Clientfirst Wealth Management, LLC Top Holdings and 13F Report (2026) About Clientfirst Wealth Management, LLCInvestment ActivityClientfirst Wealth Management, LLC has $121.74 million in total holdings as of June 30, 2026.Clientfirst Wealth Management, LLC owns shares of 53 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Clientfirst Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 5 stocks.Clientfirst Wealth Management, LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Dillard's $57,153,907iShares Russell 1000 Growth ETF $13,948,761SPDR S&P 500 ETF Trust $5,936,822Vanguard S&P 500 ETF $4,740,363Apple $4,340,979 Largest New Holdings this Quarter 458140100 - Intel $349,075 Holding464287804 - iShares Core S&P Small-Cap ETF $234,330 Holding464287648 - iShares Russell 2000 Growth ETF $232,830 Holding947913109 - WEDBUSH SER TR $228,600 Holding09175A206 - BITMINE IMMERSION TECHS INC $163,380 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 84,072 shares (about $10.44M)Intel 2,500 shares (about $349.08K)iShares Core S&P Small-Cap ETF 1,580 shares (about $234.33K)iShares Russell 2000 Growth ETF 591 shares (about $232.83K)WEDBUSH SER TR 6,000 shares (about $228.60K) Largest Sales this Quarter Vanguard S&P 500 ETF 18 shares (about $12.36K) 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 PortfolioSectorDDSDillard's$57,153,907$31,177 â–²0.1%108,16046.9%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$13,948,761$10,439,220 â–²297.5%112,33611.5%ETFSPYSPDR S&P 500 ETF Trust$5,936,8220.0%7,9504.9%ETFVOOVanguard S&P 500 ETF$4,740,363$12,363 â–¼-0.3%6,9023.9%ETFAAPLApple$4,340,9790.0%15,0023.6%TechnologyIWDiShares Russell 1000 Value ETF$3,510,1440.0%14,4792.9%ETFIWMiShares Russell 2000 ETF$3,486,1210.0%11,6032.9%ETFVEAVanguard FTSE Developed Markets ETF$2,776,8980.0%38,9742.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,631,1950.0%3,7412.2%ETFVOOVVanguard S&P 500 Value ETF$2,193,1960.0%10,0051.8%ETFIVViShares Core S&P 500 ETF$1,790,5960.0%2,3911.5%ETFRSPInvesco S&P 500 Equal Weight ETF$1,084,2760.0%5,0960.9%ETFARKGARK Genomic Revolution ETF$994,803$35,835 â–²3.7%23,6520.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$959,7840.0%11,6890.8%ETFCATCaterpillar$925,3980.0%8690.8%IndustrialsIVEiShares S&P 500 Value ETF$923,2260.0%4,0660.8%ETFISHARES BITCOIN TRUST ETF$746,262$217,284 â–²41.1%22,4170.6%SHS BEN INTTSLATesla$719,2260.0%1,7100.6%Consumer DiscretionaryRWRSPDR Dow Jones REIT ETF$706,2880.0%6,2520.6%ETFVWOVanguard FTSE Emerging Markets ETF$682,2570.0%11,4300.6%ETFPFFiShares Preferred and Income Securities ETF$608,0930.0%19,9440.5%ETFPALANTIR TECHNOLOGIES INC$534,3490.0%4,5800.4%CL AGDXVanEck Gold Miners ETF$528,1500.0%7,0000.4%ETFEFAiShares MSCI EAFE ETF$512,1280.0%4,9300.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$508,0700.0%4,3240.4%ETFFIDELITY WISE ORIGIN BITCOIN$499,9330.0%9,7930.4%SHSJPMJPMorgan Chase & Co.$492,3040.0%1,5040.4%FinanceXLUUtilities Select Sector SPDR Fund$446,5080.0%9,8480.4%ETFINDAiShares MSCI India ETF$419,0740.0%8,4850.3%ETFVTIVanguard Total Stock Market ETF$407,0440.0%1,1000.3%ETFVXFVanguard Extended Market ETF$391,7200.0%1,5910.3%ETFDVYiShares Select Dividend ETF$357,1460.0%2,2850.3%ETFSPGSimon Property Group$356,2740.0%1,5930.3%Real EstateAMZNAmazon.com$352,7430.0%1,4800.3%Consumer DiscretionaryNVDANVIDIA$350,1580.0%1,7500.3%TechnologyINTCIntel$349,075$349,075 â–²New Holding2,5000.3%TechnologyBSVVanguard Short-Term Bond ETF$345,6870.0%4,4370.3%ETFIVWiShares S&P 500 Growth ETF$339,9740.0%2,4720.3%ETFDBCInvesco DB Commodity Index Tracking Fund$333,7830.0%12,5200.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$333,5740.0%2,2580.3%ETFIWNiShares Russell 2000 Value ETF$316,3160.0%1,4300.3%ETFSPROTT ASSET MANAGEMENT LP$301,7000.0%10,0000.2%PHYSICAL GOLD TRSCHDSchwab US Dividend Equity ETF$275,8770.0%8,7000.2%ETFWALMART INC$258,2330.0%2,2800.2%COMXLEEnergy Select Sector SPDR Fund$245,262$9,719 â–²4.1%4,6180.2%ETFARK ETF TR$242,4600.0%3,0000.2%INNOVATION ETFIJRiShares Core S&P Small-Cap ETF$234,330$234,330 â–²New Holding1,5800.2%ETFIWOiShares Russell 2000 Growth ETF$232,830$232,830 â–²New Holding5910.2%ETFWEDBUSH SER TR$228,600$228,600 â–²New Holding6,0000.2%DAN IVE REVO ETFBNDXVanguard Total International Bond ETF$203,4540.0%4,2010.2%ETFMETAMeta Platforms$200,5310.0%3560.2%Communication ServicesBITMINE IMMERSION TECHS INC$163,380$163,380 â–²New Holding12,2750.1%COM NEWISHARES ETHEREUM TR$123,3940.0%10,3780.1%SHSMSTRStrategy$0$237,120 â–¼-100.0%00.0%TechnologyXOMExxonMobil$0$200,368 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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