Seek First Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Seek First Inc. reported 58 stock positions worth $141.9 million. Its top holding was Apple (AAPL) at 20.1% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 15.0%) and Schwab US Large-Cap Value (SCHV, 12.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 31 and reduced 20. The biggest buy was Schwab US Large-Cap Value (SCHV, shares +7%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Campbell, CA
- CIK
- 0002060504
- Portfolio Value
- $141.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000481 ↗ filed Apr 24, 2026
Holdings Value
Holdings 58 stocks · $141.9M
| AAPL Apple Inc. | 20.13% | 112,539 | $28.6M | Reduce -4.0% |
| SCHG Schwab US Large-Cap Growth | 15.03% | 732,093 | $21.3M | Add +4.0% |
| SCHV Schwab US Large-Cap Value | 12.47% | 580,171 | $17.7M | Add +7.3% |
| SCHD Schwab US DVD Equity ETF | 4.34% | 200,630 | $6.2M | Add +6.8% |
| SCHF Schwab Intl Equity ETF | 4.15% | 237,749 | $5.9M | Add +2.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.69% | 24,080 | $5.2M | Add +10.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.40% | 15,973 | $4.8M | Add +11.1% |
| SCHI Schwab 5-10 Year Corporate B | 3.11% | 194,332 | $4.4M | Add +0.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.74% | 117,980 | $3.9M | Add +6.3% |
| TSLA Tesla Inc. | 2.30% | 8,776 | $3.3M | Reduce -2.5% |
| VMBS Vanguard Mortgage-Backed Sec | 2.01% | 60,753 | $2.9M | Add +0.3% |
| LRCX Lam Research Corp. | 1.39% | 9,213 | $2.0M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 2,935 | $1.9M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.34% | 9,719 | $1.9M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.29% | 8,769 | $1.8M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 1.21% | 11,633 | $1.7M | Reduce -4.7% |
| SCHM Schwab US Mid Cap ETF | 1.18% | 54,159 | $1.7M | Add +0.7% |
| NVMI Nova Ltd. | 1.14% | 3,713 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 1.09% | 5,400 | $1.5M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 1.08% | 52,596 | $1.5M | Add +0.8% |
| SCHY Schwab International DVD ETF | 1.03% | 45,980 | $1.5M | Add +0.2% |
| SCHO Schwab Short-Term US Treas | 0.94% | 54,971 | $1.3M | Reduce -1.0% |
| SCHQ Schwab Long-Term US Treasury | 0.82% | 37,207 | $1.2M | Add +7.7% |
| CSCO Cisco Systems Inc. | 0.82% | 14,945 | $1.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.81% | 6,602 | $1.2M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.78% | 3,227 | $1.1M | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 3,717 | $1.1M | Add +0.4% |
| V Visa Inc. Class A | 0.61% | 2,849 | $861K | Add +0.2% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.59% | 33,733 | $834K | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 1,374 | $793K | Add +6.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 2,672 | $700K | Reduce -1.3% |
| ISRG Intuitive Surgical Inc. | 0.46% | 1,424 | $656K | No change |
| LITE Lumentum Holdings Inc. | 0.45% | 900 | $632K | Reduce -55.0% |
| DES Wisdomtree US Smallcap Divid | 0.44% | 17,196 | $618K | Add +0.3% |
| EPS Wisdomtree US Large Cap Fund | 0.42% | 8,775 | $598K | Reduce -9.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.38% | 23,253 | $540K | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 2,423 | $521K | Reduce -18.5% |
| GILD Gilead Sciences Inc. | 0.35% | 3,560 | $496K | Reduce -29.6% |
| MSFT Microsoft Corp. | 0.34% | 1,323 | $490K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,002 | $480K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.32% | 23,347 | $458K | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 1,395 | $448K | Add +0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 20,760 | $405K | Reduce -6.3% |
| CVX Chevron Corp. | 0.26% | 1,787 | $370K | Add +24.2% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.25% | 8,053 | $355K | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.25% | 351 | $350K | No change |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.22% | 22,253 | $307K | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 662 | $289K | Reduce -6.6% |
| XOM Exxon Mobil Corp. | 0.20% | 1,660 | $282K | New |
| WDC Western Digital Corp. | 0.19% | 976 | $264K | New |
| DON Wisdomtree US Midcap Dividen | 0.18% | 4,979 | $262K | Reduce -14.3% |
| GOOGL Alphabet Inc. Class A | 0.18% | 910 | $262K | Add +0.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.18% | 2,707 | $252K | Add +2.0% |
| NTAP Netapp Inc. | 0.17% | 2,400 | $246K | Add +0.5% |
| SCHR Schwab Intermediate-Term US | 0.17% | 9,569 | $238K | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 3,575 | $229K | Add +0.2% |
| IQLT iShares MSCI International Q | 0.15% | 4,601 | $213K | Reduce -9.4% |
| SNDK Sandisk Corp. | 0.15% | 324 | $206K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -4.0% | 20.13% | −1.84 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −1.22 |
| TSLA Tesla Inc. | Reduce -2.5% | 2.30% | −0.49 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.17 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.15 |
| RSPR Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Reduce -18.5% | 0.37% | −0.08 |
| GILD Gilead Sciences Inc. | Reduce -29.6% | 0.35% | −0.08 |
| LITE Lumentum Holdings Inc. | Reduce -55.0% | 0.45% | −0.06 |
| EPS Wisdomtree US Large Cap Fund | Reduce -9.3% | 0.42% | −0.05 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.81% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.6% | 0.20% | −0.03 |
| DON Wisdomtree US Midcap Dividen | Reduce -14.3% | 0.18% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -6.3% | 0.29% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -9.4% | 0.15% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.3% | 0.38% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -0.6% | 0.17% | +0.00 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -2.5% | 0.25% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.7% | 1.21% | +0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -1.0% | 0.94% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.49% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.82% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 1.34% | +0.06 |
| AMAT Applied Materials Inc. | Reduce -3.5% | 0.78% | +0.19 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHV Schwab US Large-Cap Value | Add +7.3% | 12.47% | +1.43 |
| SCHD Schwab US DVD Equity ETF | Add +6.8% | 4.34% | +0.78 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +10.9% | 3.69% | +0.52 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +11.1% | 3.40% | +0.41 |
| LRCX Lam Research Corp. | Add +0.1% | 1.39% | +0.30 |
| SCHF Schwab Intl Equity ETF | Add +2.2% | 4.15% | +0.29 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +6.3% | 2.74% | +0.24 |
| XOM Exxon Mobil Corp. | New | 0.20% | +0.20 |
| WDC Western Digital Corp. | New | 0.19% | +0.19 |
| SNDK Sandisk Corp. | New | 0.15% | +0.15 |
| CVX Chevron Corp. | Add +24.2% | 0.26% | +0.11 |
| SCHY Schwab International DVD ETF | Add +0.2% | 1.03% | +0.08 |
| SCHQ Schwab Long-Term US Treasury | Add +7.7% | 0.82% | +0.07 |
| SCHM Schwab US Mid Cap ETF | Add +0.7% | 1.18% | +0.07 |
| SCHA Schwab US Small-Cap ETF | Add +0.8% | 1.08% | +0.05 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.6% | 3.11% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +0.3% | 2.01% | +0.04 |
| DES Wisdomtree US Smallcap Divid | Add +0.3% | 0.44% | +0.04 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.8% | 0.32% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 0.56% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.75% | +0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +0.2% | 0.59% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 0.16% | +0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +2.0% | 0.18% | +0.00 |
| NTAP Netapp Inc. | Add +0.5% | 0.17% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.32% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.18% | −0.01 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +2.1% | 0.22% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 1.35% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.09% | −0.08 |
| V Visa Inc. Class A | Add +0.2% | 0.61% | −0.08 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.29% | −0.08 |
| MSFT Microsoft Corp. | Add +0.2% | 0.34% | −0.09 |
| SCHG Schwab US Large-Cap Growth | Add +4.0% | 15.03% | −0.80 |
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 |