13F Insight
DOSSIER · 13F-HR · Q2 2026

CLIENT 1ST ADVISORY GROUP, LLC

$384M in tracked AUM across 146 positions as of Q2 2026.

C1
CIK 0001802816 · last filed Jun 30, 2026
Total AUM
$384M
as of Q2 2026
Holdings
146
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CLIENT 1ST ADVISORY GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$53M599K13.7%02
DFAC
DIMENSIONAL ETF TRUST
$52M1.2M13.4%03
DFCF
DIMENSIONAL ETF TRUST
$15M360K4.0%04
DFIC
DIMENSIONAL ETF TRUST
$15M403K3.9%05
DFSD
DIMENSIONAL ETF TRUST
$14M302K3.8%06
ESGU
ISHARES TR
$14M83K3.5%07
EFV
ISHARES TR
$12M157K3.1%08
NVDA
NVIDIA CORPORATION
$11M57K3.0%09
EFG
ISHARES TR
$11M89K2.9%10
IUSB
ISHARES TR
$11M231K2.8%

Filing history

2026Q2Jun 30
$384M▲ 16.6%
146 positionsView →2026Q1Mar 31
$329M▲ 2.9%
141 positionsView →2025Q4Dec 31
$320M▲ 5.9%
144 positionsView →2025Q3Sep 30
$302M▲ 9.5%
136 positionsView →2025Q2Jun 30
$276M▲ 7.3%
132 positionsLocked2025Q1Mar 31
$257M▼ 1.1%
130 positionsLocked2024Q4Dec 31
$260M▲ 3.3%
130 positionsLocked2024Q3Sep 30
$252M▲ 8.4%
124 positionsLocked2024Q2Jun 30
$232M▲ 4.3%
116 positionsLocked2024Q1Mar 31
$223M▲ 8.1%
110 positionsLocked2023Q4Dec 31
$206M▲ 8.9%
103 positionsLocked2023Q3Sep 30
$189M▼ 0.4%
99 positionsLocked
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