StockDriftsStockDriftsTop 50 Clientfirst Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DDS | DILLARDS INC | 46.95% | 108.2K | $57.2M | +0.05%(+59) | $208.95(+168.43%) | 2026-06-30 | |
| IWF | ISHARES TR | 11.46% | 112.3K | $13.9M | -0.64%(-720) | $72.45(+70.30%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.88% | 8.0K | $5.9M | +0.00%(+0) | $452.37(+71.40%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.89% | 6.9K | $4.7M | -0.26%(-18) | $411.20(+73.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.57% | 15.0K | $4.3M | +0.00%(+0) | $164.14(+86.05%) | 2026-06-30 | |
| IWD | ISHARES TR | 2.88% | 14.5K | $3.5M | +0.00%(+0) | $161.88(+58.96%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.86% | 11.6K | $3.5M | +0.00%(+0) | $219.20(+38.58%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.28% | 39.0K | $2.8M | +0.00%(+0) | $49.36(+49.93%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.16% | 3.7K | $2.6M | +0.00%(+0) | $499.28(+43.27%) | 2026-06-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 1.8% | 10.0K | $2.2M | +0.00%(+0) | $146.03(+57.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.61% | +62.69% | — | — | +41.33% |
| Top 20 Holdings Unweighted | +8.09% | +26.30% | — | — | +5.22% |
Clientfirst Wealth Management, LLC reports $121.74M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are DDS (47.0%), IWF (11.5%) and SPY (4.9%). The top 20 holdings account for 90.56% of reported assets. Its disclosed equity book has returned +62.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clientfirst Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1915494). View Clientfirst Wealth Management, LLC’s 13F filings on SEC