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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, SCHF, SCHD, and represent 56.24% of Seek First's stock portfolio.
Added to shares of these 10 stocks: CFLT, AMAT, CSCO, AAPL, NVMI, SCHV, SCHG, SCHF, SCHE, QLD.
Started 2 new stock positions in CFLT, AMAT.
Reduced shares in these 10 stocks: TSLA, IBTF, BSCP, GILD, LITE, SCHD, AMD, VYM, SPY, LRCX.
Sold out of its positions in BSCP, IBTF.
Seek First was a net buyer of stock by $952k.
Seek First has $145M in assets under management (AUM), dropping by 4.33%.
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 December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	22.0	$32M		117k	271.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	15.8	$23M		704k	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	11.0	$16M		541k	29.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.9	$5.6M	+2%	233k	24.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$5.2M	-3%	188k	27.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.2	$4.6M		22k	211.79	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	3.1	$4.4M	+2%	193k	22.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.0	$4.3M		14k	302.10	View chart
Tesla Motors (TSLA)	2.8	$4.0M	-34%	9.0k	449.72	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$3.6M	+4%	111k	32.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.0	$2.9M	+2%	61k	47.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$2.0M		2.9k	681.83	View chart
Amazon (AMZN)	1.4	$2.0M		8.6k	230.82	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$1.9M		9.8k	190.99	View chart
Confluent Class A Com (CFLT)	1.2	$1.8M	NEW	59k	30.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.8M	-3%	12k	143.52	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$1.7M		5.4k	313.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$1.6M		54k	30.07	View chart
Lam Research Corp Com New (LRCX)	1.1	$1.6M		9.2k	171.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.5M		52k	28.48	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.9	$1.4M		46k	29.82	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$1.4M	+2%	56k	24.37	View chart
NVIDIA Corporation (NVDA)	0.9	$1.2M	-2%	6.7k	186.50	View chart
NOVA MEASURING Instruments L (NVMI)	0.8	$1.2M	+25%	3.7k	328.39	View chart
Cisco Systems (CSCO)	0.8	$1.2M	+149%	15k	77.03	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.8	$1.1M	+2%	35k	31.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.1M		3.7k	290.23	View chart
Visa Com Cl A (V)	0.7	$997k		2.8k	350.71	View chart
Applied Materials (AMAT)	0.6	$859k	NEW	3.3k	256.99	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.6	$839k		34k	24.90	View chart
Intuitive Surgical Com New (ISRG)	0.6	$807k		1.4k	566.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$792k	+5%	1.3k	614.24	View chart
Lumentum Hldgs (LITE)	0.5	$737k	-26%	2.0k	368.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$698k		2.7k	257.94	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.5	$686k		9.7k	70.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$653k		3.0k	219.78	View chart
Microsoft Corporation (MSFT)	0.4	$638k		1.3k	483.57	View chart
Gilead Sciences (GILD)	0.4	$621k	-35%	5.1k	122.73	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$574k		17k	33.45	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$562k		24k	23.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$504k		1.0k	502.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$466k		1.4k	335.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$444k	+3%	23k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$434k	+3%	22k	19.58	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$360k		8.3k	43.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$346k		709.00	488.14	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$335k		22k	15.34	View chart
Costco Wholesale Corporation (COST)	0.2	$302k		351.00	861.45	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$300k		5.8k	51.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$285k		909.00	312.96	View chart
NetApp (NTAP)	0.2	$256k		2.4k	107.09	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$252k		2.7k	94.83	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$241k		9.6k	25.08	View chart
Advanced Micro Devices (AMD)	0.2	$241k	-36%	1.1k	214.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$231k		5.1k	45.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$223k		3.6k	62.47	View chart
Chevron Corporation (CVX)	0.2	$219k		1.4k	152.42	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$213k	+93%	3.0k	70.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$209k		6.2k	33.63	View chart

Past Filings by Seek First

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

Seek First 2025 Q4 filed Jan. 30, 2026
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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