What does Clientfirst Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Clientfirst Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DILLARDS INC

$62M108K52.2%

ISHARES TR

$12M28K10.2%

STATE STR SPDR S&P 500 ETF T

$5M8K4.4%

VANGUARD INDEX FDS

$4M7K3.5%

APPLE INC

$4M15K3.2%

ISHARES TR

$3M14K2.6%

ISHARES TR

$3M12K2.4%

VANGUARD TAX-MANAGED FDS

$2M39K2.1%

STATE STR SPDR S&P MIDCAP 40

$2M4K1.9%

VANGUARD ADMIRAL FDS INC

$2M10K1.7%

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