Client 1St Advisory Group Q2 ETF Activity Analysis

Client 1St Advisory Group, Llc demonstrated active management in their portfolio during Q2 2026. The filing indicates several notable transactions across different ETFs and individual stocks.

Prominent Purchases

The firm showed significant buying interest in certain holdings this quarter:

• They increased their position in Vanguard World Fund (MGK) by 400%, suggesting a strong confidence in its performance or potential for future growth. You can find more details about Vanguard World Fund here.
• Their stake in Booking Holdings Inc (BKNG) grew by an impressive 2454.95%, indicating a substantial investment decision based on its prospects as a Consumer Cyclical company.
• They also purchased shares of Visa Inc (VUG), adding this popular tech stock to their holdings, representing another significant investment in the technology sector.
• Their position in CISCO, a major player in networking and cybersecurity, also saw substantial growth during Q2 2026.

Notable Sales and Reductions

In contrast to the buying activity, Client 1St Advisory Group reduced their exposure in several ETF trusts:

• Their position in Dimensional ETF Trust (DFAC) decreased by 1.22%, reflecting a modest reduction.
• They sold shares of Schwab Strategic Trust (SCHZ), which saw its portfolio percentage allocation drop from prior levels, totaling nearly $8 million worth at quarter end.
• Their holdings in Dimensional ETF Trust (DFIC) decreased by 2.47%, showing a strategic exit or reduction from this specific fund.

Furthermore, the investor adjusted their positions within other Dimensional and iShares trusts:

• They increased shares of Dimensional ETF Trust (DFCF), Dimensional ETF Trust (DFSD), and several smaller iShares holdings like IXC and DYNF.
• Their position in SPDR Series Trust (SPLG) also saw a slight increase, albeit much more modestly compared to the large individual stock purchases.

Overall portfolio adjustments were part of Client 1St's strategy this quarter:

• They added significant positions to MGK and BKNG, two companies with strong ties to technology sectors.
• Their buying activity in Dimensional ETFs (DFCF) suggests continued interest in certain investment strategies offered by that provider.

No Disclosures for Some Activities

Based on the provided data:

• No information is available regarding large-scale selling activities during this period. The filing shows no "significant_sell_symbols" with substantial changes indicated.
• The specific impact of other smaller transactions or adjustments not listed in the top holdings or changed holdings sections remains undisclosed.