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Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065
13F Portfolio $237M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 76,219.0 $46.8M 19.74% NEW $614.31 +15.0%
2 SHV ISHARES TR 328,276.0 $36.2M 15.24% NEW $110.15 +0.2%
3 IVV ISHARES TR 43,589.0 $29.9M 12.59% NEW $684.93 +7.0%
4 QUAL ISHARES TR 124,359.0 $24.7M 10.41% NEW $198.62 +7.6%
5 USFR WISDOMTREE TR 451,368.0 $22.7M 9.57% NEW $50.32 +0.0%
6 GLD SPDR GOLD TR Financial Services 42,880.0 $17.0M 7.16% NEW $396.31 -5.7%
7 XLC SELECT SECTOR SPDR TR 86,806.0 $10.2M 4.31% NEW $117.72 -9.9%
8 OEF ISHARES TR 20,077.0 $6.9M 2.90% NEW $342.97 +4.3%
9 XLG INVESCO EXCHANGE TRADED FD T 114,595.0 $6.8M 2.86% NEW $59.28 +0.0%
10 XLF SELECT SECTOR SPDR TR 120,079.0 $6.6M 2.77% NEW $54.77 -2.2%
11 CMF ISHARES TR 92,578.0 $5.3M 2.24% NEW $57.46 +0.2%
12 ISHARES TR 187,467.0 $5.1M 2.13% NEW $26.96
13 IWF ISHARES TR 7,245.0 $3.4M 1.45% NEW $473.27 -74.8%
14 ICSH ISHARES TR 61,091.0 $3.1M 1.30% NEW $50.58 -0.0%
15 MUB ISHARES TR 23,070.0 $2.5M 1.04% NEW $107.11 +0.5%
16 SPY CALL SPDR S&P 500 ETF TR Financial Services 3,500.0 $2.4M 1.01% NEW $681.92 +7.0%
17 ISHARES TR 77,248.0 $2.2M 0.92% NEW $28.19
18 MEAR ISHARES U S ETF TR 17,848.0 $898K 0.38% NEW $50.32 +0.1%
19 GLD CALL SPDR GOLD TR Financial Services 2,000.0 $793K 0.33% NEW $396.31 -5.7%
20 CALI BLACKROCK ETF TRUST II 14,974.0 $756K 0.32% NEW $50.46 +0.1%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 96.1%
Healthcare 1.1%
Consumer Cyclical 1.0%
Technology 0.7%
Industrials 0.6%
Communication Services 0.5%