S.E.E.D. Planning Group LLC

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

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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: $408.3M98 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$259K	0.1%	424 SH	New
AGILENT TECHNOLOGIES INC	COM	$1.2M	0.3%Prev: 3.9%	6,701 SH	Decreased-97,019 SH
ALPHABET INC	CAP STK CL A	$16.4M	4.0%Prev: 4.6%	47,702 SH	Increased-17,087 SH
ALPHABET INC	CAP STK CL C	$379K	0.1%	1,113 SH	New
AMAZON COM INC	COM	$18.0M	4.4%Prev: 4.7%	72,399 SH	Increased-820 SH
AMPHENOL CORP	CL A	$340K	0.1%	4,031 SH	New
APPLE INC	COM	$20.3M	5.0%Prev: 5.1%	60,834 SH	Increased-7,869 SH
APPLIED MATLS INC	COM	$3.2M	0.8%Prev: 0.6%	6,173 SH	Increased-4,614 SH
ASML HLDG NV	N Y REGISTRY SHS	$9.9M	2.4%	5,481 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$11.1M	2.7%Prev: 3.5%	42,950 SH	Decreased+2,415 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.5%Prev: 0.6%	4,069 SH	Increased+213 SH
BROADCOM INC	COM	$1.3M	0.3%	3,787 SH	New
CADENCE DESIGN SYSTEM INC	COM	$516K	0.1%Prev: 0.2%	1,563 SH	Decreased-209 SH
CAPITAL ONE FINL CORP	COM	$719K	0.2%	3,722 SH	New
CATERPILLAR INC	COM	$503K	0.1%	620 SH	New
CBRE GROUP INC	CL A	$13.3M	3.3%Prev: 3.1%	103,393 SH	Increased+36,742 SH
CHENIERE ENERGY INC	COM NEW	$5.1M	1.3%Prev: 0.4%	19,139 SH	Increased+13,609 SH
CINTAS CORP	COM	$571K	0.1%	2,925 SH	New
COLGATE PALMOLIVE CO	COM	$212K	0.1%Prev: 1.4%	2,480 SH	Decreased-55,928 SH
CORNING INC	COM	$358K	0.1%Prev: 0.1%	2,328 SH	Increased-1,747 SH
COSTAR GROUP INC	COM	$8.7M	2.1%Prev: 1.1%	318,719 SH	Increased+273,986 SH
COSTCO WHOLESALE CORPORATION	COM	$12.0M	2.9%	13,191 SH	New
DISNEY WALT CO	COM	$934K	0.2%Prev: 0.2%	8,904 SH	Increased+3,835 SH
ECOLAB INC	COM	$526K	0.1%Prev: 0.3%	1,916 SH	Decreased-1,969 SH
ELI LILLY & CO	COM	$252K	0.1%	218 SH	New
ENBRIDGE INC	COM	$8.6M	2.1%Prev: 3.2%	185,386 SH	Decreased-31,400 SH
EQUINIX INC	COM	$4.6M	1.1%Prev: 1.0%	4,567 SH	Increased+381 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$2.9M	0.7%	17,785 SH	New
FASTENAL CO	COM	$2.1M	0.5%	42,084 SH	New
FERRARI N V	COM	$516K	0.1%	1,314 SH	New
FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.1M	0.5%	53,393 SH	New
HOME DEPOT INC	COM	$4.7M	1.2%Prev: 1.7%	16,579 SH	Decreased+2,432 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.4%Prev: 0.6%	6,515 SH	Decreased-800 SH
INTUITIVE SURGICAL INC	COM NEW	$13.7M	3.3%	33,613 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$2.0M	0.5%Prev: 0.5%	90,585 SH	Increased+9,740 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$4.0M	1.0%Prev: 1.0%	220,577 SH	Increased+33,461 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$1.9M	0.5%	93,274 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$4.2M	1.0%Prev: 1.1%	214,427 SH	Increased+30,685 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$2.0M	0.5%Prev: 0.5%	93,699 SH	Increased+16,566 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$4.0M	1.0%	246,604 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$2.0M	0.5%Prev: 0.5%	88,054 SH	Increased+12,121 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$4.1M	1.0%Prev: 1.0%	204,824 SH	Increased+33,910 SH
ISHARES TR	0-5YR HI YL CP	$651K	0.2%Prev: 0.1%	15,775 SH	Increased+10,387 SH
ISHARES TR	CORE MSCI EAFE	$501K	0.1%	5,174 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.5%Prev: 0.3%	26,206 SH	Increased+12,654 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.3%Prev: 0.2%	10,002 SH	Increased+4,217 SH
ISHARES TR	IBDS DEC28 ETF	$424K	0.1%	16,967 SH	New
ISHARES TR	IBONDS 27 ETF	$426K	0.1%	17,674 SH	New
ISHARES TR	IBONDS DEC 29	$423K	0.1%	18,632 SH	New
ISHARES TR	IBONDS DEC2026	$428K	0.1%	17,644 SH	New
ISHARES TR	MSCI EMG MKT ETF	$200K	0.0%	2,998 SH	New
ISHARES TR	NATIONAL MUN ETF	$233K	0.1%	2,308 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.3%Prev: 0.3%	9,505 SH	Increased+7,469 SH
ISHARES TR	RUS 1000 VAL ETF	$790K	0.2%Prev: 0.1%	3,186 SH	Increased+1,537 SH
ISHARES TR	RUS MDCP VAL ETF	$336K	0.1%	2,091 SH	New
JPMORGAN CHASE & CO	COM	$3.2M	0.8%	9,715 SH	New
LINDE PLC	SHS	$13.7M	3.4%Prev: 3.5%	28,905 SH	Increased+3,798 SH
LOCKHEED MARTIN CORP	COM	$8.3M	2.0%Prev: 3.2%	16,233 SH	Decreased-5,919 SH
LOWES COS INC	COM	$7.6M	1.9%Prev: 2.2%	41,508 SH	Decreased+11,033 SH
MASTERCARD INCORPORATED	CL A	$7.4M	1.8%Prev: 1.9%	13,401 SH	Increased+2,094 SH
META PLATFORMS INC	CL A	$17.5M	4.3%Prev: 3.8%	24,200 SH	Increased+6,281 SH
MICRON TECHNOLOGY INC	COM	$326K	0.1%	306 SH	New
MICROSOFT CORP	COM	$17.5M	4.3%Prev: 3.9%	34,125 SH	Increased+8,161 SH
NETFLIX INC.	COM	$1.2M	0.3%	16,828 SH	New
NEXTERA ENERGY INC	COM	$13.2M	3.2%Prev: 3.8%	173,654 SH	Increased-80 SH
NORTHROP GRUMMAN CORP	COM	$1.5M	0.4%Prev: 0.3%	3,036 SH	Increased+1,502 SH
NVIDIA CORPORATION	COM	$2.0M	0.5%Prev: 0.1%	8,678 SH	Increased+6,433 SH
ORACLE CORP	COM	$320K	0.1%Prev: 0.1%	2,333 SH	Decreased+571 SH
PALO ALTO NETWORKS INC	COM	$334K	0.1%	842 SH	New
PEPSICO INC	COM	$261K	0.1%Prev: 1.0%	2,063 SH	Decreased-23,003 SH
PIMCO ETF TR	MULTISECTOR BD	$10.5M	2.6%	412,269 SH	New
PROCTER & GAMBLE CO	COM	$329K	0.1%	2,267 SH	New
PROGRESSIVE CORP	COM	$675K	0.2%	3,258 SH	New
ROCKWELL AUTOMATION INC	COM	$450K	0.1%Prev: 0.1%	1,033 SH	Increased+165 SH
ROLLINS INC	COM	$11.5M	2.8%	383,037 SH	New
RTX CORPORATION	COM	$4.4M	1.1%Prev: 0.6%	23,445 SH	Increased+11,585 SH
S&P GLOBAL INC	COM	$3.1M	0.8%Prev: 0.6%	7,968 SH	Increased+3,540 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.5M	0.9%	120,750 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.9M	1.0%Prev: 0.7%	130,224 SH	Increased+39,194 SH
SHERWIN WILLIAMS CO	COM	$13.5M	3.3%	41,789 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$394K	0.1%	2,687 SH	New
STARBUCKS CORP	COM	$267K	0.1%Prev: 0.1%	2,843 SH	Decreased-1,187 SH
STRYKER CORPORATION	COM	$1.5M	0.4%	5,386 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$433K	0.1%	950 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$15.7M	3.8%Prev: 3.9%	23,215 SH	Increased-4,240 SH
TJX COS INC NEW	COM	$268K	0.1%	2,022 SH	New
TRACTOR SUPPLY CO	COM	$692K	0.2%	22,110 SH	New
UBER TECHNOLOGIES INC	COM	$3.4M	0.8%	50,228 SH	New
US BANCORP	COM NEW	$9.8M	2.4%	169,740 SH	New
VALERO ENERGY CORP	COM	$14.3M	3.5%Prev: 3.6%	36,862 SH	Increased-35,444 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.5M	0.6%Prev: 4.4%	23,670 SH	Decreased-129,872 SH
VANGUARD INDEX FDS	MRNGSTR TTL STK	$2.7M	0.7%	7,170 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$283K	0.1%Prev: 0.1%	404 SH	Increased+26 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$266K	0.1%	772 SH	New
VISA INC	COM CL A	$4.8M	1.2%Prev: 1.3%	13,374 SH	Increased+348 SH
WALMART INC	COM	$1.9M	0.5%Prev: 0.3%	18,455 SH	Increased+9,107 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$676K	0.2%Prev: 0.2%	2,346 SH	Decreased+12 SH
XYLEM INC	COM	$307K	0.1%Prev: 0.1%	3,030 SH	Decreased+467 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.3M
AIR PRODS & CHEMS INC — $274K
AMERICAN TOWER CORP NEW — $5.2M
AMPHENOL CORP NEW — $212K
ARCUTIS BIOTHERAPEUTICS INC — $245K
BARCLAYS PLC — $258K
CARNIVAL CORP — $202K
CELESTICA INC — $205K
CHIPOTLE MEXICAN GRILL INC — $211K
COCA COLA CO — $332K
COMMSCOPE HLDG CO INC — $232K
CORTEVA INC — $11.7M
COSTCO WHSL CORP NEW — $6.7M
EXELON CORP — $205K
EXXON MOBIL CORP — $1.9M
GENERAL DYNAMICS CORP — $226K
GILEAD SCIENCES INC — $222K
INVESCO EXCH TRD SLF IDX FD — $1.8M
INVESCO EXCH TRD SLF IDX FD — $3.7M
ISHARES TR — $348K
… and 11 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