Seek First

Seek First as of March 31, 2026

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