S.E.E.D. Planning Group Files 13F, Discloses $343M in Holdings
S.E.E.D. Planning Group LLC
Filing Summary
S.E.E.D. Planning Group Files 13F, Discloses $343M in Holdings
Filer: S.E.E.D. Planning Group LLC (CIK: 0001765515) Form: 13F-HR | Filed: 2025-10-14 Significance: Low
Filing Summary: • Report Type: Quarterly Holdings Report • Total Value: $343,129,393 • Holdings Count: 85 • Report for Quarter Ending: 2025-09-30
Key Insight: S.E.E.D. Planning Group has disclosed its Q3 2025 equity positions, totaling over $343M. The filing provides a snapshot of their investment strategy, with top holdings in large-cap tech and ETFs.
Market Context: This is a routine quarterly filing required for institutional investment managers. It is not indicative of any single major transaction but shows the fund's overall allocation as of the end of the last quarter.
This is PUBLIC SEC data for educational purposes. Not investment advice.
Comprehensive Analysis
SEC Filing Analysis: S.E.E.D. Planning Group LLC
Executive Summary
- Trading Significance: Low
- Key Takeaway: S.E.E.D. Planning Group LLC filed its quarterly Form 13F-HR, reporting $343.13 million in assets under management across 85 positions as of September 30, 2025.
- Market Impact: Minimal direct market impact as this is a backward-looking report of a moderately sized investment advisor. It's primarily used for tracking institutional sentiment and ownership trends over time.
Filer Information
| Field | Value |
|---|---|
| Company | S.E.E.D. Planning Group LLC |
| Ticker Symbol | null |
| CIK | 0001765515 |
| Type | Institutional Investment Manager |
Filing Details
| Field | Value |
|---|---|
| Form Type | 13F-HR |
| Filing Date | 2025-10-14 |
| Period of Report | 2025-09-30 |
| Total Holdings Value | $343,129,393 |
| Number of Holdings | 85 |
Top 5 Holdings Analysis
This filing discloses the end-of-quarter positions. The top 5 largest holdings by value are:
| Issuer | Value (USD) |
|---|---|
| APPLE INC | $17,493,923 |
| AMAZON COM INC | $16,076,703 |
| ALPHABET INC | $15,750,087 |
| VANECK ETF TRUST | $15,217,593 |
| THERMO FISHER SCIENTIFIC INC | $13,316,350 |
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: 13F filings are backward-looking, reflecting positions held up to 45 days prior to the filing date. They are a static snapshot and do not reveal the timing of trades. As such, they are not typically market-moving unless a new, large, or activist position is revealed, which is not the case here.
Volume & Sentiment
- Expected Volume Impact: No immediate volume impact is expected from this disclosure. The data is aggregated by financial data providers to build a broader picture of institutional ownership.
- Sentiment Indicator: Neutral. The portfolio shows a conventional, diversified strategy with a focus on established large-cap companies and ETFs, which is typical for many investment advisors.
Investment Insights
Positive Market Indicators
- The firm maintains significant positions in blue-chip, large-cap companies like Apple, Amazon, and Microsoft, indicating a core strategy focused on established market leaders.
- A substantial holding in the VanEck Morningstar Wide Moat ETF (MOAT) suggests a strategy that also values companies with sustainable competitive advantages.
Risk Factors
- This filing provides an incomplete picture of the firm's overall strategy. It does not disclose short positions, cash holdings, fixed income (other than certain ETFs), or non-US equity holdings.
- The information is dated. The positions could have changed materially between the reporting date (Sept 30) and the filing date (Oct 14), or since.
Key Takeaways
- The portfolio is valued at approximately $343.13 million as of the end of Q3 2025.
- The top holdings are concentrated in mega-cap technology stocks and a thematic ETF, reflecting a growth-oriented strategy.
- The filing shows a diversified portfolio with 85 distinct positions, indicating broad market exposure rather than concentrated bets.
Contextual Analysis
Timing Significance
This filing was submitted on October 14, 2025, for the quarterly period ending September 30, 2025. This is a standard, compliant filing within the 45-day deadline.
Transaction Context
This report does not detail individual transactions (buys/sells). To infer activity, this filing must be compared with the firm's previous 13F filing from the prior quarter.
Company Context
S.E.E.D. Planning Group LLC is a registered investment advisor based in Binghamton, NY. This 13F-HR filing is a routine part of their regulatory compliance obligations as an institutional investment manager exceeding $100 million in qualifying assets.
Risk Assessment
Risk Level: Low
Risk Factors
- Dated Information: The primary risk in interpreting this data is its age. Market conditions and the firm's positions may have changed.
- Incomplete Picture: The report only covers long positions in specific US securities, omitting other asset classes and strategies.
- No Forward Indication: The filing is a historical record and does not indicate future investment intentions.
Market Considerations
- This data is one of thousands of 13F filings released each quarter. Its main value is in aggregation with other filings to identify broad institutional trends.
- Individual 13F filings from non-activist, moderately sized funds rarely serve as actionable, standalone trading signals.
IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.
Analysis generated on 2025-10-14 | Data source: SEC EDGAR
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.