Seek First Inc. holds a focused book of 67 stocks worth $158.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ishares California Muni Bond and trimmed Schwab US Large-Cap Growth. Their largest long position is Schwab US Large-Cap Growth at 16% of the equity book. Cloning the disclosed picks since 2025 would be +35% (+27.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2060504/holdings"
Use Arkolith to show Seek First Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Seek First Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $24.6M | 728.2K | 15.6% | ▼−0.5% Reduced · −4K sh | |
| 2 | Apple Inc COM | $24.2M | 83.5K | 15.3% | ▼−26% Reduced · −29K sh | |
| 3 | Schwab Strategic TR US LCAP VA ETF | $20.5M | 589.9K | 13.0% | ▲+1.7% Added · +10K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $6.6M | 207.1K | 4.1% | ▲+3.2% Added · +6K sh | |
| 5 | Schwab Strategic TR INTL EQTY ETF | $6.4M | 230.6K | 4.0% | ▼−3.0% Reduced · −7K sh | |
| 6 | Vanguard Index FDS SM CP VAL ETF | $6.0M | 24.6K | 3.8% | ▲+2.2% Added · +540 sh | |
| 7 | Vanguard Index FDS SML CP GRW ETF | $5.9M | 16.1K | 3.7% | ▲+0.7% Added · +111 sh | |
| 8 | Schwab Strategic TR EMRG MKTEQ ETF | $4.4M | 120.6K | 2.8% | ▲+2.2% Added · +3K sh | |
| 9 | Schwab Strategic TR 5 10YR CORP BD | $4.2M | 187.1K | 2.7% | ▼−3.7% Reduced · −7K sh | |
| 10 | Lam Research Corp COM NEW | $4.0M | 9.2K | 2.5% | ▲+0.1% Added · +9 sh | |
| 11 | Tesla Inc COM | $3.6M | 8.6K | 2.3% | ▼−2.0% Reduced · −177 sh | |
| 12 | Ishares TR CALIF MUN BD ETF | $2.9M | 50.3K | 1.8% | ▲New New position | |
| 13 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.9M | 61.0K | 1.8% | ▲+0.4% Added · +257 sh | |
| 14 | Applied Matls Inc COM | $2.3M | 3.2K | 1.5% | —Held | |
| 15 | Amazon Com Inc COM | $2.1M | 8.7K | 1.3% | ▼−1.3% Reduced · −111 sh | |
| 16 | Schwab Strategic TR US MID-CAP ETF | $1.9M | 52.9K | 1.2% | ▼−2.4% Reduced · −1K sh | |
| 17 | Vanguard Index FDS VALUE ETF | $1.9M | 8.7K | 1.2% | ▼−10% Reduced · −999 sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 1.2% | ▼−13% Reduced · −392 sh | |
| 19 | Schwab Strategic TR US SML CAP ETF | $1.8M | 50.5K | 1.2% | ▼−4.0% Reduced · −2K sh | |
| 20 | Nova Ltd COM | $1.8M | 3.3K | 1.1% | ▼−11% Reduced · −406 sh | |
| 21 | Alphabet Inc CAP STK CL C | $1.8M | 5.0K | 1.1% | ▼−6.8% Reduced · −368 sh | |
| 22 | Cisco Sys Inc COM | $1.7M | 14.5K | 1.1% | ▼−3.1% Reduced · −466 sh | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $1.5M | 9.4K | 0.9% | ▼−19% Reduced · −2K sh | |
| 24 | Schwab Strategic TR INTERNL DIVID | $1.4M | 44.2K | 0.9% | ▼−3.9% Reduced · −2K sh | |
| 25 | Nvidia Corporation COM | $1.3M | 6.6K | 0.8% | ▼−0.4% Reduced · −26 sh | |
| 26 | Schwab Strategic TR SHT TM US TRES | $1.3M | 52.4K | 0.8% | ▼−4.7% Reduced · −3K sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $1.2M | 14.3K | 0.7% | ▲+286% Added · +11K sh | |
| 28 | Schwab Strategic TR LONG TERM US | $1.1M | 34.8K | 0.7% | ▼−6.4% Reduced · −2K sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $1.0M | 1.4K | 0.6% | ▲+1.6% Added · +22 sh | |
| 30 | Visa Inc COM CL A | $964K | 2.8K | 0.6% | ▼−1.3% Reduced · −38 sh | |
| 31 | Schwab Strategic TR 1 5YR CORP BD | $841K | 34.1K | 0.5% | ▲+1.1% Added · +376 sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $812K | 2.7K | 0.5% | ▲+0.3% Added · +7 sh | |
| 33 | Lumentum Hldgs Inc COM | $772K | 900 | 0.5% | —Held | |
| 34 | Wisdomtree TR US SMALLCAP DIVD | $699K | 17.2K | 0.4% | ▼~0% Reduced · −2 sh | |
| 35 | Wisdomtree TR US LARGECAP FUND | $685K | 8.8K | 0.4% | ▲+0.3% Added · +26 sh | |
| 36 | Sandisk Corp COM | $637K | 280 | 0.4% | ▼−14% Reduced · −44 sh | |
| 37 | Gilead Sciences Inc COM | $614K | 4.9K | 0.4% | ▲+36% Added · +1K sh | |
| 38 | Western Digital Corp COM | $558K | 874 | 0.4% | ▼−10% Reduced · −102 sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $517K | 1.4K | 0.3% | ▲+0.1% Added · +1 sh | |
| 40 | Schwab Strategic TR US AGGREGATE B | $505K | 21.8K | 0.3% | ▼−6.1% Reduced · −1K sh | |
| 41 | Invesco Exchange Traded FD T DJ INDL AVG DV | $504K | 7.9K | 0.3% | ▲New New position | |
| 42 | Microsoft Corp COM | $497K | 1.3K | 0.3% | ▲+0.8% Added · +10 sh | |
| 43 | Intuitive Surgical Inc COM NEW | $461K | 1.2K | 0.3% | ▼−19% Reduced · −266 sh | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $439K | 1.9K | 0.3% | ▼−23% Reduced · −567 sh | |
| 45 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $404K | 20.6K | 0.3% | ▼−12% Reduced · −3K sh | |
| 46 | Chevron Corporation COM | $399K | 2.4K | 0.3% | ▲+35% Added · +618 sh | |
| 47 | Invesco Exchange Traded FD T SEMICONDUCTORS | $395K | 2.1K | 0.2% | ▲New New position | |
| 48 | Wisdomtree TR DYNAMIC INTL EQT | $377K | 8.2K | 0.2% | ▲+1.4% Added · +116 sh | |
| 49 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $361K | 18.5K | 0.2% | ▼−11% Reduced · −2K sh | |
| 50 | Advanced Micro Devices Inc COM | $342K | 589 | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 67 | $158.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 58 | $141.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 59 | $145.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 59 | $139.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 55 | $123.4M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 53 | $112.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.