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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mustard Seed Financial LLC
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|---|---|
| CRD # | 117737 |
| SEC # | 801-66155 |
| CIK # | 0002011321 |
| AUM | $413.6 M (2025-03-11) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 870-234-1618 |
| Address | 202 S Pine Magnolia, AR 71753 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 4.6 | |
| Wal Mart Stores Inc | 4.2 | |
| Apple Inc | 2.1 | |
| Exxon Mobil Corp | 2.0 | |
| Procter & Gamble Co | 1.8 | |
| Lilly Eli & Co | 1.8 | |
| Fidelity Wise Origin Bitcoin Fund | 1.4 | |
| ARK 21Shares Bitcoin ETF | 1.4 | |
| AbbVie Inc | 1.1 | |
| Microsoft Corp | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 531 | 162.1 |
| (b) Individuals (high net worth individuals) | 148 | 226.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 3.5 |
| (h) Charitable organizations | 28 | 21.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,619 | 413.6 |
| By Discretionary | ||
| Discretionary | 1,529 | 396.9 |
| Non-Discretionary | 90 | 16.7 |
| Total | 1,619 | 413.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.6 | |
| Total | 1,619 | 413.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011321] |
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|---|---|---|
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NCM Capital Management LLC
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NJ | 0.4 |
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Shoker Investment Counsel Inc
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0.4 | |
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Shilanski & Associates Inc
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AK | 0.4 |
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Tolsma Investments LLC
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Moneywise Inc
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Prudent Investors Network Inc
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CA | 0.4 |
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Asset Advisory Group Inc
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NJ | 0.4 |
|
Capital Square LLC
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TN | 0.4 |
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Allgen Financial Advisors Inc
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FL | 0.4 |