Long-term investor
Seed Wealth Management, Inc. @seedwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963728).
Record
- Tracked since 2025-06-30 (434 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months +6.3% · 1 year +12.3% · all +12.3%
- Max drawdown -2.2% · Sharpe 0.74 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAUS · 25.8% · long · since 2025-09-30
- JMBS · 4.9% · long · since 2025-06-30
- BOXX · 4.4% · long · since 2025-06-30
- AVUV · 4.1% · long · since 2025-06-30
- PULS · 3.9% · long · since 2025-06-30
- SCHB · 3.5% · long · since 2025-06-30
- VTEI · 3.2% · long · since 2025-06-30
- AAEQ · 3.1% · long · since 2025-12-31
- SCHP · 2.7% · long · since 2025-06-30
- SPMB · 2.0% · long · since 2025-06-30
- VTI · 1.9% · long · since 2025-06-30
- AVDV · 1.8% · long · since 2025-06-30