Client First Capital LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 230,524
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.137 K
(1.4% of total reported value)
· QoQ Δ:
-42
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.43 K | 11.6% | 0 | 158.9 K | -158.9 K |
| ETFs | 201 K | 88.4% | 152.2 K | 0 | 152.2 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
230,524
Holdings
28
QoQ value change ($000)
-6,713
(-2.8%)
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.