CIK 1915494
Clientfirst Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
50
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 50
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DDS | DILLARDS INC | 108K | $1M+ | SH |
| IWF | ISHARES TR | 28K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| AAPL | APPLE INC | 14K | $1M+ | SH |
| IWD | ISHARES TR | 14K | $1M+ | SH |
| IWM | ISHARES TR | 12K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 38K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 10K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| SHY | ISHARES TR | 12K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 16K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 10K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| ARKG | ARK ETF TR | 23K | $500K+ | SH |
| PFF | ISHARES TR | 20K | $500K+ | SH |
| RWR | SPDR SERIES TRUST | 6K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 7K | $500K+ | SH |
| CAT | CATERPILLAR INC | 869 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| INDA | ISHARES TR | 8K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 1K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 13K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 8K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| META | META PLATFORMS INC | 356 | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 10K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 8K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 4K | $100K–$500K | SH |