SEEDSAFE FINANCIAL LLC

Overview

SeedSafe Financial helps tech professionals and values-driven families make confident financial decisions. They are an independent, fee-only fiduciary firm of CFPs, a CPA, and an EA serving clients on stock compensation, tax planning, and life goals. They work with ambitious families navigating tech compensation, rising income, and real-life priorities. Historical Form 13F reports for SeedSafe Financial LLC (CIK 0002149814, CRD 283887). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002149814. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-12 reports $138,880,760 in Section 13(f) long-position table value across 39 information-table rows and 39 distinct security, option and amount-type positions. Filing accessions: 0002149814-26-000005. For the quarter ended 2026-03-31, the report chain filed through 2026-08-12 reports $121,495,440 in Section 13(f) long-position table value across 34 information-table rows and 34 distinct security, option and amount-type positions. Filing accessions: 0002149814-26-000004. The five largest reported positions by table value for 2026-06-30 are: SPDR SERIES TRUST, $15,173,226 reported table value; DIMENSIONAL ETF TRUST, $12,526,396 reported table value; DIMENSIONAL ETF TRUST, $11,298,041 reported table value; DIMENSIONAL ETF TRUST, $10,565,121 reported table value; SPDR SERIES TRUST, $8,911,143 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.