13F-HR filed by S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-09, with 86 holding rows worth $350,877,120.
- Accession
- 0001765515-26-000001
- Filer
- CIK 1765515
- Filed
- 2026-01-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 86 entries on the cover page, a total value of $350,877,120 stated on the cover page (in dollars after the unit check, H1), rows summing to $350,877,120 with VALUE read as dollars as filed, 13F file number 028-19672. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 59,541 | $18,636,382 | dollars as filed | |
| Apple Inc | 037833100 | COM | 67,740 | $18,415,917 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 73,429 | $16,948,961 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 156,113 | $16,167,013 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 26,207 | $15,185,514 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 101,339 | $13,789,263 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 169,450 | $13,603,440 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 26,498 | $12,815,092 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 19,093 | $12,603,347 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 185,508 | $12,434,620 | dollars as filed | |
| Linde plc | G54950103 | COM | 27,341 | $11,657,919 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 70,396 | $11,459,694 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 212,860 | $11,358,193 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 43,757 | $11,255,614 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 22,720 | $10,988,954 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 65,698 | $10,563,649 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 214,491 | $10,259,118 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 86,854 | $9,095,312 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 33,380 | $8,049,839 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 11,183 | $6,384,348 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 7,169 | $6,182,452 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 66,397 | $5,246,728 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 28,253 | $4,960,328 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 14,008 | $4,820,109 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 12,889 | $4,520,324 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 25,789 | $3,701,200 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 4,650 | $3,562,264 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 177,184 | $3,497,603 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 176,573 | $3,456,417 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 166,925 | $3,438,655 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,521 | $3,390,077 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 178,535 | $3,362,708 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 46,966 | $3,157,994 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 5,531 | $2,890,224 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 9,641 | $2,477,766 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 90,228 | $2,428,035 | dollars as filed | |
| VTI | 922908769 | COM | 6,977 | $2,339,179 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 11,754 | $2,284,852 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 11,613 | $2,129,766 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 17,491 | $2,104,833 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 7,011 | $2,076,702 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,847 | $1,933,695 | dollars as filed | |
| Southern Company | 842587107 | COM | 21,899 | $1,909,593 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 6,543 | $1,755,585 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 71,999 | $1,680,457 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J585 | BULETSHS 2027 | 74,122 | $1,676,239 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J452 | INVSCO 28 HYCORP | 76,015 | $1,672,332 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 9,237 | $1,029,094 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,036 | $963,639 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 3,644 | $956,627 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,640 | $935,078 | dollars as filed | |
| IJH | 464287507 | COM | 13,460 | $888,378 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 2,334 | $766,952 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,660 | $680,178 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 9,234 | $645,549 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,019 | $571,048 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,772 | $553,892 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,419 | $491,006 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 4,637 | $434,081 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,238 | $417,361 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 13,000 | $377,520 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,687 | $373,923 | dollars as filed | |
| CORNING INC | 219350105 | COM | 4,072 | $356,547 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 5,118 | $355,292 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,649 | $346,851 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 2,546 | $346,714 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,752 | $341,482 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 850 | $330,710 | dollars as filed | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 12,500 | $318,125 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,722 | $313,430 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,124 | $304,401 | dollars as filed | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 15,000 | $271,950 | dollars as filed | |
| KLA CORP | 482480100 | COM | 221 | $268,059 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 4,005 | $258,002 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,921 | $253,822 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 833 | $246,243 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,000 | $245,480 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 1,712 | $231,360 | dollars as filed | |
| MILLICOM INTL CELLULAR S A | L6388F110 | COM STK | 4,000 | $221,760 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 7,002 | $213,841 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 576 | $212,763 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 3,290 | $210,684 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 20,000 | $208,400 | dollars as filed | |
| SCHD | 808524797 | COM | 7,500 | $205,725 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 601 | $202,333 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 4,600 | $200,514 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765515-26-000001 | this filing | 2026-01-09 | acceptance time not in the bulk data set |