Clientfirst Wealth Management, LLC
Net buyer this quarter
$122M
21
+$434K
60.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DDS | $57.2M | 46.95% | Not reported | +0.1% | Q4 2021 |
 SPY | $5.94M | 4.88% | Not reported | Not reported | Q4 2021 |
 AAPL | $4.34M | 3.57% | 0.00% | Not reported | Q4 2021 |
| MDY | $2.63M | 2.16% | Not reported | Not reported | Q4 2021 |
 CAT | $925K | 0.76% | 0.00% | Not reported | Q4 2024 |
 IBIT | $746K | 0.61% | 0.00% | +41.1% | Q4 2024 |
 TSLA | $719K | 0.59% | 0.00% | Not reported | Q4 2024 |
 PLTR | $534K | 0.44% | 0.00% | Not reported | Q4 2024 |
 FBTC | $500K | 0.41% | 0.00% | Not reported | Q4 2024 |
 JPM | $492K | 0.40% | 0.00% | Not reported | Q4 2021 |
 SPG | $356K | 0.29% | 19.91% | Not reported | Q4 2021 |
 AMZN | $353K | 0.29% | 0.00% | Not reported | Q2 2023 |
 NVDA | $350K | 0.29% | 0.00% | Not reported | Q4 2024 |
 INTC | $349K | 0.29% | 0.00% | New | Q2 2026 |
 BSVN | $346K | 0.28% | 0.05% | Not reported | Q2 2023 |
 DBC | $334K | 0.27% | 0.02% | Not reported | Q4 2021 |
 PHYS | $302K | 0.25% | 0.00% | Not reported | Q2 2023 |
 WMT | $258K | 0.21% | 0.00% | Not reported | Q4 2024 |
 META | $201K | 0.16% | Not reported | Not reported | Q4 2024 |
 BMNR | $163K | 0.13% | 0.00% | Not reported | Q4 2025 |
| ETHA | $123K | 0.10% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| DDS | $61.8M | 52.20% | Not reported | Not reported | Q4 2021 |
| SPY | $5.17M | 4.36% | Not reported | Not reported | Q4 2021 |
| AAPL | $3.81M | 3.21% | 0.00% | +4.2% | Q4 2021 |
| MDY | $2.31M | 1.95% | Not reported | Not reported | Q4 2021 |
| PLTR | $670K | 0.57% | 0.00% | Not reported | Q4 2024 |
| TSLA | $636K | 0.54% | 0.00% | +3.6% | Q4 2024 |
| CAT | $616K | 0.52% | 0.00% | Not reported | Q4 2024 |
| IBIT | $610K | 0.52% | 0.00% | Not reported | Q4 2024 |
| FBTC | $578K | 0.49% | 0.00% | Not reported | Q4 2024 |
| JPM | $442K | 0.37% | 0.00% | Not reported | Q4 2021 |
| DBC | $362K | 0.31% | 0.02% | Not reported | Q4 2021 |
| PHYS | $354K | 0.30% | 0.00% | Not reported | Q2 2023 |
| BSVN | $348K | 0.29% | 0.05% | Not reported | Q2 2023 |
| AMZN | $308K | 0.26% | 0.00% | Not reported | Q2 2023 |
| NVDA | $305K | 0.26% | 0.00% | Not reported | Q4 2024 |
| SPG | $297K | 0.25% | 19.91% | Not reported | Q4 2021 |
| WMT | $283K | 0.24% | 0.00% | Not reported | Q4 2024 |
 MSTR | $237K | 0.20% | Not reported | Not reported | Q4 2025 |
| META | $204K | 0.17% | Not reported | Not reported | Q4 2024 |
 XOM | $200K | 0.17% | 0.00% | New | Q1 2026 |
| ETHA | $164K | 0.14% | 0.00% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| DDS | $65.5M | 52.62% | Not reported | Not reported | Q4 2021 |
| SPY | $5.42M | 4.35% | Not reported | Not reported | Q4 2021 |
| AAPL | $3.92M | 3.14% | 0.00% | Not reported | Q4 2021 |
| MDY | $2.26M | 1.81% | Not reported | Not reported | Q4 2021 |
| PLTR | $814K | 0.65% | 0.00% | Not reported | Q4 2024 |
| IBIT | $789K | 0.63% | 0.00% | -6.6% | Q4 2024 |
| FBTC | $747K | 0.60% | 0.00% | +17.5% | Q4 2024 |
| TSLA | $742K | 0.60% | 0.00% | Not reported | Q4 2024 |
| CAT | $498K | 0.40% | 0.00% | +5.1% | Q4 2024 |
| JPM | $485K | 0.39% | 0.00% | Not reported | Q4 2021 |
| BSVN | $350K | 0.28% | 0.05% | -31.1% | Q2 2023 |
| AMZN | $342K | 0.27% | 0.00% | Not reported | Q2 2023 |
| PHYS | $330K | 0.27% | 0.00% | Not reported | Q2 2023 |
| NVDA | $326K | 0.26% | 0.00% | Not reported | Q4 2024 |
| SPG | $295K | 0.24% | 19.91% | Not reported | Q4 2021 |
| MSTR | $289K | 0.23% | Not reported | New | Q4 2025 |
| DBC | $280K | 0.22% | 0.02% | Not reported | Q4 2021 |
| WMT | $254K | 0.20% | 0.00% | Not reported | Q4 2024 |
| FETH | $243K | 0.19% | 0.01% | -41.9% | Q3 2025 |
| META | $235K | 0.19% | Not reported | Not reported | Q4 2024 |
| ETHA | $233K | 0.19% | 0.00% | -37.4% | Q3 2025 |
| BMNR | $227K | 0.18% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| DDS | $66.4M | 53.16% | Not reported | -0.2% | Q4 2021 |
| SPY | $5.3M | 4.24% | Not reported | Not reported | Q4 2021 |
| AAPL | $3.67M | 2.94% | 0.00% | Not reported | Q4 2021 |
| MDY | $2.23M | 1.78% | Not reported | Not reported | Q4 2021 |
| IBIT | $1.11M | 0.89% | 0.00% | +73.2% | Q4 2024 |
| PLTR | $835K | 0.67% | 0.00% | Not reported | Q4 2024 |
| FBTC | $832K | 0.67% | 0.00% | +70.5% | Q4 2024 |
| TSLA | $734K | 0.59% | 0.00% | Not reported | Q4 2024 |
| FETH | $586K | 0.47% | 0.02% | New | Q3 2025 |
| ETHA | $522K | 0.42% | 0.00% | New | Q3 2025 |
| BSVN | $508K | 0.41% | 0.07% | Not reported | Q2 2023 |
| JPM | $474K | 0.38% | 0.00% | Not reported | Q4 2021 |
| CAT | $395K | 0.32% | 0.00% | Not reported | Q4 2024 |
| NVDA | $327K | 0.26% | 0.00% | Not reported | Q4 2024 |
| AMZN | $325K | 0.26% | 0.00% | Not reported | Q2 2023 |
| SPG | $299K | 0.24% | 19.91% | Not reported | Q4 2021 |
| PHYS | $296K | 0.24% | 0.00% | Not reported | Q2 2023 |
| DBC | $282K | 0.23% | 0.02% | -2.0% | Q4 2021 |
| META | $261K | 0.21% | Not reported | Not reported | Q4 2024 |
| WMT | $235K | 0.19% | 0.00% | -3.6% | Q4 2024 |