Clientfirst Wealth Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 75.8% | $58,225,876 |
| Unclassified | 13.4% | $10,271,385 |
| Technology | 7.3% | $5,574,558 |
| Financial Services | 1.2% | $957,384 |
| Industrials | 1.2% | $925,398 |
| Real Estate | 0.5% | $356,274 |
| Consumer Defensive | 0.3% | $258,232 |
| Communication Services | 0.3% | $200,531 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 38,974 | $2,497,453 | |
| VXF | Vanguard Extended Market ETF | 1,591 | $327,427 | |
| MSTR | Strategy Inc | 1,900 | $237,120 | |
| BNDX | Vanguard Total International Bond ETF | 4,201 | $201,858 | |
| XOM | ExxonMobil Holdings Corp | 1,181 | $200,368 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DDS |
Dillard's, Inc.
Consumer Cyclical
|
Added | 108,160 | $57,153,907 | 74.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 7,950 | $5,936,821 | 7.73% | |
| AAPL |
Apple Inc.
Technology
|
Held | 15,002 | $4,340,978 | 5.65% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 3,741 | $2,631,194 | 3.43% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 869 | $925,398 | 1.21% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 22,417 | $746,261 | 0.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,710 | $719,226 | 0.94% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 4,580 | $534,348 | 0.70% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 9,793 | $499,932 | 0.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,504 | $492,304 | 0.64% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 1,593 | $356,274 | 0.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,480 | $352,743 | 0.46% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,750 | $350,157 | 0.46% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,500 | $349,075 | 0.45% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Held | 12,520 | $333,783 | 0.43% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 10,000 | $301,700 | 0.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,280 | $258,232 | 0.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 356 | $200,531 | 0.26% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
NEW | 12,275 | $163,380 | 0.21% | |
| ETHA |
iShares Ethereum Trust ETF
|
Held | 10,378 | $123,394 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.