Clientfirst Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1915494 · latest 13F-HR filed 2026-07-30

Clientfirst Wealth Management, LLC manages $121.7M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DDS (46.95%), IWF (11.46%), SPY (4.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 31, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1501 N UNIVERSITY AVE
715
LITTLE ROCK, AR 72207
Phone
(501) 603-0406
Filing Manager
Clientfirst Wealth Management, LLC
LITTLE ROCK, AR
Signatory
Edward Mahaffy III
President
Loading holdings…
AUM

$121.7M

Long-equity book

Holdings

53

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+5 / −2 / ↑31 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.9M +15.7%
  • STATE STR SPDR S&P 500 ETF T$766.6K +14.8%
  • ISHARES TR$608.6K +21.1%
  • VANGUARD INDEX FDS$605.3K +14.6%
  • APPLE INC$533.6K +14.0%
Show all 31

Top Trims

  • DILLARDS INC-$4.7M -7.6%
  • PALANTIR TECHNOLOGIES INC-$135.6K -20.2%
  • VANECK ETF TRUST-$114.2K -17.8%
  • FIDELITY WISE ORIGIN BITCOIN-$78.1K -13.5%
  • SPROTT ASSET MANAGEMENT LP-$52.7K -14.9%
Show all 9

New Positions

  • INTEL CORP$349.1K
  • ISHARES TR$234.3K
  • ISHARES TR$232.8K
  • WEDBUSH SER TR$228.6K
  • BITMINE IMMERSION TECHS INC$163.4K
Show all 5

Exited Positions

  • STRATEGY INC$237.1K
  • EXXON MOBIL CORP$200.4K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DILLARDS INC DDS 254067101 $57.2M 46.95% 108,160 SH
2 ISHARES TR IWF 464287614 $13.9M 11.46% 112,336 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.9M 4.88% 7,950 SH
4 VANGUARD INDEX FDS VOO 922908363 $4.7M 3.89% 6,902 SH
5 APPLE INC AAPL 037833100 $4.3M 3.57% 15,002 SH
6 ISHARES TR IWD 464287598 $3.5M 2.88% 14,479 SH
7 ISHARES TR IWM 464287655 $3.5M 2.86% 11,603 SH
8 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.8M 2.28% 38,974 SH
9 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.6M 2.16% 3,741 SH
10 VANGUARD ADMIRAL FDS INC VOOV 921932703 $2.2M 1.80% 10,005 SH
11 ISHARES TR IVV 464287200 $1.8M 1.47% 2,391 SH
12 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.1M 0.89% 5,096 SH
13 ARK ETF TR ARKG 00214Q302 $994.8K 0.82% 23,652 SH
14 ISHARES TR SHY 464287457 $959.8K 0.79% 11,689 SH
15 CATERPILLAR INC CAT 149123101 $925.4K 0.76% 869 SH
16 ISHARES TR IVE 464287408 $923.2K 0.76% 4,066 SH
17 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $746.3K 0.61% 22,417 SH
18 TESLA INC TSLA 88160R101 $719.2K 0.59% 1,710 SH
19 SPDR SERIES TRUST RWR 78464A607 $706.3K 0.58% 6,252 SH
20 VANGUARD INTL EQUITY INDEX F VWO 922042858 $682.3K 0.56% 11,430 SH
21 ISHARES TR PFF 464288687 $608.1K 0.50% 19,944 SH
22 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $534.3K 0.44% 4,580 SH
23 VANECK ETF TRUST GDX 92189F106 $528.1K 0.43% 7,000 SH
24 ISHARES TR EFA 464287465 $512.1K 0.42% 4,930 SH
25 ISHARES TR IJK 464287606 $508.1K 0.42% 4,324 SH
26 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $499.9K 0.41% 9,793 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $492.3K 0.40% 1,504 SH
28 SELECT SECTOR SPDR TR XLU 81369Y886 $446.5K 0.37% 9,848 SH
29 ISHARES TR INDA 46429B598 $419.1K 0.34% 8,485 SH
30 VANGUARD INDEX FDS VTI 922908769 $407.0K 0.33% 1,100 SH
31 VANGUARD INDEX FDS VXF 922908652 $391.7K 0.32% 1,591 SH
32 ISHARES TR DVY 464287168 $357.1K 0.29% 2,285 SH
33 SIMON PPTY GROUP INC NEW SPG 828806109 $356.3K 0.29% 1,593 SH
34 AMAZON COM INC AMZN 023135106 $352.7K 0.29% 1,480 SH
35 NVIDIA CORPORATION NVDA 67066G104 $350.2K 0.29% 1,750 SH
36 INTEL CORP INTC 458140100 $349.1K 0.29% 2,500 SH
37 VANGUARD BD INDEX FDS BSV 921937827 $345.7K 0.28% 4,437 SH
38 ISHARES TR IVW 464287309 $340.0K 0.28% 2,472 SH
39 INVESCO DB COMMDY INDX TRCK DBC 46138B103 $333.8K 0.27% 12,520 SH
40 ISHARES TR IJJ 464287705 $333.6K 0.27% 2,258 SH
41 ISHARES TR IWN 464287630 $316.3K 0.26% 1,430 SH
42 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $301.7K 0.25% 10,000 SH
43 SCHWAB STRATEGIC TR SCHD 808524797 $275.9K 0.23% 8,700 SH
44 WALMART INC WMT 931142103 $258.2K 0.21% 2,280 SH
45 SELECT SECTOR SPDR TR XLE 81369Y506 $245.3K 0.20% 4,618 SH
46 ARK ETF TR ARKK 00214Q104 $242.5K 0.20% 3,000 SH
47 ISHARES TR IJR 464287804 $234.3K 0.19% 1,580 SH
48 ISHARES TR IWO 464287648 $232.8K 0.19% 591 SH
49 WEDBUSH SER TR IVES 947913109 $228.6K 0.19% 6,000 SH
50 VANGUARD CHARLOTTE FDS BNDX 92203J407 $203.5K 0.17% 4,201 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $121.7M 53 0001915494-26-000004
2026-03-31 2026-05-01 $118.5M 50 0001915494-26-000002
2025-12-31 2026-02-06 $124.6M 50 0001915494-26-000001