Seek First Inc.
CIK: 0002060504SEC EDGAR →
Portfolio Value
$145.1B
Holdings
59
As of
Q4 2025
New Positions
7
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 117,226 | $31.9B | 21.97% |
| 2 | SCHWAB STRATEGIC TR | 703,953 | $23.0B | 15.83% |
| 3 | SCHWAB STRATEGIC TR | 540,874 | $16.0B | 11.04% |
| 4 | SCHWAB STRATEGIC TR | 232,695 | $5.6B | 3.86% |
| 5 | SCHWAB STRATEGIC TR | 187,947 | $5.2B | 3.55% |
| 6 | VANGUARD INDEX FDS | 21,713 | $4.6B | 3.17% |
| 7 | SCHWAB STRATEGIC TR | 193,224 | $4.4B | 3.06% |
| 8 | VANGUARD INDEX FDS | 14,373 | $4.3B | 2.99% |
| 9 | TESLA INC | 9,002 | $4.0B | 2.79% |
| 10 | SCHWAB STRATEGIC TR | 110,931 | $3.6B | 2.50% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $91.9B | 63.4% |
| Technology | 11 | $41.6B | 28.7% |
| Consumer Cyclical | 2 | $6.0B | 4.2% |
| Communication Services | 2 | $2.0B | 1.4% |
| Unknown | 3 | $1.6B | 1.1% |
| Healthcare | 2 | $1.4B | 1.0% |
| Consumer Defensive | 1 | $302.0M | 0.2% |
| Energy | 1 | $219.0M | 0.2% |