Institutional Fund
Seek First Inc.
Campbell, CACIK 20605046 filings on record
Portfolio Value
$141.89M
Q1 2026
Holdings
58
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.2%
from $145.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc20.1%
- Schwab Strategic Tr15.0%
- Schwab Strategic Tr12.5%
- Schwab Strategic Tr4.3%
- Schwab Strategic Tr4.1%
- Vanguard Index Fds3.7%
- Other40.2%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 112.5K | $28.56M | 20.1% | −4.7K | Reduced |
| 2 | Schwab Strategic Tr | 732.1K | $21.33M | 15.0% | +28.1K | Added |
| 3 | Schwab Strategic Tr | 580.2K | $17.70M | 12.5% | +39.3K | Added |
| 4 | Schwab Strategic Tr | 200.6K | $6.16M | 4.3% | +12.7K | Added |
| 5 | Schwab Strategic Tr | 237.7K | $5.88M | 4.1% | +5.1K | Added |
| 6 | Vanguard Index Fds | 24.1K | $5.23M | 3.7% | +2.4K | Added |
| 7 | Vanguard Index Fds | 16.0K | $4.83M | 3.4% | +1.6K | Added |
| 8 | Schwab Strategic Tr | 194.3K | $4.41M | 3.1% | +1.1K | Added |
| 9 | Schwab Strategic Tr | 118.0K | $3.89M | 2.7% | +7.0K | Added |
| 10 | Tesla Inc | 8.8K | $3.26M | 2.3% | −226 | Reduced |
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