Seek First Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Seek First Inc. reported 59 stock positions worth $139.1 million. Its top holding was Apple (AAPL) at 21.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 16.0%) and Schwab US Large-Cap Value (SCHV, 11.2%). Compared with Q2 2025, it opened 4 new positions, added to 35 and reduced 15. The biggest buy was Tesla (TSLA, shares +3%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $139.1M (Q3 2025)
- SEC Filing
- 0002085853-25-000255 ↗ filed Nov 12, 2025
Holdings Value
Holdings 59 stocks · $139.1M
| AAPL Apple Inc. | 21.24% | 116,016 | $29.5M | Reduce -4.7% |
| SCHG Schwab US Large-Cap Growth | 16.04% | 699,012 | $22.3M | Reduce -0.3% |
| SCHV Schwab US Large-Cap Value | 11.16% | 532,904 | $15.5M | Add +2.9% |
| TSLA Tesla Inc. | 4.37% | 13,658 | $6.1M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 3.82% | 194,663 | $5.3M | Add +4.2% |
| SCHF Schwab Intl Equity ETF | 3.79% | 226,267 | $5.3M | Add +1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.21% | 21,370 | $4.5M | Add +1.1% |
| SCHI Schwab 5-10 Year Corporate B | 3.14% | 189,096 | $4.4M | Add +2.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.04% | 14,214 | $4.2M | Add +1.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.55% | 106,459 | $3.6M | Add +2.4% |
| VMBS Vanguard Mortgage-Backed Sec | 2.00% | 59,107 | $2.8M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 2,987 | $2.0M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 1.36% | 8,611 | $1.9M | Reduce -6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.32% | 9,880 | $1.8M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 1.29% | 12,701 | $1.8M | Add +0.6% |
| SCHM Schwab US Mid Cap ETF | 1.14% | 53,563 | $1.6M | Add +0.4% |
| SCHA Schwab US Small-Cap ETF | 1.04% | 51,960 | $1.4M | Add +1.1% |
| SCHO Schwab Short-Term US Treas | 0.95% | 54,331 | $1.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.95% | 5,399 | $1.3M | New |
| NVDA Nvidia Corp. | 0.92% | 6,827 | $1.3M | Add +0.3% |
| SCHY Schwab International DVD ETF | 0.91% | 45,444 | $1.3M | Add +2.4% |
| LRCX Lam Research Corp. | 0.90% | 9,366 | $1.3M | Add +0.2% |
| SCHQ Schwab Long-Term US Treasury | 0.78% | 33,698 | $1.1M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.78% | 3,685 | $1.1M | Add +0.4% |
| V Visa Inc. Class A | 0.70% | 2,839 | $969K | Reduce -0.4% |
| NVMI Nova Ltd. | 0.68% | 2,955 | $945K | No change |
| GILD Gilead Sciences Inc. | 0.62% | 7,818 | $868K | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.59% | 33,123 | $826K | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 1,221 | $733K | Add +4.6% |
| MSFT Microsoft Corp. | 0.50% | 1,342 | $695K | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 2,705 | $688K | Add +0.3% |
| EPS Wisdomtree US Large Cap Fund | 0.49% | 9,810 | $676K | Reduce -10.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.48% | 28,461 | $665K | Reduce -4.8% |
| ISRG Intuitive Surgical Inc. | 0.46% | 1,424 | $637K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 2,940 | $634K | Add +0.4% |
| DES Wisdomtree US Smallcap Divid | 0.42% | 17,153 | $578K | Add +0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.40% | 23,647 | $555K | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,002 | $504K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,383 | $454K | Add +0.3% |
| LITE Lumentum Holdings Inc. | 0.32% | 2,727 | $444K | Reduce -41.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.31% | 21,682 | $427K | Add +25.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.30% | 21,383 | $418K | Add +26.1% |
| CSCO Cisco Systems Inc. | 0.30% | 5,999 | $410K | Add +5.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.26% | 17,223 | $356K | Add +26.6% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.25% | 8,225 | $344K | Reduce -6.8% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.24% | 21,395 | $340K | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 707 | $339K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.24% | 353 | $327K | Reduce -1.4% |
| DON Wisdomtree US Midcap Dividen | 0.22% | 5,765 | $302K | Reduce -18.0% |
| AMD Advanced Micro Devices | 0.21% | 1,763 | $285K | No change |
| NTAP Netapp Inc. | 0.20% | 2,380 | $282K | Add +0.4% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.18% | 2,607 | $249K | Add +1.8% |
| SCHR Schwab Intermediate-Term US | 0.17% | 9,509 | $239K | Add +1.0% |
| CVX Chevron Corp. | 0.16% | 1,436 | $223K | Reduce -0.8% |
| IQLT iShares MSCI International Q | 0.16% | 5,028 | $222K | No change |
| GOOGL Alphabet Inc. Class A | 0.16% | 908 | $221K | New |
| RSPR Invesco S&P 500 Equal Weight | 0.16% | 6,159 | $218K | Add +0.6% |
| QLD Proshares Ultra QQQ | 0.15% | 1,562 | $214K | Reduce -33.0% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 3,512 | $210K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SCHG Schwab US Large-Cap Growth | Reduce -0.3% | 16.04% | −0.54 |
| AMZN Amazon.com Inc. | Reduce -6.0% | 1.36% | −0.27 |
| V Visa Inc. Class A | Reduce -0.4% | 0.70% | −0.12 |
| SCHO Schwab Short-Term US Treas | Reduce -0.1% | 0.95% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 1.43% | −0.11 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -4.8% | 0.48% | −0.09 |
| EPS Wisdomtree US Large Cap Fund | Reduce -10.5% | 0.49% | −0.08 |
| DON Wisdomtree US Midcap Dividen | Reduce -18.0% | 0.22% | −0.07 |
| QLD Proshares Ultra QQQ | Reduce -33.0% | 0.15% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.24% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.2% | 0.50% | −0.05 |
| LITE Lumentum Holdings Inc. | Reduce -41.7% | 0.32% | −0.04 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -6.8% | 0.25% | −0.04 |
| CVX Chevron Corp. | Reduce -0.8% | 0.16% | −0.01 |
| AAPL Apple Inc. | Reduce -4.7% | 21.24% | +1.01 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +2.8% | 4.37% | +0.95 |
| GOOG Alphabet Inc. Class C | New | 0.95% | +0.95 |
| GILD Gilead Sciences Inc. | New | 0.62% | +0.62 |
| LRCX Lam Research Corp. | Add +0.2% | 0.90% | +0.16 |
| GOOGL Alphabet Inc. Class A | New | 0.16% | +0.16 |
| VEA Vanguard Ftse Developed ETF | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +0.3% | 0.92% | +0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Add +26.1% | 0.30% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +25.5% | 0.31% | +0.03 |
| BSCP Invesco Bulletshares 2025 CB | Add +26.6% | 0.26% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.4% | 2.55% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 0.53% | +0.01 |
| NTAP Netapp Inc. | Add +0.4% | 0.20% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.24% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.1% | 1.04% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.33% | −0.01 |
| RSPR Invesco S&P 500 Equal Weight | Add +0.6% | 0.16% | −0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.8% | 0.18% | −0.02 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +1.9% | 0.24% | −0.02 |
| SCHR Schwab Intermediate-Term US | Add +1.0% | 0.17% | −0.02 |
| DES Wisdomtree US Smallcap Divid | Add +0.7% | 0.42% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.49% | −0.02 |
| CSCO Cisco Systems Inc. | Add +5.9% | 0.30% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.46% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.8% | 0.40% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.78% | −0.05 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +1.1% | 0.59% | −0.06 |
| SCHY Schwab International DVD ETF | Add +2.4% | 0.91% | −0.07 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 1.14% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 1.29% | −0.08 |
| SCHQ Schwab Long-Term US Treasury | Add +0.5% | 0.78% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.32% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.4% | 3.04% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 3.21% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Add +4.2% | 3.82% | −0.19 |
| SCHF Schwab Intl Equity ETF | Add +1.5% | 3.79% | −0.20 |
| VMBS Vanguard Mortgage-Backed Sec | Add +0.3% | 2.00% | −0.22 |
| SCHI Schwab 5-10 Year Corporate B | Add +2.3% | 3.14% | −0.27 |
| SCHV Schwab US Large-Cap Value | Add +2.9% | 11.16% | −0.46 |
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 |