§ 13F · FUND PROFILE
Clientfirst Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 50Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DDS | DILLARDS INC | 108K | $65.5T | 52.6% | NEW |
| 2 | IWF | ISHARES TR | 28K | $13.4T | 10.7% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 8K | $5.4T | 4.4% | NEW |
| 4 | VOO | VANGUARD INDEX FDS | 7K | $4.3T | 3.5% | NEW |
| 5 | AAPL | APPLE INC | 14K | $3.9T | 3.1% | NEW |
| 6 | IWD | ISHARES TR | 14K | $3.0T | 2.4% | NEW |
| 7 | IWM | ISHARES TR | 12K | $2.9T | 2.3% | NEW |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 38K | $2.4T | 1.9% | NEW |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $2.3T | 1.8% | NEW |
| 10 | VOOV | VANGUARD ADMIRAL FDS INC | 10K | $2.0T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIENTFIRST SIGNAL
AC read
Clientfirst Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed