Clientfirst Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$138,191
Net value change ($000)
+16,448 (13.5%)
New positions
1
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DDS 15,273 26.7%
AAPL 655 15.1%
PLTR 323 60.5%
IBIT 314 42.1%
ARKG 313 31.5%
FETH 218 NEW
FBTC 210 42.0%
BMNR 148 90.8%
VOO 92 1.9%
IWF 91 0.7%
Top Reduces (Value $000, Stocks/ETFs)
IWM -310 -8.9%
IWO -233 -100.0%
CAT -220 -23.8%
BNDX -203 -100.0%
MDY -174 -6.6%
TSLA -112 -15.6%
XLU -59 -13.2%
VEA -54 -1.9%
RWR -50 -7.1%
INTC -48 -13.8%
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