 3900 SH SOLE 3900 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 395976 400 SH SOLE 400 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 768328 1511 SH SOLE 1511 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 1131475 9229 SH SOLE 9229 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 566602 16390 SH SOLE 16390 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 481331 13430 SH SOLE 13430 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 371534 2996 SH SOLE 2996 0 0 EA SERIES TRUST ALPHA ARCH 1-3 02072L565 BBG01BBK3R95 3842951 34105 SH SOLE 34105 0 0 EA SERIES TRUST CAMBRIA TAX AWAR 02072Q804 BBG01R9J3RT4 333465 12858 SH SOLE 12858 0 0 EA SERIES TRUST INTL QUAN MOMNTM 02072L300 BBG00BR3YKT6 282547 8320 SH SOLE 8320 0 0 EA SERIES TRUST US QUAN MOMENTUM 02072L409 BBG00BKYP4L9 2010481 30940 SH SOLE 30940 0 0 EBAY INC. COM 278642103 BBG001S9B9J5 250558 3365 SH SOLE 3365 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 244015 3120 SH SOLE 3120 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 308221 1930 SH SOLE 1930 0 0 EQUIFAX INC COM 294429105 BBG001S5QSK3 207496 800 SH SOLE 800 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 232796 9260 SH SOLE 9260 0 0 EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 210850 1250 SH SOLE 1250 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 619095 5743 SH SOLE 5743 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 251178 1105 SH SOLE 1105 0 0 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 BBG00L4J9BR4 435609 8700 SH SOLE 8700 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 232754 1350 SH SOLE 1350 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 BBG00VNLZSW4 699960 30700 SH SOLE 30700 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 272640 7100 SH SOLE 7100 0 0 HALEON PLC SPON ADS 405552100 BBG018GZNDB0 275635 26580 SH SOLE 26580 0 0 HAYWARD HLDGS INC COM 421298100 BBG00Z9CCSB9 593359 42997 SH SOLE 42997 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 442481 1155 SH SOLE 1155 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 818737 2233 SH SOLE 2233 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 BBG001SCZVC0 208510 3430 SH SOLE 3430 0 0 ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 707584 21034 SH SOLE 21034 0 0 INFOSYS LTD SPONSORED ADR 456788108 BBG001S6ZLV4 289439 15620 SH SOLE 15620 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 502600 1705 SH SOLE 1705 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 2533265 103610 SH SOLE 103610 0 0 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 259502 2530 SH SOLE 2530 0 0 ISHARES INC EMNG MKTS EQT 46434G889 BBG00BM64QL2 312420 6000 SH SOLE 6000 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 BBG005DW0468 609610 12050 SH SOLE 12050 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 308239 3720 SH SOLE 3720 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 282191 4550 SH SOLE 4550 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2957629 57970 SH SOLE 57970 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 297931 2355 SH SOLE 2355 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 1427686 27060 SH SOLE 27060 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 884444 9420 SH SOLE 9420 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 BBG007WGK4B0 452331 9900 SH SOLE 9900 0 0 ISHARES TR ULTRA SHORT DUR 46434V878 BBG005PCDCZ5 405680 8000 SH SOLE 8000 0 0 JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 6657405 147778 SH SOLE 147778 0 0 JAPAN SMALLER CAPITALIZATION COM 47109U104 BBG001S6JF54 119536 12400 SH SOLE 12400 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 568536 3722 SH SOLE 3722 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 433635 1496 SH SOLE 1496 0 0 KEYCORP COM 493267108 BBG001S5SKV6 430326 24703 SH SOLE 24703 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 225868 1752 SH SOLE 1752 0 0 KROGER CO COM 501044101 BBG001S5SN40 369051 5145 SH SOLE 5145 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 312296 1245 SH SOLE 1245 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 371650 3360 SH SOLE 3360 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 220455 476 SH SOLE 476 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 681340 2332 SH SOLE 2332 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 1080118 1474 SH SOLE 1474 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 296613 3747 SH SOLE 3747 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1380228 1870 SH SOLE 1870 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 3184916 6403 SH SOLE 6403 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 696348 520 SH SOLE 520 0 0 NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1100869 15950 SH SOLE 15950 0 0 NUTRIEN LTD COM 67077M108 BBG00JM9SM69 239658 4115 SH SOLE 4115 0 0 NUVEEN VRIABL RAT PFD & INM COM 67080R102 BBG011B9SY72 450188 23350 SH SOLE 23350 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 455011 2880 SH SOLE 2880 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 1228701 5620 SH SOLE 5620 0 0 P10 INC COM CL A 69376K106 BBG012QFRKK6 2584566 252893 SH SOLE 252893 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2564588 18813 SH SOLE 18813 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 361567 4865 SH SOLE 4865 0 0 PENTAIR PLC SHS G7S00T104 BBG001S69VB3 300691 2929 SH SOLE 2929 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 1374819 27629 SH SOLE 27629 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 396070 2486 SH SOLE 2486 0 0 PROGRESSIVE CORP COM 743315103 BBG001S5V509 917198 3437 SH SOLE 3437 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 441947 2775 SH SOLE 2775 0 0 READY CAPITAL CORP COM 75574U101 BBG003TCRSD0 108376 24800 SH SOLE 24800 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 311222 1262 SH SOLE 1262 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 449304 3077 SH SOLE 3077 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 1004863 3685 SH SOLE 3685 0 0 SANOFI SPONSORED ADR 80105N105 BBG001S5W768 205173 4247 SH SOLE 4247 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 306293 3357 SH SOLE 3357 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 BBG0051K49J8 464832 11615 SH SOLE 11615 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 BBG0051QD594 1342530 31927 SH SOLE 31927 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 750074 33940 SH SOLE 33940 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 5399473 226583 SH SOLE 226583 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 1274204 46050 SH SOLE 46050 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 BBG001T9F777 5831714 218580 SH SOLE 218580 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 443406 1751 SH SOLE 1751 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 508853 7227 SH SOLE 7227 0 0 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 231869 7570 SH SOLE 7570 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 654004 25125 SH SOLE 25125 0 0 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 BBG006LCM0W6 213350 2500 SH SOLE 2500 0 0 SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 1430988 15600 SH SOLE 15600 0 0 SPDR SERIES TRUST PORT MTG BK ETF 78464A383 BBG001T2HF72 2803164 126840 SH SOLE 126840 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 548749 6880 SH SOLE 6880 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 242361 2645 SH SOLE 2645 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 652790 1650 SH SOLE 1650 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 553694 1080 SH SOLE 1080 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1032341 4558 SH SOLE 4558 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 628982 2590 SH SOLE 2590 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 BBG01Q08MMX4 283872 1683 SH SOLE 1683 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 280287 1350 SH SOLE 1350 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 215869 653 SH SOLE 653 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 202894 1643 SH SOLE 1643 0 0 UBS GROUP AG SHS H42097107 BBG007936GX0 414126 12245 SH SOLE 12245 0 0 VANECK ETF TRUST EMERGING MRKT HI 92189F353 BBG002YJGHH3 946405 47750 SH SOLE 47750 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 475824 2440 SH SOLE 2440 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2314427 7615 SH SOLE 7615 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 278366 1575 SH SOLE 1575 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 274503 5550 SH SOLE 5550 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 2467499 49085 SH SOLE 49085 0 0 VANGUARD MUN BD FDS INTERMEDIATE TRM 922907738 BBG01L82CC36 4656467 47245 SH SOLE 47245 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 2869141 61915 SH SOLE 61915 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1547892 22404 SH SOLE 22404 0 0 VANGUARD WELLINGTON FD US MOMENTUM 921935508 BBG00K26BG83 557240 3230 SH SOLE 3230 0 0 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 BBG00K26C194 1069256 7950 SH SOLE 7950 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 530642 8120 SH SOLE 8120 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 594354 1674 SH SOLE 1674 0 0 WALMART INC COM 931142103 BBG001S5XH92 758284 7755 SH SOLE 7755 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 231566 1012 SH SOLE 1012 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 291877 3643 SH SOLE 3643 0 0 WESTERN ASSET EMERGING MKTS COM 95766A101 BBG001SCCJM1 197483 19650 SH SOLE 19650 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG001SHY2Q9 297305 970 SH SOLE 970 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 BBG001SRPT24 292772 5300 SH SOLE 5300 0 0