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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, SCHD, SCHF, and represent 56.12% of Seek First's stock portfolio.
Added to shares of these 10 stocks: SCHV, SCHG, VBR, VBK, SCHD, XOM, WDC, SCHE, SNDK, SCHF.
Started 3 new stock positions in SNDK, WDC, XOM.
Reduced shares in these 10 stocks: Confluent, AAPL, LITE, AMD, , GILD, RSPR, VIG, VYM, TSLA.
Sold out of its positions in AMD, Confluent, RSPR, QLD.
Seek First was a net seller of stock by $-321k.
Seek First has $142M in assets under management (AUM), dropping by -2.20%.
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 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	20.1	$29M	-3%	113k	253.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	15.0	$21M	+3%	732k	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	12.5	$18M	+7%	580k	30.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.3	$6.2M	+6%	201k	30.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.1	$5.9M	+2%	238k	24.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.7	$5.2M	+10%	24k	217.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.4	$4.8M	+11%	16k	302.25	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	3.1	$4.4M		194k	22.68	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.7	$3.9M	+6%	118k	32.95	View chart
Tesla Motors (TSLA)	2.3	$3.3M	-2%	8.8k	371.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	2.0	$2.9M		61k	46.95	View chart
Lam Research Corp Com New (LRCX)	1.4	$2.0M		9.2k	213.65	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$1.9M		2.9k	650.39	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$1.9M		9.7k	196.21	View chart
Amazon (AMZN)	1.3	$1.8M		8.8k	208.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$1.7M	-4%	12k	148.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$1.7M		54k	30.96	View chart
NOVA MEASURING Instruments L (NVMI)	1.1	$1.6M		3.7k	434.28	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.5M		5.4k	286.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$1.5M		53k	29.08	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.0	$1.5M		46k	31.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$1.3M		55k	24.27	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.8	$1.2M	+7%	37k	31.43	View chart
Cisco Systems (CSCO)	0.8	$1.2M		15k	77.59	View chart
NVIDIA Corporation (NVDA)	0.8	$1.2M		6.6k	174.40	View chart
Applied Materials (AMAT)	0.8	$1.1M	-3%	3.2k	341.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.1M		3.7k	287.19	View chart
Visa Com Cl A (V)	0.6	$861k		2.8k	302.22	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.6	$834k		34k	24.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$793k	+6%	1.4k	577.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$700k		2.7k	261.88	View chart
Intuitive Surgical Com New (ISRG)	0.5	$657k		1.4k	460.99	View chart
Lumentum Hldgs (LITE)	0.4	$633k	-55%	900.00	702.76	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$618k		17k	35.94	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.4	$598k	-9%	8.8k	68.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$540k	-3%	23k	23.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$521k	-18%	2.4k	215.08	View chart
Gilead Sciences (GILD)	0.3	$496k	-29%	3.6k	139.37	View chart
Microsoft Corporation (MSFT)	0.3	$490k		1.3k	370.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$480k		1.0k	479.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$458k	+3%	23k	19.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$448k		1.4k	320.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$406k	-6%	21k	19.53	View chart
Chevron Corporation (CVX)	0.3	$370k	+24%	1.8k	206.93	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.3	$355k	-2%	8.1k	44.11	View chart
Costco Wholesale Corporation (COST)	0.2	$350k		351.00	996.34	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$307k	+2%	22k	13.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$289k	-6%	662.00	436.67	View chart
Exxon Mobil Corporation (XOM)	0.2	$282k	NEW	1.7k	169.63	View chart
Western Digital (WDC)	0.2	$264k	NEW	976.00	270.39	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$262k	-14%	5.0k	52.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$262k		910.00	287.41	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$252k		2.7k	93.25	View chart
NetApp (NTAP)	0.2	$246k		2.4k	102.40	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$238k		9.6k	24.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$229k		3.6k	64.08	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$213k	-9%	4.6k	46.23	View chart
Sandisk Corp (SNDK)	0.1	$206k	NEW	324.00	635.34	View chart

Past Filings by Seek First

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

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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