Seek First Inc.

Est. AUM

$141.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$28.6M	112539	20.13%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$21.3M	732093	15.03%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP VA ETF	$17.7M	580171	12.47%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.2M	200630	4.34%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.9M	237749	4.15%	SOLE
6	VANGUARD INDEX FDS	SM CP VAL ETF	$5.2M	24080	3.69%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$4.8M	15973	3.40%	SOLE
8	SCHWAB STRATEGIC TR	5 10YR CORP BD	$4.4M	194332	3.11%	SOLE
9	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.9M	117980	2.74%	SOLE
10	TESLA INC	COM	$3.3M	8776	2.30%	SOLE
11	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.9M	60753	2.01%	SOLE
12	LAM RESEARCH CORP	COM NEW	$2.0M	9213	1.39%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2935	1.35%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$1.9M	9719	1.34%	SOLE
15	AMAZON COM INC	COM	$1.8M	8769	1.29%	SOLE
16	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	11633	1.21%	SOLE
17	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.7M	54159	1.18%	SOLE
18	NOVA LTD	COM	$1.6M	3713	1.14%	SOLE
19	ALPHABET INC	CAP STK CL C	$1.5M	5400	1.09%	SOLE
20	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.5M	52596	1.08%	SOLE
21	SCHWAB STRATEGIC TR	INTERNL DIVID	$1.5M	45980	1.03%	SOLE
22	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.3M	54971	0.94%	SOLE
23	SCHWAB STRATEGIC TR	LONG TERM US	$1.2M	37207	0.82%	SOLE
24	CISCO SYS INC	COM	$1.2M	14945	0.82%	SOLE
25	NVIDIA CORPORATION	COM	$1.2M	6602	0.81%	SOLE
26	APPLIED MATLS INC	COM	$1.1M	3227	0.78%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3717	0.75%	SOLE
28	VISA INC	COM CL A	$861K	2849	0.61%	SOLE
29	SCHWAB STRATEGIC TR	1 5YR CORP BD	$834K	33733	0.59%	SOLE
30	INVESCO QQQ TR	UNIT SER 1	$793K	1374	0.56%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$700K	2672	0.49%	SOLE
32	INTUITIVE SURGICAL INC	COM NEW	$656K	1424	0.46%	SOLE
33	LUMENTUM HLDGS INC	COM	$632K	900	0.45%	SOLE
34	WISDOMTREE TR	US SMALLCAP DIVD	$618K	17196	0.44%	SOLE
35	WISDOMTREE TR	US LARGECAP FUND	$598K	8775	0.42%	SOLE
36	SCHWAB STRATEGIC TR	US AGGREGATE B	$540K	23253	0.38%	SOLE
37	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$521K	2423	0.37%	SOLE
38	GILEAD SCIENCES INC	COM	$496K	3560	0.35%	SOLE
39	MICROSOFT CORP	COM	$490K	1323	0.35%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	1002	0.34%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$458K	23347	0.32%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$448K	1395	0.32%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$405K	20760	0.29%	SOLE
44	CHEVRON CORPORATION	COM	$370K	1787	0.26%	SOLE
45	WISDOMTREE TR	DYNAMIC INTL EQT	$355K	8053	0.25%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$350K	351	0.25%	SOLE
47	EATON VANCE TAX-MANAGED DIVE	COM	$307K	22253	0.22%	SOLE
48	VANGUARD INDEX FDS	GROWTH ETF	$289K	662	0.20%	SOLE
49	EXXON MOBIL CORP	COM	$282K	1660	0.20%	SOLE
50	WESTERN DIGITAL CORP	COM	$264K	976	0.19%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.