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Clientfirst Wealth Management, LLC 13F holdings

Filed 2026-07-30 · Clientfirst Wealth Management, LLC · 53 positions · $121.7M

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TickerCompanySharesValue% of portfolio
DDSDILLARDS INC108.2K$57.2M46.9%
IWFISHARES TR112.3K$13.9M11.5%
SPYSTATE STR SPDR S&P 500 ETF T8.0K$5.9M4.9%
VOOVANGUARD INDEX FDS6.9K$4.7M3.9%
AAPLAPPLE INC15.0K$4.3M3.6%
IWDISHARES TR14.5K$3.5M2.9%
IWMISHARES TR11.6K$3.5M2.9%
VEAVANGUARD TAX-MANAGED FDS39.0K$2.8M2.3%
MDYSTATE STR SPDR S&P MIDCAP 403.7K$2.6M2.2%
VOOVVANGUARD ADMIRAL FDS INC10.0K$2.2M1.8%
IVVISHARES TR2.4K$1.8M1.5%
RSPINVESCO EXCHANGE TRADED FD T5.1K$1.1M0.9%
ARKGARK ETF TR23.7K$994,8030.8%
SHYISHARES TR11.7K$959,7840.8%
CATCATERPILLAR INC869$925,3980.8%
IVEISHARES TR4.1K$923,2260.8%
IBITISHARES BITCOIN TRUST ETF22.4K$746,2620.6%
TSLATESLA INC1.7K$719,2260.6%
RWRSPDR SERIES TRUST6.3K$706,2880.6%
VWOVANGUARD INTL EQUITY INDEX F11.4K$682,2570.6%
PFFISHARES TR19.9K$608,0930.5%
PLTRPALANTIR TECHNOLOGIES INC4.6K$534,3490.4%
GDXVANECK ETF TRUST7.0K$528,1500.4%
EFAISHARES TR4.9K$512,1280.4%
IJKISHARES TR4.3K$508,0700.4%
FBTCFIDELITY WISE ORIGIN BITCOIN9.8K$499,9330.4%
JPMJPMORGAN CHASE & CO1.5K$492,3040.4%
XLUSELECT SECTOR SPDR TR9.8K$446,5080.4%
INDAISHARES TR8.5K$419,0740.3%
VTIVANGUARD INDEX FDS1.1K$407,0440.3%
VXFVANGUARD INDEX FDS1.6K$391,7200.3%
DVYISHARES TR2.3K$357,1460.3%
SPGSIMON PPTY GROUP INC NEW1.6K$356,2740.3%
AMZNAMAZON COM INC1.5K$352,7430.3%
NVDANVIDIA CORPORATION1.8K$350,1580.3%
INTCINTEL CORP2.5K$349,0750.3%
BSVVANGUARD BD INDEX FDS4.4K$345,6870.3%
IVWISHARES TR2.5K$339,9740.3%
DBCINVESCO DB COMMDY INDX TRCK12.5K$333,7830.3%
IJJISHARES TR2.3K$333,5740.3%
IWNISHARES TR1.4K$316,3160.3%
PHYSSPROTT ASSET MANAGEMENT LP10.0K$301,7000.2%
SCHDSCHWAB STRATEGIC TR8.7K$275,8770.2%
WMTWALMART INC2.3K$258,2330.2%
XLESELECT SECTOR SPDR TR4.6K$245,2620.2%
ARKKARK ETF TR3.0K$242,4600.2%
IJRISHARES TR1.6K$234,3300.2%
IWOISHARES TR591$232,8300.2%
IVESWEDBUSH SER TR6.0K$228,6000.2%
BNDXVANGUARD CHARLOTTE FDS4.2K$203,4540.2%
METAMETA PLATFORMS INC356$200,5310.2%
BMNRBITMINE IMMERSION TECHS INC12.3K$163,3800.1%
ETHAISHARES ETHEREUM TR10.4K$123,3940.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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