Clientfirst Wealth Management, LLC Top Holdings and 13F Report (2026) About Clientfirst Wealth Management, LLCInvestment ActivityClientfirst Wealth Management, LLC has $138.19 million in total holdings as of September 30, 2026.Clientfirst Wealth Management, LLC owns shares of 52 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.18% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Clientfirst Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 1 stock.Clientfirst Wealth Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings DILLARDS INC $72,426,589iShares Russell 1000 Growth ETF $14,039,892SPDR S&P 500 ETF Trust $5,891,317Apple $4,995,966Vanguard S&P 500 ETF $4,832,430 Largest New Holdings this Quarter 31613E103 - FIDELITY ETHEREUM FD $217,768 Holding Largest Purchases this Quarter FIDELITY ETHEREUM FD 8,196 shares (about $217.77K)ARK Genomic Revolution ETF 475 shares (about $25.75K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 225 shares (about $171.59K)iShares Russell 2000 ETF 175 shares (about $48.63K)DILLARDS INC 59 shares (about $39.53K)iShares Russell 1000 Growth ETF 250 shares (about $31.31K)Vanguard FTSE Developed Markets ETF 412 shares (about $29.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClientfirst Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDILLARDS INC$72,426,589$39,529 ▼-0.1%108,10152.4%CL AIWFiShares Russell 1000 Growth ETF$14,039,892$31,315 ▼-0.2%112,08610.2%ETFSPYSPDR S&P 500 ETF Trust$5,891,317$171,592 ▼-2.8%7,7254.3%ETFAAPLApple$4,995,9660.0%15,0023.6%TechnologyVOOVanguard S&P 500 ETF$4,832,430$4,906 ▼-0.1%6,8953.5%ETFIWDiShares Russell 1000 Value ETF$3,574,159$15,620 ▼-0.4%14,4162.6%ETFIWMiShares Russell 2000 ETF$3,175,727$48,631 ▼-1.5%11,4282.3%ETFVEAVanguard FTSE Developed Markets ETF$2,722,863$29,091 ▼-1.1%38,5622.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,456,7520.0%3,7411.8%ETFVOOVVanguard S&P 500 Value ETF$2,204,5020.0%10,0051.6%ETFIVViShares Core S&P 500 ETF$1,831,1470.0%2,3911.3%ETFARKGARK Genomic Revolution ETF$1,308,166$25,755 ▲2.0%24,1270.9%ETFRSPInvesco S&P 500 Equal Weight ETF$1,060,0700.0%5,0960.8%ETFISHARES BITCOIN TRUST ETF$1,059,801$1,420 ▼-0.1%22,3870.8%SHS BEN INTSHYiShares 1-3 Year Treasury Bond ETF$949,1470.0%11,6890.7%ETFIVEiShares S&P 500 Value ETF$928,1860.0%4,0660.7%ETFPALANTIR TECHNOLOGIES INC$856,6890.0%4,5800.6%CL AFIDELITY WISE ORIGIN BITCOIN$709,911$1,453 ▼-0.2%9,7730.5%SHSCATCaterpillar$704,5770.0%8690.5%IndustrialsVWOVanguard FTSE Emerging Markets ETF$677,9130.0%11,4300.5%ETFRWRSPDR Dow Jones REIT ETF$655,9600.0%6,2520.5%ETFGDXVanEck Gold Miners ETF$614,6000.0%7,0000.4%ETFTSLATesla$606,7250.0%1,7100.4%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$588,3480.0%19,9440.4%ETFEFAiShares MSCI EAFE ETF$512,1780.0%4,9300.4%ETFJPMJPMorgan Chase & Co.$497,5680.0%1,5040.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$473,9540.0%4,3240.3%ETFVTIVanguard Total Stock Market ETF$411,6640.0%1,1000.3%ETFDBCInvesco DB Commodity Index Tracking Fund$404,6460.0%12,5200.3%ETFNVDANVIDIA$399,6650.0%1,7500.3%TechnologyINDAiShares MSCI India ETF$396,0800.0%8,4850.3%ETFXLUUtilities Select Sector SPDR Fund$388,4050.0%9,8480.3%ETFAMZNAmazon.com$368,7420.0%1,4800.3%Consumer DiscretionaryVXFVanguard Extended Market ETF$368,5230.0%1,5910.3%ETFIVWiShares S&P 500 Growth ETF$351,6670.0%2,4720.3%ETFDVYiShares Select Dividend ETF$347,4800.0%2,2850.3%ETFBSVVanguard Short-Term Bond ETF$338,9870.0%4,4370.2%ETFSPGSimon Property Group$319,8110.0%1,5930.2%Real EstateSPROTT ASSET MANAGEMENT LP$312,7000.0%10,0000.2%PHYSICAL GOLD TRBITMINE IMMERSION TECHS INC$311,213$13,215 ▼-4.1%11,7750.2%COM NEWIJJiShares S&P Mid-Cap 400 Value ETF$310,9490.0%2,2580.2%ETFINTCIntel$300,5750.0%2,5000.2%TechnologyIWNiShares Russell 2000 Value ETF$289,879$9,635 ▼-3.2%1,3840.2%ETFXLEEnergy Select Sector SPDR Fund$284,0070.0%4,6180.2%ETFSCHDSchwab US Dividend Equity ETF$283,0110.0%8,7000.2%ETFARK ETF TR$267,3000.0%3,0000.2%INNOVATION ETFMETAMeta Platforms$258,1640.0%3560.2%Communication ServicesWEDBUSH SER TR$246,3000.0%6,0000.2%DAN IVE REVO ETFWALMART INC$236,9380.0%2,2800.2%COMFIDELITY ETHEREUM FD$217,768$217,768 ▲New Holding8,1960.2%SHSIJRiShares Core S&P Small-Cap ETF$214,9430.0%1,5800.2%ETFISHARES ETHEREUM TR$206,793$2,012 ▼-1.0%10,2780.1%SHSIWOiShares Russell 2000 Growth ETF$0$232,830 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$203,454 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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