Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLIENT 1ST ADVISORY GROUP, LLC (CIK 1802816) reported $329.2M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($45.7M, 13.87%), SPLG ($45.2M, 13.73%), DFCF ($14.8M, 4.49%), DFIC ($14.7M, 4.46%), DFSD ($14.2M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $45.7M | 13.87% | 1.2M | Added |
| 2 | SPLG | SPDR SERIES TRUST | $45.2M | 13.73% | 590,368 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $14.8M | 4.49% | 349,756 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $14.7M | 4.46% | 413,268 | Trimmed |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.2M | 4.31% | 296,608 | Added |
| 6 | ESGU | ISHARES TR | $12.0M | 3.64% | 84,819 | Trimmed |
| 7 | EFV | ISHARES TR | $11.0M | 3.34% | 148,063 | Added |
| 8 | IUSB | ISHARES TR | $10.3M | 3.14% | 224,008 | Added |
| 9 | EFG | ISHARES TR | $9.1M | 2.78% | 82,114 | Added |
| 10 | QUAL | ISHARES TR | $8.5M | 2.57% | 44,077 | Added |
| 11 | SCHZ | SCHWAB STRATEGIC TR | $8.2M | 2.48% | 351,010 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $8.0M | 2.43% | 231,412 | Added |
| 13 | DYNF | BLACKROCK ETF TRUST | $6.8M | 2.07% | 117,030 | Added |
| 14 | IXC | ISHARES TR | $6.2M | 1.87% | 106,827 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $6.1M | 1.84% | 54,909 | Trimmed |
| 16 | DFSV | DIMENSIONAL ETF TRUST | $6.0M | 1.82% | 170,517 | Added |
| 17 | GOOG | ALPHABET INC | $5.5M | 1.68% | 19,275 | Trimmed |
| 18 | IVW | ISHARES TR | $5.1M | 1.56% | 45,482 | Added |
| 19 | MBB | ISHARES TR | $4.8M | 1.47% | 50,940 | Added |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 1.34% | 20,456 | Added |
| 21 | XOM | EXXON MOBIL CORP | $3.5M | 1.08% | 20,860 | Trimmed |
| 22 | AAPL | APPLE INC | $3.5M | 1.06% | 13,694 | Added |
| 23 | IYW | ISHARES TR | $2.9M | 0.89% | 16,067 | Added |
| 24 | IVV | ISHARES TR | $2.6M | 0.79% | 3,994 | Added |
| 25 | EMXC | ISHARES INC | $2.5M | 0.75% | 31,309 | Added |
Source: SEC Form 13F filings · as of 2026-03-31