CLIENT 1ST ADVISORY GROUP, LLC
CLIENT 1ST ADVISORY GROUP, LLC reported 144 positions worth $383.7M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPYM (13.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $52.7M | 13.73% | 599,273 | — | — | |
| ▸ 2 | DFAC | SH | $51.5M | 13.42% | 1,161,033 | — | — | |
| ▸ 3 | DFCF | SH | $15.2M | 3.96% | 360,171 | — | — | |
| ▸ 4 | DFIC | SH | $15.0M | 3.91% | 403,078 | — | — | |
| ▸ 5 | DFSD | SH | $14.4M | 3.76% | 301,973 | — | — | |
| ▸ 6 | ESGU | SH | $13.5M | 3.52% | 82,557 | — | — | |
| ▸ 7 | EFV | SH | $12.1M | 3.14% | 157,489 | — | — | |
| ▸ 8 | EFG | SH | $11.0M | 2.88% | 88,775 | — | — | |
| ▸ 9 | IUSB | SH | $10.7M | 2.78% | 230,945 | — | — | |
| ▸ 10 | QUAL | SH | $10.2M | 2.66% | 46,504 | — | — |
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Frequently Asked Questions
What stocks does CLIENT 1ST ADVISORY GROUP, LLC hold as of Q2 2026?
CLIENT 1ST ADVISORY GROUP, LLC reported 144 positions worth $383.7M in its Q2 2026 13F filing. Largest positions: SPYM (13.7%), DFAC (13.4%), DFCF (4.0%), DFIC (3.9%) and DFSD (3.8%).
What did CLIENT 1ST ADVISORY GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CLIENT 1ST ADVISORY GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.