Clientfirst Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$97.9B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DDSDILLARDS INC | 108,282 | $45.2B | 46.24% | |
| 2 | IWFISHARES TR | 28,264 | $12.0B | 12.26% | |
| 3 | SPYSPDR S&P 500 ETF TR | 7,950 | $4.9B | 5.02% | |
| 4 | VOOVANGUARD INDEX FDS | 6,920 | $3.9B | 4.02% | |
| 5 | AAPLAPPLE INC | 14,402 | $3.0B | 3.02% | |
| 6 | IWDISHARES TR | 14,479 | $2.8B | 2.87% | |
| 7 | IWMISHARES TR | 11,153 | $2.4B | 2.46% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 38,912 | $2.2B | 2.27% | |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,741 | $2.1B | 2.17% | |
| 10 | VOOVVANGUARD ADMIRAL FDS INC | 10,005 | $1.9B | 1.93% | |
| 11 | IVVISHARES TR | 2,391 | $1.5B | 1.52% | |
| 12 | INDAISHARES TR | 17,620 | $981.1M | 1.00% | |
| 13 | SHYISHARES TR | 11,556 | $957.5M | 0.98% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 5,096 | $926.1M | 0.95% | |
| 15 | IVEISHARES TR | 4,066 | $794.6M | 0.81% | |
| 16 | PFFISHARES TR | 24,494 | $751.5M | 0.77% | |
| 17 | PLTRPALANTIR TECHNOLOGIES INC | 4,580 | $624.3M | 0.64% | |
| 18 | RWRSPDR SERIES TRUST | 6,252 | $602.9M | 0.62% | |
| 19 | IBITISHARES BITCOIN TRUST ETF | 9,826 | $601.4M | 0.61% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 11,180 | $553.0M | 0.57% | |
| 21 | TSLATESLA INC | 1,650 | $524.1M | 0.54% | |
| 22 | BSVVANGUARD BD INDEX FDS | 6,437 | $506.6M | 0.52% | |
| 23 | EFAISHARES TR | 5,250 | $469.3M | 0.48% | |
| 24 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,888 | $459.4M | 0.47% | |
| 25 | JPMJPMORGAN CHASE & CO. | 1,504 | $436.0M | 0.45% | |
| 26 | XLUSELECT SECTOR SPDR TR | 4,924 | $402.1M | 0.41% | |
| 27 | IJKISHARES TR | 4,324 | $393.4M | 0.40% | |
| 28 | GDXVANECK ETF TRUST | 7,000 | $364.4M | 0.37% | |
| 29 | ARKGARK ETF TR | 14,825 | $361.0M | 0.37% | |
| 30 | VTIVANGUARD INDEX FDS | 1,100 | $334.3M | 0.34% | |
| 31 | AMZNAMAZON COM INC | 1,480 | $324.7M | 0.33% | |
| 32 | CATCATERPILLAR INC | 827 | $321.1M | 0.33% | |
| 33 | VXFVANGUARD INDEX FDS | 1,591 | $306.6M | 0.31% | |
| 34 | IWNISHARES TR | 1,930 | $304.5M | 0.31% | |
| 35 | AQLTISHARES TR | 2,285 | $303.5M | 0.31% | |
| 36 | IJJISHARES TR | 2,258 | $279.0M | 0.29% | |
| 37 | DBCINVESCO DB COMMDY INDX TRCK | 12,775 | $278.6M | 0.28% | |
| 38 | NVDANVIDIA CORPORATION | 1,750 | $276.5M | 0.28% | |
| 39 | IVWISHARES TR | 2,472 | $272.2M | 0.28% | |
| 40 | METAMETA PLATFORMS INC | 356 | $262.8M | 0.27% | |
| 41 | XBISPDR SERIES TRUST | 3,150 | $261.2M | 0.27% | |
| 42 | SPGSIMON PPTY GROUP INC NEW | 1,593 | $256.1M | 0.26% | |
| 43 | PHYS/USPROTT PHYSICAL GOLD TR | 10,000 | $253.5M | 0.26% | |
| 44 | IWOISHARES TR | 841 | $240.4M | 0.25% | |
| 45 | WMTWALMART INC | 2,365 | $231.3M | 0.24% | |
| 46 | SCHDSCHWAB STRATEGIC TR | 8,700 | $230.6M | 0.24% | |
| 47 | BNDXVANGUARD CHARLOTTE FDS | 4,576 | $226.6M | 0.23% | |
| 48 | ARKKARK ETF TR | 3,000 | $210.9M | 0.22% |