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: $378.9M88 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$872K	0.2%Prev: 0.5%	7,005 SH	Decreased+2,188 SH
AGILENT TECHNOLOGIES INC	COM	$679K	0.2%Prev: 3.8%	5,110 SH	Decreased-98,704 SH
ALPHABET INC	CAP STK CL A	$15.1M	4.0%Prev: 4.0%	42,179 SH	Increased-30,282 SH
AMAZON COM INC	COM	$16.0M	4.2%Prev: 5.1%	67,033 SH	Decreased-6,412 SH
AMPHENOL CORP	CL A	$302K	0.1%	1,712 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$1.8M	0.5%	21,632 SH	New
APPLE INC	COM	$16.2M	4.3%Prev: 4.6%	55,894 SH	Increased-14,894 SH
APPLIED MATLS INC	COM	$3.9M	1.0%Prev: 0.6%	5,344 SH	Increased-5,944 SH
AUTOMATIC DATA PROCESSING IN	COM	$11.5M	3.0%Prev: 3.5%	51,362 SH	Increased+15,161 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.5%Prev: 0.6%	3,844 SH	Increased-51 SH
BROADCOM INC	COM	$774K	0.2%	2,050 SH	New
CADENCE DESIGN SYSTEM INC	COM	$587K	0.2%Prev: 0.2%	1,563 SH	Increased-209 SH
CAPITAL ONE FINL CORP	COM	$246K	0.1%	1,226 SH	New
CBRE GROUP INC	CL A	$14.5M	3.8%Prev: 3.1%	107,509 SH	Increased+35,985 SH
CHENIERE ENERGY INC	COM NEW	$3.5M	0.9%Prev: 0.4%	14,532 SH	Increased+9,041 SH
CINTAS CORP	COM	$547K	0.1%	3,219 SH	New
COCA COLA CO	COM	$665K	0.2%	8,188 SH	New
COLGATE PALMOLIVE CO	COM	$225K	0.1%Prev: 1.2%	2,455 SH	Decreased-39,529 SH
CONOCOPHILLIPS	COM	$559K	0.1%	5,376 SH	New
CORNING INC	COM	$549K	0.1%Prev: 0.1%	2,150 SH	Increased-1,904 SH
COSTAR GROUP INC	COM	$8.3M	2.2%Prev: 1.2%	291,843 SH	Increased+245,512 SH
COSTCO WHOLESALE CORPORATION	COM	$11.8M	3.1%	12,637 SH	New
DISNEY WALT CO	COM	$481K	0.1%Prev: 0.2%	5,000 SH	Decreased-56 SH
ECOLAB INC	COM	$710K	0.2%Prev: 1.2%	2,548 SH	Decreased-11,122 SH
ENBRIDGE INC	COM	$10.2M	2.7%Prev: 3.2%	188,563 SH	Increased-36,871 SH
EQUINIX INC	COM	$4.2M	1.1%Prev: 0.8%	4,020 SH	Increased+778 SH
EXXON MOBIL CORP	COM	$3.0M	0.8%Prev: 0.3%	21,999 SH	Increased+11,878 SH
FASTENAL CO	COM	$2.0M	0.5%	42,305 SH	New
FERRARI N V	COM	$587K	0.2%Prev: 0.1%	1,578 SH	Increased+1,154 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.9M	0.5%	48,147 SH	New
HOME DEPOT INC	COM	$6.1M	1.6%Prev: 1.7%	17,180 SH	Increased+2,070 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.5%Prev: 0.7%	6,717 SH	Decreased-630 SH
INTUITIVE SURGICAL INC	COM NEW	$11.4M	3.0%	28,712 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$2.0M	0.5%Prev: 0.6%	91,073 SH	Increased+13,549 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$4.1M	1.1%Prev: 1.1%	221,366 SH	Increased+39,749 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$2.0M	0.5%	93,701 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$4.3M	1.1%Prev: 1.1%	216,750 SH	Increased+38,582 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$2.0M	0.5%Prev: 0.5%	93,606 SH	Increased+19,040 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$4.1M	1.1%	247,154 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$2.0M	0.5%Prev: 0.5%	88,387 SH	Increased+15,593 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$4.2M	1.1%Prev: 1.1%	205,816 SH	Increased+40,408 SH
ISHARES TR	0-5YR HI YL CP	$652K	0.2%	15,366 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.3%Prev: 0.3%	14,275 SH	Increased+870 SH
ISHARES TR	CORE S&P SCP ETF	$853K	0.2%Prev: 0.2%	5,750 SH	Increased+143 SH
ISHARES TR	IBDS DEC28 ETF	$454K	0.1%	17,964 SH	New
ISHARES TR	IBONDS 27 ETF	$452K	0.1%	18,676 SH	New
ISHARES TR	IBONDS DEC 29	$452K	0.1%	19,523 SH	New
ISHARES TR	IBONDS DEC2026	$452K	0.1%	18,666 SH	New
ISHARES TR	RUS 1000 GRW ETF	$895K	0.2%Prev: 0.2%	7,204 SH	Increased+5,382 SH
ISHARES TR	RUS 1000 VAL ETF	$400K	0.1%Prev: 0.1%	1,649 SH	Increased
JPMORGAN CHASE & CO	COM	$3.2M	0.9%	9,927 SH	New
LAUDER ESTEE COS INC	CL A	$5.1M	1.3%Prev: 2.8%	64,095 SH	Decreased-46,178 SH
LINDE PLC	SHS	$13.9M	3.7%Prev: 2.1%	26,845 SH	Increased+12,586 SH
LOCKHEED MARTIN CORP	COM	$8.9M	2.3%Prev: 3.0%	17,394 SH	Decreased-3,093 SH
LOWES COS INC	COM	$7.9M	2.1%Prev: 2.1%	35,726 SH	Increased+6,050 SH
MASTERCARD INCORPORATED	CL A	$6.8M	1.8%Prev: 2.1%	13,326 SH	Increased+1,647 SH
META PLATFORMS INC	CL A	$12.9M	3.4%Prev: 4.3%	22,906 SH	Decreased+4,442 SH
MICROSOFT CORP	COM	$12.2M	3.2%Prev: 4.1%	32,764 SH	Decreased+6,663 SH
NEXTERA ENERGY INC	COM	$14.2M	3.7%Prev: 3.7%	161,883 SH	Increased-9,375 SH
NORTHROP GRUMMAN CORP	COM	$1.1M	0.3%Prev: 0.2%	2,161 SH	Increased+633 SH
NVIDIA CORPORATION	COM	$626K	0.2%Prev: 0.2%	3,128 SH	Decreased-1,147 SH
ORACLE CORP	COM	$269K	0.1%Prev: 0.1%	1,834 SH	Decreased+45 SH
PALO ALTO NETWORKS INC	COM	$273K	0.1%	801 SH	New
PEPSICO INC	COM	$4.3M	1.1%Prev: 1.0%	31,857 SH	Increased+8,381 SH
PIMCO ETF TR	MULTISECTOR BD	$11.0M	2.9%	412,929 SH	New
PROCTER & GAMBLE CO	COM	$976K	0.3%	6,656 SH	New
PROGRESSIVE CORP	COM	$798K	0.2%	3,653 SH	New
ROCKWELL AUTOMATION INC	COM	$553K	0.1%Prev: 0.2%	1,117 SH	Decreased-740 SH
ROLLINS INC	COM	$11.7M	3.1%	280,863 SH	New
RTX CORPORATION	COM	$4.4M	1.1%Prev: 0.6%	22,952 SH	Increased+10,935 SH
S&P GLOBAL INC	COM	$2.9M	0.8%Prev: 0.5%	7,108 SH	Increased+4,386 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.5M	0.9%	119,521 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.4M	0.9%Prev: 0.7%	113,966 SH	Increased+19,860 SH
SHERWIN WILLIAMS CO	COM	$14.9M	3.9%	43,213 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$409K	0.1%	2,687 SH	New
STARBUCKS CORP	COM	$254K	0.1%Prev: 0.2%	2,486 SH	Decreased-2,807 SH
STRYKER CORPORATION	COM	$1.4M	0.4%	4,432 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$13.7M	3.6%Prev: 3.6%	27,274 SH	Increased-967 SH
TRACTOR SUPPLY CO	COM	$717K	0.2%	22,667 SH	New
US BANCORP	COM NEW	$10.9M	2.9%	180,634 SH	New
VALERO ENERGY CORP	COM	$11.6M	3.1%Prev: 3.4%	44,572 SH	Increased-36,726 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.1M	0.3%Prev: 4.2%	10,118 SH	Decreased-133,910 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$277K	0.1%	404 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	0.7%Prev: 0.7%	7,168 SH	Increased-620 SH
VISA INC	COM CL A	$4.8M	1.3%Prev: 1.5%	14,005 SH	Decreased+348 SH
WALMART INC	COM	$1.3M	0.3%Prev: 0.3%	11,552 SH	Increased+1,882 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$607K	0.2%Prev: 0.2%	2,324 SH	Decreased-43 SH
XYLEM INC	COM	$242K	0.1%Prev: 0.1%	2,051 SH	Decreased-1,454 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $2.4M
AMERICAN TOWER CORP NEW — $5.8M
ANHEUSER BUSCH INBEV SA/NV — $232K
CORTEVA INC — $12.3M
COSTCO WHSL CORP NEW — $7.4M
GENERAL DYNAMICS CORP — $217K
HONEYWELL INTL INC — $222K
INVESCO EXCH TRD SLF IDX FD — $1.7M
INVESCO EXCH TRD SLF IDX FD — $3.5M
JPMORGAN CHASE & CO. — $3.3M
PROCTER AND GAMBLE CO — $387K
SOUTHERN CO — $2.2M
SPDR SERIES TRUST — $365K
US BANCORP DEL — $9.7M

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