Funds › Seeds Investor LLC
Seeds Investor LLC
13F for Q3 2026, filed Nov 12, 2026. 395 positions worth $1.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.0B
+$30.3M (3.1%) vs Q2 2026
Positions
395
379 in Q2 2026
Top 10 share
34.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr National Mun Etf | 655,127 | $64.2M | 6.4% | +41.2% | 13F ↗ |
| 2 | Vanguard Index Fds Mrngstr Ttl Stk | 145,759 | $54.5M | 5.4% | -1.0% | 13F ↗ |
| 3 | Vanguard Index Fds S&P 500 Etf Shs | 75,931 | $53.2M | 5.3% | +5.2% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 50,682 | $38.7M | 3.9% | +10.3% | 13F ↗ |
| 5 | Invesco Qqq Tr | 47,598 | $35.2M | 3.5% | -9.6% | 13F ↗ |
| 6 | AAPL Apple Inc. | 66,953 | $22.3M | 2.2% | +17.9% | 13F ↗ |
| 7 | Vanguard Charlotte Fds Total Int Bd Etf | 459,202 | $21.5M | 2.1% | +9.9% | 13F ↗ |
| 8 | Spdr Index Shs Fds St Str Po Ex Etf | 411,526 | $20.7M | 2.1% | +2.1% | 13F ↗ |
| 9 | Vanguard Wellington Fd Short Trm Tax Ex | 199,335 | $19.7M | 2.0% | +0.6% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 79,594 | $18.2M | 1.8% | +14.7% | 13F ↗ |
| 11 | iShares Tr Esg Advan Etf | 390,712 | $16.2M | 1.6% | +6.5% | 13F ↗ |
| 12 | IAU iShares Gold Trust · Ishares New | 177,685 | $13.9M | 1.4% | +9.1% | 13F ↗ |
| 13 | Dimensional ETF Trust Global Sustaina | 273,261 | $13.5M | 1.3% | +5.8% | 13F ↗ |
| 14 | Vanguard International Equity Index F Allwrld Ex Us | 152,568 | $12.7M | 1.3% | -1.5% | 13F ↗ |
| 15 | Invesco Exch Traded Fd Tr II Natl Amt Muni | 553,590 | $11.9M | 1.2% | +120% | 13F ↗ |
| 16 | Spdr Series Trust St Str SP500FF | 183,544 | $11.5M | 1.1% | +6.0% | 13F ↗ |
| 17 | iShares Tr Trs Flt Rt Bd | 224,083 | $11.4M | 1.1% | +12.7% | 13F ↗ |
| 18 | iShares Tr Core Univrsl Usd | 249,963 | $11.0M | 1.1% | +3.0% | 13F ↗ |
| 19 | MSFT Microsoft Corporation | 20,908 | $10.7M | 1.1% | +4.7% | 13F ↗ |
| 20 | iShares Tr Core S&P Mcp Etf | 138,263 | $9.9M | 1.0% | +5.9% | 13F ↗ |
| 21 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 196,842 | $9.3M | 0.9% | New | 13F ↗ |
| 22 | Vanguard Index Fds Mrngstr Grwt Etf | 102,422 | $9.2M | 0.9% | -9.1% | 13F ↗ |
| 23 | J P Morgan Exchange Traded F Sust Muni In Etf | 192,792 | $9.1M | 0.9% | +8.7% | 13F ↗ |
| 24 | iShares Tr Mbs Etf | 89,823 | $8.0M | 0.8% | -23.8% | 13F ↗ |
| 25 | GOOG Alphabet Inc. Class C | 22,338 | $7.6M | 0.8% | -4.5% | 13F ↗ |
| 26 | Spdr Series Trust St Str Pr SP1500 | 82,300 | $7.6M | 0.8% | +4.4% | 13F ↗ |
| 27 | AMZN Amazon.com, Inc. | 30,304 | $7.6M | 0.8% | +3.0% | 13F ↗ |
| 28 | MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 10,863 | $7.1M | 0.7% | -1.9% | 13F ↗ |
| 29 | iShares Tr Usd Grn Bond Etf | 149,463 | $6.8M | 0.7% | +6.2% | 13F ↗ |
| 30 | Vanguard Bd Index Fds Intermed Term | 93,152 | $6.8M | 0.7% | -31.4% | 13F ↗ |
| 31 | Spdr Index Shs Fds St Port Mark Etf | 127,256 | $6.6M | 0.7% | +5.3% | 13F ↗ |
| 32 | iShares Tr Core 1 5 Yr Usd | 137,732 | $6.5M | 0.6% | +11.2% | 13F ↗ |
| 33 | Vanguard Bd Index Fds Long Term Bond | 102,842 | $6.5M | 0.6% | +32.7% | 13F ↗ |
| 34 | PSX Phillips 66 | 25,237 | $6.4M | 0.6% | New | 13F ↗ |
| 35 | ILMN Illumina, Inc. | 23,358 | $6.4M | 0.6% | +885% | 13F ↗ |
| 36 | J P Morgan Exchange Traded F High Yield Muni | 134,435 | $6.3M | 0.6% | +43.5% | 13F ↗ |
| 37 | First Tr Exch Traded Fd III LNG/SHT Equity | 81,916 | $6.3M | 0.6% | +15.6% | 13F ↗ |
| 38 | MPC Marathon Petroleum Corporation | 15,637 | $6.2M | 0.6% | New | 13F ↗ |
| 39 | MU Micron Technology, Inc. | 5,603 | $6.0M | 0.6% | -4.6% | 13F ↗ |
| 40 | iShares Tr Long Term Muni | 127,397 | $5.9M | 0.6% | +31.9% | 13F ↗ |
| 41 | Vanguard Whitehall Fds Em Mk Gov Bd Etf | 93,526 | $5.9M | 0.6% | +5.0% | 13F ↗ |
| 42 | Schwab Strategic Tr Intl Eqty Etf | 210,728 | $5.8M | 0.6% | +0.6% | 13F ↗ |
| 43 | VLO Valero Energy Corporation | 14,794 | $5.7M | 0.6% | New | 13F ↗ |
| 44 | SIVR abrdn Physical Silver Shares ETF · Physcl Silvr Shs | 95,982 | $5.5M | 0.5% | +3.2% | 13F ↗ |
| 45 | iShares Tr Core S&P500 Etf | 7,140 | $5.5M | 0.5% | +10.4% | 13F ↗ |
| 46 | AMD Advanced Micro Devices, Inc. | 8,607 | $5.3M | 0.5% | -6.3% | 13F ↗ |
| 47 | GOOGL Alphabet Inc. Class A | 14,399 | $5.0M | 0.5% | -3.5% | 13F ↗ |
| 48 | iShares Tr Us Treas Bd Etf | 225,820 | $4.9M | 0.5% | -6.1% | 13F ↗ |
| 49 | Ea Series Trust Alpha Architect | 53,833 | $4.9M | 0.5% | +14.1% | 13F ↗ |
| 50 | iShares Tr Esg Awre 1 5 Yr | 185,490 | $4.5M | 0.5% | +5.1% | 13F ↗ |
Showing the top 50 of 395 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
49 new, 191 added to, 144 trimmed, 33 exited, 11 unchanged. By estimated dollars.
New positions (49)
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 196,842 | New | $9.3M |
| PSX Phillips 66 | 25,237 | New | $6.4M |
| MPC Marathon Petroleum Corporation | 15,637 | New | $6.2M |
| VLO Valero Energy Corporation | 14,794 | New | $5.7M |
| FTNT Fortinet, Inc. | 23,914 | New | $4.3M |
| NTAP NetApp, Inc. | 19,738 | New | $4.1M |
| CRWD CrowdStrike Holdings, Inc. | 15,604 | New | $4.1M |
| DDOG Datadog, Inc. | 10,807 | New | $3.0M |
| ALAB Astera Labs, Inc. | 6,259 | New | $2.2M |
| BlackRock ETF Trust II Ishar Backe Etf | 40,771 | New | $1.9M |
Added to (191)
| iShares Tr National Mun Etf | 655,127 | +41.2% | $18.8M |
| Invesco Exch Traded Fd Tr II Natl Amt Muni | 553,590 | +120% | $6.5M |
| ILMN Illumina, Inc. | 23,358 | +885% | $5.7M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 50,682 | +10.3% | $3.6M |
| P Everpure, Inc. | 32,305 | +457% | $3.5M |
| AAPL Apple Inc. | 66,953 | +17.9% | $3.4M |
| Vanguard Index Fds S&P 500 Etf Shs | 75,931 | +5.2% | $2.6M |
| NVDA NVIDIA Corporation | 79,594 | +14.7% | $2.3M |
| Vanguard Charlotte Fds Total Int Bd Etf | 459,202 | +9.9% | $1.9M |
| Select Sector Spdr Tr St Str Finl Etf | 43,176 | +497% | $1.9M |
Trimmed (144)
| Vanguard Mun Bd Fds Intermediate Trm | 8,590 | -94.7% | -$14.8M |
| Spdr Series Trust St Str Nuvee Etf | 6,471 | -95.7% | -$6.1M |
| SNDK Sandisk Corporation | 2,305 | -51.3% | -$4.2M |
| Invesco Qqq Tr | 47,598 | -9.6% | -$3.8M |
| WDC Western Digital Corporation | 2,293 | -76.5% | -$3.4M |
| Vanguard Bd Index Fds Intermed Term | 93,152 | -31.4% | -$3.1M |
| FIX Comfort Systems USA, Inc. | 202 | -90.2% | -$3.1M |
| AMAT Applied Materials, Inc. | 3,913 | -58.6% | -$2.8M |
| LRCX Lam Research Corporation | 6,724 | -55.1% | -$2.7M |
| iShares Tr Mbs Etf | 89,823 | -23.8% | -$2.5M |
Exited (33)
| TER Teradyne, Inc. | 6,341 | Exited | -$3.1M |
| ARM Arm Holdings plc | 7,850 | Exited | -$2.8M |
| Select Sector Spdr Tr Etf | 51,967 | Exited | -$2.3M |
| Select Sector Spdr Tr Etf | 9,631 | Exited | -$1.8M |
| Exxon Mobil Corp | 6,872 | Exited | -$939.5K |
| Vaneck ETF Trust High Yld Munietf | 15,804 | Exited | -$814.1K |
| Global X Fds Conscious Cos | 13,023 | Exited | -$611.8K |
| Invesco Exch Traded Fd Tr II Calif Amt Mun | 18,882 | Exited | -$462.8K |
| Spdr Series Trust St Nuve Term Etf | 8,816 | Exited | -$422.8K |
| Vanguard Scottsdale Fds MTG-BKD Secs Etf | 7,603 | Exited | -$355.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 395 | $1.0B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 379 | $973.3M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 350 | $734.7M | Current | SEC ↗ |
| Q4 2025 | Jan 27, 2026 | 13F-HR | 266 | $521.7M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 250 | $473.9M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 250 | $426.0M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 247 | $356.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer