Investor
Clientfirst Wealth Management, LLC
CIK 0001915494 · filed 2026-02-06 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dillards Inc | — | 108.1K | $65.5M | 52.6% | — | Held |
| Ishares Tr | — | 28.3K | $13.4M | 10.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 7.95K | $5.42M | 4.4% | — | Held |
| Vanguard Index Fds | — | 6.92K | $4.34M | 3.5% | — | Held |
| Apple Inc. | AAPL | 14.4K | $3.92M | 3.1% | — | Held |
| Ishares Tr | — | 14.5K | $3.05M | 2.4% | — | Held |
| Ishares Tr | — | 11.6K | $2.86M | 2.3% | — | Held |
| Vanguard Tax-Managed Fds | — | 38.5K | $2.4M | 1.9% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 3.74K | $2.26M | 1.8% | — | Held |
| Vanguard Admiral Fds Inc | — | 10K | $2.05M | 1.6% | — | Held |
| Ishares Tr | — | 2.39K | $1.64M | 1.3% | — | Held |
| Invesco Exchange Traded Fd T | — | 5.1K | $976.2K | 0.8% | — | Held |
| Ishares Tr | — | 11.7K | $968.1K | 0.8% | — | Held |
| Ishares Tr | — | 4.07K | $862.3K | 0.7% | — | Held |
| Palantir Technologies Inc. | PLTR | 4.58K | $814.1K | 0.7% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 15.9K | $788.9K | 0.6% | — | Held |
| Fidelity Wise Origin Bitcoin | — | 9.79K | $746.5K | 0.6% | — | Held |
| Tesla, Inc. | TSLA | 1.65K | $742K | 0.6% | — | Held |
| Ark Etf Tr | — | 22.8K | $660.5K | 0.5% | — | Held |
| Ishares Tr | — | 19.9K | $617.5K | 0.5% | — | Held |
| Spdr Series Trust | — | 6.25K | $614.1K | 0.5% | — | Held |
| Vanguard Intl Equity Index F | — | 11.2K | $601K | 0.5% | — | Held |
| Vaneck Etf Trust | — | 7K | $600.4K | 0.5% | — | Held |
| Caterpillar Inc | CAT | 869 | $497.8K | 0.4% | — | Held |
| Jpmorgan Chase & Co. | — | 1.5K | $484.6K | 0.4% | — | Held |
| Ishares Tr | — | 4.93K | $473.4K | 0.4% | — | Held |
| Ishares Tr | — | 8.48K | $458.6K | 0.4% | — | Held |
| Select Sector Spdr Tr | — | 9.85K | $420.4K | 0.3% | — | Held |
| Ishares Tr | — | 4.32K | $418.9K | 0.3% | — | Held |
| Vanguard Index Fds | — | 1.1K | $368.8K | 0.3% | — | Held |
| Vanguard Bd Index Fds | — | 4.44K | $349.7K | 0.3% | — | Held |
| Amazon Com Inc | AMZN | 1.48K | $341.6K | 0.3% | — | Held |
| Vanguard Index Fds | — | 1.59K | $332.7K | 0.3% | — | Held |
| Sprott Asset Management Lp | — | 10K | $330.2K | 0.3% | — | Held |
| Nvidia Corp | NVDA | 1.75K | $326.4K | 0.3% | — | Held |
| Ishares Tr | — | 2.29K | $322.5K | 0.3% | — | Held |
| Ishares Tr | — | 2.47K | $304.7K | 0.2% | — | Held |
| Ishares Tr | — | 2.26K | $297.1K | 0.2% | — | Held |
| Simon Ppty Group Inc New | — | 1.59K | $294.9K | 0.2% | — | Held |
| Strategy Inc | — | 1.9K | $288.7K | 0.2% | — | Held |
| Invesco Db Commdy Indx Trck | — | 12.5K | $279.9K | 0.2% | — | Held |
| Ishares Tr | — | 1.43K | $259.1K | 0.2% | — | Held |
| Walmart Inc. | WMT | 2.28K | $254K | 0.2% | — | Held |
| Fidelity Ethereum Fd | — | 8.2K | $242.7K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 8.7K | $238.6K | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 356 | $235K | 0.2% | — | Held |
| Ishares Ethereum Tr | — | 10.4K | $232.8K | 0.2% | — | Held |
| Ark Etf Tr | — | 3K | $230.8K | 0.2% | — | Held |
| Bitmine Immersion Tecnologie | — | 8.38K | $227.4K | 0.2% | — | Held |
| Vanguard Charlotte Fds | — | 4.2K | $203K | 0.2% | — | Held |
Positions as of Q4 2025. 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.