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S.E.E.D. Planning Group LLC - Portfolio Stock Holdings

S.E.E.D. Planning Group LLC disclosed 103 stock positions in a recent SEC 13F filing. $408,316,034 of stock holdings were filed, with the largest holdings including AAPL, AMZN, and META. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $567,976,608 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

103

Est. Stock Holding Value:

$408,316,034

Top Stock Holdings By Sector

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Portfolio Stock Holdings - S.E.E.D. Planning Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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