Seek First Inc.
- SEC CIK
- 0002060504
- Latest filing
- Jul 28, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only.
- Positions
- 53
- No filing for Q4 2024
- Portfolio value
- $112.6M
- No filing for Q4 2024
Seek First Inc. did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 117,343 | $26.1M | 23.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 666,728 | $16.7M | 14.8% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 483,938 | $12.9M | 11.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 178,228 | $4.98M | 4.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 225,816 | $4.47M | 4.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 20,355 | $3.79M | 3.4% | – | – | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 166,482 | $3.74M | 3.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 13,228 | $3.33M | 3.0% | – | – | – |
| TSLATesla, Inc. | Stock | 12,814 | $3.32M | 2.9% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 97,899 | $2.70M | 2.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 54,092 | $2.50M | 2.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,168 | $1.76M | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,135 | $1.75M | 1.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 9,106 | $1.73M | 1.5% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,508 | $1.61M | 1.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 53,144 | $1.39M | 1.2% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 51,948 | $1.26M | 1.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,231 | $1.22M | 1.1% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 43,190 | $1.10M | 1.0% | – | – | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 32,772 | $1.07M | 1.0% | – | – | – |
| VVisa Inc. | Stock | 2,832 | $992.4K | 0.9% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,622 | $936.8K | 0.8% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 32,397 | $798.3K | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,777 | $734.5K | 0.7% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,424 | $705.3K | 0.6% | – | – | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 29,572 | $691.1K | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,055 | $677.4K | 0.6% | – | – | – |
| LRCXLam Research Corp | Stock | 9,313 | $677.0K | 0.6% | – | – | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 10,916 | $647.1K | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,836 | $550.1K | 0.5% | – | – | – |
| NVMINova Ltd. | COM | 2,955 | $544.7K | 0.5% | – | – | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 16,812 | $537.3K | 0.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,002 | $533.6K | 0.5% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 22,783 | $527.7K | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,122 | $526.3K | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,338 | $502.2K | 0.4% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,724 | $476.7K | 0.4% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,379 | $379.1K | 0.3% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,981 | $345.7K | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 349 | $329.7K | 0.3% | – | – | History |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 8,799 | $323.7K | 0.3% | – | – | – |
| LITELumentum Holdings Inc. | COM | 4,677 | $291.6K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 696 | $258.1K | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 417 | $256.3K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 1,431 | $239.4K | 0.2% | – | – | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 16,549 | $236.0K | 0.2% | – | – | History |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 2,516 | $235.7K | 0.2% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,330 | $231.9K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,179 | $219.0K | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 6,087 | $217.3K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 10,824 | $210.8K | 0.2% | – | – | – |
| NTAPNetApp, Inc. | Stock | 2,357 | $207.1K | 0.2% | – | – | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,285 | $203.1K | 0.2% | – | – | – |