Clientfirst Wealth Management, LLC 13F Holdings · Q2 2026

Name: Clientfirst Wealth Management 13F Holdings, Q2 2026: 53 Securities, $122M
Creator: ko.io

Clientfirst Wealth Management, LLC reported 53 securities worth $121.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DDS (46.95%), IWF (11.46%), SPY (4.88%). Among its top 25 positions this quarter: 4 added, 1 trimmed.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	DDS	DILLARDS INC	$57.2M	46.95%	108,160	Added
2	IWF	ISHARES TR	$13.9M	11.46%	112,336	Added
3	SPY	STATE STR SPDR S&P 500 ETF T	$5.9M	4.88%	7,950	Hold
4	VOO	VANGUARD INDEX FDS	$4.7M	3.89%	6,902	Trimmed
5	AAPL	APPLE INC	$4.3M	3.57%	15,002	Hold
6	IWD	ISHARES TR	$3.5M	2.88%	14,479	Hold
7	IWM	ISHARES TR	$3.5M	2.86%	11,603	Hold
8	VEA	VANGUARD TAX-MANAGED FDS	$2.8M	2.28%	38,974	Hold
9	MDY	STATE STR SPDR S&P MIDCAP 40	$2.6M	2.16%	3,741	Hold
10	VOOV	VANGUARD ADMIRAL FDS INC	$2.2M	1.80%	10,005	Hold
11	IVV	ISHARES TR	$1.8M	1.47%	2,391	Hold
12	RSP	INVESCO EXCHANGE TRADED FD T	$1.1M	0.89%	5,096	Hold
13	ARKG	ARK ETF TR	$994,803	0.82%	23,652	Added
14	SHY	ISHARES TR	$959,784	0.79%	11,689	Hold
15	CAT	CATERPILLAR INC	$925,398	0.76%	869	Hold
16	IVE	ISHARES TR	$923,226	0.76%	4,066	Hold
17	IBIT	ISHARES BITCOIN TRUST ETF	$746,262	0.61%	22,417	Added
18	TSLA	TESLA INC	$719,226	0.59%	1,710	Hold
19	RWR	SPDR SERIES TRUST	$706,288	0.58%	6,252	Hold
20	VWO	VANGUARD INTL EQUITY INDEX F	$682,257	0.56%	11,430	Hold
21	PFF	ISHARES TR	$608,093	0.50%	19,944	Hold
22	PLTR	PALANTIR TECHNOLOGIES INC	$534,349	0.44%	4,580	Hold
23	GDX	VANECK ETF TRUST	$528,150	0.43%	7,000	Hold
24	EFA	ISHARES TR	$512,128	0.42%	4,930	Hold
25	IJK	ISHARES TR	$508,070	0.42%	4,324	Hold

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR