Institutions / Client 1St Advisory Group, LLC
Client 1St Advisory Group, LLC
CIK 1802816 · Institution · as of Dec 31, 2025
Portfolio value
$319.08M
Positions
142
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 142 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $46.48M | 14.6% |
| SPDR Series Trust | $42.69M | 13.4% |
| Dimensional ETF Trust | $14.84M | 4.7% |
| Dimensional ETF Trust | $14.46M | 4.5% |
| Dimensional ETF Trust | $14.14M | 4.4% |
| iShares Tr | $12.89M | 4.0% |
| iShares Tr | $9.66M | 3.0% |
| iShares Tr | $9.36M | 2.9% |
| iShares Tr | $8.13M | 2.5% |
| Schwab Strategic Tr | $7.99M | 2.5% |
| iShares MSCI UAE ETF | $7.74M | 2.4% |
| Dimensional ETF Trust | $6.73M | 2.1% |
| NVIDIA Corp | $6.63M | 2.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $6.13M | 1.9% |
| Alphabet Inc. | $6.08M | 1.9% |
| iShares Tr | $4.76M | 1.5% |
| Dimensional ETF Trust | $4.64M | 1.5% |
| Vanguard Specialized Funds | $4.48M | 1.4% |
| iShares Tr | $4.47M | 1.4% |
| Exxon Mobil Corp | $4.02M | 1.3% |
| iShares Tr | $3.71M | 1.2% |
| Apple Inc. | $3.60M | 1.1% |
| iShares Tr | $2.95M | 0.9% |
| iShares Tr | $2.72M | 0.9% |
| Microsoft Corp | $2.65M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.