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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 73.43% of Clientfirst Wealth Management's stock portfolio.
Added to shares of these 6 stocks: XLE, XOM, AAPL, VEA, TSLA, VWO.
Started 2 new stock positions in XLE, XOM.
Reduced shares in these 2 stocks: FETH, BMNR.
Sold out of its positions in BMNR, FETH.
Clientfirst Wealth Management was a net buyer of stock by $222k.
Clientfirst Wealth Management has $119M in assets under management (AUM), dropping by -4.87%.
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 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dillards Cl A (DDS)	52.2	$62M		108k	572.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	10.2	$12M		28k	426.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.4	$5.2M		8.0k	650.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$4.1M		6.9k	597.55	View chart
Apple (AAPL)	3.2	$3.8M	+4%	15k	253.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.6	$3.1M		15k	213.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$2.9M		12k	248.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$2.5M		39k	64.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.9	$2.3M		3.7k	616.76	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.7	$2.0M		10k	203.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.6M		2.4k	653.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$978k		5.1k	191.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$965k		12k	82.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$859k		4.1k	211.15	View chart
Palantir Technologies Cl A (PLTR)	0.6	$670k		4.6k	146.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$642k		7.0k	91.77	View chart
Tesla Motors (TSLA)	0.5	$636k	+3%	1.7k	371.75	View chart
Spdr Series Trust State Street Spd (RWR)	0.5	$631k		6.3k	100.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$618k	+2%	11k	54.05	View chart
Caterpillar (CAT)	0.5	$616k		869.00	708.46	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$611k		16k	38.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$605k		20k	30.32	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.5	$602k		23k	26.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$578k		9.8k	59.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$479k		4.9k	97.13	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$452k		9.8k	45.89	View chart
JPMorgan Chase & Co. (JPM)	0.4	$442k		1.5k	294.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$435k		4.3k	100.62	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$397k		8.5k	46.84	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.3	$363k		13k	28.95	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$354k		10k	35.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$353k		1.1k	320.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$348k		4.4k	78.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$346k		2.3k	151.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$327k		1.6k	205.80	View chart
Amazon (AMZN)	0.3	$308k		1.5k	208.27	View chart
NVIDIA Corporation (NVDA)	0.3	$305k		1.8k	174.40	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$299k		2.3k	132.50	View chart
Simon Property (SPG)	0.3	$297k		1.6k	186.53	View chart
Wal-Mart Stores (WMT)	0.2	$283k		2.3k	124.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$280k		2.5k	113.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$272k	NEW	4.4k	61.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$271k		1.4k	189.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$267k		8.7k	30.68	View chart
Strategy Cl A New (MSTR)	0.2	$237k		1.9k	124.80	View chart
Meta Platforms Cl A (META)	0.2	$204k		356.00	572.13	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$203k		3.0k	67.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$202k		4.2k	48.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$200k	NEW	1.2k	169.66	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$164k		10k	15.83	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 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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