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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clientfirst Wealth Management, LLC

Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001915494-26-000001

Total Value
$124.6M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1DILLARDS INC254067101108,101$65.5M52.62%
2ISHARES TR46428761428,264$13.4M10.74%
3SPDR S&P 500 ETF TRSPY7,950$5.4M4.35%
4VANGUARD INDEX FDS9229083636,920$4.3M3.48%
5APPLE INCAAPL14,402$3.9M3.14%
6ISHARES TR46428759814,479$3.0M2.45%
7ISHARES TR46428765511,603$2.9M2.29%
8VANGUARD TAX-MANAGED FDS92194385838,474$2.4M1.93%
9SPDR S&P MIDCAP 400 ETF TRMDY3,741$2.3M1.81%
10VANGUARD ADMIRAL FDS INC92193270310,005$2.0M1.65%
11ISHARES TR4642872002,391$1.6M1.31%
12INVESCO EXCHANGE TRADED FD TIVZ5,096$976,1900.78%
13ISHARES TR46428745711,689$968,0830.78%
14ISHARES TR4642874084,066$862,2770.69%
15PALANTIR TECHNOLOGIES INCPLTR4,580$814,0950.65%
16ISHARES BITCOIN TRUST ETFIBIT15,890$788,9390.63%
17FIDELITY WISE ORIGIN BITCOINFBTC9,793$746,5200.60%
18TESLA INCTSLA1,650$742,0380.60%
19ARK ETF TR00214Q30222,800$660,5160.53%
20ISHARES TR46428868719,944$617,4660.50%
21SPDR SERIES TRUST78464A6076,252$614,1340.49%
22VANGUARD INTL EQUITY INDEX F92204285811,180$601,0370.48%
23VANECK ETF TRUST92189F1067,000$600,3900.48%
24CATERPILLAR INCCAT869$497,8240.40%
25JPMORGAN CHASE & CO.VYLD1,504$484,6190.39%
26ISHARES TR4642874654,930$473,4280.38%
27ISHARES TR46429B5988,485$458,6140.37%
28SELECT SECTOR SPDR TR81369Y8869,848$420,4110.34%
29ISHARES TR4642876064,324$418,9090.34%
30VANGUARD INDEX FDS9229087691,100$368,7970.30%
31VANGUARD BD INDEX FDS9219378274,437$349,6800.28%
32AMAZON COM INCAMZN1,480$341,6140.27%
33VANGUARD INDEX FDS9229086521,591$332,7100.27%
34SPROTT ASSET MANAGEMENT LPSII10,000$330,2000.27%
35NVIDIA CORPORATIONNVDA1,750$326,3750.26%
36ISHARES TR4642871682,285$322,5050.26%
37ISHARES TR4642873092,472$304,6990.24%
38ISHARES TR4642877052,258$297,1300.24%
39SIMON PPTY GROUP INC NEW8288061091,593$294,8800.24%
40STRATEGY INCSTRK1,900$288,7050.23%
41INVESCO DB COMMDY INDX TRCKIVZ12,520$279,9470.22%
42ISHARES TR4642876301,430$259,1300.21%
43WALMART INCWMT2,280$254,0150.20%
44FIDELITY ETHEREUM FD31613E1038,196$242,6840.19%
45SCHWAB STRATEGIC TR8085247978,700$238,6410.19%
46META PLATFORMS INCMETA356$234,9920.19%
47ISHARES ETHEREUM TR46438R10510,378$232,7790.19%
48ARK ETF TR00214Q1043,000$230,7600.19%
49BITMINE IMMERSION TECNOLOGIE09175A2068,375$227,3810.18%
50VANGUARD CHARLOTTE FDS92203J4074,201$202,9920.16%