Seek First Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), Seek First Inc. reported 59 stock positions worth $145.1 million. Its top holding was Apple (AAPL) at 22.0% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 15.8%) and Schwab US Large-Cap Value (SCHV, 11.0%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 39 and reduced 15. The biggest buy was a new position in Confluent Class A (CFLT) and the biggest sale Tesla (TSLA, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $145.1M (Q4 2025)
- SEC Filing
- 0002085853-26-000156 ↗ filed Jan 30, 2026
Holdings Value
Holdings 59 stocks · $145.1M
| AAPL Apple Inc. | 21.97% | 117,226 | $31.9M | Add +1.0% |
| SCHG Schwab US Large-Cap Growth | 15.83% | 703,953 | $23.0M | Add +0.7% |
| SCHV Schwab US Large-Cap Value | 11.04% | 540,874 | $16.0M | Add +1.5% |
| SCHF Schwab Intl Equity ETF | 3.86% | 232,695 | $5.6M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 3.55% | 187,947 | $5.2M | Reduce -3.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.17% | 21,713 | $4.6M | Add +1.6% |
| SCHI Schwab 5-10 Year Corporate B | 3.06% | 193,224 | $4.4M | Add +2.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.99% | 14,373 | $4.3M | Add +1.1% |
| TSLA Tesla Inc. | 2.79% | 9,002 | $4.0M | Reduce -34.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.50% | 110,931 | $3.6M | Add +4.2% |
| VMBS Vanguard Mortgage-Backed Sec | 1.97% | 60,585 | $2.9M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.38% | 2,928 | $2.0M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.37% | 8,616 | $2.0M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.28% | 9,755 | $1.9M | Reduce -1.3% |
| CFLT Confluent Inc. Class A | 1.22% | 58,473 | $1.8M | New |
| VYM Vanguard High DVD Yield ETF | 1.21% | 12,204 | $1.8M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 1.17% | 5,399 | $1.7M | No change |
| SCHM Schwab US Mid Cap ETF | 1.11% | 53,798 | $1.6M | Add +0.4% |
| LRCX Lam Research Corp. | 1.09% | 9,201 | $1.6M | Reduce -1.8% |
| SCHA Schwab US Small-Cap ETF | 1.02% | 52,189 | $1.5M | Add +0.4% |
| SCHY Schwab International DVD ETF | 0.94% | 45,874 | $1.4M | Add +0.9% |
| SCHO Schwab Short-Term US Treas | 0.93% | 55,534 | $1.4M | Add +2.2% |
| NVDA Nvidia Corp. | 0.86% | 6,677 | $1.2M | Reduce -2.2% |
| NVMI Nova Ltd. | 0.84% | 3,713 | $1.2M | Add +25.6% |
| CSCO Cisco Systems Inc. | 0.80% | 14,990 | $1.2M | Add +149.9% |
| SCHQ Schwab Long-Term US Treasury | 0.75% | 34,539 | $1.1M | Add +2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 3,703 | $1.1M | Add +0.5% |
| V Visa Inc. Class A | 0.69% | 2,844 | $997K | Add +0.2% |
| AMAT Applied Materials Inc. | 0.59% | 3,343 | $859K | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.58% | 33,676 | $839K | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 0.56% | 1,424 | $806K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 1,290 | $792K | Add +5.7% |
| LITE Lumentum Holdings Inc. | 0.51% | 2,000 | $737K | Reduce -26.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.48% | 2,707 | $698K | Add +0.1% |
| EPS Wisdomtree US Large Cap Fund | 0.47% | 9,679 | $686K | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 2,972 | $653K | Add +1.1% |
| MSFT Microsoft Corp. | 0.44% | 1,320 | $638K | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.43% | 5,060 | $621K | Reduce -35.3% |
| DES Wisdomtree US Smallcap Divid | 0.40% | 17,149 | $574K | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.39% | 24,044 | $562K | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,002 | $504K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 1,391 | $466K | Add +0.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.31% | 22,490 | $444K | Add +3.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.30% | 22,163 | $434K | Add +3.6% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.25% | 8,261 | $360K | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 709 | $346K | Add +0.3% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.23% | 21,804 | $334K | Add +1.9% |
| COST Costco Wholesale Corp. | 0.21% | 351 | $302K | Reduce -0.6% |
| DON Wisdomtree US Midcap Dividen | 0.21% | 5,807 | $300K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.20% | 909 | $284K | Add +0.1% |
| NTAP Netapp Inc. | 0.18% | 2,389 | $256K | Add +0.4% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.17% | 2,655 | $252K | Add +1.8% |
| SCHR Schwab Intermediate-Term US | 0.17% | 9,626 | $241K | Add +1.2% |
| AMD Advanced Micro Devices | 0.17% | 1,124 | $241K | Reduce -36.3% |
| IQLT iShares MSCI International Q | 0.16% | 5,078 | $231K | Add +1.0% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 3,569 | $223K | Add +1.6% |
| CVX Chevron Corp. | 0.15% | 1,439 | $219K | Add +0.2% |
| QLD Proshares Ultra QQQ | 0.15% | 3,018 | $212K | Reduce -3.4% |
| RSPR Invesco S&P 500 Equal Weight | 0.14% | 6,200 | $208K | Add +0.7% |
Portfolio Sells Q3 2025 → Q4 2025
| TSLA Tesla Inc. | Reduce -34.1% | 2.79% | −1.58 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.48 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.5% | 3.55% | −0.27 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.26 |
| GILD Gilead Sciences Inc. | Reduce -35.3% | 0.43% | −0.20 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.9% | 1.21% | −0.08 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.44% | −0.06 |
| NVDA Nvidia Corp. | Reduce -2.2% | 0.86% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.38% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 1.28% | −0.04 |
| AMD Advanced Micro Devices | Reduce -36.3% | 0.17% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.21% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.0% | 0.40% | −0.02 |
| EPS Wisdomtree US Large Cap Fund | Reduce -1.3% | 0.47% | −0.01 |
| QLD Proshares Ultra QQQ | Reduce -3.4% | 0.15% | −0.01 |
| LRCX Lam Research Corp. | Reduce -1.8% | 1.09% | +0.18 |
| LITE Lumentum Holdings Inc. | Reduce -26.7% | 0.51% | +0.19 |
Portfolio Buys Q3 2025 → Q4 2025
| CFLT Confluent Inc. Class A | New | 1.22% | +1.22 |
| AAPL Apple Inc. | Add +1.0% | 21.97% | +0.72 |
| AMAT Applied Materials Inc. | New | 0.59% | +0.59 |
| CSCO Cisco Systems Inc. | Add +149.9% | 0.80% | +0.50 |
| NVMI Nova Ltd. | Add +25.6% | 0.84% | +0.16 |
| SCHF Schwab Intl Equity ETF | Add +2.8% | 3.86% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.20% | +0.04 |
| SCHY Schwab International DVD ETF | Add +0.9% | 0.94% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.7% | 0.55% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.37% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 0.15% | +0.00 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +0.4% | 0.25% | +0.00 |
| IQLT iShares MSCI International Q | Add +1.0% | 0.16% | −0.00 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.7% | 0.31% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +3.6% | 0.30% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.32% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.24% | −0.01 |
| SCHR Schwab Intermediate-Term US | Add +1.2% | 0.17% | −0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.8% | 0.17% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 0.45% | −0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.15% | −0.01 |
| V Visa Inc. Class A | Add +0.2% | 0.69% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Add +0.7% | 0.21% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.7% | 0.39% | −0.01 |
| RSPR Invesco S&P 500 Equal Weight | Add +0.7% | 0.14% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.48% | −0.01 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +1.9% | 0.23% | −0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +1.7% | 0.58% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Add +0.4% | 1.02% | −0.02 |
| SCHO Schwab Short-Term US Treas | Add +2.2% | 0.93% | −0.02 |
| NTAP Netapp Inc. | Add +0.4% | 0.18% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 1.11% | −0.03 |
| SCHQ Schwab Long-Term US Treasury | Add +2.5% | 0.75% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.5% | 1.97% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.74% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.6% | 3.17% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.1% | 2.99% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +4.2% | 2.50% | −0.05 |
| SCHI Schwab 5-10 Year Corporate B | Add +2.2% | 3.06% | −0.08 |
| SCHV Schwab US Large-Cap Value | Add +1.5% | 11.04% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Add +0.7% | 15.83% | −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 |