account_balance

Investment manager · 13F filer · SEC CIK 1802816

Client 1st Advisory Group, LLC

Reported value$379Mas of Sep 30, 2026
Positions142 7 new, 7 sold out
Top 10 weight55.0%SPYM alone is 14%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 14.4% Held
DFAC Dimensional ETF Trust 13.4% Held
DFCF Dimensional ETF Trust 4.0% Added +5%
DFSD Dimensional ETF Trust 3.9% Added +5%
DFIC Dimensional ETF Trust 3.8% Trimmed −4%
ESGU iShares Tr 3.4% Trimmed −5%
EFV iShares Tr 3.4% Added +3%
EFG iShares Tr 2.9% Added +4%
QUAL iShares Tr 2.9% Added +5%
IUSB iShares Tr 2.9% Added +7%
DYNF BlackRock ETF Trust 2.5% Added +6%
DFEM Dimensional ETF Trust 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • V +82%
  • BINC +11%
  • DFSV +11%
  • AMAT +10%
arrow_downwardTrimmed
  • META −16%
  • AVGO −16%
  • VEA −12%
  • XSOE −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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