Clientfirst Wealth Management, LLC - Portfolio Stock Holdings
Clientfirst Wealth Management, LLC disclosed 54 stock positions in a recent SEC 13F filing. $138,604,932 of stock holdings were filed, with the largest holdings including DDS, IWF, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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.
Report Period:
Sept. 30, 2026No. of Stocks:
54Est. Stock Holding Value:
$138,604,932Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clientfirst Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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