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CIK: 0001915494
Total reported value
$121.7M
$121.7M
50 檔
71.5%
As reported in its official Q1 2026 Form 13F filing, Clientfirst Wealth Management, LLC's tracked investment portfolio stood at $121.7M with 50 total positions.
In Q1 2026, Clientfirst Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDS | Dillards Inc-cl A | Stock-Other | 52.20% | -5.25% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.17% | +1.29% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.36% | +0.52% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.49% | +0.40% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.36% | +4.17% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.61% | +0.27% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.43% | +0.43% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.11% | +0.17% | +1.30% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.95% | +0.21% | — | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.72% | +0.08% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.15% | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | +0.06% | — | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.02% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | — | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.13% | — | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.54% | -0.11% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.05% | +3.64% | |
| 18 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.53% | +0.05% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.04% | +2.24% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.24% | — | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | +0.09% | — | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.51% | -0.01% | — | |
| 23 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.51% | +0.31% | — | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.49% | -0.08% | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | +0.02% | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.38% | -0.01% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.03% | — | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.37% | +0.05% | — | |
| 29 | INDA | Ishares Msci India ETF | ETF-Other | 0.34% | — | — | |
| 30 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 0.31% | -0.04% | — | |
| 31 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.30% | -0.05% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.03% | — | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.29% | -0.01% | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.29% | — | — | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.28% | +0.04% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.03% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.03% | — | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | +0.02% | — | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.25% | +0.04% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.03% | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.04% | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.23% | -0.03% | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.23% | +0.03% | — | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | — | — | |
| 45 | MSTR | Strategy Inc | Stock-Tech | 0.20% | -0.20% | EXIT | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | — | |
| 47 | ARKK | Ark Innovation ETF | ETF-Other | 0.17% | +0.03% | — | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.17% | — | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.17% | EXIT | |
| 50 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.14% | -0.04% | — |
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 Q1 2026.
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 71.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $271.7K
Top Position Liquidated / Trimmed
FETH
前期市值: $242.7K
During Q1 2026, Clientfirst Wealth Management, LLC's top holdings by market value included DDS (52.2%)、IWF (10.2%)、SPY (4.4%). The largest single position, DDS, represented 52.2% of total portfolio value.
In Q1 2026, Clientfirst Wealth Management, LLC made 8 total portfolio adjustments, initiating 2 new buys, adding to 4 positions, trimming 0 holdings, and fully liquidating 2 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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