S.E.E.D. Planning Group LLC
Holdings as of 2026-09-30, filed 2026-10-07
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 7 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
98
Value reported by manager
$408.3M
Sum of our stored positions
$408.3M
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
22.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
98 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| APPLE INC | COM | $20.3M | 60,834 | — | 037833100 |
| AMAZON COM INC | COM | $18M | 72,399 | — | 023135106 |
| META PLATFORMS INC | CL A | $17.5M | 24,200 | — | 30303M102 |
| MICROSOFT CORP | COM | $17.5M | 34,125 | — | 594918104 |
| ALPHABET INC | CAP STK CL A | $16.4M | 47,702 | — | 02079K305 |
| THERMO FISHER SCIENTIFIC INC | COM | $15.7M | 23,215 | — | 883556102 |
| VALERO ENERGY CORP | COM | $14.3M | 36,862 | — | 91913Y100 |
| LINDE PLC | SHS | $13.7M | 28,905 | — | G54950103 |
| INTUITIVE SURGICAL INC | COM NEW | $13.7M | 33,613 | — | 46120E602 |
| SHERWIN WILLIAMS CO | COM | $13.5M | 41,789 | — | 824348106 |
| CBRE GROUP INC | CL A | $13.3M | 103,393 | — | 12504L109 |
| NEXTERA ENERGY INC | COM | $13.2M | 173,654 | — | 65339F101 |
| COSTCO WHOLESALE CORPORATION | COM | $12M | 13,191 | — | 22160K105 |
| ROLLINS INC | COM | $11.5M | 383,037 | — | 775711104 |
| AUTOMATIC DATA PROCESSING IN | COM | $11.1M | 42,950 | — | 053015103 |
| PIMCO ETF TR | MULTISECTOR BD | $10.5M | 412,269 | — | 72201R585 |
| ASML HLDG NV | N Y REGISTRY SHS | $9.9M | 5,481 | — | N07059210 |
| US BANCORP | COM NEW | $9.8M | 169,740 | — | 902973304 |
| COSTAR GROUP INC | COM | $8.7M | 318,719 | — | 22160N109 |
| ENBRIDGE INC | COM | $8.6M | 185,386 | — | 29250N105 |
| LOCKHEED MARTIN CORP | COM | $8.3M | 16,233 | — | 539830109 |
| LOWES COS INC | COM | $7.6M | 41,508 | — | 548661107 |
| MASTERCARD INCORPORATED | CL A | $7.4M | 13,401 | — | 57636Q104 |
| CHENIERE ENERGY INC | COM NEW | $5.1M | 19,139 | — | 16411R208 |
| VISA INC | COM CL A | $4.8M | 13,374 | — | 92826C839 |
| HOME DEPOT INC | COM | $4.7M | 16,579 | — | 437076102 |
| EQUINIX INC | COM | $4.6M | 4,567 | — | 29444U700 |
| RTX CORPORATION | COM | $4.4M | 23,445 | — | 75513E101 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $4.2M | 214,427 | — | 46138J783 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $4.1M | 204,824 | — | 46138J643 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | $4M | 220,577 | — | 46138J577 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $4M | 246,604 | — | 46138J460 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.9M | 130,224 | — | 808524201 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.5M | 120,750 | — | 808524102 |
| UBER TECHNOLOGIES INC | COM | $3.4M | 50,228 | — | 90353T100 |
| JPMORGAN CHASE & CO | COM | $3.2M | 9,715 | — | 46625H100 |
| APPLIED MATLS INC | COM | $3.2M | 6,173 | — | 038222105 |
| S&P GLOBAL INC | COM | $3.1M | 7,968 | — | 78409V104 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $2.9M | 17,785 | — | 30233Q108 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $2.7M | 7,170 | — | 922908769 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $2.5M | 23,670 | — | 92189F643 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $2.1M | 53,393 | — | 31609A404 |
| FASTENAL CO | COM | $2.1M | 42,084 | — | 311900104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2M | 4,069 | — | 084670702 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $2M | 88,054 | — | 46138J635 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $2M | 93,699 | — | 46138J452 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $2M | 90,585 | — | 46138J585 |
| NVIDIA CORPORATION | COM | $2M | 8,678 | — | 67066G104 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $1.9M | 93,274 | — | 46138J395 |
| WALMART INC | COM | $1.9M | 18,455 | — | 931142103 |
| ISHARES TR | CORE S&P MCP ETF | $1.9M | 26,206 | — | 464287507 |
| STRYKER CORPORATION | COM | $1.5M | 5,386 | — | 863667101 |
| NORTHROP GRUMMAN CORP | COM | $1.5M | 3,036 | — | 666807102 |
| INTERNATIONAL BUSINESS MACHS | COM | $1.4M | 6,515 | — | 459200101 |
| ISHARES TR | CORE S&P SCP ETF | $1.4M | 10,002 | — | 464287804 |
| BROADCOM INC | COM | $1.3M | 3,787 | — | 11135F101 |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 9,505 | — | 464287614 |
| NETFLIX INC. | COM | $1.2M | 16,828 | — | 64110L106 |
| AGILENT TECHNOLOGIES INC | COM | $1.2M | 6,701 | — | 00846U101 |
| DISNEY WALT CO | COM | $934K | 8,904 | — | 254687106 |
| ISHARES TR | RUS 1000 VAL ETF | $789.9K | 3,186 | — | 464287598 |
| CAPITAL ONE FINL CORP | COM | $718.6K | 3,722 | — | 14040H105 |
| TRACTOR SUPPLY CO | COM | $691.8K | 22,110 | — | 892356106 |
| WILLIS TOWERS WATSON PLC LTD | SHS | $676.2K | 2,346 | — | G96629103 |
| PROGRESSIVE CORP | COM | $675.4K | 3,258 | — | 743315103 |
| ISHARES TR | 0-5YR HI YL CP | $650.7K | 15,775 | — | 46434V407 |
| CINTAS CORP | COM | $570.6K | 2,925 | — | 172908105 |
| ECOLAB INC | COM | $526K | 1,916 | — | 278865100 |
| FERRARI N V | COM | $516.3K | 1,314 | — | N3167Y103 |
| CADENCE DESIGN SYSTEM INC | COM | $516.1K | 1,563 | — | 127387108 |
| CATERPILLAR INC | COM | $502.7K | 620 | — | 149123101 |
| ISHARES TR | CORE MSCI EAFE | $501.3K | 5,174 | — | 46432F842 |
| ROCKWELL AUTOMATION INC | COM | $449.7K | 1,033 | — | 773903109 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $433.2K | 950 | — | 874039100 |
| ISHARES TR | IBONDS DEC2026 | $427.7K | 17,644 | — | 46435GAA0 |
| ISHARES TR | IBONDS 27 ETF | $426.3K | 17,674 | — | 46435UAA9 |
| ISHARES TR | IBDS DEC28 ETF | $423.5K | 16,967 | — | 46435U515 |
| ISHARES TR | IBONDS DEC 29 | $422.8K | 18,632 | — | 46436E205 |
| SPDR SERIES TRUST | ST STR SP DIV | $393.6K | 2,687 | — | 78464A763 |
| ALPHABET INC | CAP STK CL C | $379.2K | 1,113 | — | 02079K107 |
| CORNING INC | COM | $358K | 2,328 | — | 219350105 |
| AMPHENOL CORP | CL A | $339.8K | 4,031 | — | 032095101 |
| ISHARES TR | RUS MDCP VAL ETF | $336.1K | 2,091 | — | 464287473 |
| PALO ALTO NETWORKS INC | COM | $334.4K | 842 | — | 697435105 |
| PROCTER & GAMBLE CO | COM | $329.3K | 2,267 | — | 742718109 |
| MICRON TECHNOLOGY INC | COM | $325.5K | 306 | — | 595112103 |
| ORACLE CORP | COM | $320.3K | 2,333 | — | 68389X105 |
| XYLEM INC | COM | $306.9K | 3,030 | — | 98419M100 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $283.2K | 404 | — | 922908363 |
| TJX COS INC NEW | COM | $267.5K | 2,022 | — | 872540109 |
| STARBUCKS CORP | COM | $267.1K | 2,843 | — | 855244109 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $265.6K | 772 | — | 92206C730 |
| PEPSICO INC | COM | $261.4K | 2,063 | — | 713448108 |
| ADVANCED MICRO DEVICES INC | COM | $259.2K | 424 | — | 007903107 |
| ELI LILLY & CO | COM | $252.3K | 218 | — | 532457108 |
| ISHARES TR | NATIONAL MUN ETF | $233.3K | 2,308 | — | 464288414 |
| COLGATE PALMOLIVE CO | COM | $211.6K | 2,480 | — | 194162103 |
| ISHARES TR | MSCI EMG MKT ETF | $200.2K | 2,998 | — | 464287234 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-07