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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 70.74% of Clientfirst Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$10M), INTC, IJR, IWO, IVES, IBIT, BMNR, ARKG, DDS, XLE.
Started 5 new stock positions in IJR, BMNR, IWO, INTC, IVES.
Reduced shares in these 3 stocks: MSTR, , VOO.
Sold out of its positions in XOM, MSTR.
Clientfirst Wealth Management was a net buyer of stock by $12M.
Clientfirst Wealth Management has $122M in assets under management (AUM), dropping by 2.75%.
Central Index Key (CIK): 0001915494

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

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Portfolio Holdings for Clientfirst Wealth Management

Clientfirst Wealth Management holds 53 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
Dillards Cl A (DDS)	46.9	$57M		108k	528.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	11.5	$14M	+297%	112k	124.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.9	$5.9M		8.0k	746.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$4.7M		6.9k	686.81	View chart
Apple (AAPL)	3.6	$4.3M		15k	289.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.9	$3.5M		15k	242.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.9	$3.5M		12k	300.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$2.8M		39k	71.25	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	2.2	$2.6M		3.7k	703.34	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.8	$2.2M		10k	219.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.8M		2.4k	748.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.1M		5.1k	212.77	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.8	$995k	+3%	24k	42.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$960k		12k	82.11	View chart
Caterpillar (CAT)	0.8	$925k		869.00	1064.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$923k		4.1k	227.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$746k	+41%	22k	33.29	View chart
Tesla Motors (TSLA)	0.6	$719k		1.7k	420.60	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.6	$706k		6.3k	112.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$682k		11k	59.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$608k		20k	30.49	View chart
Palantir Technologies Cl A (PLTR)	0.4	$534k		4.6k	116.67	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$528k		7.0k	75.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$512k		4.9k	103.88	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$508k		4.3k	117.50	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$500k		9.8k	51.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$492k		1.5k	327.33	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$447k		9.8k	45.34	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$419k		8.5k	49.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$407k		1.1k	370.04	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$392k		1.6k	246.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$357k		2.3k	156.30	View chart
Simon Property (SPG)	0.3	$356k		1.6k	223.65	View chart
Amazon (AMZN)	0.3	$353k		1.5k	238.34	View chart
NVIDIA Corporation (NVDA)	0.3	$350k		1.8k	200.09	View chart
Intel Corporation (INTC)	0.3	$349k	NEW	2.5k	139.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$346k		4.4k	77.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$340k		2.5k	137.53	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.3	$334k		13k	26.66	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$334k		2.3k	147.73	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$316k		1.4k	221.20	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$302k		10k	30.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$276k		8.7k	31.71	View chart
Wal-Mart Stores (WMT)	0.2	$258k		2.3k	113.26	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$245k	+4%	4.6k	53.11	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$243k		3.0k	80.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$234k	NEW	1.6k	148.31	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$233k	NEW	591.00	393.96	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.2	$229k	NEW	6.0k	38.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$204k		4.2k	48.43	View chart
Meta Platforms Cl A (META)	0.2	$201k		356.00	563.29	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$163k	NEW	12k	13.31	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$123k		10k	11.89	View chart

Past Filings by Clientfirst Wealth Management

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

Clientfirst Wealth Management 2026 Q2 filed July 30, 2026
Clientfirst Wealth Management 2026 Q1 filed May 1, 2026
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

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