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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, UWM, PULS, and represent 79.72% of Client First Investment Management's stock portfolio.
Added to shares of these 10 stocks: SSO (+$29M), UWM (+$8.0M), ADPV, SOXL, FALN, VEMY, FLRT, CVRT, CLOZ, NEBX.
Started 20 new stock positions in QLD, JAAA, CLOZ, LABX, CBON, AIS, ARKG, CVRT, Tema Etf Trust, JPIE. NEBX, UWM, SPUU, AMDL, SOXL, VEMY, BEX, FALN, FLRT, USD.
Reduced shares in these 10 stocks: BOXX (-$30M), SDS (-$7.9M), , DIG, QID, PLTD, , QQQD, PULS, NVD.
Sold out of its positions in PLTD, QQQD, NVD, DIG, QID, SDS, XLP, XLU.
Client First Investment Management was a net buyer of stock by $27M.
Client First Investment Management has $237M in assets under management (AUM), dropping by 23.35%.
Central Index Key (CIK): 0002018284

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Portfolio Holdings for Client First Investment Management

Client First Investment Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Series Portfolios Tr Adaptiv Select (ADPV)	50.2	$119M	+3%	2.5M	48.32	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	15.5	$37M	+361%	545k	67.38	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	7.6	$18M	-62%	154k	117.09	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	3.4	$8.0M	NEW	120k	67.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	3.1	$7.2M	-9%	146k	49.55	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	1.7	$4.0M	NEW	15k	266.71	View chart
Ishares Tr Faln Angls Usd (FALN)	1.6	$3.8M	NEW	139k	27.24	View chart
Virtus Etf Tr Ii Stone Harbor Emg (VEMY)	1.6	$3.8M	NEW	130k	28.82	View chart
Pacer Fds Tr Arist High Etf (FLRT)	1.5	$3.5M	NEW	76k	46.63	View chart
Calamos Etf Tr Convertible Eqty (CVRT)	1.3	$3.2M	NEW	62k	51.43	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	1.3	$3.0M	NEW	113k	26.42	View chart
Investment Managers Ser Tr I Tradr 2x Long (NEBX)	1.2	$2.9M	NEW	50k	58.74	View chart
Eli Lilly & Co. (LLY)	1.2	$2.7M		2.3k	1199.53	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	1.1	$2.6M	NEW	31k	85.31	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	1.1	$2.6M	NEW	61k	42.06	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.0	$2.3M	NEW	24k	96.76	View chart
Tema Etf Trust Us Manufacturing	1.0	$2.3M	NEW	36k	62.87	View chart
Investment Managers Ser Tr I Tradr 2x Long (LABX)	0.6	$1.5M	NEW	6.9k	220.76	View chart
Microsoft Corporation (MSFT)	0.5	$1.3M	-13%	3.4k	373.02	View chart
Direxion Shares Etf Trust Daily 500 2x Etf (SPUU)	0.5	$1.3M	NEW	5.8k	215.61	View chart
Investment Managers Ser Tr I Tradr 2x Be Etf (BEX)	0.5	$1.2M	NEW	21k	59.81	View chart
Vaneck Etf Trust China Bond Etf (CBON)	0.5	$1.2M	NEW	49k	23.83	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.5	$1.1M	NEW	11k	104.26	View chart
Graniteshares Etf Tr Granite 2x Long (AMDL)	0.5	$1.1M	NEW	13k	82.75	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$912k	NEW	18k	50.49	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$911k	NEW	20k	46.05	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$599k		6.5k	91.64	View chart
Visa Com Cl A (V)	0.1	$348k		1.0k	343.09	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 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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