Client First Capital LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 251,125
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 28 | 251,125 | 13F-HR | Client First Capital LLC |
| Q1 2026 | 4/24/2026 | 28 | 230,524 | 13F-HR | Client First Capital LLC |
| Q4 2025 | 1/26/2026 | 27 | 237,237 | 13F-HR | Client First Capital LLC |
| Q3 2025 | 11/5/2025 | 22 | 224,473 | 13F-HR | Client First Capital LLC |
| Q2 2025 | 8/8/2025 | 23 | 213,588 | 13F-HR | Client First Capital LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.35 K
(1.3% of total reported value)
· QoQ Δ:
+213
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.31 K | 10.6% | 0 | 113 | -113 |
| ETFs | 221.5 K | 89.4% | 20.5 K | 0 | 20.5 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
251,125
Holdings
28
QoQ value change ($000)
20,601
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.