Clientfirst Wealth Management, LLC: 13F holdings
CIK 19154942026Q2
| Positions | 53 |
|---|
| Reported value | $121.7m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 53 (+3 vs prior quarter) |
|---|
| Reported value | $121.7m (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DDS DILLARDS INC | 108,160 | $57.2m | 46.9% |
| IWF ISHARES TR | 112,336 | $13.9m | 11.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,950 | $5.9m | 4.9% |
| VOO VANGUARD INDEX FDS | 6,902 | $4.7m | 3.9% |
| AAPL APPLE INC | 15,002 | $4.3m | 3.6% |
| IWD ISHARES TR | 14,479 | $3.5m | 2.9% |
| IWM ISHARES TR | 11,603 | $3.5m | 2.9% |
| VEA VANGUARD TAX-MANAGED FDS | 38,974 | $2.8m | 2.3% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 3,741 | $2.6m | 2.2% |
| VOOV VANGUARD ADMIRAL FDS INC | 10,005 | $2.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1915494")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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