Seek First
Seek First reported 63 stocks worth $155M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHG (16.7%), AAPL (16.2%) and SCHV (13.0%). Compared with Q2 2026, the fund opened new positions in JEPI and XOM, added to SCHV, SCHD and SCHE, trimmed SCHG, AAPL and SCHF and sold out of AMD, VEA and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $26M | 16.7% | 723K | −5,027 (−1%) | 7 of 7 | |
| 2 |  AAPL Apple Inc | $25.2M | 16.2% | 76K | −7,833 (−9%) | 7 of 7 | |
| 3 |  SCHV Schwab US Large Cap | $20.2M | 13.0% | 606K | +16K (+3%) | 7 of 7 | |
| 4 |  SCHD Schwab US Dividend Equity ETF | $6.9M | 4.5% | 213K | +5,594 (+3%) | 7 of 7 | |
| 5 |  SCHF Schwab International | $6.1M | 3.9% | 222K | −9,127 (−4%) | 7 of 7 | |
| 6 |  VBR Vanguard Index Fds | $5.3M | 3.4% | 23K | −1,841 (−7%) | 7 of 7 | |
| 7 |  VBK Vanguard Small Cap | $4.9M | 3.2% | 15K | −1,481 (−9%) | 7 of 7 | |
| 8 |  SCHE Schwab Emerging Markets | $4.4M | 2.8% | 121K | +568 (+0%) | 7 of 7 | |
| 9 |  SCHI Schwab Strategic TR | $3.8M | 2.5% | 179K | −8,144 (−4%) | 7 of 7 | |
| 10 |  CMF Ishares TR | $3.7M | 2.4% | 68K | +18K (+36%) | 2 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AMD Advanced Micro Devices Inc | $342K | 589 |
 VEA Vanguard Tax-Managed Fds | $256K | 3,594 |
 XOM Exxon Mobil Corp | $228K | 1,671 |
 RSPR Invesco Exchange Traded FD T | $214K | 5,840 |
 SCHR Schwab Strategic TR | $207K | 8,378 |
🔒 Free account: see all 6.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seek First 13F FAQ
What does Seek First own?
Seek First reported 63 stocks worth $155M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are SCHG (16.7%), AAPL (16.2%) and SCHV (13.0%). The table above lists every position in the filing (the top 10 without an account).
What did Seek First buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 25 added to, 27 trimmed and 6 sold out. New positions include JEPI and XOM. It sold all of AMD, VEA and XOM.
When will Seek First file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Seek First's portfolio worth?
The Q3 2026 filing reports $155M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.