CLIENT 1ST ADVISORY GROUP, LLC
All 13F Filings
- Location
- Dunedin, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 329,184
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
323
(0.1% of total reported value)
· QoQ Δ:
-402
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.84 K | 15.8% | 0 | 199 K | -199 K |
| ETFs | 276.3 K | 84.0% | 219.2 K | 0 | 219.2 K |
| Debt | 762 | 0.2% | 0 | 0 | 0 |
| Other | 0 | 0.0% | 0 | 10.38 K | -10.38 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
329,184
Holdings
141
QoQ value change ($000)
9,383
(2.9%)
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.