Institutional Fund
Clientfirst Wealth Management, LLC
Little Rock, ARCIK 19154945 filings on record
Portfolio Value
$118.49M
Q1 2026
Holdings
50
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-4.9%
from $124.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dillards Inc52.2%
- Ishares Tr10.2%
- Spdr S&P 500 ETF Tr4.4%
- Vanguard Index Fds3.5%
- Apple Inc3.2%
- Ishares Tr2.6%
- Other24.0%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dillards Inc | 108.1K | $61.85M | 52.2% | 0 | Held |
| 2 | Ishares Tr | 28.3K | $12.05M | 10.2% | 0 | Held |
| 3 | Spdr S&P 500 ETF Tr | 8.0K | $5.17M | 4.4% | 0 | Held |
| 4 | Vanguard Index Fds | 6.9K | $4.14M | 3.5% | 0 | Held |
| 5 | Apple Inc | 15.0K | $3.81M | 3.2% | +600 | Added |
| 6 | Ishares Tr | 14.5K | $3.09M | 2.6% | 0 | Held |
| 7 | Ishares Tr | 11.6K | $2.88M | 2.4% | 0 | Held |
| 8 | Vanguard Tax-Managed Fds | 39.0K | $2.50M | 2.1% | +500 | Added |
| 9 | Spdr S&P Midcap 400 ETF Tr | 3.7K | $2.31M | 1.9% | 0 | Held |
| 10 | Vanguard Admiral Fds Inc | 10.0K | $2.04M | 1.7% | 0 | Held |
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