ETF Holders

S.E.E.D. Planning Group LLC ETF holdings

Binghamton, NY

Reported $54.5M in 25 ETFs in its Form 13F for June 30, 2026.

ETF value
$54.5M
ETFs held
25
Change from prior quarter
+73.4%
With price moves
ETFs as a share of its 13F
14.4%
of $378.9M

Top 10 of 25 ETF holdings

TickerFundValueSharesChange
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$11.0M412,929New position
BSCRInvesco BulletShares 2027 Corporate Bond ETF$4.3M216,750+35,856 shares
BSCSInvesco BulletShares 2028 Corporate Bond ETF$4.2M205,816+36,022 shares
BSCUInvesco BulletShares 2030 Corporate Bond ETF$4.1M247,154+45,188 shares
BSCTInvesco BulletShares 2029 Corporate Bond ETF$4.1M221,366+39,943 shares
SCHBSchwab U.S. Broad Market ETF$3.5M119,521New position
SCHXSchwab U.S. Large-Cap ETF$3.4M113,966+15,866 shares
VTIVanguard Morningstar Total Stock Market ETF$2.7M7,168−107 shares
BSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$2.0M93,606+16,078 shares
BSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$2.0M91,073+15,752 shares
15 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001765515. Filings on SEC EDGAR.

Frequently asked questions

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

S.E.E.D. Planning Group LLC reported 25 ETF positions worth $54.5M in its Form 13F for June 30, 2026. The largest was PYLD, at $11.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.