account_balance

Investment manager · 13F filer · SEC CIK 2060504

Seek First Inc.

Reported value$155Mas of Sep 30, 2026
Positions63 1 new, 5 sold out
Top 10 weight68.6%SCHG alone is 17%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 16.7% Held
AAPL Apple Inc. 16.2% Trimmed −9%
SCHV Schwab Strategic Tr 13.0% Added +3%
SCHD Schwab Strategic Tr 4.5% Added +3%
SCHF Schwab Strategic Tr 3.9% Trimmed −4%
VBR Vanguard Index FDS 3.4% Trimmed −7%
VBK Vanguard Index FDS 3.2% Trimmed −9%
SCHE Schwab Strategic Tr 2.8% Held
SCHI Schwab Strategic Tr 2.5% Trimmed −4%
CMF iShares Tr 2.4% Added +36%
LRCX Lam Research Corp 2.0% HeldTSLA Tesla, Inc. 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • JEPI $1.91M
arrow_upwardAdded
  • PSI +161%
  • DJD +61%
  • CMF +36%
  • SCHV +3%
arrow_downwardTrimmed
remove_circleSold out
  • AMD $342K
  • VEA $256K
  • RSPR $214K
  • SCHR $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist