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CIK: 0002060504
Total reported value
$158.4M
$158.4M
59 檔
49.7%
The Q3 2025 SEC filing reveals that Seek First Inc. held a total portfolio value of $158.4M, covering 59 public equity positions.
In Q3 2025, Seek First Inc. displayed an active expansion posture, initiating 7 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHG, SCHV) accounted for 49.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.24% | -4.88% | -4.69% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 16.04% | +0.53% | -0.25% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-Other | 11.16% | +0.50% | +2.85% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.37% | -0.02% | +2.78% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.82% | -0.19% | +4.19% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.79% | -0.12% | +1.53% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.21% | +0.09% | +1.06% | |
| 8 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 3.14% | -0.44% | +2.33% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.04% | +0.31% | +1.41% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.55% | +0.02% | +2.40% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.00% | -0.21% | +0.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | -0.15% | -3.15% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.01% | -5.95% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | -0.14% | +0.15% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.29% | -0.27% | +0.57% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.14% | +0.05% | +0.43% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.04% | +0.07% | +1.10% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.95% | -0.14% | -0.12% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.03% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.02% | +0.35% | |
| 21 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.91% | -0.14% | +2.43% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | +1.13% | +0.21% | |
| 23 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.78% | -0.13% | +0.49% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | -0.02% | +0.38% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | -0.39% | |
| 26 | NVMI | Nova Ltd. | Stock-Other | 0.68% | -0.01% | — | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | +0.04% | — | |
| 28 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.59% | -0.06% | +1.12% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.09% | +4.63% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.03% | -1.18% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | +0.02% | +0.26% | |
| 32 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.49% | +0.01% | -10.46% | |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.48% | — | -4.77% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.46% | -0.17% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.09% | +0.41% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.42% | — | +0.73% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.40% | -0.06% | +1.75% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.15% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | +0.01% | +0.29% | |
| 40 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.32% | +0.04% | -41.69% | |
| 41 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.31% | -0.06% | +25.49% | |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.30% | -0.06% | +26.06% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.25% | +5.86% | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.26% | — | +26.59% | |
| 45 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 0.25% | -0.01% | -6.75% | |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | Stock-Other | 0.24% | -0.02% | +1.89% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.01% | +0.14% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.05% | -1.40% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.22% | — | -17.97% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.22% | NEW |
According to official SEC Form 13F filings, Seek First Inc. reported a total U.S. public equity portfolio value of $158.4M across 59 disclosed positions in Q3 2025.
During Q3 2025, Seek First Inc.'s top holdings by market value included AAPL (21.2%)、SCHG (16.0%)、SCHV (11.2%). The largest single position, AAPL, represented 21.2% of total portfolio value.
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Top New Position Initiated
GOOG
市值: $1.3M
Top Position Liquidated / Trimmed
INTU
前期市值: $256.3K
In Q3 2025, Seek First Inc. made 57 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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