13F Filings History of Clientfirst Wealth Management, LLC

Latest 13F filing: Q1 2026 - 01 May 2026
Latest reported 13F value: $118,486,226
Form 13F summary: Clientfirst Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Clientfirst Wealth Management, LLC reported 50 equity holdings with a total reported market value of $118,486,226 for Q1 2026. Top reported holdings included DILLARDS INC, ISHARES TR, STATE STR SPDR S&P 500 ETF T, VANGUARD INDEX FDS, and APPLE INC.
Largest 13F holdings: DILLARDS INC ISHARES TR STATE STR SPDR S&P 500 ETF T VANGUARD INDEX FDS APPLE INC VANGUARD TAX-MANAGED FDS STATE STR SPDR S&P MIDCAP 40 VANGUARD ADMIRAL FDS INC INVESCO EXCHANGE TRADED FD T PALANTIR TECHNOLOGIES INC VANECK ETF TRUST TESLA INC
+3 more
SPDR SERIES TRUST VANGUARD INTL EQUITY INDEX F CATERPILLAR INC
Manager signature: Edward Mahaffy III - President
Manager location: Little Rock, AR

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2026

Latest value

$118,486,226

Quarter delta

n/a

Accepted

01 May 2026, 15:16

Rows shown

1-1 of 1

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	50	$118,486,226	$0	$0	$0	DILLARDS INC, ISHARES TR, STATE STR SPDR S&P 500 ETF T, VANGUARD INDEX FDS, APPLE INC	13F-HR	01 May 2026, 15:16