13F Insight
DOSSIER · 13F-HR · Q3 2026

CLIENT 1ST ADVISORY GROUP, LLC

$391M in tracked AUM across 146 positions as of Q3 2026.

C1
CIK 0001802816 · last filed Sep 30, 2026
Total AUM
$391M
as of Q3 2026
Holdings
146
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CLIENT 1ST ADVISORY GROUP, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$54M606K13.9%02
DFAC
DIMENSIONAL ETF TRUST
$51M1.1M13.0%03
DFCF
DIMENSIONAL ETF TRUST
$15M377K3.9%04
DFSD
DIMENSIONAL ETF TRUST
$15M316K3.8%05
DFIC
DIMENSIONAL ETF TRUST
$15M388K3.7%06
ESGU
ISHARES TR
$13M78K3.3%07
NVDA
NVIDIA CORPORATION
$13M57K3.3%08
EFV
ISHARES TR
$13M163K3.3%09
EFG
ISHARES TR
$11M92K2.8%10
QUAL
ISHARES TR
$11M49K2.8%

Filing history

2026Q3Sep 30
$391M▲ 1.9%
146 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 28