Q3 2026 13F · SEC CIK 1765515

S.E.E.D. Planning Group LLC

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $408.3M
Reported positions: 98
Top holdings a year, 3 yrs: +17.5%
Assets under management: $568.0M

S.E.E.D. Planning Group LLC is a wealth manager that reported 98 positions worth $408.3M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Apple Inc (AAPL, 5.0%), Amazon Com Inc (AMZN, 4.4%), Meta Platforms Inc (META, 4.3%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 22.3% for the S&P 500.

S.E.E.D. Planning Group LLC holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

S.E.E.D. Planning Group LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.0%	4.3%	60,834	+8.8%	$20.3M
AMZNAmazon Com Inc	4.4%	4.2%	72,399	+8.0%	$18.0M
METAMeta Platforms Inc	4.3%	3.4%	24,200	+5.6%	$17.5M
MSFTMicrosoft Corp	4.3%	3.2%	34,125	+4.2%	$17.5M
GOOGLAlphabet Inc	4.0%	4.0%	47,702	+13.1%	$16.4M
TMOThermo Fisher Scientific Inc	3.8%	3.6%	23,215	-14.9%	$15.7M
VLOValero Energy Corp	3.5%	3.1%	36,862	-17.3%	$14.3M
LINLinde PLC	3.4%	3.7%	28,905	+7.7%	$13.7M
ISRGIntuitive Surgical Inc	3.3%	3.0%	33,613	+17.1%	$13.7M
SHWSherwin Williams Co	3.3%	3.9%	41,789	-3.3%	$13.5M
CBRECbre Group Inc	3.3%	3.8%	103,393	-3.8%	$13.3M
NEENextera Energy Inc	3.2%	3.8%	173,654	+7.3%	$13.2M
COSTCostco Wholesale Corporation	2.9%	3.1%	13,191	+4.4%	$12.0M
ROLRollins Inc	2.8%	3.1%	383,037	+36.4%	$11.5M
ADPAutomatic Data Processing in	2.7%	3.0%	42,950	-16.4%	$11.1M
PYLDPimco ETF Tr	2.6%	2.9%	412,269	-0.2%	$10.5M
ASMLAsml Hldg NV	2.4%	—	5,481	—	$9.9M
USBUS Bancorp	2.4%	2.9%	169,740	-6.0%	$9.8M
CSGPCostar Group Inc	2.1%	2.2%	318,719	+9.2%	$8.7M
ENBEnbridge Inc	2.1%	2.7%	185,386	-1.7%	$8.6M
LMTLockheed Martin Corp	2.0%	2.3%	16,233	-6.7%	$8.3M
LOWLowes Cos Inc	1.9%	2.1%	41,508	+16.2%	$7.6M
MAMastercard Incorporated	1.8%	1.8%	13,401	+0.6%	$7.4M
LNGCheniere Energy Inc	1.3%	0.9%	19,139	+31.7%	$5.1M
VVisa Inc	1.2%	1.3%	13,374	-4.5%	$4.8M
HDHome Depot Inc	1.2%	1.6%	16,579	-3.5%	$4.7M
EQIXEquinix Inc	1.1%	1.1%	4,567	+13.6%	$4.6M
RTXRtx Corporation	1.1%	1.1%	23,445	+2.1%	$4.4M
BSCRInvesco Exch Trd Slf Idx Fd	1.0%	1.1%	214,427	-1.1%	$4.2M
BSCSInvesco Exch Trd Slf Idx Fd	1.0%	1.1%	204,824	-0.5%	$4.1M
BSCTInvesco Exch Trd Slf Idx Fd	1.0%	1.1%	220,577	-0.4%	$4.0M
BSCUInvesco Exch Trd Slf Idx Fd	1.0%	1.1%	246,604	-0.2%	$4.0M
SCHXSchwab Strategic Tr	1.0%	0.9%	130,224	+14.3%	$3.9M
SCHBSchwab Strategic Tr	0.9%	0.9%	120,750	+1.0%	$3.5M
UBERUber Technologies Inc	0.8%	—	50,228	—	$3.4M
JPMJpmorgan Chase & Co	0.8%	0.9%	9,715	-2.1%	$3.2M
AMATApplied Matls Inc	0.8%	1.0%	6,173	+15.5%	$3.2M
SPGIS&p Global Inc	0.8%	0.8%	7,968	+12.1%	$3.1M
XOMExxonmobil Holdings Corp	0.7%	—	17,785	—	$2.9M
VTIVanguard Index Fds	0.7%	0.7%	7,170	+0.0%	$2.7M
MOATVaneck Morningstar Wide Moat ETF	0.6%	—	23,670	—	$2.5M
FENIFidelity Covington Trust	0.5%	0.5%	53,393	+10.9%	$2.1M
FASTFastenal Co	0.5%	0.5%	42,084	-0.5%	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	4,069	+5.9%	$2.0M
BSJQInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	88,054	-0.4%	$2.0M
BSJSInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	93,699	+0.1%	$2.0M
BSJRInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	90,585	-0.5%	$2.0M
NVDANvidia Corporation	0.5%	—	8,678	—	$2.0M
BSJTInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	93,274	-0.5%	$1.9M
WMTWalmart Inc	0.5%	—	18,455	—	$1.9M

What S.E.E.D. Planning Group LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +11.7%
3 years: +17.5% /yr; S&P 500 +22.3%
5 years: +8.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$408.3M	98
Q2 2026	$378.9M	88
Q1 2026	$344.3M	89
Q4 2025	$350.9M	86
Q3 2025	$343.1M	85
Q2 2025	$319.0M	71
Q1 2025	$296.7M	73
Q4 2024	$299.6M	75
Q3 2024	$301.6M	73
Q2 2024	$275.1M	74
Q1 2024	$273.9M	75
Q4 2023	$248.1M	85

Questions about S.E.E.D. Planning Group LLC's portfolio

What stocks does S.E.E.D. Planning Group LLC own?

S.E.E.D. Planning Group LLC's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 98 positions worth $408.3M. The largest are Apple Inc (AAPL) at 5.0%, Amazon Com Inc (AMZN) at 4.4%, Meta Platforms Inc (META) at 4.3%, Microsoft Corp (MSFT) at 4.3% and Alphabet Inc (GOOGL) at 4.0%.

What did S.E.E.D. Planning Group LLC buy last quarter?

In Q3 2026, S.E.E.D. Planning Group LLC added Rollins Inc (ROL) (+36.4% shares), Cheniere Energy Inc (LNG) (+31.7% shares) and Intuitive Surgical Inc (ISRG) (+17.1% shares), compared with its Q2 2026 filing.

What did S.E.E.D. Planning Group LLC sell last quarter?

In Q3 2026, S.E.E.D. Planning Group LLC cut from its top 50 Lauder Estee Cos Inc (EL), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 International Business Machs (IBM), cut from its top 50 Anheuser Busch Inbev SA NV (BUD), Valero Energy Corp (VLO) (-17.3% shares), Automatic Data Processing in (ADP) (-16.4% shares) and Thermo Fisher Scientific Inc (TMO) (-14.9% shares), compared with its Q2 2026 filing.

How has S.E.E.D. Planning Group LLC's portfolio performed?

A portfolio copying S.E.E.D. Planning Group LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +9.3% against +11.7%. Over 5 years: +8.7% a year against +10.6%.

When is S.E.E.D. Planning Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. S.E.E.D. Planning Group LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does S.E.E.D. Planning Group LLC manage?

S.E.E.D. Planning Group LLC reported $568.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $408.3M.