Clientfirst Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$118,486
Net value change ($000)
-6,069 (-4.9%)
New positions
2
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLE 272 NEW
XOM 200 NEW
CAT 118 23.7%
VEA 94 3.9%
DBC 82 29.3%
MDY 50 2.2%
IWD 48 1.6%
GDX 42 7.0%
XLU 32 7.6%
WMT 29 11.4%
Top Reduces (Value $000, Stocks/ETFs)
DDS -3,700 -5.6%
IWF -1,325 -9.9%
SPY -251 -4.6%
FETH -243 -100.0%
BMNR -227 -100.0%
VOO -205 -4.7%
IBIT -179 -22.7%
FBTC -169 -22.6%
PLTR -144 -17.7%
AAPL -108 -2.8%
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