Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 74.34% of Clientfirst Wealth Management's stock portfolio.
Added to shares of these 6 stocks: MSTR, BMNR, ARKG, XLU, FBTC, CAT.
Started 2 new stock positions in BMNR, MSTR.
Reduced shares in these 9 stocks: FETH, INDA, BSV, ETHA, IBIT, PFF, VEA, EFA, BNDX.
Clientfirst Wealth Management was a net buyer of stock by $282k.
Clientfirst Wealth Management has $125M in assets under management (AUM), dropping by -0.31%.
Central Index Key (CIK): 0001915494

Tip: Access up to 7 years of quarterly data

Positions held by Clientfirst Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 50 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
Dillards Cl A (DDS)	52.6	$66M		108k	606.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	10.7	$13M		28k	473.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.4	$5.4M		8.0k	681.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$4.3M		6.9k	627.13	View chart
Apple (AAPL)	3.1	$3.9M		14k	271.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.4	$3.0M		15k	210.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.3	$2.9M		12k	246.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.4M		39k	62.47	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.8	$2.3M		3.7k	603.28	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.6	$2.0M		10k	204.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.6M		2.4k	684.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$976k		5.1k	191.56	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$968k		12k	82.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$862k		4.1k	212.07	View chart
Palantir Technologies Cl A (PLTR)	0.7	$814k		4.6k	177.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$789k	-6%	16k	49.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.6	$747k	+17%	9.8k	76.23	View chart
Tesla Motors (TSLA)	0.6	$742k		1.7k	449.72	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.5	$661k	+51%	23k	28.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$618k	-6%	20k	30.96	View chart
Spdr Series Trust State Street Spd (RWR)	0.5	$614k		6.3k	98.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$601k		11k	53.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$600k		7.0k	85.77	View chart
Caterpillar (CAT)	0.4	$498k	+5%	869.00	572.87	View chart
JPMorgan Chase & Co. (JPM)	0.4	$485k		1.5k	322.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$473k	-5%	4.9k	96.03	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$459k	-26%	8.5k	54.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$420k	+100%	9.8k	42.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$419k		4.3k	96.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$369k		1.1k	335.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$350k	-31%	4.4k	78.81	View chart
Amazon (AMZN)	0.3	$342k		1.5k	230.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$333k		1.6k	209.12	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$330k		10k	33.02	View chart
NVIDIA Corporation (NVDA)	0.3	$326k		1.8k	186.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$323k		2.3k	141.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$305k		2.5k	123.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$297k		2.3k	131.59	View chart
Simon Property (SPG)	0.2	$295k		1.6k	185.11	View chart
Strategy Cl A New (MSTR)	0.2	$289k	NEW	1.9k	151.95	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$280k		13k	22.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$259k		1.4k	181.21	View chart
Wal-Mart Stores (WMT)	0.2	$254k		2.3k	111.41	View chart
Fidelity Ethereum SHS (FETH)	0.2	$243k	-41%	8.2k	29.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$239k		8.7k	27.43	View chart
Meta Platforms Cl A (META)	0.2	$235k		356.00	660.09	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$233k	-37%	10k	22.43	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$231k		3.0k	76.92	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.2	$227k	NEW	8.4k	27.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$203k	-8%	4.2k	48.32	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 Q4 filed Feb. 6, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z