Data as of Q4 2025 (Dec 31, 2025)

Clientfirst Wealth Management, LLC

•CIK: 1915494•Filing: Q4 2025

Clientfirst Wealth Management, LLC manages $125M across a diversified portfolio of 50 holdings. The strategy exhibits a significant overweight to DDS, representing $65.5M of total assets. Notable concentrations include IWF at $13.4M and SPY at $5.4M, suggesting a focus on specific thematic or sector exposures. The remaining allocation is spread across major indices and tech names, including VOO ($4.3M) and AAPL ($3.9M).

Total AUM
$124.6M
QoQ Performance
-0.3%
Positions
34
Top 10 Concentration
84.5%
Latest Filing
Q4 2025

Top Holdings Allocation

DDS
IWF
DDS52.6%
IWF10.7%
SPY4.4%
VOO3.5%
AAPL3.1%
IWD2.4%
IWM2.3%
VEA1.9%

📈 Biggest Buys

MIGA
STRATEGY INC
NEW
0.2% of portfolio
BMNR
BITMINE IMMERSION TECNOLOGIE
NEW
0.2% of portfolio
ARKG
ARK ETF TR
+51.5%
0.5% of portfolio
XLU
SELECT SECTOR SPDR TR
+100.0%
0.3% of portfolio
FBTC
FIDELITY WISE ORIGIN BITCOIN
+17.5%
0.6% of portfolio

📉 Biggest Sells

FETH
FIDELITY ETHEREUM FD
-41.9%
0.2% of portfolio
INDA
ISHARES TR
-26.1%
0.4% of portfolio
BSV
VANGUARD BD INDEX FDS
-31.1%
0.3% of portfolio
ETHA
ISHARES ETHEREUM TR
-37.4%
0.2% of portfolio
IBIT
ISHARES BITCOIN TRUST ETF
-6.6%
0.6% of portfolio

Sector Breakdown

Other85.2%
ETF9.2%
Technology3.6%
Consumer1.1%
Industrial0.4%
Financial0.4%
Real Estate0.2%

Changes from Q3 2025

NEW2 new positions
↑4 increased
↓9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DDS52.6%
DILLARDS INC
$65.5M
IWF10.7%
ISHARES TR
$13.4M
SPY4.4%
SPDR S&P 500 ETF TR
$5.4M
VOO3.5%
VANGUARD INDEX FDS
$4.3M
AAPL3.1%
APPLE INC
$3.9M

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