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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, FLRT, METV, THNQ, and represent 75.68% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: METV (+$6.5M), THNQ (+$6.4M), FLRT (+$6.3M), JBBB (+$6.0M), ROM, TTT, ADPV, SOXL, SKYU, FNGO.
Started 9 new stock positions in TARK, METV, ROM, SKYU, FNGO, JBBB, THNQ, GSIB, TTT.
Reduced shares in these 10 stocks: BOXX (-$13M), SSO (-$11M), , FALN, VEMY, PULS, CVRT, CLOZ, NEBX, AIS.
Sold out of its positions in CVRT, AIS, BEX, NEBX, LABX, FALN, JPIE, QLD, USD, UWM. CLOZ, WELD, VEMY.
Client First Investment Management was a net seller of stock by $-15M.
Client First Investment Management has $210M in assets under management (AUM), dropping by -11.46%.
Central Index Key (CIK): 0002018284

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Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 24 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	52.1	$109M	+2%	2.5M	43.23	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	12.8	$27M	-28%	388k	69.33	View chart
Pacer Fds Tr Arist High Etf (FLRT)	4.7	$9.8M	+179%	212k	46.44	View chart
Listed Fds Tr Roundhill Ball (METV)	3.1	$6.5M	NEW	311k	20.91	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	3.0	$6.4M	NEW	66k	97.14	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	2.9	$6.0M	NEW	128k	47.21	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.5	$5.3M	-71%	44k	118.39	View chart
Proshares Tr Pshs Ultra Tech (ROM)	2.3	$4.9M	NEW	31k	159.18	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	2.3	$4.8M	+117%	33k	147.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.8	$3.8M	-46%	78k	49.46	View chart
Proshares Tr Ulsh 20yrtre New (TTT)	1.8	$3.8M	NEW	43k	88.81	View chart
Direxion Shares Etf Trust Daily 500 2x Etf (SPUU)	1.5	$3.1M	+142%	14k	221.61	View chart
Vaneck Etf Trust China Bond Etf (CBON)	1.4	$2.9M	+148%	121k	24.14	View chart
Eli Lilly & Co. (LLY)	1.3	$2.6M		2.3k	1157.27	View chart
Proshares Tr Ultr Nasdaqcmptg (SKYU)	1.0	$2.2M	NEW	42k	51.98	View chart
Bank Of Montreal 2x Leveraged (FNGO)	1.0	$2.1M	NEW	14k	158.41	View chart
Investment Managers Ser Tr I Trad 2x Inno Etf (TARK)	1.0	$2.1M	NEW	38k	55.06	View chart
Microsoft Corporation (MSFT)	0.8	$1.8M		3.4k	512.90	View chart
Themes Etf Tr Glob Sys Bks Etf (GSIB)	0.8	$1.6M	NEW	26k	62.25	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.6	$1.2M	-64%	22k	54.22	View chart
Graniteshares Etf Tr Granite 2x Long (AMDL)	0.5	$1.0M	-4%	13k	79.08	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$862k	-5%	17k	50.47	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$587k	-2%	6.4k	91.64	View chart
Visa Com Cl A (V)	0.2	$365k		1.0k	359.33	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 2026 Q3 filed Oct. 9, 2026
Client First Investment Management 2026 Q2 filed July 9, 2026
Client First Investment Management 2026 Q1 filed April 13, 2026
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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