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SEEK FIRST INC. 13F portfolio summary

SEEK FIRST INC. of SEEK FIRST INC. has 67 current stock holdings with a reported portfolio value of $158.4M. The portfolio 1 year return is +30.15%. Top holdings include SCHG (15.56%), AAPL (15.25%), SCHV (12.97%), SCHD (4.15%), SCHF (4.03%).

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SEEK FIRST INC.

SEEK FIRST INC.
Latest filing: 2026-06-30

SEEK FIRST INC. runs SEEK FIRST INC. and currently holds 67 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $158.39M. Their top holdings are SCHG, AAPL, SCHV, SCHD, SCHF. The top five represent 52.0% of reported portfolio weight. SEEK FIRST INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEEK FIRST INC. initiated 5 new positions. They added to 26 existing positions. They trimmed 31 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
SCHG15.6%
AAPL15.3%
SCHV13.0%
SCHD4.1%
SCHF4.0%
Top 5: 52.0%
Portfolio Returns
1 Year
+30.15%
#0/1000
3 Year
+36.85%
#0/1000
5 Year
+36.85%
#0/1000

Portfolio Value

$158.39M

Alpha Score

33.3

#0 of 1000

Holdings

67

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67 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SCHG
SCHWAB STRATEGIC TR
15.56%$25.44$35.30+38.76%
Trimmed
-0.54%
AAPL
APPLE INC
15.25%$222.04$309.35+39.32%
Trimmed
-25.81%
SCHV
SCHWAB STRATEGIC TR
12.97%$27.14$34.94+28.72%
Added
+1.69%
SCHD
SCHWAB STRATEGIC TR
4.15%$28.16$35.11+24.68%
Added
+3.21%
SCHF
SCHWAB STRATEGIC TR
4.03%$20.05$28.46+41.92%
Trimmed
-2.99%
VBR
VANGUARD INDEX FDS
3.78%$191.35$249.17+30.22%
Added
+2.24%
VBK
VANGUARD INDEX FDS
3.71%$259.87$358.56+37.97%
Added
+0.69%
SCHE
SCHWAB STRATEGIC TR
2.76%$28.51$36.97+29.67%
Added
+2.19%
SCHI
SCHWAB STRATEGIC TR
2.67%$22.51$22.19-1.44%
Trimmed
-3.72%
LRCX
LAM RESEARCH CORP
2.52%$73.45$314.00+327.50%
Added
+0.10%

Showing 1-10 of 67