Clientfirst Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$124.9B
Holdings
48
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DDSDILLARDS INC | 108,101 | $66.4B | 53.16% | |
| 2 | IWFISHARES TR | 28,264 | $13.2B | 10.60% | |
| 3 | SPYSPDR S&P 500 ETF TR | 7,950 | $5.3B | 4.24% | |
| 4 | VOOVANGUARD INDEX FDS | 6,920 | $4.2B | 3.39% | |
| 5 | AAPLAPPLE INC | 14,402 | $3.7B | 2.94% | |
| 6 | IWDISHARES TR | 14,479 | $2.9B | 2.36% | |
| 7 | IWMISHARES TR | 11,603 | $2.8B | 2.25% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 38,912 | $2.3B | 1.87% | |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,741 | $2.2B | 1.78% | |
| 10 | VOOVVANGUARD ADMIRAL FDS INC | 10,005 | $2.0B | 1.60% | |
| 11 | IVVISHARES TR | 2,391 | $1.6B | 1.28% | |
| 12 | IBITISHARES BITCOIN TRUST ETF | 17,020 | $1.1B | 0.89% | |
| 13 | SHYISHARES TR | 11,689 | $969.7M | 0.78% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 5,096 | $966.7M | 0.77% | |
| 15 | IVEISHARES TR | 4,066 | $839.7M | 0.67% | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 4,580 | $835.5M | 0.67% | |
| 17 | FBTCFIDELITY WISE ORIGIN BITCOIN | 8,333 | $831.7M | 0.67% | |
| 18 | TSLATESLA INC | 1,650 | $733.8M | 0.59% | |
| 19 | PFFISHARES TR | 21,344 | $674.9M | 0.54% | |
| 20 | RWRSPDR SERIES TRUST | 6,252 | $627.0M | 0.50% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 11,180 | $605.7M | 0.48% | |
| 22 | INDAISHARES TR | 11,485 | $597.9M | 0.48% | |
| 23 | FETHFIDELITY ETHEREUM FD | 14,105 | $586.1M | 0.47% | |
| 24 | GDXVANECK ETF TRUST | 7,000 | $534.8M | 0.43% | |
| 25 | ETHAISHARES ETHEREUM TR | 16,568 | $522.1M | 0.42% | |
| 26 | BSVVANGUARD BD INDEX FDS | 6,437 | $507.9M | 0.41% | |
| 27 | EFAISHARES TR | 5,200 | $485.5M | 0.39% | |
| 28 | JPMJPMORGAN CHASE & CO. | 1,504 | $474.4M | 0.38% | |
| 29 | XLUSELECT SECTOR SPDR TR | 4,924 | $429.4M | 0.34% | |
| 30 | ARKGARK ETF TR | 15,050 | $417.9M | 0.33% | |
| 31 | IJKISHARES TR | 4,324 | $414.6M | 0.33% | |
| 32 | CATCATERPILLAR INC | 827 | $394.6M | 0.32% | |
| 33 | VTIVANGUARD INDEX FDS | 1,100 | $361.0M | 0.29% | |
| 34 | VXFVANGUARD INDEX FDS | 1,591 | $333.1M | 0.27% | |
| 35 | NVDANVIDIA CORPORATION | 1,750 | $326.5M | 0.26% | |
| 36 | AMZNAMAZON COM INC | 1,480 | $325.0M | 0.26% | |
| 37 | AQLTISHARES TR | 2,285 | $324.7M | 0.26% | |
| 38 | SPGSIMON PPTY GROUP INC NEW | 1,593 | $299.0M | 0.24% | |
| 39 | IVWISHARES TR | 2,472 | $298.4M | 0.24% | |
| 40 | PHYS/USPROTT ASSET MANAGEMENT LP | 10,000 | $296.2M | 0.24% | |
| 41 | IJJISHARES TR | 2,258 | $292.9M | 0.23% | |
| 42 | DBCINVESCO DB COMMDY INDX TRCK | 12,520 | $282.1M | 0.23% | |
| 43 | METAMETA PLATFORMS INC | 356 | $261.4M | 0.21% | |
| 44 | ARKKARK ETF TR | 3,000 | $258.9M | 0.21% | |
| 45 | IWNISHARES TR | 1,430 | $252.8M | 0.20% | |
| 46 | SCHDSCHWAB STRATEGIC TR | 8,700 | $237.5M | 0.19% | |
| 47 | WMTWALMART INC | 2,280 | $235.0M | 0.19% | |
| 48 | BNDXVANGUARD CHARLOTTE FDS | 4,576 | $226.3M | 0.18% |