Clientfirst Wealth Management, LLC
CIK: 0001915494SEC EDGAR →
Portfolio Value
$44.7B
Holdings
50
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 28,264 | $13.4B | 29.94% |
| 2 | APPLE INC | 14,402 | $3.9B | 8.76% |
| 3 | ISHARES TR | 14,479 | $3.0B | 6.82% |
| 4 | ISHARES TR | 11,603 | $2.9B | 6.39% |
| 5 | VANGUARD TAX-MANAGED FDS | 38,474 | $2.4B | 5.38% |
| 6 | VANGUARD ADMIRAL FDS INC | 10,005 | $2.0B | 4.59% |
| 7 | INVESCO EXCHANGE TRADED FD T | 5,096 | $976.0M | 2.18% |
| 8 | ISHARES TR | 11,689 | $968.0M | 2.17% |
| 9 | ISHARES TR | 4,066 | $862.0M | 1.93% |
| 10 | PALANTIR TECHNOLOGIES INC | 4,580 | $814.0M | 1.82% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $37.0B | 82.8% |
| Technology | 3 | $5.1B | 11.3% |
| Consumer Cyclical | 3 | $1.1B | 2.6% |
| Unknown | 3 | $940.0M | 2.1% |
| Real Estate | 1 | $294.0M | 0.7% |
| Consumer Defensive | 1 | $254.0M | 0.6% |
| Industrials | 1 | $497K | 0.0% |
| Communication Services | 1 | $234K | 0.0% |