Clientfirst Wealth Management, LLC

CIK

1915494

Location

LITTLE ROCK, AR

Portfolio Value

Micro $79,399,058

Diversification

Highly concentrated

Filing Date

Global Rank

#5,796 / 8,232 ▲ 161

Top Industry

Department Stores 88.1%

3Y Alpha vs SPY

+6.1%

Period ended 2 months ago

Filed May 1, 2026 · 44d

14 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+104.4%

SPY

+76.3%

Annualised alpha

+6.1%

Max drawdown

−37.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

77.9%

+0.1 pts

Top 5

92.9%

+0.4 pts

Top 10

96.6%

+0.2 pts

HHI

6,146

Highly concentrated+20

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	79.1%	$62,789,594	3
Unclassified	11.6%	$9,192,812	6
Technology	6.3%	$5,019,639	4
Financial Services	1.0%	$796,816	2
Industrials	0.8%	$615,651	1
Real Estate	0.4%	$297,142	1
Consumer Defensive	0.4%	$283,358	1
Communication Services	0.3%	$203,678	1
Energy	0.3%	$200,368	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+600	15,002	$3,807,357
TSLA	Tesla, Inc.	+60	1,710	$635,692
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	Exxon Mobil Corp	1,181	$200,368
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
FETH	Fidelity Ethereum Fund	8,196	$242,683
BMNR	Bitmine Immersion Technologies, Inc.	8,375	$227,381
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $79,399,058 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DDS	Dillard's, Inc. Consumer Cyclical	Held	108,101	0	$61,845,663	−5.6%	77.89%
SPY	Spdr S&P 500 ETF Trust	Held	7,950	0	$5,170,203	−4.6%	6.51%
AAPL	Apple Inc. Technology	Added	15,002	+600	$3,807,357	−2.8%	4.80%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,741	0	$2,307,299	+2.2%	2.91%
PLTR	Palantir Technologies Inc. Technology	Held	4,580	0	$669,962	−17.7%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,710	+60	$635,692	−14.3%	0.80%
CAT	Caterpillar Inc Industrials	Held	869	0	$615,651	+23.7%	0.78%
IBIT	iShares Bitcoin Trust ETF	Held	15,890	0	$610,493	−22.6%	0.77%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	9,793	0	$578,080	−22.6%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,504	0	$442,416	−8.7%	0.56%
DBC	Invesco DB Commodity Index Tracking Fund	Held	12,520	0	$362,454	+29.5%	0.46%
PHYS	Sprott Physical Gold Trust Financial Services	Held	10,000	0	$354,400	+7.3%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,480	0	$308,239	−9.8%	0.39%
NVDA	Nvidia Corp Technology	Held	1,750	0	$305,200	−6.5%	0.38%
SPG	Simon Property Group Inc. Real Estate	Held	1,593	0	$297,142	+0.8%	0.37%
WMT	Walmart Inc. Consumer Defensive	Held	2,280	0	$283,358	+11.6%	0.36%
MSTR	Strategy Inc Technology	Held	1,900	0	$237,120	−17.9%	0.30%
META	Meta Platforms, Inc. Communication Services	Held	356	0	$203,678	−13.3%	0.26%
XOM	Exxon Mobil Corp Energy	NEW	1,181	NEW	$200,368	NEW	0.25%
ETHA	iShares Ethereum Trust ETF	Held	10,378	0	$164,283	−29.4%	0.21%