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 $121.7M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DDS ($57.2M, 46.95%), IWF ($13.9M, 11.46%), SPY ($5.9M, 4.88%), VOO ($4.7M, 3.89%), AAPL ($4.3M, 3.57%). Source: SEC Form 13F.
| 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 | IJK | ISHARES TR | $508,070 | 0.42% | 4,324 | Hold |
| 25 | EFA | ISHARES TR | $512,128 | 0.42% | 4,930 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30