CLIENT 1ST ADVISORY GROUP, LLC
All 13F Filings
- Location
- Dunedin, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 319,801
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
725
(0.2% of total reported value)
· QoQ Δ:
+29
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 250.9 K | 78.6% | 12.52 K | 0 | 12.52 K |
| ETFs | 57.07 K | 17.9% | 4.113 K | 0 | 4.113 K |
| Debt | 762 | 0.2% | 0 | 3 | -3 |
| Other | 10.38 K | 3.3% | 1.36 K | 0 | 1.36 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
319,801
Holdings
144
QoQ value change ($000)
17,752
(5.9%)
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.