Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Client First Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Client First Capital LLC 13F Holdings (2026-06-30)
Creator: ko.io

Client First Capital LLC (CIK 1822065) reported $251.1M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($56.6M, 22.53%), IVV ($35.7M, 14.21%), SHV ($30.5M, 12.14%), QUAL ($27.1M, 10.77%), USFR ($23.1M, 9.19%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	QQQ	INVESCO QQQ TR	$56.6M	22.53%	76,847	Trimmed
2	IVV	ISHARES TR	$35.7M	14.21%	47,651	Trimmed
3	SHV	ISHARES TR	$30.5M	12.14%	276,188	Trimmed
4	QUAL	ISHARES TR	$27.1M	10.77%	123,309	Added
5	USFR	WISDOMTREE TR	$23.1M	9.19%	458,302	Trimmed
6	GLD	SPDR GOLD TR	$15.3M	6.10%	41,566	Added
7	OEF	ISHARES TR	$7.4M	2.93%	20,091	Trimmed
8	EMXC	ISHARES INC	$7.3M	2.92%	71,793	Trimmed
9	CLOA	BLACKROCK ETF TRUST II	$7.1M	2.84%	137,395	Added
10	XLI	SELECT SECTOR SPDR TR	$7.0M	2.80%	38,009	Added
11	XLC	SELECT SECTOR SPDR TR	$6.5M	2.57%	60,325	Trimmed
12	XLP	SELECT SECTOR SPDR TR	$6.1M	2.43%	73,557	Trimmed
13	CMF	ISHARES TR	$5.3M	2.12%	92,578	Hold
14	SMAX	ISHARES TR	$4.0M	1.60%	143,897	Trimmed
15	SPY	STATE STR SPDR S&P 500 ETF T	$2.9M	1.17%	3,935	Hold
16	MAXJ	ISHARES TR	$2.6M	1.04%	89,249	Trimmed
17	MUB	ISHARES TR	$2.5M	0.99%	23,070	Hold
18	LLY	ELI LILLY & CO	$827,607	0.33%	690	Hold
19	HD	HOME DEPOT INC	$723,699	0.29%	2,052	Added
20	AAPL	APPLE INC	$491,044	0.20%	1,697	Hold
21	MEAR	ISHARES U S ETF TR	$461,833	0.18%	9,167	Hold
22	CALI	BLACKROCK ETF TRUST II	$422,227	0.17%	8,355	Added
23	RTX	RTX CORPORATION	$408,489	0.16%	2,153	Hold
24	GOOGL	ALPHABET INC	$339,642	0.14%	950	Hold
25	CINF	CINCINNATI FINL CORP	$238,645	0.10%	1,289	Hold

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