Notify me when Clientfirst Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 50 | $124,555,013 | +$1,086,166 | -$804,437 | +$281,729 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 06 Feb 2026, 12:49 |
| Q3 2025 | 48 | $124,945,722 | +$2,045,741 | -$1,139,429 | +$906,312 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 12 Nov 2025, 19:12 |
| Q2 2025 | 48 | $97,853,530 | +$782,865 | -$2,401,886 | -$1,619,021 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 14 Aug 2025, 15:43 |
| Q1 2025 | 46 | $88,207,765 | +$597,564 | -$373,442 | +$224,122 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 30 Apr 2025, 17:33 |
| Q4 2024 | 47 | $98,856,416 | $0 | $0 | $0 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 28 Jan 2025, 12:28 |
| Q3 2023 | 32 | $82,258,313 | +$1,842,461 | -$3,506,861 | -$1,664,400 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 07 Nov 2023, 20:33 |
| Q2 2023 | 32 | $84,063,900 | +$2,695,740 | $0 | +$2,695,740 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 20 Jul 2023, 10:19 |
| Q1 2023 | 24 | $75,069,639 | +$67,410 | -$1,266,229 | -$1,198,819 | DDS, IWF, SPY, VOO, AAPL | 13F-HR | 20 Apr 2023, 21:43 |
| Q4 2022 | 26 | $78,761,649 | +$233,800 | -$1,335,580 | -$1,101,780 | DDS, IWF, SPY, VOO, IWD | 13F-HR | 14 Feb 2023, 15:31 |
| Q3 2022 | 25 | $80,400,000 | +$683,043 | -$3,379,483 | -$2,696,440 | DDS, IWF, SPY, VOO, IWD | 13F-HR | 14 Nov 2022, 08:35 |
| Q2 2022 | 27 | $65,749,000 | +$991,801 | -$25,420,706 | -$24,428,905 | DDS, IWF, SPY, VOO, IWD | 13F-HR | 15 Aug 2022, 10:15 |
| Q1 2022 | 30 | $108,587,000 | $0 | -$7,276 | -$7,276 | DDS, IWF, SPY, AAPL, VOO | 13F-HR | 12 May 2022, 21:34 |
| Q4 2021 | 30 | $108,881,000 | $0 | $0 | $0 | DDS, IWF, SPY, AAPL, VOO | 13F-HR | 01 Apr 2022, 16:47 |