Seek First Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Seek First Inc. reported 53 stock positions worth $112.6 million. Its top holding was Apple (AAPL) at 23.1% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 14.8%) and Schwab US Large-Cap Value (SCHV, 11.4%).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $112.6M (Q1 2025)
- SEC Filing
- 0001667731-25-000623 ↗ filed May 13, 2025
Holdings Value
Holdings 53 stocks · $112.6M
| AAPL Apple Inc. | 23.15% | 117,343 | $26.1M | — |
| SCHG Schwab US Large-Cap Growth | 14.83% | 666,728 | $16.7M | — |
| SCHV Schwab US Large-Cap Value | 11.42% | 483,938 | $12.9M | — |
| SCHD Schwab US DVD Equity ETF | 4.43% | 178,228 | $5.0M | — |
| SCHF Schwab Intl Equity ETF | 3.97% | 225,816 | $4.5M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.37% | 20,355 | $3.8M | — |
| SCHI Schwab 5-10 Year Corporate B | 3.32% | 166,482 | $3.7M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.96% | 13,228 | $3.3M | — |
| TSLA Tesla Inc. | 2.95% | 12,814 | $3.3M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.40% | 97,899 | $2.7M | — |
| VMBS Vanguard Mortgage-Backed Sec | 2.22% | 54,092 | $2.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.56% | 10,168 | $1.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 3,135 | $1.8M | — |
| AMZN Amazon.com Inc. | 1.54% | 9,106 | $1.7M | — |
| VYM Vanguard High DVD Yield ETF | 1.43% | 12,508 | $1.6M | — |
| SCHM Schwab US Mid Cap ETF | 1.24% | 53,144 | $1.4M | — |
| SCHO Schwab Short-Term US Treas | 1.12% | 51,948 | $1.3M | — |
| SCHA Schwab US Small-Cap ETF | 1.09% | 52,231 | $1.2M | — |
| SCHY Schwab International DVD ETF | 0.97% | 43,190 | $1.1M | — |
| SCHQ Schwab Long-Term US Treasury | 0.95% | 32,772 | $1.1M | — |
| V Visa Inc. Class A | 0.88% | 2,832 | $992K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 3,622 | $937K | — |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.71% | 32,397 | $798K | — |
| NVDA Nvidia Corp. | 0.65% | 6,777 | $735K | — |
| ISRG Intuitive Surgical Inc. | 0.63% | 1,424 | $705K | — |
| IBTF iShares Ibonds Dec 2025 Term | 0.61% | 29,572 | $691K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 3,055 | $677K | — |
| LRCX Lam Research Corp. | 0.60% | 9,313 | $677K | — |
| EPS Wisdomtree US Large Cap Fund | 0.57% | 10,916 | $647K | — |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 2,836 | $550K | — |
| NVMI Nova Ltd. | 0.48% | 2,955 | $545K | — |
| DES Wisdomtree US Smallcap Divid | 0.48% | 16,812 | $537K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,002 | $534K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 22,783 | $528K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 1,122 | $526K | — |
| MSFT Microsoft Corp. | 0.45% | 1,338 | $502K | — |
| CSCO Cisco Systems Inc. | 0.42% | 7,724 | $477K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 1,379 | $379K | — |
| DON Wisdomtree US Midcap Dividen | 0.31% | 6,981 | $346K | — |
| COST Costco Wholesale Corp. | 0.29% | 349 | $330K | — |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.29% | 8,799 | $324K | — |
| LITE Lumentum Holdings Inc. | 0.26% | 4,677 | $292K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 696 | $258K | — |
| INTU Intuit Inc. | 0.23% | 417 | $256K | — |
| CVX Chevron Corp. | 0.21% | 1,431 | $239K | — |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.21% | 16,549 | $236K | — |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.21% | 2,516 | $236K | — |
| SCHR Schwab Intermediate-Term US | 0.21% | 9,330 | $232K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 11,179 | $219K | — |
| RSPR Invesco S&P 500 Equal Weight | 0.19% | 6,087 | $217K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 10,824 | $211K | — |
| NTAP Netapp Inc. | 0.18% | 2,357 | $207K | — |
| QLD Proshares Ultra QQQ | 0.18% | 2,285 | $203K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |