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Seek First

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

Top 5 stock holdings are SCHG, AAPL, SCHV, SCHD, SCHF, and represent 51.95% of Seek First's stock portfolio.
Added to shares of these 10 stocks: CMF, VO, DJD, PSI, AMD, SCHV, VUG, QLD, FITB, MO.
Started 9 new stock positions in FITB, PSI, DGRS, AMD, CMF, DJD, MO, RSPR, QLD.
Reduced shares in these 10 stocks: AAPL (-$8.4M), VYM, SPY, NVMI, VTV, SCHF, BRK.B, SCHI, VIG, SCHG.
Seek First was a net seller of stock by $-3.9M.
Seek First has $158M in assets under management (AUM), dropping by 11.63%.
Central Index Key (CIK): 0002060504

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Positions held by Seek First consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Seek First

Seek First holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	15.6	$25M		728k	33.84	View chart
Apple (AAPL)	15.3	$24M	-25%	84k	289.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	13.0	$21M		590k	34.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$6.6M	+3%	207k	31.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.0	$6.4M	-2%	231k	27.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.8	$6.0M	+2%	25k	242.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.7	$5.9M		16k	365.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.8	$4.4M	+2%	121k	36.26	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	2.7	$4.2M	-3%	187k	22.64	View chart
Lam Research Corp Com New (LRCX)	2.5	$4.0M		9.2k	433.31	View chart
Tesla Motors (TSLA)	2.3	$3.6M	-2%	8.6k	420.60	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.8	$2.9M	NEW	50k	57.64	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.8	$2.9M		61k	46.81	View chart
Applied Materials (AMAT)	1.5	$2.3M		3.2k	723.00	View chart
Amazon (AMZN)	1.3	$2.1M		8.7k	238.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$1.9M	-2%	53k	36.87	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.9M	-10%	8.7k	217.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$1.9M	-13%	2.5k	746.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$1.8M	-4%	51k	36.13	View chart
NOVA MEASURING Instruments L (NVMI)	1.1	$1.8M	-10%	3.3k	542.94	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.8M	-6%	5.0k	353.30	View chart
Cisco Systems (CSCO)	1.1	$1.7M	-3%	15k	117.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$1.5M	-18%	9.4k	158.02	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.9	$1.4M	-3%	44k	31.73	View chart
NVIDIA Corporation (NVDA)	0.8	$1.3M		6.6k	200.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$1.3M	-4%	52k	24.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.2M	+285%	14k	80.57	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.7	$1.1M	-6%	35k	31.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M		1.4k	736.44	View chart
Visa Com Cl A (V)	0.6	$964k		2.8k	343.09	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.5	$841k		34k	24.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$812k		2.7k	303.17	View chart
Lumentum Hldgs (LITE)	0.5	$772k		900.00	858.06	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$700k		17k	40.68	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.4	$685k		8.8k	77.79	View chart
Sandisk Corp (SNDK)	0.4	$637k	-13%	280.00	2273.73	View chart
Gilead Sciences (GILD)	0.4	$614k	+36%	4.9k	126.35	View chart
Western Digital (WDC)	0.4	$558k	-10%	874.00	638.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$517k		1.4k	370.09	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$505k	-6%	22k	23.13	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.3	$504k	NEW	7.9k	63.37	View chart
Microsoft Corporation (MSFT)	0.3	$497k		1.3k	373.10	View chart
Intuitive Surgical Com New (ISRG)	0.3	$461k	-18%	1.2k	397.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$439k	-23%	1.9k	236.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$404k	-11%	21k	19.62	View chart
Chevron Corporation (CVX)	0.3	$399k	+34%	2.4k	165.73	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.2	$395k	NEW	2.1k	187.85	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$377k		8.2k	46.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$361k	-11%	19k	19.53	View chart
Advanced Micro Devices (AMD)	0.2	$342k	NEW	589.00	580.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$333k	+484%	3.9k	86.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$325k		910.00	357.39	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$324k		22k	14.54	View chart
NetApp (NTAP)	0.2	$322k	-13%	2.1k	154.77	View chart
Costco Wholesale Corporation (COST)	0.2	$316k	-3%	338.00	936.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$307k	-38%	614.00	500.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$283k		5.0k	56.52	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$258k		2.8k	93.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$256k		3.6k	71.24	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$237k	NEW	2.5k	96.76	View chart
Fifth Third Ban (FITB)	0.1	$235k	NEW	4.2k	56.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$231k		4.7k	49.55	View chart
Exxon Mobil Corporation (XOM)	0.1	$229k		1.7k	136.73	View chart
Altria (MO)	0.1	$214k	NEW	3.0k	71.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$214k	NEW	5.8k	36.57	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$207k	-12%	8.4k	24.66	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.1	$201k	NEW	3.4k	59.36	View chart

Past Filings by Seek First

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

Seek First 2026 Q2 filed July 28, 2026
Seek First 2026 Q1 filed April 24, 2026
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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