Client First Investment Management LLC Top Holdings and 13F Report (2026) About Client First Investment Management LLCInvestment ActivityClient First Investment Management LLC has $192.37 million in total holdings as of March 31, 2026.Client First Investment Management LLC owns shares of 16 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 34.81% of the portfolio was purchased this quarter.About 31.05% of the portfolio was sold this quarter.This quarter, Client First Investment Management LLC has purchased 30 new stocks and bought additional shares in 3 stocks.Client First Investment Management LLC sold shares of 2 stocks and completely divested from 23 stocks this quarter.Largest Holdings Adaptiv Select ETF $100,432,037Alpha Architect 1-3 Month Box ETF $47,314,447PGIM Ultra Short Bond ETF $8,013,060PROSHARES TR $7,930,598ProShares Ultra S&P500 $6,124,797 Largest New Holdings this Quarter 69344A107 - PGIM Ultra Short Bond ETF $8,013,060 Holding74350P667 - PROSHARES TR $7,930,598 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $5,635,141 Holding74347G705 - ProShares Ultra Energy $4,363,033 Holding74349Y829 - PROSHARES TR $2,370,531 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 267,109 shares (about $31.06M)PGIM Ultra Short Bond ETF 161,880 shares (about $8.01M)PROSHARES TR 105,390 shares (about $7.93M)Consumer Staples Select Sector SPDR Fund 68,738 shares (about $5.64M)ProShares Ultra Energy 65,354 shares (about $4.36M) Largest Sales this Quarter ProShares Ultra S&P500 422,004 shares (about $21.89M)SPDR Bloomberg 1-3 Month T-Bill ETF 632 shares (about $57.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClient First Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADPVAdaptiv Select ETF$100,432,037$1,891,989 ▲1.9%2,381,71852.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$47,314,447$31,062,106 ▲191.1%406,86624.6%ETFPULSPGIM Ultra Short Bond ETF$8,013,060$8,013,060 ▲New Holding161,8804.2%ETFPROSHARES TR$7,930,598$7,930,598 ▲New Holding105,3904.1%ULTRASHRT S&P500SSOProShares Ultra S&P500$6,124,797$21,893,567 ▼-78.1%118,0573.2%ETFXLPConsumer Staples Select Sector SPDR Fund$5,635,141$5,635,141 ▲New Holding68,7382.9%ETFDIGProShares Ultra Energy$4,363,033$4,363,033 ▲New Holding65,3542.3%ETFPROSHARES TR$2,370,531$2,370,531 ▲New Holding104,6131.2%ULTRASHORT QQQDIREXION SHARES ETF TRUST$2,329,482$2,329,482 ▲New Holding310,1841.2%DAILY PLTR BR1XLLYEli Lilly and Company$2,099,898$3,679 ▲0.2%2,2831.1%MedicalXLUUtilities Select Sector SPDR Fund$1,891,035$1,891,035 ▲New Holding41,2081.0%ETFMSFTMicrosoft$1,478,8290.0%3,9950.8%Computer and TechnologyDIREXION SHARES ETF TRUST$1,038,197$1,038,197 ▲New Holding70,4340.5%DAILY MAGNIFICENBILSPDR Bloomberg 1-3 Month T-Bill ETF$598,891$57,919 ▼-8.8%6,5350.3%ETFGRANITESHARES ETF TR$443,057$443,057 ▲New Holding58,6830.2%2X SHORT NVDA DAVVisa$306,7740.0%1,0150.2%Business ServicesSLViShares Silver Trust$0$6,962,900 ▼-100.0%00.0%ETFJNUGDirexion Daily Junior Gold Miners Index Bull 2X Shares$0$5,451,004 ▼-100.0%00.0%ETFUSDProShares Ultra Semiconductors$0$5,094,310 ▼-100.0%00.0%ETFAMPLIFY ETF TR$0$4,654,149 ▼-100.0%00.0%AMPLIFY JUNIOR SPROSHARES TR$0$4,278,291 ▼-100.0%00.0%ULTRASHORT BITCOTARKTradr 2X Long Innovation ETF$0$1,123,738 ▼-100.0%00.0%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$0$1,090,090 ▼-100.0%00.0%ETFROKTSPDR S&P Kensho Final Frontiers ETF$0$1,083,536 ▼-100.0%00.0%ETFCOPJSprott Junior Copper Miners ETF$0$1,082,518 ▼-100.0%00.0%ETFSLXVanEck Steel ETF$0$986,073 ▼-100.0%00.0%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$0$971,102 ▼-100.0%00.0%ETFTBTProShares UltraShort 20+ Year Treasury$0$944,428 ▼-100.0%00.0%ETFNUGTDirexion Daily Gold Miners Index Bull 2x Shares$0$916,860 ▼-100.0%00.0%ETFDIREXION SHS ETF TR$0$882,986 ▼-100.0%00.0%DAILY MU BULLFLRTPacer Pacific Asset Floating Rate High Income ETF$0$538,848 ▼-100.0%00.0%ETFSGOLabrdn Physical Gold Shares ETF$0$225,940 ▼-100.0%00.0%ETFTHEMES ETF TR$0$224,077 ▼-100.0%00.0%GOLD MINERS ETFTHEMES ETF TR$0$220,404 ▼-100.0%00.0%GLOBAL SYSTEMICAGDXVanEck Gold Miners ETF$0$218,456 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$212,356 ▼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$208,875 ▼-100.0%00.0%ManufacturingFTSMFirst Trust Enhanced Short Maturity ETF$0$208,355 ▼-100.0%00.0%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$0$208,303 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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