Clientfirst Wealth Management, LLC

CIK

1915494

Location

LITTLE ROCK, AR

Portfolio Value

Micro $79,198,690

Diversification

Highly concentrated

Filing Date

Global Rank

#6,131 / 8,603 ▲ 50 · as of Mar 2026

Top Industry

Department Stores 88.3%

3Y Alpha vs SPY

+3.6%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

14 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+86.9%

SPY

+76.0%

Annualised alpha

+2.5%

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

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

Top Position

78.1%

+0.3 pts

Top 5

93.2%

+0.7 pts

Top 10

96.8%

+0.4 pts

HHI

6,177

Highly concentrated+51

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	79.3%	$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

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

No qualifying positions this quarter.

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

19 positions · $79,198,690 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive 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%	78.09%
SPY	Spdr S&P 500 ETF Trust	Held	7,950	0	$5,170,203	−4.6%	6.53%
AAPL	Apple Inc. Technology	Added	15,002	+600	$3,807,357	−2.8%	4.81%
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%	0.85%
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%	0.39%
SPG	Simon Property Group Inc. Real Estate	Held	1,593	0	$297,142	+0.8%	0.38%
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%
ETHA	iShares Ethereum Trust ETF	Held	10,378	0	$164,283	−29.4%	0.21%