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CIK: 0001915494
Total reported value
$121.7M
$121.7M
50 檔
76.1%
According to the latest 13F quarterly dataset, Clientfirst Wealth Management, LLC managed an equity portfolio of $121.7M at the end of Q4 2025, spanning 50 distinct U.S. exchange-listed positions.
During Q4 2025, Clientfirst Wealth Management, LLC performed routine portfolio adjustments (2 new buys, 4 additions, 9 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDS | Dillards Inc-cl A | Stock-Other | 52.62% | -5.25% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.74% | +1.29% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.35% | +0.52% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +0.40% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.36% | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.45% | +0.27% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.29% | +0.43% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.93% | +0.17% | -1.13% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.81% | +0.21% | — | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | +0.08% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.15% | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | +0.06% | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -0.02% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | +0.04% | — | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.13% | — | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.63% | +0.09% | -6.64% | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.60% | -0.08% | +17.52% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.05% | — | |
| 19 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.53% | +0.31% | +51.49% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | -0.01% | -6.56% | |
| 21 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.49% | +0.05% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | +0.04% | — | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.48% | -0.11% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.24% | +5.08% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.03% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | +0.02% | -5.19% | |
| 27 | INDA | Ishares Msci India ETF | ETF-Other | 0.37% | — | -26.12% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.34% | -0.01% | +100.00% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.34% | +0.05% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.03% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.28% | -0.01% | -31.07% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.03% | — | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.04% | — | |
| 34 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.27% | -0.05% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.03% | — | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.26% | — | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.04% | — | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | +0.02% | — | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.24% | +0.04% | — | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.23% | -0.20% | EXIT | |
| 41 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.22% | -0.04% | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | +0.03% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.03% | — | |
| 44 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.19% | — | -41.89% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.19% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | — | |
| 47 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.19% | -0.04% | -37.36% | |
| 48 | ARKK | Ark Innovation ETF | ETF-Other | 0.19% | +0.03% | — | |
| 49 | BMNR | Bitmine Immersion Technologi | Stock-Financials | 0.18% | +0.13% | NEW | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | — | -8.19% |
According to official SEC Form 13F filings, Clientfirst Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.7M across 50 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DDS, IWF, SPY) accounted for 76.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSTR
市值: $288.7K
Top Position Liquidated / Trimmed
VEA
前期市值: $2.3M
During Q4 2025, Clientfirst Wealth Management, LLC's top holdings by market value included DDS (52.6%)、IWF (10.7%)、SPY (4.3%). The largest single position, DDS, represented 52.6% of total portfolio value.
In Q4 2025, Clientfirst Wealth Management, LLC made 15 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 9 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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