Clientfirst Wealth Management
Clientfirst Wealth Management reported 53 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are DDS (47.0%), IWF (11.5%) and SPY (4.9%). Compared with Q1 2026, the fund opened new positions in INTC, IJR and IWO, added to IWF, ARKG and IBIT, trimmed VOO and sold out of MSTR and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DDS Dillards Inc | $57.2M | 47.0% | 108K | No change | 7 of 7 | |
| 2 |  IWF Ishares TR | $13.9M | 11.5% | 112K | +84K (+297%) | 7 of 7 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $5.9M | 4.9% | 7,950 | No change | 7 of 7 | |
| 4 |  VOO Vanguard S&P 500 ETF | $4.7M | 3.9% | 6,902 | −18 (−0%) | 7 of 7 | |
| 5 |  AAPL Apple Inc | $4.3M | 3.6% | 15K | No change | 7 of 7 | |
| 6 |  IWD Ishares TR | $3.5M | 2.9% | 14K | No change | 7 of 7 | |
| 7 |  IWM Ishares TR | $3.5M | 2.9% | 12K | No change | 7 of 7 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $2.8M | 2.3% | 39K | No change | 7 of 7 | |
| 9 |  MDY Spdr S&P Midcap 400 ETF TR | $2.6M | 2.2% | 3,741 | No change | 7 of 7 | |
| 10 |  VOOV Vanguard S&P 500 Value ETF | $2.2M | 1.8% | 10K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clientfirst Wealth Management 13F FAQ
What does Clientfirst Wealth Management own?
Clientfirst Wealth Management reported 53 stocks worth $122M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are DDS (47.0%), IWF (11.5%) and SPY (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Clientfirst Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 4 added to, 1 trimmed and 2 sold out. New positions include INTC, IJR and IWO. It sold all of MSTR and XOM.
When will Clientfirst Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clientfirst Wealth Management's portfolio worth?
The Q2 2026 filing reports $122M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.