Clientfirst Wealth Management, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 121,743
- 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 | 7/30/2026 | 53 | 121,743 | 13F-HR | Clientfirst Wealth Management, LLC |
| Q1 2026 | 5/1/2026 | 50 | 118,486 | 13F-HR | Clientfirst Wealth Management, LLC |
| Q4 2025 | 2/6/2026 | 50 | 124,555 | 13F-HR | Clientfirst Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 48 | 124,946 | 13F-HR | Clientfirst Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 48 | 97,854 | 13F-HR | Clientfirst Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67 K | 55.0% | 0 | 3.786 K | -3.786 K |
| ETFs | 54.4 K | 44.7% | 7.044 K | 0 | 7.044 K |
| Debt | 346 | 0.3% | 0 | 2 | -2 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
121,743
Holdings
53
QoQ value change ($000)
3,257
(2.7%)
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.