Clientfirst Wealth Management, LLC
51 holdingsFiling period: 2026-03-31Current AUM: $126.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DDS | DILLARDS INC | 108.1K | $61.8M | $63.6M | 50.18% | -- | 2026-03-31 |
| 2 | IWF | ISHARES TR | 28.3K | $12.1M | $13.4M | 10.55% | -- | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 8.0K | $5.2M | $5.9M | 4.69% | -- | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 6.9K | $4.1M | $4.8M | 3.75% | -- | 2026-03-31 |
| 5 | AAPL | APPLE INC | 15.0K | $3.8M | $4.6M | 3.66% | +600 | 2026-03-31 |
| 6 | IWD | ISHARES TR | 14.5K | $3.1M | $3.6M | 2.88% | -- | 2026-03-31 |
| 7 | IWM | ISHARES TR | 11.6K | $2.9M | $3.4M | 2.67% | -- | 2026-03-31 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 39.0K | $2.5M | $2.8M | 2.17% | +500 | 2026-03-31 |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | 3.7K | $2.3M | $2.6M | 2.03% | -- | 2026-03-31 |
| 10 | VOOV | VANGUARD ADMIRAL FDS INC | 10.0K | $2.0M | $2.2M | 1.76% | -- | 2026-03-31 |
| 11 | IVV | ISHARES TR | 2.4K | $1.6M | $1.8M | 1.41% | -- | 2026-03-31 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | 5.1K | $978K | $1.1M | 0.86% | -- | 2026-03-31 |
| 13 | SHY | ISHARES TR | 11.7K | $965K | $958K | 0.76% | -- | 2026-03-31 |
| 14 | IVE | ISHARES TR | 4.1K | $858K | $942K | 0.74% | -- | 2026-03-31 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | 4.6K | $669K | $563K | 0.44% | -- | 2026-03-31 |
| 16 | GDX | VANECK ETF TRUST | 7.0K | $642K | $518K | 0.41% | -- | 2026-03-31 |
| 17 | TSLA | TESLA INC | 1.7K | $635K | $532K | 0.42% | +60 | 2026-03-31 |
| 18 | RWR | SPDR SERIES TRUST | 6.3K | $631K | $725K | 0.57% | -- | 2026-03-31 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | 11.4K | $617K | $671K | 0.53% | +250 | 2026-03-31 |
| 20 | CAT | CATERPILLAR INC | 869 | $615K | $707K | 0.56% | -- | 2026-03-31 |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | 15.9K | $610K | $566K | 0.45% | -- | 2026-03-31 |
| 22 | PFF | ISHARES TR | 19.9K | $604K | $607K | 0.48% | -- | 2026-03-31 |
| 23 | ARKG | ARK ETF TR | 22.8K | $602K | $879K | 0.69% | -- | 2026-03-31 |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 9.8K | $578K | $536K | 0.42% | -- | 2026-03-31 |
| 25 | EFA | ISHARES TR | 4.9K | $478K | $520K | 0.41% | -- | 2026-03-31 |
← Scroll →
Page 1 of 3