Holders — by stockHoldings — by fund
SEEDS INVESTOR LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002021047
$973.3M
disclosed book value
379
positions
5.6%
largest position share
Positions, as of 2026-06-30
top 100 of 379 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 147,295 | $54.5M | 5.6% |
| 2 | MUBISHARES TR | 463,913 | $49.9M | 5.1% |
| 3 | VOOVANGUARD INDEX FDS | 72,166 | $49.6M | 5.1% |
| 4 | QQQINVESCO QQQ TR | 52,680 | $38.8M | 4% |
| 5 | SPYSTATE STR SPDR S&P 500 ETF T | 45,947 | $34.3M | 3.5% |
| 6 | SPDWSPDR INDEX SHS FDS | 403,044 | $20.3M | 2.1% |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 417,926 | $20.2M | 2.1% |
| 8 | VTESVANGUARD WELLINGTON FD | 198,242 | $20.1M | 2.1% |
| 9 | VTEIVANGUARD MUN BD FDS | 163,498 | $16.5M | 1.7% |
| 10 | AAPLAPPLE INC | 56,790 | $16.4M | 1.7% |
| 11 | EUSBISHARES TR | 366,740 | $15.9M | 1.6% |
| 12 | NVDANVIDIA CORPORATION | 69,387 | $13.9M | 1.4% |
| 13 | DFSBDIMENSIONAL ETF TRUST | 258,358 | $13.5M | 1.4% |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 154,891 | $13.0M | 1.3% |
| 15 | IAUISHARES GOLD TR | 162,857 | $12.3M | 1.3% |
| 16 | IUSBISHARES TR | 242,729 | $11.2M | 1.2% |
| 17 | MBBISHARES TR | 117,931 | $11.1M | 1.1% |
| 18 | SNDKSANDISK CORP | 4,731 | $10.8M | 1.1% |
| 19 | SPYXSPDR SERIES TRUST | 173,168 | $10.6M | 1.1% |
| 20 | BIVVANGUARD BD INDEX FDS | 135,734 | $10.4M | 1.1% |
| 21 | IJHISHARES TR | 130,566 | $10.1M | 1% |
| 22 | TFLOISHARES TR | 198,773 | $10.1M | 1% |
| 23 | VUGVANGUARD INDEX FDS | 112,693 | $9.7M | 1% |
| 24 | JMSIJ P MORGAN EXCHANGE TRADED F | 177,353 | $8.9M | 0.9% |
| 25 | GOOGALPHABET INC | 23,383 | $8.3M | 0.8% |
| 26 | MDYSTATE STR SPDR S&P MIDCAP 40 | 11,075 | $7.8M | 0.8% |
| 27 | MSFTMICROSOFT CORP | 19,974 | $7.5M | 0.8% |
| 28 | SPTMSPDR SERIES TRUST | 78,802 | $7.2M | 0.7% |
| 29 | AMZNAMAZON COM INC | 29,411 | $7.0M | 0.7% |
| 30 | TFISPDR SERIES TRUST | 149,733 | $6.9M | 0.7% |
| 31 | AMATAPPLIED MATLS INC | 9,461 | $6.8M | 0.7% |
| 32 | MUMICRON TECHNOLOGY INC | 5,874 | $6.8M | 0.7% |
| 33 | BGRNISHARES TR | 140,678 | $6.7M | 0.7% |
| 34 | LRCXLAM RESEARCH CORP | 14,960 | $6.5M | 0.7% |
| 35 | SPEMSPDR INDEX SHS FDS | 120,883 | $6.3M | 0.6% |
| 36 | WDCWESTERN DIGITAL CORP | 9,750 | $6.2M | 0.6% |
| 37 | VWOBVANGUARD WHITEHALL FDS | 89,098 | $6.0M | 0.6% |
| 38 | ISTBISHARES TR | 123,851 | $6.0M | 0.6% |
| 39 | PZAINVESCO EXCH TRADED FD TR II | 251,214 | $5.9M | 0.6% |
| 40 | SCHFSCHWAB STRATEGIC TR | 209,550 | $5.8M | 0.6% |
| 41 | GOVTISHARES TR | 240,454 | $5.5M | 0.6% |
| 42 | BLVVANGUARD BD INDEX FDS | 77,492 | $5.3M | 0.5% |
| 43 | GOOGLALPHABET INC | 14,928 | $5.3M | 0.5% |
| 44 | AMDADVANCED MICRO DEVICES INC | 9,181 | $5.3M | 0.5% |
| 45 | FTLSFIRST TR EXCH TRADED FD III | 70,890 | $5.2M | 0.5% |
| 46 | SIVRABRDN SILVER ETF TRUST | 93,002 | $5.2M | 0.5% |
| 47 | LMUBISHARES TR | 96,615 | $4.9M | 0.5% |
| 48 | INTCINTEL CORP | 35,096 | $4.9M | 0.5% |
| 49 | IVVISHARES TR | 6,470 | $4.8M | 0.5% |
| 50 | JMHIJ P MORGAN EXCHANGE TRADED F | 93,682 | $4.7M | 0.5% |
| 51 | KLACKLA CORP | 15,612 | $4.7M | 0.5% |
| 52 | SPMOINVESCO EXCH TRADED FD TR II | 28,212 | $4.6M | 0.5% |
| 53 | AVGOBROADCOM INC | 12,058 | $4.6M | 0.5% |
| 54 | SEAGATE TECHNOLOGY HLDNGS PL | 4,662 | $4.5M | 0.5% |
| 55 | SUSBISHARES TR | 176,522 | $4.4M | 0.5% |
| 56 | VTVVANGUARD INDEX FDS | 20,091 | $4.4M | 0.4% |
| 57 | CIENCIENA CORP | 8,854 | $4.3M | 0.4% |
| 58 | GLWCORNING INC | 16,916 | $4.3M | 0.4% |
| 59 | CAOSEA SERIES TRUST | 47,198 | $4.3M | 0.4% |
| 60 | FIXCOMFORT SYS USA INC | 2,055 | $4.1M | 0.4% |
| 61 | FLMBFRANKLIN TEMPLETON ETF TR | 165,782 | $4.0M | 0.4% |
| 62 | PANWPALO ALTO NETWORKS INC | 11,375 | $3.9M | 0.4% |
| 63 | CVIEMORGAN STANLEY ETF TRUST | 45,308 | $3.9M | 0.4% |
| 64 | LITELUMENTUM HLDGS INC | 4,436 | $3.8M | 0.4% |
| 65 | AVLVAMERICAN CENTY ETF TR | 41,344 | $3.8M | 0.4% |
| 66 | RSPINVESCO EXCHANGE TRADED FD T | 17,497 | $3.7M | 0.4% |
| 67 | SPSMSPDR SERIES TRUST | 64,386 | $3.7M | 0.4% |
| 68 | SGOLETFS GOLD TR | 96,681 | $3.7M | 0.4% |
| 69 | VEAVANGUARD TAX-MANAGED FDS | 51,751 | $3.7M | 0.4% |
| 70 | COHRCOHERENT CORP | 9,344 | $3.7M | 0.4% |
| 71 | SPHYSPDR SERIES TRUST | 155,994 | $3.7M | 0.4% |
| 72 | MRVLMARVELL TECHNOLOGY INC | 11,940 | $3.6M | 0.4% |
| 73 | IUSGISHARES TR | 18,731 | $3.5M | 0.4% |
| 74 | DELLDELL TECHNOLOGIES INC | 7,927 | $3.4M | 0.4% |
| 75 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 7,108 | $3.4M | 0.3% |
| 76 | EMXCISHARES INC | 32,325 | $3.3M | 0.3% |
| 77 | HPEHEWLETT PACKARD ENTERPRISE C | 69,763 | $3.1M | 0.3% |
| 78 | TERTERADYNE INC | 6,341 | $3.1M | 0.3% |
| 79 | LLYELI LILLY & CO | 2,515 | $3.0M | 0.3% |
| 80 | VCSHVANGUARD SCOTTSDALE FDS | 38,042 | $3.0M | 0.3% |
| 81 | IJRISHARES TR | 20,119 | $3.0M | 0.3% |
| 82 | ARMARM HOLDINGS PLC | 7,850 | $2.8M | 0.3% |
| 83 | VGSHVANGUARD SCOTTSDALE FDS | 47,339 | $2.8M | 0.3% |
| 84 | JPMJPMORGAN CHASE & CO | 8,159 | $2.7M | 0.3% |
| 85 | XJHISHARES TR | 51,016 | $2.7M | 0.3% |
| 86 | ESMLISHARES TR | 46,902 | $2.6M | 0.3% |
| 87 | AVLCAMERICAN CENTY ETF TR | 28,819 | $2.6M | 0.3% |
| 88 | VBRVANGUARD INDEX FDS | 10,511 | $2.6M | 0.3% |
| 89 | AVUVAMERICAN CENTY ETF TR | 19,611 | $2.4M | 0.3% |
| 90 | SCHPSCHWAB STRATEGIC TR | 91,679 | $2.4M | 0.2% |
| 91 | EFIVSPDR SERIES TRUST | 33,274 | $2.4M | 0.2% |
| 92 | SCHBSCHWAB STRATEGIC TR | 81,072 | $2.3M | 0.2% |
| 93 | VVISA INC | 6,749 | $2.3M | 0.2% |
| 94 | XLRESELECT SECTOR SPDR TR | 51,967 | $2.3M | 0.2% |
| 95 | ASML HLDG NV | 1,146 | $2.3M | 0.2% |
| 96 | CEFSPROTT ASSET MANAGEMENT LP | 56,255 | $2.3M | 0.2% |
| 97 | AVDVAMERICAN CENTY ETF TR | 21,279 | $2.2M | 0.2% |
| 98 | EFAISHARES TR | 20,812 | $2.2M | 0.2% |
| 99 | XLVSELECT SECTOR SPDR TR | 13,558 | $2.2M | 0.2% |
| 100 | STIPISHARES TR | 20,717 | $2.1M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.