Seek First Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Seek First Inc. reported 55 stock positions worth $123.4 million. Its top holding was Apple (AAPL) at 20.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 16.6%) and Schwab US Large-Cap Value (SCHV, 11.6%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 41 and reduced 6. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +5%) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $123.4M (Q2 2025)
- SEC Filing
- 0001667731-25-000795 ↗ filed Jul 14, 2025
Holdings Value
Holdings 55 stocks · $123.4M
| AAPL Apple Inc. | 20.23% | 121,726 | $25.0M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 16.58% | 700,734 | $20.5M | Add +5.1% |
| SCHV Schwab US Large-Cap Value | 11.61% | 518,131 | $14.3M | Add +7.1% |
| SCHD Schwab US DVD Equity ETF | 4.01% | 186,834 | $5.0M | Add +4.8% |
| SCHF Schwab Intl Equity ETF | 3.99% | 222,847 | $4.9M | Reduce -1.3% |
| TSLA Tesla Inc. | 3.42% | 13,289 | $4.2M | Add +3.7% |
| SCHI Schwab 5-10 Year Corporate B | 3.41% | 184,788 | $4.2M | Add +11.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.34% | 21,146 | $4.1M | Add +3.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.14% | 14,016 | $3.9M | Add +6.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.54% | 103,968 | $3.1M | Add +6.2% |
| VMBS Vanguard Mortgage-Backed Sec | 2.21% | 58,934 | $2.7M | Add +8.9% |
| AMZN Amazon.com Inc. | 1.63% | 9,156 | $2.0M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.54% | 3,084 | $1.9M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.41% | 9,865 | $1.7M | Reduce -3.0% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 12,629 | $1.7M | Add +1.0% |
| SCHM Schwab US Mid Cap ETF | 1.21% | 53,336 | $1.5M | Add +0.4% |
| SCHO Schwab Short-Term US Treas | 1.07% | 54,397 | $1.3M | Add +4.7% |
| SCHA Schwab US Small-Cap ETF | 1.05% | 51,396 | $1.3M | Reduce -1.6% |
| SCHY Schwab International DVD ETF | 0.98% | 44,365 | $1.2M | Add +2.7% |
| NVDA Nvidia Corp. | 0.87% | 6,803 | $1.1M | Add +0.4% |
| SCHQ Schwab Long-Term US Treasury | 0.87% | 33,532 | $1.1M | Add +2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 3,671 | $1.0M | Add +1.4% |
| V Visa Inc. Class A | 0.82% | 2,850 | $1.0M | Add +0.6% |
| LRCX Lam Research Corp. | 0.74% | 9,346 | $910K | Add +0.3% |
| NVMI Nova Ltd. | 0.66% | 2,955 | $813K | No change |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.66% | 32,755 | $813K | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.63% | 1,424 | $774K | No change |
| EPS Wisdomtree US Large Cap Fund | 0.57% | 10,956 | $701K | Add +0.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.57% | 29,888 | $698K | Add +1.1% |
| MSFT Microsoft Corp. | 0.55% | 1,358 | $675K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 1,167 | $644K | Add +4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 2,698 | $639K | Reduce -11.7% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 2,928 | $599K | Add +3.2% |
| DES Wisdomtree US Smallcap Divid | 0.44% | 17,028 | $541K | Add +1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.44% | 23,241 | $540K | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,002 | $487K | No change |
| LITE Lumentum Holdings Inc. | 0.36% | 4,677 | $445K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 1,379 | $419K | No change |
| CSCO Cisco Systems Inc. | 0.32% | 5,667 | $393K | Reduce -26.6% |
| COST Costco Wholesale Corp. | 0.29% | 358 | $354K | Add +2.6% |
| DON Wisdomtree US Midcap Dividen | 0.29% | 7,028 | $352K | Add +0.7% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.28% | 8,820 | $350K | Add +0.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.28% | 17,278 | $340K | Add +54.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.27% | 16,963 | $331K | Add +56.7% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.26% | 20,998 | $325K | Add +26.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 706 | $310K | Add +1.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.23% | 13,605 | $281K | New |
| QLD Proshares Ultra QQQ | 0.22% | 2,333 | $275K | Add +2.1% |
| NTAP Netapp Inc. | 0.20% | 2,370 | $252K | Add +0.6% |
| AMD Advanced Micro Devices | 0.20% | 1,763 | $250K | New |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.20% | 2,562 | $243K | Add +1.8% |
| SCHR Schwab Intermediate-Term US | 0.19% | 9,419 | $236K | Add +0.9% |
| IQLT iShares MSCI International Q | 0.18% | 5,028 | $217K | New |
| RSPR Invesco S&P 500 Equal Weight | 0.17% | 6,123 | $214K | Add +0.6% |
| CVX Chevron Corp. | 0.17% | 1,447 | $207K | Add +1.1% |
Portfolio Sells Q1 2025 → Q2 2025
| INTU Intuit Inc. | Sold out | 0.00% | −0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.0% | 1.41% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -26.6% | 0.32% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.7% | 0.52% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.6% | 1.05% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.54% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -1.3% | 3.99% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHG Schwab US Large-Cap Growth | Add +5.1% | 16.58% | +1.76 |
| TSLA Tesla Inc. | Add +3.7% | 3.42% | +0.47 |
| BSCP Invesco Bulletshares 2025 CB | New | 0.23% | +0.23 |
| NVDA Nvidia Corp. | Add +0.4% | 0.87% | +0.22 |
| AMD Advanced Micro Devices | New | 0.20% | +0.20 |
| SCHV Schwab US Large-Cap Value | Add +7.1% | 11.61% | +0.19 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +6.0% | 3.14% | +0.19 |
| IQLT iShares MSCI International Q | New | 0.18% | +0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +6.2% | 2.54% | +0.14 |
| LRCX Lam Research Corp. | Add +0.3% | 0.74% | +0.14 |
| MSFT Microsoft Corp. | Add +1.5% | 0.55% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.63% | +0.09 |
| SCHI Schwab 5-10 Year Corporate B | Add +11.0% | 3.41% | +0.09 |
| BSCQ Invesco Bulletshares 2026 CB | Add +56.7% | 0.27% | +0.08 |
| BSCR Invesco Bulletshares 2027 CB | Add +54.6% | 0.28% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 0.52% | +0.05 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +26.9% | 0.26% | +0.05 |
| QLD Proshares Ultra QQQ | Add +2.1% | 0.22% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.25% | +0.02 |
| NTAP Netapp Inc. | Add +0.6% | 0.20% | +0.02 |
| SCHY Schwab International DVD ETF | Add +2.7% | 0.98% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 0.83% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.2% | 0.49% | −0.00 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +0.2% | 0.28% | −0.00 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.29% | −0.01 |
| EPS Wisdomtree US Large Cap Fund | Add +0.4% | 0.57% | −0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.8% | 0.20% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +8.9% | 2.21% | −0.01 |
| SCHR Schwab Intermediate-Term US | Add +0.9% | 0.19% | −0.01 |
| RSPR Invesco S&P 500 Equal Weight | Add +0.6% | 0.17% | −0.02 |
| DON Wisdomtree US Midcap Dividen | Add +0.7% | 0.29% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 1.21% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.9% | 3.34% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.0% | 0.44% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Add +1.3% | 0.44% | −0.04 |
| CVX Chevron Corp. | Add +1.1% | 0.17% | −0.04 |
| IBTF iShares Ibonds Dec 2025 Term | Add +1.1% | 0.57% | −0.05 |
| SCHO Schwab Short-Term US Treas | Add +4.7% | 1.07% | −0.05 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +1.1% | 0.66% | −0.05 |
| V Visa Inc. Class A | Add +0.6% | 0.82% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Add +1.0% | 1.36% | −0.07 |
| SCHQ Schwab Long-Term US Treasury | Add +2.3% | 0.87% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Add +4.8% | 4.01% | −0.41 |
| AAPL Apple Inc. | Add +3.7% | 20.23% | −2.92 |
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 |