CIK 1802816
CLIENT 1ST ADVISORY GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 532K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 349K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 420K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 295K | $1M+ | SH |
| ESGU | ISHARES TR | 86K | $1M+ | SH |
| IUSB | ISHARES TR | 208K | $1M+ | SH |
| EFV | ISHARES TR | 131K | $1M+ | SH |
| EFG | ISHARES TR | 71K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 342K | $1M+ | SH |
| QUAL | ISHARES TR | 39K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 203K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 36K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 101K | $1M+ | SH |
| GOOG | ALPHABET INC | 19K | $1M+ | SH |
| IVW | ISHARES TR | 39K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 141K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 20K | $1M+ | SH |
| MBB | ISHARES TR | 47K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 33K | $1M+ | SH |
| IXC | ISHARES TR | 89K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| IYW | ISHARES TR | 15K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 41K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 8K | $1M+ | SH |
| IFRA | ISHARES TR | 33K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| EMXC | ISHARES INC | 22K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 37K | $1M+ | SH |
| IEMG | ISHARES INC | 21K | $1M+ | SH |
| VLUE | ISHARES TR | 10K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 20K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 225 | $1M+ | SH |
| TSLA | TESLA INC | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 4K | $500K+ | SH |
| COR | CENCORA INC | 3K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| GOVT | ISHARES TR | 36K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |