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Portfolio (Quarterly) Guide ↗

Clientfirst Wealth Management, LLC

· CIK 0001915494
13F Portfolio $122M AUM 53 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 53 New
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFF ISHARES TR 19,944.0 $608K 0.50% NEW $30.49 +0.5%
22 PLTR PALANTIR TECHNOLOGIES INC Technology 4,580.0 $534K 0.44% NEW $116.67 +59.7%
23 GDX VANECK ETF TRUST 7,000.0 $528K 0.43% NEW $75.45 +37.4%
24 EFA ISHARES TR 4,930.0 $512K 0.42% NEW $103.88 +3.9%
25 IJK ISHARES TR 4,324.0 $508K 0.42% NEW $117.50 -1.6%
26 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 9,793.0 $500K 0.41% NEW $51.05 +36.4%
27 JPM JPMORGAN CHASE & CO Financial Services 1,504.0 $492K 0.40% NEW $327.33 +8.0%
28 XLU SELECT SECTOR SPDR TR 9,848.0 $447K 0.37% NEW $45.34 -4.7%
29 INDA ISHARES TR 8,485.0 $419K 0.34% NEW $49.39 +0.3%
30 VTI VANGUARD INDEX FDS 1,100.0 $407K 0.33% NEW $370.04 +2.8%
31 VXF VANGUARD INDEX FDS 1,591.0 $392K 0.32% NEW $246.21 -0.2%
32 DVY ISHARES TR 2,285.0 $357K 0.29% NEW $156.30 +4.9%
33 SPG SIMON PPTY GROUP INC NEW Real Estate 1,593.0 $356K 0.29% NEW $223.65 -3.9%
34 AMZN AMAZON COM INC Consumer Cyclical 1,480.0 $353K 0.29% NEW $238.34 +7.7%
35 NVDA NVIDIA CORPORATION Technology 1,750.0 $350K 0.29% NEW $200.09 +14.1%
36 INTC INTEL CORP Technology 2,500.0 $349K 0.29% NEW $139.63 -34.6%
37 BSV VANGUARD BD INDEX FDS 4,437.0 $346K 0.28% NEW $77.91 -0.3%
38 IVW ISHARES TR 2,472.0 $340K 0.28% NEW $137.53 +2.2%
39 DBC INVESCO DB COMMDY INDX TRCK Financial Services 12,520.0 $334K 0.27% NEW $26.66 +15.8%
40 IJJ ISHARES TR 2,258.0 $334K 0.27% NEW $147.73 +0.3%
Page 2 of 3  ·  53 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
Consumer Cyclical 75.8%
Financial Services 14.6%
Technology 7.3%
Industrials 1.2%
Real Estate 0.5%
Communication Services 0.3%
Consumer Defensive 0.3%