Clientfirst Wealth Management

Clientfirst Wealth Management as of March 31, 2026

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