account_balance
Investment manager · 13F filer · SEC CIK 1915494
Clientfirst Wealth Management, LLC
Reported value$138Mas of Sep 30, 2026
Positions52 1 new, 2 sold out
Top 10 weight84.2%DDS alone is 52%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DDSDillard's, Inc.
52.4%
IWFiShares Tr
10.2%
SPYSPDR S&P 500 ETF Trust
4.3%
AAPLApple Inc.
3.6%
VOOVanguard Index FDS
3.5%
IWDiShares Tr
2.6%
IWMiShares Tr
2.3%
VEAVanguard Tax-Managed FDS
2.0%
MDYSPDR S&P Midcap 400 ETF Trust
1.8%
VOOV1.6%
IVV1.3%
ARKG
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
DDS Dillard's, Inc. 52.4% Held
IWF iShares Tr 10.2% Held
SPY SPDR S&P 500 ETF Trust 4.3% Trimmed −3%AAPL Apple Inc. 3.6% HeldVOO Vanguard Index FDS 3.5% Held
IWD iShares Tr 2.6% Held
IWM iShares Tr 2.3% Held
VEA Vanguard Tax-Managed FDS 2.0% Held
MDY SPDR S&P Midcap 400 ETF Trust 1.8% HeldVOOV Vanguard Admiral FDS Inc 1.6% Held
IVV iShares Tr 1.3% Held
ARKG Ark ETF Tr 0.9% Added +2%
What changed
Biggest moves since Jun 30, 2026
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