13FBOX
Mustard Seed Financial, LLC · 13F Holdings
Options Calculator Rankings

Mustard Seed Financial, LLC

No.7272
Latest AUM (Q2 2026)
$192.5M
QoQ Change Q1 2026
+$25.6M+15.3%
Holdings
97
New Buys
9
Adds
45
Reduces
18
Exits
4
Unchanged
25
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD BD INDEX FDSBSV
8.72%9.6%$16.8M215,391$16.0M204,233+11,158+5.46%Add
VVANGUARD SCOTTSDALE FDSBSV
7.98%8.66%$15.4M194,272$14.5M182,355+11,917+6.54%Add
VVANGUARD INDEX FDSVUG
6.84%6.18%$13.2M152,815$10.3M23,599+129,216+547.55%Add
VVANGUARD BD INDEX FDSBIV
6.22%6.15%$12.0M156,050$10.3M133,068+22,982+17.27%Add
DDIMENSIONAL ETF TRUSTDFLV
5.33%4.77%$10.3M259,655$8.0M222,848+36,807+16.52%Add
VVANGUARD MUN BD FDSVTEB
4.39%4.42%$8.4M166,976$7.4M147,764+19,212+13.00%Add
VVANGUARD INDEX FDSVTV
4.32%4.44%$8.3M38,109$7.4M37,774+335+0.89%Add
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
4.06%3.93%$7.8M189,441$6.6M168,266+21,175+12.58%Add
VVANGUARD STAR FDSVXUS
3.51%3.77%$6.8M79,024$6.3M81,690-2,666-3.26%Reduce
WALMART INCWMT
2.87%3.08%$5.5M48,792$5.1M41,310+7,482+18.11%Add
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.65%2.71%$5.1M25,798$4.5M24,508+1,290+5.26%Add
VVANGUARD BD INDEX FDSVUSB
2.42%2.39%$4.7M93,526$4.0M80,011+13,515+16.89%Add
DDIMENSIONAL ETF TRUSTDFSD
2.37%1.82%$4.6M95,457$3.0M63,337+32,120+50.71%Add
NVIDIA CORPORATIONNVDA
2.36%2.37%$4.5M22,668$4.0M22,666+2+0.01%Add
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
2.12%1.8%$4.1M101,636$3.0M88,613+13,023+14.70%Add
VVANGUARD INDEX FDSVOT
1.96%1.73%$3.8M12,319$2.9M11,201+1,118+9.98%Add
VVANGUARD INDEX FDSVBK
1.69%1.5%$3.3M8,909$2.5M8,307+602+7.25%Add
DDIMENSIONAL ETF TRUSTDFSV
1.34%1.25%$2.6M66,428$2.1M59,679+6,749+11.31%Add
VVANGUARD SMALLVBR
1.3%1.33%$2.5M10,321$2.2M10,195+126+1.24%Add
EXXON MOBIL CORPXOM
1.23%1.78%$2.4M17,268$3.0M17,465-197-1.13%Reduce
APPLE INCAAPL
1.14%1.24%$2.2M7,586$2.1M8,123-537-6.61%Reduce
VVANGUARD INDEX FDSVV
1.1%1.11%$2.1M6,155$1.8M6,172-17-0.28%Reduce
VVANGUARD INDEX FDSVB
0.92%0.9%$1.8M5,833$1.5M5,740+93+1.62%Add
PROCTER & GAMBLE COPG
0.85%0.96%$1.6M11,122$1.6M11,117+5+0.04%Add
ELI LILLY & COLLY
0.82%0.72%$1.6M1,308$1.2M1,306+2+0.15%Add
VVANGUARD MIDVO
0.8%0.84%$1.5M19,167$1.4M4,886+14,281+292.28%Add
DDIMENSIONAL ETF TRUSTDUSB
0.79%0.55%$1.5M29,959$912,27317,990+11,969+66.53%Add
ABBVIE INCABBV
0.76%0.75%$1.5M5,790$1.3M5,79000.00%Unchanged
VVANGUARD MALVERN FDSVTIP
0.75%0.82%$1.4M28,594$1.4M27,235+1,359+4.99%Add
VVANGUARD INDEX FDSVOO
0.74%0.73%$1.4M2,071$1.2M2,033+38+1.87%Add
DDIMENSIONAL USDFUV
0.65%0.66%$1.2M22,679$1.1M22,675+4+0.02%Add
MURPHY USA INCMUSA
0.64%0.72%$1.2M2,289$1.2M2,437-148-6.07%Reduce
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.61%0.61%$1.2M14,393$1.0M14,447-54-0.37%Reduce
DDIMENSIONAL ETF TRUSTDFIV
0.56%0.52%$1.1M20,019$861,59816,324+3,695+22.64%Add
HUNTINGTON BANCSHARES INC COMHBAN
0.52%0.54%$999,12156,352$897,62257,356-1,004-1.75%Reduce
VVANGUARD INDEX FDSVNQ
0.51%0.55%$986,48610,230$911,10710,272-42-0.41%Reduce
DDIMENSIONAL WORLD EQUITY ETFDFAW
0.51%0.7%$979,66311,833$1.2M15,860-4,027-25.39%Reduce
VVANGUARD FSTEVWO
0.49%0.51%$947,89115,880$851,78715,759+121+0.77%Add
VVANGUARD INTL EQUITY INDEX FVT
0.48%0.49%$932,5875,942$816,1295,900+42+0.71%Add
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.44%0.58%$842,17216,497$973,64116,494+3+0.02%Add
AARK 21SHARES BITCOIN ETFARKB
0.43%0.57%$828,80242,590$957,35542,568+22+0.05%Add
SIMMONS FIRST NATL CORPSFNC
0.4%0.4%$778,07334,352$668,14734,35200.00%Unchanged
MICROSOFT CORPMSFT
0.4%0.46%$776,2552,081$770,3242,08100.00%Unchanged
INTEL CORPINTC
0.39%0.14%$741,4365,310$234,3315,31000.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIC
0.35%0.41%$682,30618,312$678,48119,096-784-4.11%Reduce
VVANGUARD WHITEHALL FDSVYM
0.35%0.38%$681,4334,312$629,8704,253+59+1.39%Add
VVANGUARD FTSEVEA
0.34%0.36%$657,8329,233$594,8999,284-51-0.55%Reduce
MURPHY OIL CORPMUR
0.32%0.53%$614,86018,884$884,72621,448-2,564-11.95%Reduce
IINVESCO QQQ TRVOO
0.3%0.14%$585,480795$232,027402+393+97.76%Add
AMAZON COM INCAMZN
0.3%0.31%$582,7742,445$509,2492,44500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow