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Seek First

Latest statistics and disclosures from Seek First's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SCHG, SCHV, TSLA, SCHD, and represent 56.63% of Seek First's stock portfolio.
Added to shares of these 10 stocks: GOOG, GILD, SCHV, GOOGL, SCHD, VEA, TSLA, SCHI, BSCR, BSCQ.
Started 4 new stock positions in GOOG, VEA, GOOGL, GILD.
Reduced shares in these 10 stocks: AAPL, LITE, AMZN, QLD, EPS, DON, SPY, SCHG, IBTF, DDWM.
Seek First was a net buyer of stock by $1.9M.
Seek First has $139M in assets under management (AUM), dropping by 12.65%.
Central Index Key (CIK): 0002060504

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Portfolio Holdings for Seek First

Seek First holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	21.2	$30M	-4%	116k	254.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	16.0	$22M		699k	31.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	11.2	$16M	+2%	533k	29.11	View chart
Tesla Motors (TSLA)	4.4	$6.1M	+2%	14k	444.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$5.3M	+4%	195k	27.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.8	$5.3M		226k	23.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.2	$4.5M		21k	208.71	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	3.1	$4.4M	+2%	189k	23.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.0	$4.2M		14k	297.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.6	$3.6M	+2%	107k	33.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.0	$2.8M		59k	46.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$2.0M	-3%	3.0k	666.26	View chart
Amazon (AMZN)	1.4	$1.9M	-5%	8.6k	219.57	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$1.8M		9.9k	186.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$1.8M		13k	140.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.6M		54k	29.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.4M		52k	27.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$1.3M		54k	24.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.3M	NEW	5.4k	243.57	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M		6.8k	186.59	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.9	$1.3M	+2%	45k	27.94	View chart
Lam Research Corp Com New (LRCX)	0.9	$1.3M		9.4k	133.90	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.8	$1.1M		34k	32.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.1M		3.7k	293.73	View chart
Visa Com Cl A (V)	0.7	$969k		2.8k	341.43	View chart
NOVA MEASURING Instruments L (NVMI)	0.7	$945k		3.0k	319.66	View chart
Gilead Sciences (GILD)	0.6	$868k	NEW	7.8k	111.00	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.6	$826k		33k	24.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$733k	+4%	1.2k	600.20	View chart
Microsoft Corporation (MSFT)	0.5	$695k		1.3k	517.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$688k		2.7k	254.27	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.5	$676k	-10%	9.8k	68.94	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.5	$665k	-4%	29k	23.37	View chart
Intuitive Surgical Com New (ISRG)	0.5	$637k		1.4k	447.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$634k		2.9k	215.78	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$578k		17k	33.68	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$555k		24k	23.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$504k		1.0k	502.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$454k		1.4k	328.27	View chart
Lumentum Hldgs (LITE)	0.3	$444k	-41%	2.7k	162.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$427k	+25%	22k	19.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$418k	+26%	21k	19.56	View chart
Cisco Systems (CSCO)	0.3	$410k	+5%	6.0k	68.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$356k	+26%	17k	20.69	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$344k	-6%	8.2k	41.80	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$340k		21k	15.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$339k		707.00	479.57	View chart
Costco Wholesale Corporation (COST)	0.2	$327k		353.00	926.34	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$302k	-17%	5.8k	52.30	View chart
Advanced Micro Devices (AMD)	0.2	$285k		1.8k	161.79	View chart
NetApp (NTAP)	0.2	$282k		2.4k	118.45	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$249k		2.6k	95.67	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$239k		9.5k	25.13	View chart
Chevron Corporation (CVX)	0.2	$223k		1.4k	155.34	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$222k		5.0k	44.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$221k	NEW	908.00	243.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.2	$218k		6.2k	35.46	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$214k	-33%	1.6k	137.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$210k	NEW	3.5k	59.92	View chart

Past Filings by Seek First

SEC 13F filings are viewable for Seek First going back to 2025

Seek First 2025 Q3 filed Nov. 12, 2025
Seek First 2025 Q2 restated filed July 14, 2025
Seek First 2025 Q2 filed July 10, 2025
Seek First 2025 Q1 filed May 13, 2025

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