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Seek First Inc. Top Holdings and 13F Report (2026)

About Seek First Inc.

Investment Activity

  • Seek First Inc. has $141.89 million in total holdings as of March 31, 2026.
  • Seek First Inc. owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 3.42% of the portfolio was purchased this quarter.
  • About 3.65% of the portfolio was sold this quarter.
  • This quarter, Seek First Inc. has purchased 59 new stocks and bought additional shares in 31 stocks.
  • Seek First Inc. sold shares of 20 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

30231G102 - ExxonMobil
$281,592 Holding
958102105 - Western Digital
$263,901 Holding
80004C200 - SANDISK CORP
$205,850 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Value ETF
39,297 shares (about $1.20M)
Schwab U.S. Large-Cap Growth ETF
28,140 shares (about $819.72K)
Vanguard Small-Cap Value ETF
2,367 shares (about $514.23K)
Vanguard Small-Cap Growth ETF
1,600 shares (about $483.60K)
Schwab US Dividend Equity ETF
12,683 shares (about $389.11K)

Largest Sales this Quarter

Apple
4,687 shares (about $1.19M)
Lumentum
1,100 shares (about $773.04K)
Gilead Sciences
1,500 shares (about $209.05K)
Vanguard Dividend Appreciation ETF
549 shares (about $118.08K)
Vanguard High Dividend Yield ETF
571 shares (about $84.56K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeek First Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$28,561,209$1,189,511 -4.0%112,53920.1%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$21,325,856$819,718 4.0%732,09315.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$17,695,218$1,198,559 7.3%580,17112.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,155,319$389,114 6.7%200,6304.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,884,294$125,087 2.2%237,7494.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,231,402$514,233 10.9%24,0803.7%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$4,827,812$483,597 11.1%15,9733.4%ETF
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$4,407,446$25,129 0.6%194,3323.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,887,444$232,265 6.4%117,9802.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,262,478$84,016 -2.5%8,7762.3%Auto/Tires/Trucks
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$2,852,370$7,888 0.3%60,7532.0%ETF
LAM RESEARCH CORP
$1,968,356$2,564 0.1%9,2131.4%COM NEW
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,908,900$4,553 0.2%2,9351.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,906,924$7,063 -0.4%9,7191.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,826,320$31,865 1.8%8,7691.3%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,722,798$84,563 -4.7%11,6331.2%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,676,759$11,177 0.7%54,1591.2%ETF
Nova Ltd. stock logo
NVMI
Nova
$1,612,4820.0%3,7131.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,548,903$287 0.0%5,4001.1%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,529,504$11,836 0.8%52,5961.1%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$1,455,717$3,356 0.2%45,9801.0%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,334,155$13,664 -1.0%54,9710.9%ETF
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$1,169,413$83,855 7.7%37,2070.8%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,159,609$3,492 -0.3%14,9450.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,151,396$13,080 -1.1%6,6020.8%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,102,956$39,648 -3.5%3,2270.8%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,067,489$4,021 0.4%3,7170.8%ETF
Visa Inc. stock logo
V
Visa
$861,015$1,511 0.2%2,8490.6%Business Services
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$834,039$1,409 0.2%33,7330.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$793,085$48,486 6.5%1,3740.6%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$699,736$9,166 -1.3%2,6720.5%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$656,4500.0%1,4240.5%Medical
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$632,484$773,036 -55.0%9000.4%Computer and Technology
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$618,026$1,689 0.3%17,1960.4%Finance
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$597,677$61,573 -9.3%8,7750.4%Finance
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$539,930$18,367 -3.3%23,2530.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$521,150$118,081 -18.5%2,4230.4%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$496,156$209,054 -29.6%3,5600.3%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$489,562$1,110 0.2%1,3230.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$480,1580.0%1,0020.3%Finance
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$458,182$16,819 3.8%23,3470.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$447,634$1,284 0.3%1,3950.3%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$405,452$27,401 -6.3%20,7600.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$369,792$72,013 24.2%1,7870.3%Energy
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$355,237$9,175 -2.5%8,0530.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$349,7170.0%3510.2%Retail/Wholesale
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$306,872$6,192 2.1%22,2530.2%Financial Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$289,075$20,523 -6.6%6620.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$281,592$281,592 New Holding1,6600.2%Energy
Western Digital Corporation stock logo
WDC
Western Digital
$263,901$263,901 New Holding9760.2%Computer and Technology
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$261,621$43,507 -14.3%4,9790.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$261,539$287 0.1%9100.2%Computer and Technology
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$252,441$4,849 2.0%2,7070.2%ETF
NetApp, Inc. stock logo
NTAP
NetApp
$245,763$1,126 0.5%2,4000.2%Computer and Technology
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$238,360$1,420 -0.6%9,5690.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$229,084$384 0.2%3,5750.2%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$212,694$22,051 -9.4%4,6010.1%ETF
SANDISK CORP
$205,850$205,850 New Holding3240.1%COM
Confluent, Inc. stock logo
CFLT
Confluent
$0$1,768,224 -100.0%00.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$240,716 -100.0%00.0%Computer and Technology
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$0$212,488 -100.0%00.0%ETF
Invesco S&P 500 Equal Weight Real Estate ETF stock logo
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$0$208,497 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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