DOSSIER · 13F-HR · Q1 2026

Client First Investment Management LLC

Client First Investment's family office based in London, UK $192M in tracked AUM across 16 positions as of Q1 2026.

CF
Client First Investment·London, UK·Family Office
CIK 0002018284 · last filed Mar 31, 2026
Total AUM
$192M
12.2%
vs prior
Holdings
16
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Client First Investment Management LLC
Portfolio Overview

Client First Investment Management LLC reported a total portfolio value of $187.01 million as of September 30, 2025, representing a notable increase of 14.7% from the previous quarter's $163.02 million. The portfolio is relatively concentrated, comprising 32 holdings. The firm demonstrates a highly active management style, evidenced by a substantial turnover in the quarter: there...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ADPV
SERIES PORTFOLIOS TR
$100M2.4M52.2%
02
BOXX
EA SERIES TRUST
$47M407K24.6%
03
PULS
PGIM ETF TR
$8M162K4.2%
04
SDS
PROSHARES TR
$8M105K4.1%
05
SSO
PROSHARES TR
$6M118K3.2%
06
XLP
SELECT SECTOR SPDR TR
$6M69K2.9%
07
DIG
PROSHARES TR
$4M65K2.3%
08
QID
PROSHARES TR
$2M105K1.2%
09
PLTD
DIREXION SHARES ETF TRUST
$2M310K1.2%
10
LLY
ELI LILLY & CO
$2M2K1.1%

Filing history

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