Client First Investment Management LLC
All 13F Filings
- Location
- West Bend, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 210,091
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 24 | 210,091 | 13F-HR | Client First Investment Management LLC |
| Q2 2026 | 7/8/2026 | 28 | 237,295 | 13F-HR | Client First Investment Management LLC |
| Q1 2026 | 4/10/2026 | 16 | 192,370 | 13F-HR | Client First Investment Management LLC |
| Q4 2025 | 2/9/2026 | 30 | 190,657 | 13F-HR | Client First Investment Management LLC |
| Q3 2025 | 10/15/2025 | 39 | 196,039 | 13F-HR | Client First Investment Management LLC |
| Q2 2025 | 7/9/2025 | 26 | 163,018 | 13F-HR | Client First Investment Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129 K | 61.4% | 0 | 20.92 K | -20.92 K |
| ETFs | 78.19 K | 37.2% | 0 | 8.043 K | -8.043 K |
| Debt | 2.923 K | 1.4% | 1.764 K | 0 | 1.764 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
210,091
Holdings
24
QoQ value change ($000)
-27,204
(-11.5%)
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.