Institutions / Clientfirst Wealth Management, LLC
Clientfirst Wealth Management, LLC
CIK 1915494 · Institution · as of Dec 31, 2025
Portfolio value
$124.56M
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| Dillard'S, Inc.DDS | $65.55M | 52.6% |
| iShares Tr | $13.38M | 10.7% |
| SPDR S&P 500 ETF Tr | $5.42M | 4.4% |
| Vanguard Index Fds | $4.34M | 3.5% |
| Apple Inc. | $3.92M | 3.1% |
| iShares Tr | $3.05M | 2.4% |
| iShares Tr | $2.86M | 2.3% |
| Vanguard Tax-Managed Fds | $2.40M | 1.9% |
| SPDR S&P Midcap 400 ETF Tr | $2.26M | 1.8% |
| Vanguard Admiral Fds Inc | $2.05M | 1.6% |
| iShares Tr | $1.64M | 1.3% |
| Invesco Exchange Traded Fd T | $976.2K | 0.8% |
| iShares Tr | $968.1K | 0.8% |
| iShares Tr | $862.3K | 0.7% |
| Palantir Technologies Inc | $814.1K | 0.7% |
| iShares Bitcoin Trust ETF | $788.9K | 0.6% |
| Fidelity Wise Origin Bitcoin | $746.5K | 0.6% |
| Tesla Inc | $742.0K | 0.6% |
| Ark ETF Tr | $660.5K | 0.5% |
| iShares Tr | $617.5K | 0.5% |
| SPDR Series Trust | $614.1K | 0.5% |
| Vanguard Intl Equity Index F | $601.0K | 0.5% |
| VanEck ETF Trust | $600.4K | 0.5% |
| Caterpillar Inc | $497.8K | 0.4% |
| JPMORGAN CHASE & CO | $484.6K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.