CLIENT 1ST ADVISORY GROUP, LLC
All 13F Filings
- Location
- Dunedin, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 383,681
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 144 | 383,681 | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC |
| Q1 2026 | 4/15/2026 | 141 | 329,184 | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC |
| Q4 2025 | 1/12/2026 | 144 | 319,801 | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC |
| Q3 2025 | 10/17/2025 | 136 | 302,049 | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC |
| Q2 2025 | 7/18/2025 | 132 | 275,720 | 13F-HR | CLIENT 1ST ADVISORY GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
11.35 K
(3.0% of total reported value)
· QoQ Δ:
+11.02 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.34 K | 17.0% | 11.5 K | 0 | 11.5 K |
| ETFs | 309 K | 83.0% | 32.73 K | 0 | 32.73 K |
| Debt | 0 | 0.0% | 0 | 762 | -762 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
383,681
Holdings
144
QoQ value change ($000)
54,497
(16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.