Seek First Inc. Top Holdings and 13F Report (2025) About Seek First Inc.Investment ActivitySeek First Inc. has $112.61 million in total holdings as of June 30, 2025.Seek First Inc. owns shares of 53 different stocks, but just 15 companies or ETFs make up 80% of its holdings.This quarter, Seek First Inc. has purchased 53 new stocks and bought additional shares in 0 stocks.Seek First Inc. sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $26,065,477Schwab U.S. Large-Cap Growth ETF $16,694,865Schwab U.S. Large-Cap Value ETF $12,863,059Schwab US Dividend Equity ETF $4,983,263Schwab International Equity ETF $4,466,644 Sector Allocation Over TimeMap of 500 Largest Holdings ofSeek First Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,065,4770.0%117,34323.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$16,694,8650.0%666,72814.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$12,863,0590.0%483,93811.4%ETFSCHDSchwab US Dividend Equity ETF$4,983,2630.0%178,2284.4%ETFSCHFSchwab International Equity ETF$4,466,6440.0%225,8164.0%ETFVBRVanguard Small-Cap Value ETF$3,791,9910.0%20,3553.4%ETFSCHISchwab 5-10 Year Corporate Bond ETF$3,739,1940.0%166,4823.3%ETFVBKVanguard Small-Cap Growth ETF$3,330,4530.0%13,2283.0%ETFTSLATesla$3,320,8760.0%12,8142.9%Auto/Tires/TrucksSCHESchwab Emerging Markets Equity ETF$2,699,0820.0%97,8992.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,504,9960.0%54,0922.2%ETFVTVVanguard Value ETF$1,756,3740.0%10,1681.6%ETFSPYSPDR S&P 500 ETF Trust$1,753,9100.0%3,1351.6%FinanceAMZNAmazon.com$1,732,5080.0%9,1061.5%Retail/WholesaleVYMVanguard High Dividend Yield ETF$1,613,0600.0%12,5081.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,392,3650.0%53,1441.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,264,4060.0%51,9481.1%ETFSCHASchwab US Small-Cap ETF$1,223,7800.0%52,2311.1%ETFSCHYSchwab International Dividend Equity ETF$1,096,1670.0%43,1901.0%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,073,6130.0%32,7721.0%ETFVVisa$992,4470.0%2,8320.9%Business ServicesVOVanguard Mid-Cap ETF$936,7860.0%3,6220.8%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$798,2520.0%32,3970.7%ETFNVDANVIDIA$734,5280.0%6,7770.7%Computer and TechnologyISRGIntuitive Surgical$705,2640.0%1,4240.6%MedicalIBTFiShares iBonds Dec 2025 Term Treasury ETF$691,1030.0%29,5720.6%ManufacturingVBVanguard Small-Cap ETF$677,4200.0%3,0550.6%ETFLAM RESEARCH CORP$677,0190.0%9,3130.6%COM NEWEPSWisdomTree U.S. LargeCap Fund$647,1130.0%10,9160.6%FinanceVIGVanguard Dividend Appreciation ETF$550,1120.0%2,8360.5%ETFNVMINova$544,6950.0%2,9550.5%Computer and TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$537,2960.0%16,8120.5%FinanceBRK.BBerkshire Hathaway$533,6450.0%1,0020.5%FinanceSCHZSchwab U.S. Aggregate Bond ETF$527,6640.0%22,7830.5%ETFQQQInvesco QQQ$526,2810.0%1,1220.5%FinanceMSFTMicrosoft$502,1790.0%1,3380.4%Computer and TechnologyCSCOCisco Systems$476,6760.0%7,7240.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$379,0980.0%1,3790.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$345,7090.0%6,9810.3%FinanceCOSTCostco Wholesale$329,7030.0%3490.3%Retail/WholesaleDDWMWisdomTree Dynamic International Equity Fund$323,6990.0%8,7990.3%FinanceLITELumentum$291,5640.0%4,6770.3%Computer and TechnologyVUGVanguard Growth ETF$258,1380.0%6960.2%ETFINTUIntuit$256,3060.0%4170.2%Computer and TechnologyCVXChevron$239,4370.0%1,4310.2%EnergyETYEaton Vance Tax-Managed Diversified Equity Income Fund$235,9830.0%16,5490.2%Financial ServicesHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$235,6620.0%2,5160.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$231,9340.0%9,3300.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$218,9940.0%11,1790.2%ETFRSPRInvesco S&P 500 Equal Weight Real Estate ETF$217,3490.0%6,0870.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$210,8490.0%10,8240.2%ETFNTAPNetApp$207,0640.0%2,3570.2%Computer and TechnologyQLDProShares Ultra QQQ$203,1090.0%2,2850.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
