Clientfirst Wealth Management, LLC - Portfolio overview

Clientfirst Wealth Management, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DDS - DILLARDS INC, 51.94%
2. IWF - ISHARES TR, 10.12%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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