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Client First Investment Management

Latest statistics and disclosures from Client First Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ADPV, SSO, BOXX, SLV, JNUG, and represent 83.86% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: SSO (+$26M), SLV (+$7.0M), SILJ, SBIT, ADPV, ROKT, COPJ, SLX, TBT, MUU.
Started 11 new stock positions in MUU, SLX, SBIT, TBT, COPJ, ROKT, SMH, GDX, SILJ, SLV. AUMI.
Reduced shares in these 10 stocks: NUGT (-$8.3M), , , MAGX, BOXX, UFO, , AVL, AAPU, SH.
Sold out of its positions in FNGO, FNGS, TSMX, AVL, AAPU, URA, EUFN, XXRP, MAGS, UFO. UBT, UWM, XPP, UXRP, SH, MAGX, CWB, WGMI, DAPP, VOO.
Client First Investment Management was a net buyer of stock by $2.5M.
Client First Investment Management has $191M in assets under management (AUM), dropping by -2.75%.
Central Index Key (CIK): 0002018284

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Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	52.5	$100M	+2%	2.3M	42.84	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	16.4	$31M	+493%	540k	57.92	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	8.4	$16M	-14%	140k	115.10	View chart
Ishares Silver Tr Ishares (SLV)	3.7	$7.0M	NEW	108k	64.42	View chart
Direxion Shs Etf Tr Daily Jr Gld Min (JNUG)	2.9	$5.5M	+15%	26k	206.54	View chart
Proshares Tr Pshs Ult Semicdt (USD)	2.7	$5.1M	-13%	97k	52.51	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	2.4	$4.7M	NEW	168k	27.67	View chart
Proshares Tr Ultrashort Bitco (SBIT)	2.2	$4.3M	NEW	97k	43.92	View chart
Eli Lilly & Co. (LLY)	1.3	$2.4M		2.3k	1074.91	View chart
Microsoft Corporation (MSFT)	1.0	$1.9M	-9%	4.0k	483.62	View chart
Investment Managers Ser Tr I Tradr 2x Long In (TARK)	0.6	$1.1M	-55%	23k	48.55	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.6	$1.1M	+92%	26k	41.57	View chart
Spdr Series Trust State Street Spd (ROKT)	0.6	$1.1M	NEW	13k	85.09	View chart
Sprott Fds Tr Jr Copper Miners (COPJ)	0.6	$1.1M	NEW	28k	39.29	View chart
Vaneck Etf Trust Steel Etf (SLX)	0.5	$986k	NEW	12k	84.86	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.5	$971k	-46%	11k	88.01	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.5	$944k	NEW	27k	34.94	View chart
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT)	0.5	$917k	-90%	5.0k	183.85	View chart
Direxion Shs Etf Tr Daily Mu Bull (MUU)	0.5	$883k	NEW	8.8k	100.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$655k	-4%	7.2k	91.38	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.3	$539k		11k	47.14	View chart
Visa Com Cl A (V)	0.2	$356k		1.0k	350.71	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$226k	-56%	5.5k	41.08	View chart
Themes Etf Tr Gold Miners Etf (AUMI)	0.1	$224k	NEW	2.4k	91.95	View chart
Themes Etf Tr Global Systemica (GSIB)	0.1	$220k	-89%	4.2k	52.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$219k	NEW	2.5k	85.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$212k	-13%	1.5k	143.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$209k	NEW	580.00	360.13	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$208k	-4%	3.5k	59.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$208k	-4%	4.1k	50.60	View chart

Past Filings by Client First Investment Management

SEC 13F filings are viewable for Client First Investment Management going back to 2024

Client First Investment Management 2025 Q4 filed Feb. 9, 2026
Client First Investment Management 2025 Q3 filed Oct. 15, 2025
Client First Investment Management 2025 Q2 filed July 9, 2025
Client First Investment Management 2025 Q1 filed April 14, 2025
Client First Investment Management 2024 Q4 filed Jan. 15, 2025
Client First Investment Management 2024 Q3 filed Nov. 8, 2024
Client First Investment Management 2024 Q2 filed Aug. 13, 2024
Client First Investment Management 2024 Q1 filed April 19, 2024

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