§ 13F · FUND PROFILE
CLIENT 1ST ADVISORY GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $275.7T (13F)Positions · 132Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$319.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.17M | $46.5T | 14.5% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 532K | $42.7T | 13.3% | NEW |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 349K | $14.8T | 4.6% | NEW |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 420K | $14.5T | 4.5% | NEW |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 295K | $14.1T | 4.4% | NEW |
| 6 | ESGU | ISHARES TR | 86K | $12.9T | 4.0% | NEW |
| 7 | IUSB | ISHARES TR | 208K | $9.7T | 3.0% | NEW |
| 8 | EFV | ISHARES TR | 131K | $9.4T | 2.9% | NEW |
| 9 | EFG | ISHARES TR | 71K | $8.1T | 2.5% | NEW |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 342K | $8.0T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIENT SIGNAL
AC read
CLIENT 1ST ADVISORY GROUP, LLC is a Other fund managing $275719.5 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed