Clientfirst Wealth Management, LLC 13F Holdings
CIK 0001915494 · LITTLE ROCK, AR
As of Sep 30, 2025, Clientfirst Wealth Management, LLC reported 48 positions worth
CIK 0001915494 · LITTLE ROCK, AR
As of Sep 30, 2025, Clientfirst Wealth Management, LLC reported 48 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DILLARD'S INC | DDS | Consumer Cyclical | 108,101 | $66.4M | 53.16% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 28,264 | 3.2M | 10.60% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,950 | $5.3M | 4.24% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,920 | $4.2M | 3.39% |
| APPLE INC | AAPL | Technology | 14,402 | $3.7M | 2.94% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 14,479 | $2.9M | 2.36% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,603 | $2.8M | 2.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 38,912 | $2.3M | 1.87% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 3,741 | $2.2M | 1.78% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 10,005 | $2.0M | 1.60% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,391 | .6M | 1.28% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 17,020 | .1M | 0.89% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 11,689 | $969.7K | 0.78% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 5,096 | $966.7K | 0.77% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 4,066 | $839.7K | 0.67% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 4,580 | $835.5K | 0.67% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 8,333 | $831.7K | 0.67% |
| TESLA INC | TSLA | Consumer Cyclical | 1,650 | $733.8K | 0.59% |
| ISHARES PREFERRED & INCOME S | PFF | — | 21,344 | $674.9K | 0.54% |
| STATE STREET(R) SPDR(R) DOW JONES(R) REIT ETF | RWR | — | 6,252 | $627.0K | 0.50% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 11,180 | $605.7K | 0.48% |
| ISHARES MSCI INDIA ETF | INDA | — | 11,485 | $597.9K | 0.48% |
| FIDELITY ETHEREUM FD | FETH | — | 14,105 | $586.1K | 0.47% |
| VANECK GOLD MINERS ETF | GDX | — | 7,000 | $534.8K | 0.43% |
| ISHARES ETHEREUM TRUST ETF | ETHA | — | 16,568 | $522.1K | 0.42% |