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Clientfirst Wealth Management

Latest statistics and disclosures from Clientfirst Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DDS, IWF, SPY, VOO, AAPL, and represent 74.33% of Clientfirst Wealth Management's stock portfolio.
Added to shares of these 7 stocks: FETH, ETHA, IBIT, FBTC, IWM, SHY, ARKG.
Started 2 new stock positions in FETH, ETHA.
Reduced shares in these 9 stocks: INDA, , IWO, DDS, PFF, IWN, WMT, DBC, EFA.
Sold out of its positions in IWO, XBI.
Clientfirst Wealth Management was a net buyer of stock by $906k.
Clientfirst Wealth Management has $125M in assets under management (AUM), dropping by 27.69%.
Central Index Key (CIK): 0001915494

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Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dillards Cl A (DDS)	53.2	$66M		108k	614.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	10.6	$13M		28k	468.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$5.3M		8.0k	666.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$4.2M		6.9k	612.38	View chart
Apple (AAPL)	2.9	$3.7M		14k	254.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.4	$2.9M		15k	203.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.2	$2.8M	+4%	12k	241.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.3M		39k	59.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.8	$2.2M		3.7k	596.03	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.6	$2.0M		10k	199.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.6M		2.4k	669.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.9	$1.1M	+73%	17k	65.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$970k		12k	82.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$967k		5.1k	189.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$840k		4.1k	206.51	View chart
Palantir Technologies Cl A (PLTR)	0.7	$836k		4.6k	182.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$832k	+70%	8.3k	99.81	View chart
Tesla Motors (TSLA)	0.6	$734k		1.7k	444.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$675k	-12%	21k	31.62	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.5	$627k		6.3k	100.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$606k		11k	54.18	View chart
Ishares Tr Msci India Etf (INDA)	0.5	$598k	-34%	12k	52.06	View chart
Fidelity Ethereum SHS (FETH)	0.5	$586k	NEW	14k	41.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$535k		7.0k	76.40	View chart
Ishares Ethereum Tr SHS (ETHA)	0.4	$522k	NEW	17k	31.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$508k		6.4k	78.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$486k		5.2k	93.37	View chart
JPMorgan Chase & Co. (JPM)	0.4	$474k		1.5k	315.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$429k		4.9k	87.21	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.3	$418k		15k	27.77	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$415k		4.3k	95.89	View chart
Caterpillar (CAT)	0.3	$395k		827.00	477.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$361k		1.1k	328.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$333k		1.6k	209.34	View chart
NVIDIA Corporation (NVDA)	0.3	$327k		1.8k	186.58	View chart
Amazon (AMZN)	0.3	$325k		1.5k	219.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$325k		2.3k	142.10	View chart
Simon Property (SPG)	0.2	$299k		1.6k	187.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$298k		2.5k	120.72	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$296k		10k	29.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$293k		2.3k	129.72	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$282k		13k	22.53	View chart
Meta Platforms Cl A (META)	0.2	$261k		356.00	734.38	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$259k		3.0k	86.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$253k	-25%	1.4k	176.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$238k		8.7k	27.30	View chart
Wal-Mart Stores (WMT)	0.2	$235k	-3%	2.3k	103.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$226k		4.6k	49.46	View chart

Past Filings by Clientfirst Wealth Management

SEC 13F filings are viewable for Clientfirst Wealth Management going back to 2021

Clientfirst Wealth Management 2025 Q3 filed Nov. 13, 2025
Clientfirst Wealth Management 2025 Q2 filed Aug. 14, 2025
Clientfirst Wealth Management 2025 Q1 filed May 1, 2025
Clientfirst Wealth Management 2024 Q4 filed Jan. 28, 2025
Clientfirst Wealth Management 2023 Q3 filed Nov. 8, 2023
Clientfirst Wealth Management 2023 Q2 filed July 20, 2023
Clientfirst Wealth Management 2023 Q1 filed April 21, 2023
Clientfirst Wealth Management 2022 Q4 filed Feb. 14, 2023
Clientfirst Wealth Management 2022 Q3 filed Nov. 14, 2022
Clientfirst Wealth Management 2022 Q2 filed Aug. 15, 2022
Clientfirst Wealth Management 2022 Q1 filed May 13, 2022
Clientfirst Wealth Management 2021 Q4 filed April 1, 2022

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