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

About Seek First Inc.

Investment Activity

  • Seek First Inc. has $158.39 million in total holdings as of June 30, 2026.
  • Seek First Inc. owns shares of 67 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 4.74% of the portfolio was purchased this quarter.
  • About 7.21% of the portfolio was sold this quarter.
  • This quarter, Seek First Inc. has purchased 58 new stocks and bought additional shares in 24 stocks.
  • Seek First Inc. sold shares of 31 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

464288356 - iShares California Muni Bond ETF
$2,897,563 Holding
46137V647 - Invesco Semiconductors ETF
$395,228 Holding
007903107 - Advanced Micro Devices
$342,156 Holding
74347R206 - ProShares Ultra QQQ
$237,160 Holding

Largest Purchases this Quarter

iShares California Muni Bond ETF
50,270 shares (about $2.90M)
Vanguard Mid-Cap ETF
10,619 shares (about $855.56K)
Invesco Semiconductors ETF
2,104 shares (about $395.23K)
Advanced Micro Devices
589 shares (about $342.16K)

Largest Sales this Quarter

Apple
29,043 shares (about $8.40M)
Vanguard High Dividend Yield ETF
2,198 shares (about $347.33K)
SPDR S&P 500 ETF Trust
392 shares (about $292.69K)
Nova
406 shares (about $220.43K)
Vanguard Value ETF
999 shares (about $217.72K)

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
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$24,640,655$133,363 -0.5%728,15215.6%ETF
Apple Inc. stock logo
AAPL
Apple
$24,160,311$8,403,851 -25.8%83,49615.3%Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$20,536,047$340,302 1.7%589,94713.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,566,371$204,402 3.2%207,0764.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,388,482$197,169 -3.0%230,6314.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,982,306$131,212 2.2%24,6203.8%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$5,881,930$40,593 0.7%16,0843.7%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$4,371,470$93,515 2.2%120,5592.8%ETF
Schwab 5-10 Year Corporate Bond ETF stock logo
SCHI
Schwab 5-10 Year Corporate Bond ETF
$4,236,082$163,597 -3.7%187,1062.7%ETF
LAM RESEARCH CORP
$3,996,011$3,900 0.1%9,2222.5%COM NEW
Tesla, Inc. stock logo
TSLA
Tesla
$3,616,739$74,446 -2.0%8,5992.3%Consumer Discretionary
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$2,897,563$2,897,563 New Holding50,2701.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$2,855,855$12,030 0.4%61,0101.8%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,333,1210.0%3,2271.5%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,063,548$26,456 -1.3%8,6581.3%Consumer Discretionary
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,948,717$48,115 -2.4%52,8541.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,900,428$217,721 -10.3%8,7201.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,898,766$292,692 -13.4%2,5431.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,823,195$77,102 -4.1%50,4621.2%ETF
Nova Ltd. stock logo
NVMI
Nova
$1,795,503$220,434 -10.9%3,3071.1%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,777,792$130,013 -6.8%5,0321.1%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,700,709$54,737 -3.1%14,4791.1%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,490,947$347,335 -18.9%9,4350.9%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$1,402,084$56,860 -3.9%44,1880.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,315,705$5,202 -0.4%6,5760.8%Technology
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,265,222$61,774 -4.7%52,4120.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,155,032$855,558 285.7%14,3360.7%ETF
Schwab Long-Term U.S. Treasury ETF stock logo
SCHQ
Schwab Long-Term U.S. Treasury ETF
$1,090,212$74,369 -6.4%34,8310.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,028,065$16,202 1.6%1,3960.6%ETF
Visa Inc. stock logo
V
Visa
$964,414$13,037 -1.3%2,8110.6%Finance
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$841,134$9,272 1.1%34,1090.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$812,188$2,122 0.3%2,6790.5%ETF
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$772,2540.0%9000.5%Technology
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$699,472$81 0.0%17,1940.4%ETF
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$684,614$2,022 0.3%8,8010.4%ETF
SANDISK CORP
$636,644$100,044 -13.6%2800.4%COM
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$613,934$164,128 36.5%4,8590.4%Healthcare
Western Digital Corporation stock logo
WDC
Western Digital
$558,142$65,138 -10.5%8740.4%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$516,649$370 0.1%1,3960.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$504,841$33,007 -6.1%21,8260.3%ETF
Invesco Dow Jones Industrial Average Dividend ETF stock logo
DJD
Invesco Dow Jones Industrial Average Dividend ETF
$503,601$503,601 New Holding7,9470.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$497,346$3,731 0.8%1,3330.3%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$460,513$105,783 -18.7%1,1580.3%Healthcare
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$439,118$134,149 -23.4%1,8560.3%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$404,210$53,746 -11.7%20,6070.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$398,572$102,419 34.6%2,4050.3%Energy
Invesco Semiconductors ETF stock logo
PSI
Invesco Semiconductors ETF
$395,228$395,228 New Holding2,1040.2%ETF
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$377,258$5,357 1.4%8,1690.2%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$360,635$44,713 -11.0%18,4700.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$342,156$342,156 New Holding5890.2%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$333,272$276,248 484.4%3,8690.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$325,2240.0%9100.2%Communication Services
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
$323,641$87 0.0%22,2590.2%Finance
NetApp, Inc. stock logo
NTAP
NetApp
$321,758$49,680 -13.4%2,0790.2%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$316,393$12,169 -3.7%3380.2%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$307,239$194,151 -38.7%6140.2%Finance
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$283,161$1,752 0.6%5,0100.2%ETF
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
$257,650$4,489 1.8%2,7550.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$256,044$1,354 0.5%3,5940.2%ETF
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$237,160$237,160 New Holding2,4510.1%ETF
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$234,668$234,668 New Holding4,1630.1%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$231,416$3,419 1.5%4,6700.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$228,468$1,504 0.7%1,6710.1%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$213,835$213,835 New Holding2,9720.1%Consumer Staples
Invesco S&P 500 Equal Weight Real Estate ETF stock logo
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$213,543$213,543 New Holding5,8400.1%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$206,600$29,370 -12.4%8,3780.1%ETF
WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock logo
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
$200,698$200,698 New Holding3,3810.1%ETF

Showing largest 100 holdings. View all holdings.
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