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 51–100 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 17K | $500K+ | SH |
| WPC | WP CAREY INC | 11K | $500K+ | SH |
| FALN | ISHARES TR | 26K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| RODM | LATTICE STRATEGIES TR | 18K | $500K+ | SH |
| ACWI | ISHARES TR | 5K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| IXUS | ISHARES TR | 7K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 2K | $500K+ | SH |
| MSTR | STRATEGY INC | 4K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| SIZE | ISHARES TR | 3K | $500K+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 11K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| IBMQ | ISHARES TR | 20K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 957 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SCHJ | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| STRV | EA SERIES TRUST | 10K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 666 | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| DFGR | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| IHI | ISHARES TR | 6K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 693 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $100K–$500K | SH (Call) |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 7K | $100K–$500K | SH |
| XNTK | SPDR SERIES TRUST | 1K | $100K–$500K | SH |