S.E.E.D. Planning Group LLC

CIK 0001765515 • 6 13F filings • Apr 8, 2025 – Aug 4, 2026

Import this data to Google Sheets with:

=jivedata("s-e-e-d-planning-group-llc-0001765515-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: S.E.E.D. Planning Group LLC, Chief Compliance Officer
Address: 31 LEWIS ST, SUITE 401, BINGHAMTON, NY, 13901
Phone: 607-217-5091
AUM: $350.9M

AUM over time

$408.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $319.0M71 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$1.4M	0.5%Prev: 0.4%	4,817 SH	Increased-1,776 SH
AGILENT TECHNOLOGIES INC	COM	$12.3M	3.8%Prev: 3.7%	103,814 SH	Decreased-6,858 SH
AIR PRODS & CHEMS INC	COM	$2.4M	0.7%	8,477 SH	New
ALPHABET INC	CAP STK CL A	$12.8M	4.0%Prev: 4.1%	72,461 SH	Decreased+23,175 SH
AMAZON COM INC	COM	$16.1M	5.1%Prev: 4.8%	73,445 SH	Decreased-5,493 SH
AMERICAN TOWER CORP NEW	COM	$5.8M	1.8%	26,330 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$232K	0.1%	3,378 SH	New
APPLE INC	COM	$14.5M	4.6%Prev: 4.7%	70,788 SH	Decreased+7,121 SH
APPLIED MATLS INC	COM	$2.1M	0.6%Prev: 0.7%	11,288 SH	Decreased+4,432 SH
AUTOMATIC DATA PROCESSING IN	COM	$11.2M	3.5%Prev: 3.1%	36,201 SH	Increased-16,762 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.6%Prev: 0.5%	3,895 SH	Increased+51 SH
CADENCE DESIGN SYSTEM INC	COM	$546K	0.2%Prev: 0.1%	1,772 SH	Increased
CBRE GROUP INC	CL A	$10.0M	3.1%Prev: 3.9%	71,524 SH	Decreased-27,125 SH
CHENIERE ENERGY INC	COM NEW	$1.3M	0.4%Prev: 0.9%	5,491 SH	Decreased-4,869 SH
COLGATE PALMOLIVE CO	COM	$3.8M	1.2%Prev: 0.1%	41,984 SH	Increased+38,786 SH
CORNING INC	COM	$213K	0.1%Prev: 0.1%	4,054 SH	Decreased+1,904 SH
CORTEVA INC	COM	$12.3M	3.8%	164,393 SH	New
COSTAR GROUP INC	COM	$3.7M	1.2%Prev: 2.6%	46,331 SH	Decreased-172,758 SH
COSTCO WHSL CORP NEW	COM	$7.4M	2.3%	7,441 SH	New
DISNEY WALT CO	COM	$627K	0.2%Prev: 0.1%	5,056 SH	Increased+47 SH
ECOLAB INC	COM	$3.7M	1.2%Prev: 0.2%	13,670 SH	Increased+11,086 SH
ENBRIDGE INC	COM	$10.2M	3.2%Prev: 3.0%	225,434 SH	Decreased+31,682 SH
EQUINIX INC	COM	$2.6M	0.8%Prev: 1.2%	3,242 SH	Decreased-1,031 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%Prev: 0.7%	10,121 SH	Decreased-3,521 SH
FERRARI N V	COM	$208K	0.1%Prev: 0.1%	424 SH	Decreased-583 SH
GENERAL DYNAMICS CORP	COM	$217K	0.1%	743 SH	New
HOME DEPOT INC	COM	$5.5M	1.7%Prev: 1.5%	15,110 SH	Increased-99 SH
HONEYWELL INTL INC	COM	$222K	0.1%	952 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	0.7%Prev: 0.5%	7,347 SH	Increased+415 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$1.8M	0.6%Prev: 0.5%	77,524 SH	Increased+2,203 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3.4M	1.1%Prev: 1.0%	181,617 SH	Increased+194 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$1.7M	0.5%	73,467 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.5M	1.1%	181,007 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.5M	1.1%Prev: 1.0%	178,168 SH	Decreased-2,726 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$1.6M	0.5%Prev: 0.5%	74,566 SH	Decreased-2,962 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$1.7M	0.5%Prev: 0.5%	72,794 SH	Increased-378 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3.4M	1.1%Prev: 1.0%	165,408 SH	Decreased-4,386 SH
ISHARES TR	CORE S&P MCP ETF	$831K	0.3%Prev: 0.3%	13,405 SH	Decreased+580 SH
ISHARES TR	CORE S&P SCP ETF	$613K	0.2%Prev: 0.2%	5,607 SH	Decreased+270 SH
ISHARES TR	RUS 1000 GRW ETF	$774K	0.2%Prev: 0.2%	1,822 SH	Decreased-51 SH
ISHARES TR	RUS 1000 VAL ETF	$320K	0.1%Prev: 0.1%	1,649 SH	Decreased
JPMORGAN CHASE & CO.	COM	$3.3M	1.0%	11,239 SH	New
LAUDER ESTEE COS INC	CL A	$8.9M	2.8%Prev: 1.5%	110,273 SH	Increased+38,059 SH
LINDE PLC	SHS	$6.7M	2.1%Prev: 3.9%	14,259 SH	Decreased-12,702 SH
LOCKHEED MARTIN CORP	COM	$9.5M	3.0%Prev: 3.0%	20,487 SH	Decreased+3,412 SH
LOWES COS INC	COM	$6.6M	2.1%Prev: 2.2%	29,676 SH	Decreased-2,430 SH
MASTERCARD INCORPORATED	CL A	$6.6M	2.1%Prev: 1.8%	11,679 SH	Increased-979 SH
META PLATFORMS INC	CL A	$13.6M	4.3%Prev: 3.9%	18,464 SH	Increased-4,871 SH
MICROSOFT CORP	COM	$13.0M	4.1%Prev: 3.6%	26,101 SH	Increased-7,398 SH
NEXTERA ENERGY INC	COM	$11.9M	3.7%Prev: 4.0%	171,258 SH	Decreased+22,630 SH
NORTHROP GRUMMAN CORP	COM	$764K	0.2%Prev: 0.3%	1,528 SH	Decreased-134 SH
NVIDIA CORPORATION	COM	$675K	0.2%Prev: 0.1%	4,275 SH	Increased+1,650 SH
ORACLE CORP	COM	$391K	0.1%Prev: 0.1%	1,789 SH	Increased+45 SH
PEPSICO INC	COM	$3.1M	1.0%Prev: 1.3%	23,476 SH	Decreased-5,714 SH
PROCTER AND GAMBLE CO	COM	$387K	0.1%	2,429 SH	New
ROCKWELL AUTOMATION INC	COM	$617K	0.2%Prev: 0.1%	1,857 SH	Increased+660 SH
RTX CORPORATION	COM	$1.8M	0.6%Prev: 0.7%	12,017 SH	Decreased-265 SH
S&P GLOBAL INC	COM	$1.4M	0.5%Prev: 0.9%	2,722 SH	Decreased-4,252 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	0.7%Prev: 0.7%	94,106 SH	Decreased-3,994 SH
SOUTHERN CO	COM	$2.2M	0.7%	23,752 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$365K	0.1%	2,687 SH	New
STARBUCKS CORP	COM	$485K	0.2%Prev: 0.1%	5,293 SH	Increased+2,437 SH
THERMO FISHER SCIENTIFIC INC	COM	$11.5M	3.6%Prev: 3.7%	28,241 SH	Decreased+2,411 SH
US BANCORP DEL	COM NEW	$9.7M	3.0%	213,317 SH	New
VALERO ENERGY CORP	COM	$10.9M	3.4%Prev: 3.3%	81,298 SH	Decreased+35,127 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$13.5M	4.2%Prev: 0.4%	144,028 SH	Increased+128,718 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.4M	0.7%Prev: 0.7%	7,788 SH	Increased+513 SH
VISA INC	COM CL A	$4.8M	1.5%Prev: 1.3%	13,657 SH	Increased-759 SH
WALMART INC	COM	$946K	0.3%Prev: 0.3%	9,670 SH	Decreased+133 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$725K	0.2%Prev: 0.2%	2,367 SH	Increased+43 SH
XYLEM INC	COM	$453K	0.1%Prev: 0.1%	3,505 SH	Increased+1,354 SH

Sold (vs prior filing)

AMPHENOL CORP — $216K
ANHEUSER BUSCH INBEV SA NV — $1.5M
BARCLAYS PLC — $265K
BROADCOM INC — $583K
COCA COLA CO — $649K
CONOCOPHILLIPS — $494K
CONSTELLIUM SE — $234K
COSTCO WHOLESALE CORPORATION — $12.3M
EXELON CORP — $225K
FASTENAL CO — $2.0M
GILEAD SCIENCES INC — $279K
HALLIBURTON CO — $253K
INVESCO EXCH TRD SLF IDX FD — $1.6M
INVESCO EXCH TRD SLF IDX FD — $3.4M
ISHARES TR — $246K
ISHARES TR — $307K
JEFFERIES FINANCIAL GROUP IN — $248K
JPMORGAN CHASE & CO — $2.9M
MILLICOM INTL CELLULAR S A — $300K
PAYPAL HLDGS INC — $249K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001765515-26-000001	$350.9M	View
Oct 7, 2026	Q3 2026	13F-HR	0001765515-26-000006	$408.3M	View
Oct 14, 2025	Q3 2025