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Portfolio (Quarterly) Guide ↗

CLIENT 1ST ADVISORY GROUP, LLC

· CIK 0001802816
13F Portfolio $384M AUM 146 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 144 New
Page 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 3,774.0 $1.4M 0.37% NEW $377.75 -1.6%
42 QQQ INVESCO QQQ TR Financial Services 1,802.0 $1.3M 0.35% NEW $736.23 -2.1%
43 META META PLATFORMS INC Communication Services 2,337.0 $1.3M 0.34% NEW $563.30 +1.4%
44 MA MASTERCARD INCORPORATED Financial Services 2,536.0 $1.3M 0.34% NEW $513.60 +15.2%
45 MGK VANGUARD WORLD FD 14,680.0 $1.3M 0.34% NEW $87.91 +2.9%
46 GOOGL ALPHABET INC Communication Services 3,521.0 $1.3M 0.33% NEW $357.37 -4.7%
47 JPM JPMORGAN CHASE & CO Financial Services 3,659.0 $1.2M 0.31% NEW $327.33 +8.2%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,578.0 $1.2M 0.31% NEW $746.77 +3.3%
49 IJR ISHARES TR 7,363.0 $1.1M 0.28% NEW $148.32 -1.0%
50 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,672.0 $1.0M 0.26% NEW $178.24 +13.6%
51 EFA ISHARES TR 9,633.0 $1.0M 0.26% NEW $103.88 +4.0%
52 TSLA TESLA INC Consumer Cyclical 2,298.0 $967K 0.25% NEW $420.60 -15.6%
53 ITOT ISHARES TR 5,680.0 $933K 0.24% NEW $164.27 +2.9%
54 V VISA INC Financial Services 2,637.0 $905K 0.24% NEW $343.14 +10.6%
55 XLE SELECT SECTOR SPDR TR 16,342.0 $868K 0.23% NEW $53.11 +17.3%
56 VT VANGUARD INTL EQUITY INDEX F 5,501.0 $863K 0.23% NEW $156.94 +3.0%
57 SPDW SPDR INDEX SHS FDS 16,050.0 $809K 0.21% NEW $50.39 +3.3%
58 CAT CATERPILLAR INC Industrials 750.0 $799K 0.21% NEW $1064.90 -23.3%
59 GOVT ISHARES TR 34,730.0 $791K 0.21% NEW $22.78 -1.1%
60 WPC WP CAREY INC Real Estate 10,995.0 $786K 0.20% NEW $71.50 -1.6%
Page 3 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.7%
Financial Services 14.0%
Consumer Cyclical 11.4%
Energy 8.0%
Healthcare 7.4%
Communication Services 6.2%
Industrials 3.9%
Utilities 2.9%
Consumer Defensive 2.1%
Real Estate 1.9%