CLIENTFIRST WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DDS | 108K | $61.85M |
 | AAPL | 15K | $3.81M |
 | PLTR | 5K | $669.96K |
 | WMT | 2K | $283.36K |
 | MSTR | 2K | $237.12K |
 | NVDA | 2K | $305.20K |
 | TSLA | 2K | $635.69K |
 | SPG | 2K | $297.14K |
 | JPM | 2K | $442.42K |
 | AMZN | 1K | $308.24K |
 | XOM | 1K | $200.37K |
 | CAT | 869 | $615.65K |
 | META | 356 | $203.68K |
Dillard's, Inc.
DDS
Shares Held
108K
Value
$61.85M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.81M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$669.96K
Walmart Inc.
WMT
Shares Held
2K
Value
$283.36K
Strategy Inc
MSTR
Shares Held
2K
Value
$237.12K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$305.20K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$635.69K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$297.14K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$442.42K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$308.24K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$200.37K
Caterpillar Inc.
CAT
Shares Held
869
Value
$615.65K
Meta Platforms, Inc.
META
Shares Held
356
Value
$203.68K