Seek First

Seek First as of Dec. 31, 2025

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