Clientfirst Wealth Management, LLC
Clientfirst Wealth Management, LLC reported 53 holdings worth US$122M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Clientfirst Wealth Management, LLC reported 53 holdings worth US$122M as of Jun 30, 2026. Largest: Dillard's, Inc., Apple Inc and Caterpillar, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$122M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dillard's, Inc. | 108K | US$57.2M | 46.9% |
| Apple Inc | 15,002 | US$4.34M | 3.6% |
| Caterpillar, Inc. | 869 | US$925K | 0.76% |
| Tesla, Inc. | 1,710 | US$719K | 0.59% |
| Palantir Technologies Inc. | 4,580 | US$534K | 0.44% |
| Jp Morgan Chase & Co. | 1,504 | US$492K | 0.40% |
| Simon Property Group, Inc. | 1,593 | US$356K | 0.29% |
| Amazon.com, Inc. | 1,480 | US$353K | 0.29% |
| Nvidia Corporation | 1,750 | US$350K | 0.29% |
| Intel Corporation | 2,500 | US$349K | 0.29% |
| Walmart Inc. | 2,280 | US$258K | 0.21% |
| Meta Platforms, Inc. | 356 | US$201K | 0.16% |
| Bitmine Immersion Technologies, Inc. | 12,275 | US$163K | 0.13% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |