account_balance

Investment manager · 13F filer · SEC CIK 1822065

Client First Capital LLC

Reported value$251Mas of Sep 30, 2026
Positions33 7 new, 0 sold out
Top 10 weight78.0%QQQ alone is 21%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 21.3% Trimmed −6%
IVV iShares Tr 13.6% Trimmed −7%
QUAL iShares Tr 10.4% Trimmed −4%
SHV iShares Tr 9.7% Trimmed −20%
GLD SPDR Gold Trust 8.1% Added +35%
CLOA BlackRock ETF Trust II 3.7% Added +31%
USFR Wisdomtree Tr 3.0% Trimmed −67%
OEF iShares Tr 2.8% Trimmed −7%
EMXC iShares Inc 2.7% Trimmed −5%
XLI Select Sector SPDR Tr 2.6% Added +3%
XLC Select Sector SPDR Tr 2.6% Held
XLP Select Sector SPDR Tr 2.5% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • XLB $6.2M
  • XOP $3.67M
  • DBMF $3.62M
  • SHYG $3.5M
arrow_upwardAdded
  • SPY +801%
  • GLD +35%
  • CLOA +31%
  • XLP +7%
arrow_downwardTrimmed
  • USFR −67%
  • SHV −20%
  • OEF −7%
  • IVV −7%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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