Seek First Inc.

Portfolio Overview

Seek First Inc. disclosed 67 positions worth $158.4M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 7 new positions and exited 0. The portfolio is most concentrated in Other (66.3% of disclosed assets). All figures are sourced directly from Seek First Inc.’s Form 13F-HR filing with the SEC under CIK 2060504.

• SCHWAB STRATEGIC TR - US LCAP GR ETF

  —

  Quality

  $24.6M728,152 sh
• 

  Apple Inc.

  $AAPL

  76.4#84

  Quality

  $24.2M83,496 sh

• SCHWAB STRATEGIC TR - US LCAP VA ETF

  —

  Quality

  $20.5M589,947 sh

• SCHWAB STRATEGIC TR - US DIVIDEND EQ

  —

  Quality

  $6.6M207,076 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

  —

  Quality

  $6.4M230,631 sh

• VANGUARD INDEX FDS - SM CP VAL ETF

  —

  Quality

  $6.0M24,620 sh

• VANGUARD INDEX FDS - SML CP GRW ETF

  —

  Quality

  $5.9M16,084 sh

• SCHWAB STRATEGIC TR - EMRG MKTEQ ETF

  —

  Quality

  $4.4M120,559 sh

• SCHWAB STRATEGIC TR - 5 10YR CORP BD

  —

  Quality

  $4.2M187,106 sh
• 

  LAM RESEARCH CORP

  $LRCX

  79.4

  Quality

  $4.0M9,222 sh

Company	Quality	Value	Shares
SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$24.6M	728,152
Apple Inc.$AAPL	76.4#84	$24.2M	83,496
SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$20.5M	589,947
SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$6.6M	207,076
SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$6.4M	230,631
VANGUARD INDEX FDS - SM CP VAL ETF	—	$6.0M	24,620
VANGUARD INDEX FDS - SML CP GRW ETF	—	$5.9M	16,084
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$4.4M	120,559
SCHWAB STRATEGIC TR - 5 10YR CORP BD	—	$4.2M	187,106
LAM RESEARCH CORP$LRCX	79.4	$4.0M	9,222

Showing top 10 of 67 holdings.

Full Holdings — Seek First Inc. (Q2 2026)

All 67 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$24.6M	15.6%	-1%	—
2	$AAPL	Apple Inc.	$24.2M	15.3%	-26%	76.4
3	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$20.5M	13.0%	+2%	—
4	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$6.6M	4.2%	+3%	—
5	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$6.4M	4.0%	-3%	—
6	—	VANGUARD INDEX FDS - SM CP VAL ETF	$6.0M	3.8%	+2%	—
7	—	VANGUARD INDEX FDS - SML CP GRW ETF	$5.9M	3.7%	+1%	—
8	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$4.4M	2.8%	+2%	—
9	—	SCHWAB STRATEGIC TR - 5 10YR CORP BD	$4.2M	2.7%	-4%	—
10	$LRCX	LAM RESEARCH CORP	$4.0M	2.5%	+0%	79.4
11	$TSLA	Tesla, Inc.	$3.6M	2.3%	-2%	53.9
12	—	ISHARES TR - CALIF MUN BD ETF	$2.9M	1.8%	NEW	—
13	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	$2.9M	1.8%	+0%	—
14	$AMAT	APPLIED MATERIALS INC /DE	$2.3M	1.5%	+0%	72.3
15	$AMZN	AMAZON COM INC	$2.1M	1.3%	-1%	68.7
16	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$1.9M	1.2%	-2%	—
17	—	VANGUARD INDEX FDS - VALUE ETF	$1.9M	1.2%	-10%	—
18	$SPY	SPDR S&P 500 ETF TRUST	$1.9M	1.2%	-13%	—
19	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$1.8M	1.1%	-4%	—
20	$NVMI	NOVA LTD.	$1.8M	1.1%	-11%	—
21	$GOOGL	Alphabet Inc.	$1.8M	1.1%	-7%	78.2
22	$CSCO	CISCO SYSTEMS, INC.	$1.7M	1.1%	-3%	70.3
23	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$1.5M	0.9%	-19%	—
24	—	SCHWAB STRATEGIC TR - INTERNL DIVID	$1.4M	0.9%	-4%	—
25	$NVDA	NVIDIA CORP	$1.3M	0.8%	-0%	85.9
26	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$1.3M	0.8%	-5%	—
27	—	VANGUARD INDEX FDS - MID CAP ETF	$1.2M	0.7%	+286%	—
28	—	SCHWAB STRATEGIC TR - LONG TERM US	$1.1M	0.7%	-6%	—
29	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.0M	0.7%	+2%	—
30	$V	VISA INC.	$964,414	0.6%	-1%	82.9
31	—	SCHWAB STRATEGIC TR - 1 5YR CORP BD	$841,134	0.5%	+1%	—
32	—	VANGUARD INDEX FDS - SMALL CP ETF	$812,188	0.5%	+0%	—
33	$LITE	Lumentum Holdings Inc.	$772,254	0.5%	+0%	44.3
34	$WT	WisdomTree, Inc.	$699,472	0.4%	-0%	59.9
35	$WT	WisdomTree, Inc.	$684,614	0.4%	+0%	59.9
36	$SNDK	Sandisk Corp	$636,644	0.4%	-14%	87.7
37	$GILD	GILEAD SCIENCES, INC.	$613,934	0.4%	+36%	57.4
38	$WDC	WESTERN DIGITAL CORP	$558,142	0.3%	-10%	80.7
39	—	VANGUARD INDEX FDS - TOTAL STK MKT	$516,649	0.3%	+0%	—
40	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$504,841	0.3%	-6%	—
41	—	INVESCO EXCHANGE TRADED FD T - DJ INDL AVG DV	$503,601	0.3%	NEW	—
42	$MSFT	MICROSOFT CORP	$497,346	0.3%	+1%	79.8
43	$ISRG	INTUITIVE SURGICAL INC	$460,513	0.3%	-19%	79.9
44	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$439,118	0.3%	-23%	—
45	$IVZ	Invesco Ltd.	$404,210	0.3%	-12%	—
46	$CVX	CHEVRON CORP	$398,572	0.3%	+35%	62.8
47	$IVZ	Invesco Ltd.	$395,228	0.3%	NEW	—
48	$WT	WisdomTree, Inc.	$377,258	0.2%	+1%	59.9
49	$IVZ	Invesco Ltd.	$360,635	0.2%	-11%	—
50	$AMD	ADVANCED MICRO DEVICES INC	$342,156	0.2%	NEW	79.8
51	—	VANGUARD INDEX FDS - GROWTH ETF	$333,272	0.2%	+484%	—
52	$GOOG	Alphabet Inc.	$325,224	0.2%	+0%	78.2
53	—	EATON VANCE TAX-MANAGED DIVE - COM	$323,641	0.2%	+0%	—
54	$NTAP	NetApp, Inc.	$321,758	0.2%	-13%	66.8
55	$COST	COSTCO WHOLESALE CORP /NEW	$316,393	0.2%	-4%	66.2
56	$BRK.B	BERKSHIRE HATHAWAY INC	$307,239	0.2%	-39%	73.8
57	$WT	WisdomTree, Inc.	$283,161	0.2%	+1%	59.9
58	—	PIMCO ETF TR - 0-5 HIGH YIELD	$257,650	0.2%	+2%	—
59	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$256,044	0.2%	+1%	—
60	—	PROSHARES TR - PSHS ULTRA QQQ	$237,160	0.1%	NEW	—
61	$FITB	FIFTH THIRD BANCORP	$234,668	0.1%	NEW	63.2
62	—	ISHARES TR - MSCI INTL QUALTY	$231,416	0.1%	+1%	—
63	$XOM.R34088	EXXON MOBIL CORP	$228,468	0.1%	+1%	57.9
64	$MO	ALTRIA GROUP, INC.	$213,835	0.1%	NEW	67.4
65	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL REL	$213,543	0.1%	NEW	—
66	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$206,600	0.1%	-12%	—
67	$WT	WisdomTree, Inc.	$200,698	0.1%	NEW	59.9