Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clientfirst Wealth Management, LLC (CIK 1915494) reported $118.5M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DDS ($61.8M, 52.20%), IWF ($12.1M, 10.17%), SPY ($5.2M, 4.36%), VOO ($4.1M, 3.49%), AAPL ($3.8M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DDS | DILLARDS INC | $61.8M | 52.20% | 108,101 | Hold |
| 2 | IWF | ISHARES TR | $12.1M | 10.17% | 28,264 | Hold |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 4.36% | 7,950 | Hold |
| 4 | VOO | VANGUARD INDEX FDS | $4.1M | 3.49% | 6,920 | Hold |
| 5 | AAPL | APPLE INC | $3.8M | 3.21% | 15,002 | Added |
| 6 | IWD | ISHARES TR | $3.1M | 2.61% | 14,479 | Hold |
| 7 | IWM | ISHARES TR | $2.9M | 2.43% | 11,603 | Hold |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 2.11% | 38,974 | Added |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.3M | 1.95% | 3,741 | Hold |
| 10 | VOOV | VANGUARD ADMIRAL FDS INC | $2.0M | 1.72% | 10,005 | Hold |
| 11 | IVV | ISHARES TR | $1.6M | 1.32% | 2,391 | Hold |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $978,024 | 0.83% | 5,096 | Hold |
| 13 | SHY | ISHARES TR | $965,161 | 0.81% | 11,689 | Hold |
| 14 | IVE | ISHARES TR | $858,536 | 0.72% | 4,066 | Hold |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $669,962 | 0.57% | 4,580 | Hold |
| 16 | GDX | VANECK ETF TRUST | $642,390 | 0.54% | 7,000 | Hold |
| 17 | TSLA | TESLA INC | $635,693 | 0.54% | 1,710 | Added |
| 18 | RWR | SPDR SERIES TRUST | $631,264 | 0.53% | 6,252 | Hold |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $617,792 | 0.52% | 11,430 | Added |
| 20 | CAT | CATERPILLAR INC | $615,652 | 0.52% | 869 | Hold |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $610,494 | 0.52% | 15,890 | Hold |
| 22 | ARKG | ARK ETF TR | $602,376 | 0.51% | 22,800 | Hold |
| 23 | PFF | ISHARES TR | $604,702 | 0.51% | 19,944 | Hold |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $578,081 | 0.49% | 9,793 | Hold |
| 25 | EFA | ISHARES TR | $478,851 | 0.40% | 4,930 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31