Clientfirst Wealth Management, LLC - Portfolio Stock Holdings

Clientfirst Wealth Management, LLC disclosed 55 stock positions in a recent SEC 13F filing. $121,742,656 of stock holdings were filed, with the largest holdings including DDS, IWF, and SPY. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $302,840,183 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.