Seek First Inc.
13F holdings for Q2 2026 · Campbell, CA · filed July 28, 2026
Seek First Inc. reported $158M in 13F securities across 67 holdings for Q2 2026, in a Form 13F filed July 28, 2026. The largest positions were Schwab Strategic TR (15.6%), AAPL (15.3%), Schwab Strategic TR (13.0%). Reported value rose 11.6% from the quarter before. It opened 9 new positions, added to 21, trimmed 30 and sold out of 0.
- 13F value Q2 2026
- $158M
- Holdings
- 67
- Change vs prior quarter
- +11.6%
- Rank by 13F value
- #7,254
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Schwab Strategic TR | $24.6M | 15.6% | 728,152 | -0.5% | Trimmed |
| AAPL Apple Inc. | $24.2M | 15.3% | 83,496 | -25.8% | Trimmed |
| Schwab Strategic TR | $20.5M | 13.0% | 589,947 | +1.7% | Added |
| Schwab Strategic TR | $6.6M | 4.1% | 207,076 | +3.2% | Added |
| Schwab Strategic TR | $6.4M | 4.0% | 230,631 | -3.0% | Trimmed |
| Vanguard Morningstar Small-Cap Value ETF | $6.0M | 3.8% | 24,620 | +2.2% | Added |
| Vanguard Morningstar Small-Cap Growth ETF | $5.9M | 3.7% | 16,084 | +0.7% | Added |
| Schwab Strategic TR | $4.4M | 2.8% | 120,559 | +2.2% | Added |
| Schwab Strategic TR | $4.2M | 2.7% | 187,106 | -3.7% | Trimmed |
| LRCX Lam Research Corporation | $4.0M | 2.5% | 9,222 | 0% | Unchanged |
| TSLA Tesla Inc. | $3.6M | 2.3% | 8,599 | -2.0% | Trimmed |
| iShares TR | $2.9M | 1.8% | 50,270 | New | New |
| VMBS Vanguard Mortgage-Backed Securities ETF | $2.9M | 1.8% | 61,010 | +0.4% | Added |
| AMAT Applied Materials Inc. | $2.3M | 1.5% | 3,227 | 0% | Unchanged |
| AMZN Amazon.com Inc. | $2.1M | 1.3% | 8,658 | -1.3% | Trimmed |
| Schwab Strategic TR | $1.9M | 1.2% | 52,854 | -2.4% | Trimmed |
| Vanguard Morningstar Value ETF | $1.9M | 1.2% | 8,720 | -10.3% | Trimmed |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $1.9M | 1.2% | 2,543 | -13.4% | Trimmed |
| Schwab Strategic TR | $1.8M | 1.2% | 50,462 | -4.1% | Trimmed |
| Nova LTD Com | $1.8M | 1.1% | 3,307 | -10.9% | Trimmed |
| GOOG Alphabet Inc. | $1.8M | 1.1% | 5,032 | -6.8% | Trimmed |
| CSCO Cisco Systems Inc. | $1.7M | 1.1% | 14,479 | -3.1% | Trimmed |
| Vanguard High Dividend Yield Index ETF | $1.5M | 0.9% | 9,435 | -18.9% | Trimmed |
| Schwab Strategic TR | $1.4M | 0.9% | 44,188 | -3.9% | Trimmed |
| NVDA NVIDIA Corporation | $1.3M | 0.8% | 6,576 | -0.4% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $158M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- iShares TR New+$2.9M
- Vanguard Morningstar Mid-Cap ETF Added+$856K
- Invesco Exchange Traded FD T New+$504K
- Invesco Exchange Traded FD T New+$395K
- AMD Advanced Micro Devices Inc. New+$342K
- Schwab Strategic TR Added+$340K
- Vanguard Morningstar Growth ETF Added+$276K
- Proshares TR New+$237K
- FITB Fifth Third Bancorp New+$235K
- MO Altria Group Inc. New+$214K
Biggest sells in Q2 2026
- AAPL Apple Inc. Trimmed-$8.4M
- Vanguard High Dividend Yield Index ETF Trimmed-$347K
- SPY State Street SPDR S&P 500 ETF Trust Unit Trimmed-$293K
- Nova LTD Com Trimmed-$220K
- Vanguard Morningstar Value ETF Trimmed-$218K
- Schwab Strategic TR Trimmed-$197K
- BRK.B Berkshire Hathaway Inc. Trimmed-$194K
- Schwab Strategic TR Trimmed-$164K
- Vanguard Specialized Funds Trimmed-$134K
- Schwab Strategic TR Trimmed-$133K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 9 new, 21 added, 30 trimmed, 0 sold out.
Sector mix
- Not listed with us65.5%
- Technology22.9%
- n/a3.1%
- Industrials2.3%
- Consumer Discretionary2.1%
- Telecommunications1.6%
- Funds and other1.4%
- Health Care0.8%
- Energy0.3%
- Finance0.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Schwab Strategic TR | $1.3M | 0.8% | 52,412 | -4.7% | Trimmed |
| Vanguard Morningstar Mid-Cap ETF | $1.2M | 0.7% | 14,336 | +285.7% | Added |
| Schwab Long-Term U.s. Treasury ETF | $1.1M | 0.7% | 34,831 | -6.4% | Trimmed |
| QQQ Invesco QQQ Trust, Series 1 | $1.0M | 0.6% | 1,396 | +1.6% | Added |
| V Visa Inc. | $964K | 0.6% | 2,811 | -1.3% | Trimmed |
| Schwab Strategic TR | $841K | 0.5% | 34,109 | +1.1% | Added |
| Vanguard Morningstar Small-Cap ETF | $812K | 0.5% | 2,679 | +0.3% | Added |
| LITE Lumentum Holdings Inc. | $772K | 0.5% | 900 | 0% | Unchanged |
| Wisdomtree TR | $699K | 0.4% | 17,194 | 0% | Unchanged |
| Wisdomtree TR | $685K | 0.4% | 8,801 | +0.3% | Added |
| SNDK Sandisk Corporation | $637K | 0.4% | 280 | -13.6% | Trimmed |
| GILD Gilead Sciences Inc. | $614K | 0.4% | 4,859 | +36.5% | Added |
| WDC Western Digital Corporation | $558K | 0.4% | 874 | -10.5% | Trimmed |
| Vanguard Index FDS | $517K | 0.3% | 1,396 | 0% | Unchanged |
| Schwab Strategic TR | $505K | 0.3% | 21,826 | -6.1% | Trimmed |
| Invesco Exchange Traded FD T | $504K | 0.3% | 7,947 | New | New |
| MSFT Microsoft Corporation | $497K | 0.3% | 1,333 | +0.8% | Added |
| ISRG Intuitive Surgical Inc. | $461K | 0.3% | 1,158 | -18.7% | Trimmed |
| Vanguard Specialized Funds | $439K | 0.3% | 1,856 | -23.4% | Trimmed |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $404K | 0.3% | 20,607 | -11.7% | Trimmed |
| CVX Chevron Corporation | $399K | 0.3% | 2,405 | +34.6% | Added |
| Invesco Exchange Traded FD T | $395K | 0.2% | 2,104 | New | New |
| Wisdomtree TR | $377K | 0.2% | 8,169 | +1.4% | Added |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $361K | 0.2% | 18,470 | -11.0% | Trimmed |
| AMD Advanced Micro Devices Inc. | $342K | 0.2% | 589 | New | New |
Showing the 50 largest of 67 share positions. The full filing on SEC EDGAR
Questions about Seek First Inc.
- What does Seek First Inc. own?
- In its Form 13F for Q2 2026, Seek First Inc. reported 67 holdings worth $158M. The five largest were Schwab Strategic TR, AAPL, Schwab Strategic TR, Schwab Strategic TR, Schwab Strategic TR.
- What did Seek First Inc. buy and sell in Q2 2026?
- Seek First Inc. opened 9 new positions, added to 21, trimmed 30 and sold out of 0 compared with the quarter before.
- When did Seek First Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 28, 2026.
From Form 13F filed by Seek First Inc. (SEC CIK 0002060504) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds