Investor
Clientfirst Wealth Management, LLC
CIK 0001915494 · filed 2026-05-01 · SEC filing
13F book
$118.5M
Positions
50
2 new · 2 sold
Largest name
52.2%
Dillards Inc
Est. mark
−$6.29M
Price effect on 48 names still held. Flow $222.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dillards Inc | — | 108.1K | $61.8M | 52.2% | −$3.7M | Held |
| Ishares Tr | — | 28.3K | $12.1M | 10.2% | −$1.33M | Held |
| Spdr S&P 500 Etf Tr | — | 7.95K | $5.17M | 4.4% | −$251.1K | Held |
| Vanguard Index Fds | — | 6.92K | $4.14M | 3.5% | −$204.7K | Held |
| Apple Inc. | AAPL | 15K | $3.81M | 3.2% | −$260.2K | Added−$108K |
| Ishares Tr | — | 14.5K | $3.09M | 2.6% | $48.2K | Held |
| Ishares Tr | — | 11.6K | $2.88M | 2.4% | $21.3K | Held |
| Vanguard Tax-Managed Fds | — | 39K | $2.5M | 2.1% | $61.9K | Added$94K |
| Spdr S&P Midcap 400 Etf Tr | — | 3.74K | $2.31M | 1.9% | $50.4K | Held |
| Vanguard Admiral Fds Inc | — | 10K | $2.04M | 1.7% | −$10.6K | Held |
| Ishares Tr | — | 2.39K | $1.56M | 1.3% | −$75.9K | Held |
| Invesco Exchange Traded Fd T | — | 5.1K | $978K | 0.8% | $1.83K | Held |
| Ishares Tr | — | 11.7K | $965.2K | 0.8% | −$2.92K | Held |
| Ishares Tr | — | 4.07K | $858.5K | 0.7% | −$3.74K | Held |
| Palantir Technologies Inc. | PLTR | 4.58K | $670K | 0.6% | −$144.1K | Held |
| Vaneck Etf Trust | — | 7K | $642.4K | 0.5% | $42K | Held |
| Tesla, Inc. | TSLA | 1.71K | $635.7K | 0.5% | −$128.7K | Added−$106.3K |
| Spdr Series Trust | — | 6.25K | $631.3K | 0.5% | $17.1K | Held |
| Vanguard Intl Equity Index F | — | 11.4K | $617.8K | 0.5% | $3.24K | Added$16.8K |
| Caterpillar Inc | CAT | 869 | $615.7K | 0.5% | $117.8K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 15.9K | $610.5K | 0.5% | −$178.4K | Held |
| Ishares Tr | — | 19.9K | $604.7K | 0.5% | −$12.8K | Held |
| Ark Etf Tr | — | 22.8K | $602.4K | 0.5% | −$58.1K | Held |
| Fidelity Wise Origin Bitcoin | — | 9.79K | $578.1K | 0.5% | −$168.4K | Held |
| Ishares Tr | — | 4.93K | $478.9K | 0.4% | $5.42K | Held |
| Select Sector Spdr Tr | — | 9.85K | $451.9K | 0.4% | $31.5K | Held |
| Jpmorgan Chase & Co. | — | 1.5K | $442.4K | 0.4% | −$42.2K | Held |
| Ishares Tr | — | 4.32K | $435.1K | 0.4% | $16.2K | Held |
| Ishares Tr | — | 8.48K | $397.4K | 0.3% | −$61.2K | Held |
| Invesco Db Commdy Indx Trck | — | 12.5K | $362.5K | 0.3% | $82.5K | Held |
| Sprott Asset Management Lp | — | 10K | $354.4K | 0.3% | $24.2K | Held |
| Vanguard Index Fds | — | 1.1K | $352.9K | 0.3% | −$15.9K | Held |
| Vanguard Bd Index Fds | — | 4.44K | $347.9K | 0.3% | −$1.78K | Held |
| Ishares Tr | — | 2.29K | $346K | 0.3% | $23.5K | Held |
| Vanguard Index Fds | — | 1.59K | $327.4K | 0.3% | −$5.28K | Held |
| Amazon Com Inc | AMZN | 1.48K | $308.2K | 0.3% | −$33.4K | Held |
| Nvidia Corp | NVDA | 1.75K | $305.2K | 0.3% | −$21.2K | Held |
| Ishares Tr | — | 2.26K | $299.2K | 0.3% | $2.06K | Held |
| Simon Ppty Group Inc New | — | 1.59K | $297.1K | 0.3% | $2.26K | Held |
| Walmart Inc. | WMT | 2.28K | $283.4K | 0.2% | $29.3K | Held |
| Ishares Tr | — | 2.47K | $279.6K | 0.2% | −$25.1K | Held |
| Select Sector Spdr Tr | — | 4.43K | $271.7K | 0.2% | — | New |
| Ishares Tr | — | 1.43K | $271.1K | 0.2% | $12K | Held |
| Schwab Strategic Tr | — | 8.7K | $266.9K | 0.2% | $28.3K | Held |
| Strategy Inc | — | 1.9K | $237.1K | 0.2% | −$51.6K | Held |
| Meta Platforms, Inc. | META | 356 | $203.7K | 0.2% | −$31.3K | Held |
| Ark Etf Tr | — | 3K | $202.8K | 0.2% | −$28K | Held |
| Vanguard Charlotte Fds | — | 4.2K | $201.9K | 0.2% | −$1.13K | Held |
| Exxon Mobil Corp | — | 1.18K | $200.4K | 0.2% | — | New |
| Ishares Ethereum Tr | — | 10.4K | $164.3K | 0.1% | −$68.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.