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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 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DDS DILLARDS INC Consumer Cyclical 108,160.0 $57.2M 46.95% NEW $528.42 +19.6%
2 IWF ISHARES TR 112,336.0 $13.9M 11.46% NEW $124.17 -1.9%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,950.0 $5.9M 4.88% NEW $746.77 +2.6%
4 VOO VANGUARD INDEX FDS 6,902.0 $4.7M 3.89% NEW $686.81 +2.5%
5 AAPL APPLE INC Technology 15,002.0 $4.3M 3.57% NEW $289.36 +8.3%
6 IWD ISHARES TR 14,479.0 $3.5M 2.88% NEW $242.43 +6.6%
7 IWM ISHARES TR 11,603.0 $3.5M 2.86% NEW $300.45 -0.5%
8 VEA VANGUARD TAX-MANAGED FDS 38,974.0 $2.8M 2.28% NEW $71.25 +3.1%
9 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,741.0 $2.6M 2.16% NEW $703.34 -0.7%
10 VOOV VANGUARD ADMIRAL FDS INC 10,005.0 $2.2M 1.80% NEW $219.21 +4.8%
11 IVV ISHARES TR 2,391.0 $1.8M 1.47% NEW $748.89 +2.8%
12 RSP INVESCO EXCHANGE TRADED FD T 5,096.0 $1.1M 0.89% NEW $212.77 +4.4%
13 ARKG ARK ETF TR 23,652.0 $995K 0.82% NEW $42.06 +17.6%
14 SHY ISHARES TR 11,689.0 $960K 0.79% NEW $82.11 -0.1%
15 CAT CATERPILLAR INC Industrials 869.0 $925K 0.76% NEW $1064.90 -22.8%
16 IVE ISHARES TR 4,066.0 $923K 0.76% NEW $227.06 +4.8%
17 IBIT ISHARES BITCOIN TRUST ETF Financial Services 22,417.0 $746K 0.61% NEW $33.29 +33.6%
18 TSLA TESLA INC Consumer Cyclical 1,710.0 $719K 0.59% NEW $420.60 -17.8%
19 RWR SPDR SERIES TRUST 6,252.0 $706K 0.58% NEW $112.97 +1.5%
20 VWO VANGUARD INTL EQUITY INDEX F 11,430.0 $682K 0.56% NEW $59.69 +1.6%
Page 1 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%