13F

Investor

S.E.E.D. Planning Group LLC

CIK 0001765515 · filed 2026-01-09 · SEC filing

13F book

$350.9M

Positions

86

Largest name

5.3%

Alphabet Inc

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Alphabet Inc59.5K$18.6M5.3%Held
Apple Inc.AAPL67.7K$18.4M5.2%Held
Amazon Com IncAMZN73.4K$16.9M4.8%Held
Vaneck Etf Trust156.1K$16.2M4.6%Held
Thermo Fisher Scientific Inc.TMO26.2K$15.2M4.3%Held
Agilent Technologies, Inc.A101.3K$13.8M3.9%Held
Nextera Energy Inc169.4K$13.6M3.9%Held
Microsoft CorpMSFT26.5K$12.8M3.7%Held
Meta Platforms, Inc.META19.1K$12.6M3.6%Held
Corteva, Inc.CTVA185.5K$12.4M3.5%Held
Linde PlcLIN27.3K$11.7M3.3%Held
Valero Energy Corp70.4K$11.5M3.3%Held
Us Bancorp Del212.9K$11.4M3.2%Held
Automatic Data Processing In43.8K$11.3M3.2%Held
Lockheed Martin CorpLMT22.7K$11M3.1%Held
Cbre Group, Inc.CBRE65.7K$10.6M3.0%Held
Enbridge Inc214.5K$10.3M2.9%Held
Lauder Estee Cos Inc86.9K$9.1M2.6%Held
Lowes Cos Inc33.4K$8.05M2.3%Held
Mastercard IncMA11.2K$6.38M1.8%Held
Costco Whsl Corp New7.17K$6.18M1.8%Held
Colgate Palmolive CoCL66.4K$5.25M1.5%Held
American Tower Corp New28.3K$4.96M1.4%Held
Home Depot, Inc.HD14K$4.82M1.4%Held
Visa Inc.V12.9K$4.52M1.3%Held
Pepsico IncPEP25.8K$3.7M1.1%Held
Equinix IncEQIX4.65K$3.56M1.0%Held
Invesco Exch Trd Slf Idx Fd177.2K$3.5M1.0%Held
Invesco Exch Trd Slf Idx Fd176.6K$3.46M1.0%Held
Invesco Exch Trd Slf Idx Fd166.9K$3.44M1.0%Held
Jpmorgan Chase & Co.10.5K$3.39M1.0%Held
Invesco Exch Trd Slf Idx Fd178.5K$3.36M1.0%Held
Costar Group, Inc.CSGP47K$3.16M0.9%Held
S&P Global Inc.SPGI5.53K$2.89M0.8%Held
Applied Matls Inc9.64K$2.48M0.7%Held
Schwab Strategic Tr90.2K$2.43M0.7%Held
Vanguard Index Fds6.98K$2.34M0.7%Held
Cheniere Energy, Inc.LNG11.8K$2.28M0.7%Held
RTX CorpRTX11.6K$2.13M0.6%Held
Exxon Mobil Corp17.5K$2.1M0.6%Held
International Business Machs7.01K$2.08M0.6%Held
Berkshire Hathaway Inc Del3.85K$1.93M0.6%Held
Southern Co21.9K$1.91M0.5%Held
Accenture Plc Ireland6.54K$1.76M0.5%Held
Invesco Exch Trd Slf Idx Fd72K$1.68M0.5%Held
Invesco Exch Trd Slf Idx Fd74.1K$1.68M0.5%Held
Invesco Exch Trd Slf Idx Fd76K$1.67M0.5%Held
Walmart Inc.WMT9.24K$1.03M0.3%Held
Ishares Tr2.04K$963.6K0.3%Held
Ecolab Inc.ECL3.64K$956.6K0.3%Held
Northrop Grumman Corp1.64K$935.1K0.3%Held
Ishares Tr13.5K$888.4K0.3%Held
Willis Towers Watson PlcWTW2.33K$767K0.2%Held
Ishares Tr5.66K$680.2K0.2%Held
Coca Cola CoKO9.23K$645.5K0.2%Held
Disney Walt Co5.02K$571K0.2%Held
Cadence Design System Inc1.77K$553.9K0.2%Held
Broadcom Inc.AVGO1.42K$491K0.1%Held
ConocophillipsCOP4.64K$434.1K0.1%Held
Nvidia CorpNVDA2.24K$417.4K0.1%Held
Arcutis Biotherapeutics, Inc.ARQT13K$377.5K0.1%Held
Spdr Series Trust2.69K$373.9K0.1%Held
Corning Inc4.07K$356.5K0.1%Held
Ishares Tr5.12K$355.3K0.1%Held
Ishares Tr1.65K$346.9K0.1%Held
Xylem Inc.XYL2.55K$346.7K0.1%Held
Oracle Corp1.75K$341.5K0.1%Held
Rockwell Automation, IncROK850$330.7K0.1%Held
Barclays Plc12.5K$318.1K0.1%Held
Starbucks CorpSBUX3.72K$313.4K0.1%Held
Procter And Gamble CoPG2.12K$304.4K0.1%Held
Commscope Hldg Co IncVISN15K$271.9K0.1%Held
Kla CorpKLAC221$268.1K0.1%Held
Ishares Silver Tr4K$258K0.1%Held
Ishares Tr5.92K$253.8K0.1%Held
Celestica IncCLS833$246.2K0.1%Held
Gilead Sciences, Inc.GILD2K$245.5K0.1%Held
Amphenol Corp New1.71K$231.4K0.1%Held
Millicom Intl Cellular S A4K$221.8K0.1%Held
Carnival Corp Ltd.CCL7K$213.8K0.1%Held
Ferrari N.V.RACE576$212.8K0.1%Held
Anheuser Busch Inbev Sa/Nv3.29K$210.7K0.1%Held
Quantumscape CorpQS20K$208.4K0.1%Held
Schwab Strategic Tr7.5K$205.7K0.1%Held
General Dynamics CorpGD601$202.3K0.1%Held
Exelon CorpEXC4.6K$200.5K0.1%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.