Seek First Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Seek First Inc. reported 67 stock positions worth $158.4 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.6% of the portfolio, followed by Apple (AAPL, 15.3%) and Schwab US Large-Cap Value (SCHV, 13.0%). Compared with Q1 2026, it opened 9 new positions, added to 22 and reduced 33. The biggest buy was a new position in iShares California Muni Bond (CMF) and the biggest sale Apple (AAPL, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $158.4M (Q2 2026)
- SEC Filing
- 0002085853-26-000888 ↗ filed Jul 28, 2026
Holdings Value
Holdings 67 stocks · $158.4M
| SCHG Schwab US Large-Cap Growth | 15.56% | 728,152 | $24.6M | Reduce -0.5% |
| AAPL Apple Inc. | 15.25% | 83,496 | $24.2M | Reduce -25.8% |
| SCHV Schwab US Large-Cap Value | 12.97% | 589,947 | $20.5M | Add +1.7% |
| SCHD Schwab US DVD Equity ETF | 4.15% | 207,076 | $6.6M | Add +3.2% |
| SCHF Schwab Intl Equity ETF | 4.03% | 230,631 | $6.4M | Reduce -3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.78% | 24,620 | $6.0M | Add +2.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.71% | 16,084 | $5.9M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.76% | 120,559 | $4.4M | Add +2.2% |
| SCHI Schwab 5-10 Year Corporate B | 2.67% | 187,106 | $4.2M | Reduce -3.7% |
| LRCX Lam Research Corp. | 2.52% | 9,222 | $4.0M | Add +0.1% |
| TSLA Tesla Inc. | 2.28% | 8,599 | $3.6M | Reduce -2.0% |
| CMF iShares California Muni Bond | 1.83% | 50,270 | $2.9M | New |
| VMBS Vanguard Mortgage-Backed Sec | 1.80% | 61,010 | $2.9M | Add +0.4% |
| AMAT Applied Materials Inc. | 1.47% | 3,227 | $2.3M | No change |
| AMZN Amazon.com Inc. | 1.30% | 8,658 | $2.1M | Reduce -1.3% |
| SCHM Schwab US Mid Cap ETF | 1.23% | 52,854 | $1.9M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.20% | 8,720 | $1.9M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.20% | 2,543 | $1.9M | Reduce -13.4% |
| SCHA Schwab US Small-Cap ETF | 1.15% | 50,462 | $1.8M | Reduce -4.1% |
| NVMI Nova Ltd. | 1.13% | 3,307 | $1.8M | Reduce -10.9% |
| GOOG Alphabet Inc. Class C | 1.12% | 5,032 | $1.8M | Reduce -6.8% |
| CSCO Cisco Systems Inc. | 1.07% | 14,479 | $1.7M | Reduce -3.1% |
| VYM Vanguard High DVD Yield ETF | 0.94% | 9,435 | $1.5M | Reduce -18.9% |
| SCHY Schwab International DVD ETF | 0.89% | 44,188 | $1.4M | Reduce -3.9% |
| NVDA Nvidia Corp. | 0.83% | 6,576 | $1.3M | Reduce -0.4% |
| SCHO Schwab Short-Term US Treas | 0.80% | 52,412 | $1.3M | Reduce -4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 14,336 | $1.2M | Reduce -3.6% |
| SCHQ Schwab Long-Term US Treasury | 0.69% | 34,831 | $1.1M | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 1,396 | $1.0M | Add +1.6% |
| V Visa Inc. Class A | 0.61% | 2,811 | $964K | Reduce -1.3% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.53% | 34,109 | $841K | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.51% | 2,679 | $812K | Add +0.3% |
| LITE Lumentum Holdings Inc. | 0.49% | 900 | $772K | No change |
| DES Wisdomtree US Smallcap Divid | 0.44% | 17,194 | $699K | Reduce -0.0% |
| EPS Wisdomtree US Large Cap Fund | 0.43% | 8,801 | $685K | Add +0.3% |
| SNDK Sandisk Corp. | 0.40% | 280 | $637K | Reduce -13.6% |
| GILD Gilead Sciences Inc. | 0.39% | 4,859 | $614K | Add +36.5% |
| WDC Western Digital Corp. | 0.35% | 874 | $558K | Reduce -10.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,396 | $517K | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 21,826 | $505K | Reduce -6.1% |
| DJD Invesco Dow Jones Industrial | 0.32% | 7,947 | $504K | New |
| MSFT Microsoft Corp. | 0.31% | 1,333 | $497K | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.29% | 1,158 | $461K | Reduce -18.7% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 1,856 | $439K | Reduce -23.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.26% | 20,607 | $404K | Reduce -11.7% |
| CVX Chevron Corp. | 0.25% | 2,405 | $399K | Add +34.6% |
| PSI Invesco Semiconductors ETF | 0.25% | 2,104 | $395K | New |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.24% | 8,169 | $377K | Add +1.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.23% | 18,470 | $361K | Reduce -11.0% |
| AMD Advanced Micro Devices | 0.22% | 589 | $342K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 3,869 | $333K | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.21% | 910 | $325K | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.20% | 22,259 | $324K | Add +0.0% |
| NTAP Netapp Inc. | 0.20% | 2,079 | $322K | Reduce -13.4% |
| COST Costco Wholesale Corp. | 0.20% | 338 | $316K | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 614 | $307K | Reduce -38.7% |
| DON Wisdomtree US Midcap Dividen | 0.18% | 5,010 | $283K | Add +0.6% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.16% | 2,755 | $258K | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 3,594 | $256K | Add +0.5% |
| QLD Proshares Ultra QQQ | 0.15% | 2,451 | $237K | New |
| FITB Fifth Third Bancorp | 0.15% | 4,163 | $235K | New |
| IQLT iShares MSCI International Q | 0.15% | 4,670 | $231K | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.14% | 1,671 | $228K | Add +0.7% |
| MO Altria Group Inc. | 0.14% | 2,972 | $214K | New |
| RSPR Invesco S&P 500 Equal Weight | 0.13% | 5,840 | $214K | New |
| SCHR Schwab Intermediate-Term US | 0.13% | 8,378 | $207K | Reduce -12.4% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.13% | 3,381 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -25.8% | 15.25% | −4.88 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -3.7% | 2.67% | −0.43 |
| VYM Vanguard High DVD Yield ETF | Reduce -18.9% | 0.94% | −0.27 |
| ISRG Intuitive Surgical Inc. | Reduce -18.7% | 0.29% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.4% | 1.20% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -38.7% | 0.19% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.3% | 1.20% | −0.14 |
| SCHO Schwab Short-Term US Treas | Reduce -4.7% | 0.80% | −0.14 |
| SCHY Schwab International DVD ETF | Reduce -3.9% | 0.89% | −0.14 |
| SCHQ Schwab Long-Term US Treasury | Reduce -6.4% | 0.69% | −0.14 |
| SCHF Schwab Intl Equity ETF | Reduce -3.0% | 4.03% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -23.4% | 0.28% | −0.09 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -11.7% | 0.26% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.1% | 0.32% | −0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -11.0% | 0.23% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.7% | 0.20% | −0.05 |
| SCHR Schwab Intermediate-Term US | Reduce -12.4% | 0.13% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.6% | 0.73% | −0.02 |
| TSLA Tesla Inc. | Reduce -2.0% | 2.28% | −0.02 |
| NVMI Nova Ltd. | Reduce -10.9% | 1.13% | −0.00 |
| V Visa Inc. Class A | Reduce -1.3% | 0.61% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.0% | 0.44% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.6% | 0.21% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 1.30% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.4% | 0.83% | +0.02 |
| NTAP Netapp Inc. | Reduce -13.4% | 0.20% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -6.8% | 1.12% | +0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.4% | 1.23% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.1% | 1.15% | +0.07 |
| WDC Western Digital Corp. | Reduce -10.4% | 0.35% | +0.17 |
| CSCO Cisco Systems Inc. | Reduce -3.1% | 1.07% | +0.26 |
| SNDK Sandisk Corp. | Reduce -13.6% | 0.40% | +0.26 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.5% | 15.56% | +0.53 |
Portfolio Buys Q1 2026 → Q2 2026
| CMF iShares California Muni Bond | New | 1.83% | +1.83 |
| LRCX Lam Research Corp. | Add +0.1% | 2.52% | +1.14 |
| SCHV Schwab US Large-Cap Value | Add +1.7% | 12.97% | +0.49 |
| DJD Invesco Dow Jones Industrial | New | 0.32% | +0.32 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.7% | 3.71% | +0.31 |
| PSI Invesco Semiconductors ETF | New | 0.25% | +0.25 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| QLD Proshares Ultra QQQ | New | 0.15% | +0.15 |
| FITB Fifth Third Bancorp | New | 0.15% | +0.15 |
| MO Altria Group Inc. | New | 0.14% | +0.14 |
| RSPR Invesco S&P 500 Equal Weight | New | 0.13% | +0.13 |
| DGRS Wisdomtree U.S. Smallcap Qua | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.6% | 0.65% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.2% | 3.78% | +0.09 |
| GILD Gilead Sciences Inc. | Add +36.5% | 0.39% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.2% | 2.76% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.51% | +0.02 |
| EPS Wisdomtree US Large Cap Fund | Add +0.3% | 0.43% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.33% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 0.16% | +0.00 |
| IQLT iShares MSCI International Q | Add +1.5% | 0.15% | −0.00 |
| DON Wisdomtree US Midcap Dividen | Add +0.6% | 0.18% | −0.01 |
| CVX Chevron Corp. | Add +34.6% | 0.25% | −0.01 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +0.0% | 0.20% | −0.01 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +1.4% | 0.24% | −0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.8% | 0.16% | −0.02 |
| MSFT Microsoft Corp. | Add +0.8% | 0.31% | −0.03 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.14% | −0.05 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +1.1% | 0.53% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Add +3.2% | 4.15% | −0.19 |
| VMBS Vanguard Mortgage-Backed Sec | Add +0.4% | 1.80% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $158.4M | SCHG, AAPL, SCHV, SCHD, SCHF |
| Q1 2026 | 58 | $141.9M | AAPL, SCHG, SCHV, SCHD, SCHF |
| Q4 2025 | 59 | $145.1M | AAPL, SCHG, SCHV, SCHF, SCHD |
| Q3 2025 | 59 | $139.1M | AAPL, SCHG, SCHV, TSLA, SCHD |
| Q2 2025Amended | 55 | $123.4M | AAPL, SCHG, SCHV, SCHD, SCHF |
| Q1 2025 | 53 | $112.6M | AAPL, SCHG, SCHV, SCHD, SCHF |