# Seek First Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2060504. Source: https://holderbook.com/funds/2060504-seek-first-inc/

- Reported value: $158.4M
- Positions: 67
- Weight of the ten largest: 67.4%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $24.6M | 728,152 | 15.6% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $24.2M | 83,496 | 15.3% | 6 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $20.5M | 589,947 | 13.0% | 6 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $6.6M | 207,076 | 4.1% | 6 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $6.4M | 230,631 | 4.0% | 6 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $6.0M | 24,620 | 3.8% | 6 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $5.9M | 16,084 | 3.7% | 6 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $4.4M | 120,559 | 2.8% | 6 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $4.2M | 187,106 | 2.7% | 6 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.0M | 9,222 | 2.5% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.6M | 8,599 | 2.3% | 6 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $2.9M | 50,270 | 1.8% | 1 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $2.9M | 61,010 | 1.8% | 6 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.3M | 3,227 | 1.5% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.1M | 8,658 | 1.3% | 6 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.9M | 52,854 | 1.2% | 6 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.9M | 8,720 | 1.2% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.9M | 2,543 | 1.2% | 6 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $1.8M | 50,462 | 1.2% | 6 |
| NOVA LTD | [NVMI](https://holderbook.com/stocks/NVMI/) | $1.8M | 3,307 | 1.1% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.8M | 5,032 | 1.1% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.7M | 14,479 | 1.1% | 6 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.5M | 9,435 | 0.9% | 6 |
| SCHWAB STRATEGIC TR | [SCHY](https://holderbook.com/stocks/SCHY/) | $1.4M | 44,188 | 0.9% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.3M | 6,576 | 0.8% | 6 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $1.3M | 52,412 | 0.8% | 6 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.2M | 14,336 | 0.7% | 6 |
| SCHWAB STRATEGIC TR | [SCHQ](https://holderbook.com/stocks/SCHQ/) | $1.1M | 34,831 | 0.7% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.0M | 1,396 | 0.6% | 6 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $964.4K | 2,811 | 0.6% | 6 |
| SCHWAB STRATEGIC TR | [SCHJ](https://holderbook.com/stocks/SCHJ/) | $841.1K | 34,109 | 0.5% | 6 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $812.2K | 2,679 | 0.5% | 6 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $772.3K | 900 | 0.5% | 6 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $699.5K | 17,194 | 0.4% | 6 |
| WISDOMTREE TR | [EPS](https://holderbook.com/stocks/EPS/) | $684.6K | 8,801 | 0.4% | 6 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $636.6K | 280 | 0.4% | 2 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $613.9K | 4,859 | 0.4% | 4 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $558.1K | 874 | 0.4% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $516.6K | 1,396 | 0.3% | 6 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $504.8K | 21,826 | 0.3% | 6 |
| INVESCO EXCHANGE TRADED FD T | [DJD](https://holderbook.com/stocks/DJD/) | $503.6K | 7,947 | 0.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $497.3K | 1,333 | 0.3% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $460.5K | 1,158 | 0.3% | 6 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $439.1K | 1,856 | 0.3% | 6 |
| INVESCO EXCH TRD SLF IDX FD | [BSCR](https://holderbook.com/stocks/BSCR/) | $404.2K | 20,607 | 0.3% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $398.6K | 2,405 | 0.3% | 6 |
| INVESCO EXCHANGE TRADED FD T | [PSI](https://holderbook.com/stocks/PSI/) | $395.2K | 2,104 | 0.2% | 1 |
| WISDOMTREE TR | [DDWM](https://holderbook.com/stocks/DDWM/) | $377.3K | 8,169 | 0.2% | 6 |
| INVESCO EXCH TRD SLF IDX FD | [BSCQ](https://holderbook.com/stocks/BSCQ/) | $360.6K | 18,470 | 0.2% | 6 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $342.2K | 589 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $333.3K | 3,869 | 0.2% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $325.2K | 910 | 0.2% | 4 |
| EATON VANCE TAX-MANAGED DIVE | [ETY](https://holderbook.com/stocks/ETY/) | $323.6K | 22,259 | 0.2% | 6 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $321.8K | 2,079 | 0.2% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $316.4K | 338 | 0.2% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $307.2K | 614 | 0.2% | 6 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $283.2K | 5,010 | 0.2% | 6 |
| PIMCO ETF TR | [HYS](https://holderbook.com/stocks/HYS/) | $257.6K | 2,755 | 0.2% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $256.0K | 3,594 | 0.2% | 4 |
| PROSHARES TR | [QLD](https://holderbook.com/stocks/QLD/) | $237.2K | 2,451 | 0.1% | 1 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $234.7K | 4,163 | 0.1% | 1 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $231.4K | 4,670 | 0.1% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $228.5K | 1,671 | 0.1% | 2 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $213.8K | 2,972 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSPR](https://holderbook.com/stocks/RSPR/) | $213.5K | 5,840 | 0.1% | 1 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $206.6K | 8,378 | 0.1% | 6 |
| WISDOMTREE TR | [DGRS](https://holderbook.com/stocks/DGRS/) | $200.7K | 3,381 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.2% | +14.8% | +0.4% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 99% |
| Q4 2025 | +3.8% | +2.4% | +1.4% | 99% |
| Q3 2025 | +11.1% | +7.8% | +3.3% | 100% |
| Q2 2025 | +5.1% | +10.5% | -5.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $158.4M | 67 |
| Q1 2026 | $141.9M | 58 |
| Q4 2025 | $145.1M | 59 |
| Q3 2025 | $139.1M | 59 |
| Q2 2025 | $123.4M | 55 |
| Q1 2025 | $112.6M | 53 |