Clientfirst Wealth Management, LLC — 13F holdings
Clientfirst Wealth Management, LLC reported 53 holdings worth $122M in its 13F filing for Q2 2026, filed July 30, 2026.
Largest positions
- DDS DILLARDS INC — $57.2M (46.9%)
- IWF ISHARES TR — $13.9M (11.5%)
- SPY SPDR S&P 500 ETF TR — $5.94M (4.9%)
- VOO VANGUARD INDEX FDS — $4.74M (3.9%)
- AAPL APPLE INC — $4.34M (3.6%)
- IWD ISHARES TR — $3.51M (2.9%)
- IWM ISHARES TR — $3.49M (2.9%)
- VEA VANGUARD TAX-MANAGED FDS — $2.78M (2.3%)
- MDY SPDR S&P MIDCAP 400 ETF TR — $2.63M (2.2%)
- VOOV VANGUARD ADMIRAL FDS INC — $2.19M (1.8%)