Period
Q2 2026
Calendar quarter covered by the filing.
S.E.E.D. Planning Group LLC portfolio
Q2 2026 · Holdings as of · Filed · $378,923,928 reported in Form 13F
What changed in Q2 2026?
Comparable share positions since Q1 2026.
- New
- 11
- Increased
- 43
- Reduced
- 28
- Exited
- 12
Largest disclosed changes
-
-105,562 shares
-$14,021,588 estimated
Weight -3.48 percentage points
-
28,712 shares
+$11,418,192 estimated
Weight +3.01 percentage points
-
412,929 shares
+$10,950,877 estimated
Weight +2.89 percentage points
-
119,521 shares
+$3,461,328 estimated
Weight +0.91 percentage points
-
-11,905 shares
-$2,837,454 estimated
Weight -0.56 percentage points
Estimates use share changes and filing prices. They are not trade proceeds. Options and principal positions are excluded.
Compare with Q1 2026Holdings
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value change | SEC-reported value | SEC-reported price | Shares | Principal |
|---|
Filing details and SEC source
- Portfolio date
- 30 Jun 2026
- Reported 13F value
- $378,923,928
- Reported 13F holdings
- 88
- Largest 13F holdings
-
AAPL AMZN GOOGL SHW CBRE NEE LIN TMO META MSFT COST ROL
+8 more
VLO ADP ISRG PYLD USB ENB LMT CSGP - What this filing covers
-
13F holdings
88Parsed equity rows, excluding option-only view rows.
Reported value
$378,923,928SEC Form 13F market value, not total AUM.
Accepted by SEC
04 Aug 2026EDGAR acceptance date.
How to read this filing
- Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
- Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
- SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
- Manager signature
- Todd Wilcox - Chief Compliance Officer
- Manager location
- Binghamton, NY
- Accepted by SEC
- 04 Aug 2026, 10:39:36 UTC
- SEC form
- 13F-HR
- Prior SEC filing
- Q1 2026 - 23 Apr 2026
- Next SEC filing
- Q3 2026 - 07 Oct 2026
- Source filing
- View source filing
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Source evidence
Original filing metadata and source links for verification.
5 source fields
This view compares filing 2026 Q2 with 2026 Q1. Changes are calculated against the previous SEC filing.
SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* marks a reported price that did not pass the local price check.
* marks a reported price that did not pass the local price check.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Todd Wilcox | Chief Compliance Officer | Binghamton, New York | 04 Aug 2026 |