Clientfirst Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Clientfirst Wealth Management, LLC held in its portfolio 50 assets valued at $124,555,013 (i.e. $124.56M).
The most valuable assets in the portfolio included: DILLARDS INC ($65.55M), ISHARES TR ($13.38M), and SPDR S&P 500 ETF TR ($5.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clientfirst Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DILLARDS INC | 108101 | 65545960 | CL A |
| ISHARES TR | 28264 | 13377351 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 7950 | 5421264 | TR UNIT |
| VANGUARD INDEX FDS | 6920 | 4339740 | S&P 500 ETF SHS |
| APPLE INC | 14402 | 3915328 | COM |
| ISHARES TR | 14479 | 3045513 | RUS 1000 VAL ETF |
| ISHARES TR | 11603 | 2856194 | RUSSELL 2000 ETF |
| VANGUARD TAX-MANAGED FDS | 38474 | 2403471 | VAN FTSE DEV MKT |
| SPDR S&P MIDCAP 400 ETF TR | 3741 | 2256870 | UTSER1 S&PDCRP |
| VANGUARD ADMIRAL FDS INC | 10005 | 2049524 | 500 VAL IDX FD |
| ISHARES TR | 2391 | 1637692 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 5096 | 976190 | S&P500 EQL WGT |
| ISHARES TR | 11689 | 968083 | 1 3 YR TREAS BD |
| ISHARES TR | 4066 | 862277 | S&P 500 VAL ETF |
| PALANTIR TECHNOLOGIES INC | 4580 | 814095 | CL A |
| ISHARES BITCOIN TRUST ETF | 15890 | 788939 | SHS BEN INT |
| FIDELITY WISE ORIGIN BITCOIN | 9793 | 746520 | SHS |
| TESLA INC | 1650 | 742038 | COM |
| ARK ETF TR | 22800 | 660516 | GENOMIC REV ETF |
| ISHARES TR | 19944 | 617466 | PFD AND INCM SEC |
| SPDR SERIES TRUST | 6252 | 614134 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 11180 | 601037 | FTSE EMR MKT ETF |
| VANECK ETF TRUST | 7000 | 600390 | GOLD MINERS ETF |
| CATERPILLAR INC | 869 | 497824 | COM |
| JPMORGAN CHASE & CO. | 1504 | 484619 | COM |
| ISHARES TR | 4930 | 473428 | MSCI EAFE ETF |
| ISHARES TR | 8485 | 458614 | MSCI INDIA ETF |
| SELECT SECTOR SPDR TR | 9848 | 420411 | STATE STREET UTI |
| ISHARES TR | 4324 | 418909 | S&P MC 400GR ETF |
| VANGUARD INDEX FDS | 1100 | 368797 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 4437 | 349680 | SHORT TRM BOND |
| AMAZON COM INC | 1480 | 341614 | COM |
| VANGUARD INDEX FDS | 1591 | 332710 | EXTEND MKT ETF |
| SPROTT ASSET MANAGEMENT LP | 10000 | 330200 | PHYSICAL GOLD TR |
| NVIDIA CORPORATION | 1750 | 326375 | COM |
| ISHARES TR | 2285 | 322505 | SELECT DIVID ETF |
| ISHARES TR | 2472 | 304699 | S&P 500 GRWT ETF |
| ISHARES TR | 2258 | 297130 | S&P MC 400VL ETF |
| SIMON PPTY GROUP INC NEW | 1593 | 294880 | COM |
| STRATEGY INC | 1900 | 288705 | CL A NEW |
| INVESCO DB COMMDY INDX TRCK | 12520 | 279947 | UNIT |
| ISHARES TR | 1430 | 259130 | RUS 2000 VAL ETF |
| WALMART INC | 2280 | 254015 | COM |
| FIDELITY ETHEREUM FD | 8196 | 242684 | SHS |
| SCHWAB STRATEGIC TR | 8700 | 238641 | US DIVIDEND EQ |
| META PLATFORMS INC | 356 | 234992 | CL A |
| ISHARES ETHEREUM TR | 10378 | 232779 | SHS |
| ARK ETF TR | 3000 | 230760 | INNOVATION ETF |
| BITMINE IMMERSION TECNOLOGIE | 8375 | 227381 | COM NEW |
| VANGUARD CHARLOTTE FDS | 4201 | 202992 | TOTAL INT BD ETF |
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