Clientfirst Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Clientfirst Wealth Management, LLC reported 47 stock positions worth $98.9 million. Its top holding was Dillards Class A (DDS) at 49.4% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 11.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001915494
- Portfolio Value
- $98.9M (Q4 2024)
- SEC Filing
- 0001085146-25-000541 ↗ filed Jan 28, 2025
Holdings Value
Holdings 47 stocks · $98.9M
| DDS Dillards Inc. Class A | 49.44% | 113,201 | $48.9M | — |
| IWF iShares Russell 1000 Growth | 11.48% | 28,264 | $11.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.66% | 7,861 | $4.6M | — |
| VOO Vanguard S&P 500 ETF | 3.74% | 6,870 | $3.7M | — |
| AAPL Apple Inc. | 3.62% | 14,272 | $3.6M | — |
| IWD iShares Russell 1000 Value E | 2.71% | 14,480 | $2.7M | — |
| IWM iShares Russell 2000 ETF | 2.53% | 11,340 | $2.5M | — |
| MDY State Street SPDR S&P Midcap | 2.16% | 3,741 | $2.1M | — |
| VOOV Vanguard S&P 500 Value ETF | 1.87% | 10,005 | $1.8M | — |
| VEA Vanguard Ftse Developed ETF | 1.78% | 36,712 | $1.8M | — |
| IVV iShares Core S&P 500 ETF | 1.42% | 2,391 | $1.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.96% | 11,556 | $947K | — |
| INDA iShares MSCI India ETF | 0.94% | 17,620 | $928K | — |
| RSP Invesco S&P 500 Equal Weight | 0.90% | 5,096 | $893K | — |
| IVE iShares S&P 500 Value ETF | 0.79% | 4,066 | $776K | — |
| PFF iShares Preferred & Income S | 0.78% | 24,594 | $773K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.63% | 6,252 | $618K | — |
| BSV Vanguard Short-Term Bond ETF | 0.50% | 6,437 | $497K | — |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 11,180 | $492K | — |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 5,900 | $446K | — |
| TSLA Tesla Inc. | 0.43% | 1,050 | $424K | — |
| IWN iShares Russell 2000 Value E | 0.40% | 2,431 | $399K | — |
| EFA iShares MSCI Eafe ETF | 0.40% | 5,250 | $397K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.40% | 4,324 | $393K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.40% | 4,808 | $392K | — |
| IBIT iShares Bitcoin Trust ETF | 0.39% | 7,225 | $383K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.38% | 4,924 | $373K | — |
| JPM JPMorgan Chase & Co. | 0.36% | 1,504 | $361K | — |
| AMZN Amazon.com Inc. | 0.33% | 1,480 | $325K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 1,100 | $319K | — |
| VXF Vanguard Extended Market ETF | 0.31% | 1,591 | $302K | — |
| CAT Caterpillar Inc. | 0.30% | 827 | $300K | — |
| DVY iShares Select Dividend ETF | 0.30% | 2,285 | $300K | — |
| XBI SS SPDR S&P Biotech ETF | 0.29% | 3,150 | $284K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.29% | 2,258 | $282K | — |
| SPG Simon Property Group Inc. | 0.28% | 1,593 | $274K | — |
| DBC Invesco DB Commodity Index T | 0.28% | 12,775 | $273K | — |
| IVW iShares S&P 500 Growth ETF | 0.25% | 2,472 | $251K | — |
| IWO iShares Russell 2000 Growth | 0.25% | 842 | $242K | — |
| SCHD Schwab US DVD Equity ETF | 0.24% | 8,700 | $238K | — |
| GDX Vaneck Gold Miners ETF | 0.24% | 7,000 | $237K | — |
| NVDA Nvidia Corp. | 0.24% | 1,750 | $235K | — |
| ARKG ARK Genomic Revolution ETF | 0.23% | 9,670 | $228K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.23% | 4,576 | $224K | — |
| META Meta Platforms Inc. Class A | 0.21% | 356 | $208K | — |
| WMT Walmart Inc. | 0.21% | 2,280 | $206K | — |
| PHYS Sprott Physical Gold Trust | 0.20% | 10,000 | $201K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $121.7M | DDS, IWF, SPY, VOO, AAPL |
| Q1 2026 | 50 | $118.5M | DDS, IWF, SPY, VOO, AAPL |
| Q4 2025 | 50 | $124.6M | DDS, IWF, SPY, VOO, AAPL |
| Q3 2025 | 48 | $124.9M | DDS, IWF, SPY, VOO, AAPL |
| Q2 2025 | 48 | $97.9M | DDS, IWF, SPY, VOO, AAPL |
| Q1 2025 | 46 | $88.2M | DDS, IWF, SPY, VOO, AAPL |
| Q4 2024 | 47 | $98.9M | DDS, IWF, SPY, VOO, AAPL |