Clientfirst Wealth Management, LLC Top Holdings and 13F Report (2026) About Clientfirst Wealth Management, LLCInvestment ActivityClientfirst Wealth Management, LLC has $118.49 million in total holdings as of March 31, 2026.Clientfirst Wealth Management, LLC owns shares of 50 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.58% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Clientfirst Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 4 stocks.Clientfirst Wealth Management, LLC sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dillard's $61,845,663iShares Russell 1000 Growth ETF $12,051,770SPDR S&P 500 ETF Trust $5,170,203Vanguard S&P 500 ETF $4,135,046Apple $3,807,358 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $271,688 Holding30231G102 - ExxonMobil $200,368 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 4,435 shares (about $271.69K)ExxonMobil 1,181 shares (about $200.37K)Apple 600 shares (about $152.27K)Vanguard FTSE Developed Markets ETF 500 shares (about $32.04K)Tesla 60 shares (about $22.31K) 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$61,845,6630.0%108,10152.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$12,051,7700.0%28,26410.2%ETFSPYSPDR S&P 500 ETF Trust$5,170,2030.0%7,9504.4%FinanceVOOVanguard S&P 500 ETF$4,135,0460.0%6,9203.5%ETFAAPLApple$3,807,358$152,274 ▲4.2%15,0023.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$3,093,7280.0%14,4792.6%ETFIWMiShares Russell 2000 ETF$2,877,5440.0%11,6032.4%FinanceVEAVanguard FTSE Developed Markets ETF$2,497,454$32,040 ▲1.3%38,9742.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,307,2990.0%3,7411.9%ETFVOOVVanguard S&P 500 Value ETF$2,038,9190.0%10,0051.7%ETFIVViShares Core S&P 500 ETF$1,561,8250.0%2,3911.3%ETFRSPInvesco S&P 500 Equal Weight ETF$978,0240.0%5,0960.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$965,1610.0%11,6890.8%ManufacturingIVEiShares S&P 500 Value ETF$858,5360.0%4,0660.7%ETFPALANTIR TECHNOLOGIES INC$669,9620.0%4,5800.6%CL AGDXVanEck Gold Miners ETF$642,3900.0%7,0000.5%ETFTSLATesla$635,693$22,305 ▲3.6%1,7100.5%Auto/Tires/TrucksRWRSPDR Dow Jones REIT ETF$631,2640.0%6,2520.5%ETFVWOVanguard FTSE Emerging Markets ETF$617,792$13,513 ▲2.2%11,4300.5%ETFCATCaterpillar$615,6520.0%8690.5%IndustrialsISHARES BITCOIN TRUST ETF$610,4940.0%15,8900.5%SHS BEN INTPFFiShares Preferred and Income Securities ETF$604,7020.0%19,9440.5%ETFARKGARK Genomic Revolution ETF$602,3760.0%22,8000.5%ETFFIDELITY WISE ORIGIN BITCOIN$578,0810.0%9,7930.5%SHSEFAiShares MSCI EAFE ETF$478,8510.0%4,9300.4%FinanceXLUUtilities Select Sector SPDR Fund$451,9250.0%9,8480.4%ETFJPMJPMorgan Chase & Co.$442,4170.0%1,5040.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$435,0810.0%4,3240.4%ETFINDAiShares MSCI India ETF$397,4370.0%8,4850.3%ETFDBCInvesco DB Commodity Index Tracking Fund$362,4540.0%12,5200.3%FinanceSPROTT ASSET MANAGEMENT LP$354,4000.0%10,0000.3%PHYSICAL GOLD TRVTIVanguard Total Stock Market ETF$352,8910.0%1,1000.3%ETFBSVVanguard Short-Term Bond ETF$347,9050.0%4,4370.3%ETFDVYiShares Select Dividend ETF$345,9720.0%2,2850.3%ETFVXFVanguard Extended Market ETF$327,4280.0%1,5910.3%ETFAMZNAmazon.com$308,2400.0%1,4800.3%Retail/WholesaleNVDANVIDIA$305,2000.0%1,7500.3%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$299,1850.0%2,2580.3%ETFSPGSimon Property Group$297,1420.0%1,5930.3%FinanceWALMART INC$283,3580.0%2,2800.2%COMIVWiShares S&P 500 Growth ETF$279,6080.0%2,4720.2%ETFXLEEnergy Select Sector SPDR Fund$271,688$271,688 ▲New Holding4,4350.2%ETFIWNiShares Russell 2000 Value ETF$271,1140.0%1,4300.2%ETFSCHDSchwab US Dividend Equity ETF$266,9160.0%8,7000.2%ETFMSTRStrategy$237,1200.0%1,9000.2%Computer and TechnologyMETAMeta Platforms$203,6780.0%3560.2%Computer and TechnologyARK ETF TR$202,7700.0%3,0000.2%INNOVATION ETFBNDXVanguard Total International Bond ETF$201,8580.0%4,2010.2%ETFXOMExxonMobil$200,368$200,368 ▲New Holding1,1810.2%EnergyISHARES ETHEREUM TR$164,2840.0%10,3780.1%SHSFIDELITY ETHEREUM FD$0$242,684 ▼-100.0%00.0%SHSBITMINE IMMERSION TECNOLOGIE$0$227,381 ▼-100.0%00.0%COM NEWShowing 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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