§ 13F · FUND PROFILE
Mustard Seed Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $139M (13F)Positions · 86Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 204K | $16M | 9.6% | +2% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 182K | $14M | 8.7% | +4% |
| 3 | VUG | VANGUARD INDEX FDS | 24K | $10M | 6.2% | +6% |
| 4 | BIV | VANGUARD BD INDEX FDS | 133K | $10M | 6.2% | +5% |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 223K | $8M | 4.8% | +11% |
| 6 | VTV | VANGUARD INDEX FDS | 38K | $7M | 4.4% | −2% |
| 7 | VTEB | VANGUARD MUN BD FDS | 148K | $7M | 4.4% | +14% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 168K | $7M | 3.9% | +5% |
| 9 | VXUS | VANGUARD STAR FDS | 82K | $6M | 3.8% | ±0% |
| 10 | WMT | WALMART INC | 41K | $5M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUSTARD SIGNAL
AC read
Mustard Seed Financial, LLC is a Other fund managing $139 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed