Seek First Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$141.9M
Q ending 2026-03-31
Prior quarter
$145.1M
Q ending 2025-12-31
Change
-2.2% QoQ · +26.0% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $28.6M | 113K |
| Schwab Strategic Tr | SCHG | Shares | $21.3M | 732K |
| Schwab Strategic Tr | SCHV | Shares | $17.7M | 580K |
| Schwab Strategic Tr | SCHD | Shares | $6.2M | 201K |
| Schwab Strategic Tr | SCHF | Shares | $5.9M | 238K |
| Vanguard Index Fds | VBR | Shares | $5.2M | 24K |
| Vanguard Index Fds | VBK | Shares | $4.8M | 16K |
| Schwab Strategic Tr | SCHI | Shares | $4.4M | 194K |
| Schwab Strategic Tr | SCHE | Shares | $3.9M | 118K |
| Tesla Inc | TSLA | Shares | $3.3M | 9K |
| Vanguard Scottsdale Fds | VMBS | Shares | $2.9M | 61K |
| Lam Research Corp | LRCX | Shares | $2.0M | 9K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.9M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.9M | 10K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Vanguard Whitehall Fds | VYM | Shares | $1.7M | 12K |
| Schwab Strategic Tr | SCHM | Shares | $1.7M | 54K |
| Nova Ltd | Shares | $1.6M | 4K | |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Schwab Strategic Tr | SCHA | Shares | $1.5M | 53K |
| Schwab Strategic Tr | SCHY | Shares | $1.5M | 46K |
| Schwab Strategic Tr | SCHO | Shares | $1.3M | 55K |
| Schwab Strategic Tr | SCHQ | Shares | $1.2M | 37K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Applied Matls Inc | AMAT | Shares | $1.1M | 3K |
| Vanguard Index Fds | VO | Shares | $1.1M | 4K |
| Visa Inc | V | Shares | $861K | 3K |
| Schwab Strategic Tr | SCHJ | Shares | $834K | 34K |
| Invesco Qqq Tr | QQQ | Shares | $793K | 1K |
| Vanguard Index Fds | VB | Shares | $700K | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $656K | 1K |
| Lumentum Hldgs Inc | LITE | Shares | $632K | 900 |
| Wisdomtree Tr | DES | Shares | $618K | 17K |
| Wisdomtree Tr | EPS | Shares | $598K | 9K |
| Schwab Strategic Tr | SCHZ | Shares | $540K | 23K |
| Vanguard Specialized Funds | VIG | Shares | $521K | 2K |
| Gilead Sciences Inc | GILD | Shares | $496K | 4K |
| Microsoft Corp | MSFT | Shares | $490K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $480K | 1K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $458K | 23K |
| Vanguard Index Fds | VTI | Shares | $448K | 1K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $405K | 21K |
| Chevron Corporation | CVX | Shares | $370K | 2K |
| Wisdomtree Tr | DDWM | Shares | $355K | 8K |
| Costco Wholesale Corporation | COST | Shares | $350K | 351 |
| Eaton Vance Tax-Managed Dive | XETYX | Shares | $307K | 22K |
| Vanguard Index Fds | VUG | Shares | $289K | 662 |
| Exxon Mobil Corp | XOM | Shares | $282K | 2K |
| Western Digital Corp | WDC | Shares | $264K | 976 |
| Wisdomtree Tr | DON | Shares | $262K | 5K |
| Alphabet Inc | GOOGL | Shares | $262K | 910 |
| Pimco Etf Tr | HYS | Shares | $252K | 3K |
| Netapp Inc | NTAP | Shares | $246K | 2K |
| Schwab Strategic Tr | SCHR | Shares | $238K | 10K |
| Vanguard Tax-Managed Fds | VEA | Shares | $229K | 4K |
| Ishares Tr | IQLT | Shares | $213K | 5K |
| Sandisk Corp | SNDK | Shares | $206K | 324 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.