Clientfirst Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$124,555
Net value change ($000)
-391 (-0.3%)
New positions
2
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSTR 289 NEW
AAPL 248 6.8%
ARKG 243 58.1%
BMNR 227 NEW
IWF 138 1.0%
SPY 125 2.4%
CAT 103 26.1%
VOO 102 2.4%
IWD 98 3.3%
VEA 71 3.0%
Top Reduces (Value $000, Stocks/ETFs)
DDS -880 -1.3%
FETH -343 -58.5%
IBIT -317 -28.7%
ETHA -289 -55.4%
INDA -139 -23.2%
FBTC -85 -10.2%
PFF -58 -8.6%
ARKK -28 -10.8%
META -26 -10.0%
BNDX -23 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type