Client First Capital LLC - Portfolio overview

Client First Capital LLC has 30 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Healthcare.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 18.00%
2. SHV - ISHARES TR, 12.79%
3. IVV - ISHARES TR, 12.65%

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

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