1y return+22.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Clientfirst Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DDSDillards Inc | $57.2M | 46.9% | |
| IWFIshares Tr | $13.9M | 11.5% | |
| SPYState Str Spdr S&p 500 Etf T | $5.9M | 4.9% | |
| VOOVanguard Index Fds | $4.7M | 3.9% | |
| AAPLApple Inc | $4.3M | 3.6% | |
| IWDIshares Tr | $3.5M | 2.9% | |
| IWMIshares Tr | $3.5M | 2.9% | |
| VEAVanguard Tax-managed Fds | $2.8M | 2.3% | |
| MDYState Str Spdr S&p Midcap 40 | $2.6M | 2.2% | |
| VOOVVanguard Admiral Fds Inc | $2.2M | 1.8% | |
| IVVIshares Tr | $1.8M | 1.5% | |
| RSPInvesco Exchange Traded Fd T | $1.1M | 0.9% | |
| ARKGArk Etf Tr | $995K | 0.8% | +3.7% |
| SHYIshares Tr | $960K | 0.8% | |
| CATCaterpillar Inc | $925K | 0.8% | |
| IVEIshares Tr | $923K | 0.8% | |
| IBITIshares Bitcoin Trust Etf | $746K | 0.6% | +41.1% |
| TSLATesla Inc | $719K | 0.6% | |
| RWRSpdr Series Trust | $706K | 0.6% | |
| VWOVanguard Intl Equity Index F | $682K | 0.6% | |
| PFFIshares Tr | $608K | 0.5% | |
| PLTRPalantir Technologies Inc | $534K | 0.4% | |
| GDXVaneck Etf Trust | $528K | 0.4% | |
| EFAIshares Tr | $512K | 0.4% | |
| IJKIshares Tr | $508K | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $925K |
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $528K |
| ARKGArk Etf Tr | December 31, 2024 | +78.6% | $995K |
| PLTRPalantir Technologies Inc | December 31, 2024 | +54.3% | $534K |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $2.8M |
| EFAIshares Tr | December 31, 2024 | +37.4% | $512K |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $492K |
| IWMIshares Tr | December 31, 2024 | +36.0% | $3.5M |
| VWOVanguard Intl Equity Index F | December 31, 2024 | +35.5% | $682K |
| IVWIshares Tr | December 31, 2024 | +35.5% | $340K |
Sold off last quarter
- MSTRStrategy Inc was $237K
- Exxon Mobil CorpCUSIP 30231G102 was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.8% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +26.8% | +7.8% |
| June 30, 2025 | +12.8% | +10.5% |
| March 31, 2025 | −11.0% | −4.6% |
| December 31, 2023 | +17.5% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | −0.4% | +7.0% |
| December 31, 2022 | +13.6% | +7.1% |
| September 30, 2022 | +10.3% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | +3.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clientfirst Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1915494&type=13F-HR&dateb=&owner=include&count=40CIK 1915494
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1915494/000191549426000004/Filed July 30, 2026 · accession 0001915494-26-000004