Investor
Seek First Inc.
CIK 0002060504 · filed 2026-04-24 · SEC filing
13F book
$141.9M
Positions
58
3 new · 4 sold
Largest name
20.1%
Apple Inc. · AAPL
Est. mark
−$3.17M
Price effect on 55 names still held. Flow −$25K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 112.5K | $28.6M | 20.1% | −$2.03M | Cut−$3.31M |
| Schwab Strategic Tr | — | 732.1K | $21.3M | 15.0% | −$2.46M | Added−$1.64M |
| Schwab Strategic Tr | — | 580.2K | $17.7M | 12.5% | $481.4K | Added$1.68M |
| Schwab Strategic Tr | — | 200.6K | $6.16M | 4.3% | $610.8K | Added$999.9K |
| Schwab Strategic Tr | — | 237.7K | $5.88M | 4.1% | $165.2K | Added$290.3K |
| Vanguard Index Fds | — | 24.1K | $5.23M | 3.7% | $118.6K | Added$632.8K |
| Vanguard Index Fds | — | 16K | $4.83M | 3.4% | $2.13K | Added$485.7K |
| Schwab Strategic Tr | — | 194.3K | $4.41M | 3.1% | −$56K | Added−$30.9K |
| Schwab Strategic Tr | — | 118K | $3.89M | 2.7% | $22.2K | Added$254.5K |
| Tesla, Inc. | TSLA | 8.78K | $3.26M | 2.3% | −$684.3K | Cut−$785.9K |
| Vanguard Scottsdale Fds | — | 60.8K | $2.85M | 2.0% | −$7.86K | Added$25 |
| Lam Research Corp | LRCX | 9.21K | $1.97M | 1.4% | $390.8K | Added$393.3K |
| Spdr S&P 500 Etf Tr | — | 2.94K | $1.91M | 1.3% | −$92.1K | Added−$87.5K |
| Vanguard Index Fds | — | 9.72K | $1.91M | 1.3% | $50.7K | Cut$43.9K |
| Amazon Com Inc | AMZN | 8.77K | $1.83M | 1.3% | −$194.3K | Added−$162.4K |
| Vanguard Whitehall Fds | — | 11.6K | $1.72M | 1.2% | $53.3K | Cut−$28.7K |
| Schwab Strategic Tr | — | 54.2K | $1.68M | 1.2% | $47.9K | Added$59.1K |
| Nova Ltd. | NVMI | 3.71K | $1.61M | 1.1% | $393.2K | Held |
| Alphabet Inc | — | 5.4K | $1.55M | 1.1% | −$145.7K | Added−$145.5K |
| Schwab Strategic Tr | — | 52.6K | $1.53M | 1.1% | $31.3K | Added$43.2K |
| Schwab Strategic Tr | — | 46K | $1.46M | 1.0% | $84.4K | Added$87.8K |
| Schwab Strategic Tr | — | 55K | $1.33M | 0.9% | −$5.5K | Cut−$19.2K |
| Schwab Strategic Tr | — | 37.2K | $1.17M | 0.8% | −$9.32K | Added$74.5K |
| Cisco Sys Inc | — | 14.9K | $1.16M | 0.8% | $8.42K | Cut$4.96K |
| Nvidia Corp | NVDA | 6.6K | $1.15M | 0.8% | −$79.9K | Cut−$93.9K |
| Applied Matls Inc | — | 3.23K | $1.1M | 0.8% | $273.6K | Cut$243.8K |
| Vanguard Index Fds | — | 3.72K | $1.07M | 0.8% | −$11.3K | Added−$7.25K |
| Visa Inc. | V | 2.85K | $861K | 0.6% | −$137.9K | Added−$136.4K |
| Schwab Strategic Tr | — | 33.7K | $834K | 0.6% | −$5.91K | Added−$4.5K |
| Invesco Qqq Tr | — | 1.37K | $793.1K | 0.6% | −$47.8K | Added$715 |
| Vanguard Index Fds | — | 2.67K | $699.7K | 0.5% | $10.5K | Cut$1.49K |
| Intuitive Surgical Inc | ISRG | 1.42K | $656.5K | 0.5% | −$150K | Held |
| Lumentum Hldgs Inc | — | 900 | $632.5K | 0.4% | $300.8K | Cut−$104.7K |
| Wisdomtree Tr | — | 17.2K | $618K | 0.4% | $42.7K | Added$44.4K |
| Wisdomtree Tr | — | 8.78K | $597.7K | 0.4% | −$24.1K | Cut−$88.2K |
| Schwab Us Aggregate Bond | — | 23.3K | $539.9K | 0.4% | −$3.49K | Cut−$22K |
| Vanguard Specialized Funds | — | 2.42K | $521.1K | 0.4% | −$11.4K | Cut−$132K |
| Gilead Sciences, Inc. | GILD | 3.56K | $496.2K | 0.4% | $59.2K | Cut−$124.9K |
| Microsoft Corp | MSFT | 1.32K | $489.6K | 0.3% | −$149.9K | Added−$148.7K |
| Berkshire Hathaway Inc Del | — | 1K | $480.2K | 0.3% | −$23.5K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 23.3K | $458.2K | 0.3% | −$2.6K | Added$14.2K |
| Vanguard Index Fds | — | 1.4K | $447.6K | 0.3% | −$20K | Added−$18.7K |
| Invesco Exch Trd Slf Idx Fd | — | 20.8K | $405.5K | 0.3% | −$929 | Cut−$28.4K |
| Chevron Corp New | CVX | 1.79K | $369.8K | 0.3% | $78.4K | Added$150.5K |
| Wisdomtree Tr | — | 8.05K | $355.2K | 0.3% | $4.61K | Cut−$4.45K |
| Costco Whsl Corp New | — | 351 | $349.7K | 0.2% | $47.3K | Held |
| Eaton Vance Tax-Managed Dive | — | 22.3K | $306.9K | 0.2% | −$33.8K | Added−$27.6K |
| Vanguard Growth Etf | — | 662 | $289.1K | 0.2% | −$34.1K | Cut−$57K |
| Exxon Mobil Corp | — | 1.66K | $281.6K | 0.2% | — | New |
| Western Digital Corp | WDC | 976 | $263.9K | 0.2% | — | New |
| Wisdomtree Tr | — | 4.98K | $261.6K | 0.2% | $4.7K | Cut−$38K |
| Alphabet Inc | — | 910 | $261.5K | 0.2% | −$23.2K | Added−$22.9K |
| Pimco Etf Tr | — | 2.71K | $252.4K | 0.2% | −$4.19K | Added$659 |
| NetApp, Inc. | NTAP | 2.4K | $245.8K | 0.2% | −$11.2K | Added−$10.1K |
| Schwab Strategic Tr | — | 9.57K | $238.4K | 0.2% | −$1.64K | Cut−$3.07K |
| Vanguard Tax-Managed Fds | — | 3.58K | $229.1K | 0.2% | $5.75K | Added$6.13K |
| Ishares Tr | — | 4.6K | $212.7K | 0.1% | $3.59K | Cut−$18.1K |
| Sandisk Corp | SNDK | 324 | $205.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.