Client First Capital LLC

CIK: 0001822065SEC EDGAR →

Portfolio Value

$237.2M

Holdings

25

As of

Q4 2025

New Positions

25

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO QQQ TR

76,219$46.8M
19.74%
2

ISHARES TR

328,276$36.2M
15.24%
3

ISHARES TR

43,589$29.9M
12.58%
4

ISHARES TR

124,359$24.7M
10.41%
5

WISDOMTREE TR

451,368$22.7M
9.57%
6
GQ9Call

SPDR GOLD TR

44,880$17.8M
7.50%
7

SELECT SECTOR SPDR TR

86,806$10.2M
4.31%
8

ISHARES TR

20,077$6.9M
2.90%
9

INVESCO EXCHANGE TRADED FD T

114,595$6.8M
2.86%
10

SELECT SECTOR SPDR TR

120,079$6.6M
2.77%

Quarterly Changes

Top Buys

NDQNEW
$46.8M
SHVNEW
$36.2M
IVVNEW
$29.9M
QUALNEW
$24.7M
USFRNEW
$22.7M

Top Sells

No sells this quarter

New Positions (25)

$46.8M · 76K shares
$36.2M · 328K shares
$29.9M · 44K shares
$24.7M · 124K shares
$22.7M · 451K shares
$17.8M · 45K shares
$10.2M · 87K shares
$6.9M · 20K shares
$6.8M · 115K shares
$6.6M · 120K shares
$5.3M · 93K shares
$5.1M · 187K shares
$3.4M · 7K shares
$3.1M · 61K shares
$2.7M · 4K shares
$2.5M · 23K shares
$2.2M · 77K shares
$898K · 18K shares
$755K · 15K shares
$741K · 690 shares
$701K · 2K shares
$469K · 2K shares
$394K · 2K shares
$314K · 1K shares
$210K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services16$162.8M68.6%
Unknown4$71.8M30.3%
Healthcare1$741K0.3%
Consumer Cyclical1$701K0.3%
Technology1$469K0.2%
Industrials1$394K0.2%
Communication Services1$314K0.1%