13F Insight
DOSSIER · 13F-HR · Q2 2026

Clientfirst Wealth Management, LLC

$122M in tracked AUM across 53 positions as of Q2 2026.

CW
CIK 0001915494 · last filed Jun 30, 2026
Total AUM
$122M
as of Q2 2026
Holdings
53
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clientfirst Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DDS
DILLARDS INC
$57M108K46.9%02
IWF
ISHARES TR
$14M112K11.5%03
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K4.9%04
VOO
VANGUARD INDEX FDS
$5M7K3.9%05
AAPL
APPLE INC
$4M15K3.6%06
IWD
ISHARES TR
$4M14K2.9%07
IWM
ISHARES TR
$3M12K2.9%08
VEA
VANGUARD TAX-MANAGED FDS
$3M39K2.3%09
MDY
STATE STR SPDR S&P MIDCAP 40
$3M4K2.2%10
VOOV
VANGUARD ADMIRAL FDS INC
$2M10K1.8%

Filing history

2026Q2Jun 30
$122M▲ 2.7%
53 positionsView →2026Q1Mar 31
$118M▼ 4.9%
50 positionsView →2025Q4Dec 31
$125M▼ 0.3%
50 positionsView →2025Q3Sep 30
$125M▲ 27.7%
48 positionsView →2025Q2Jun 30
$98M▲ 10.9%
48 positionsLocked2025Q1Mar 31
$88M▼ 10.8%
46 positionsLocked2024Q4Dec 31
$99M▲ 20.2%
47 positionsLocked2023Q3Sep 30
$82M▼ 2.1%
32 positionsLocked2023Q2Jun 30
$84M▲ 12.0%
32 positionsLocked2023Q1Mar 31
$75M▼ 4.7%
24 positionsLocked2022Q4Dec 31
$79M▼ 2.3%
26 positionsLocked2022Q3Sep 30
$81M▲ 22.6%
25 positionsLocked
Showing 12 of 15