Clientfirst Wealth Management, LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing reveals a total investment value of approximately $138.2 million, showcasing the firm’s strategic asset allocation in a competitive financial environment.

The filing, submitted on November 4, 2026, indicates that Clientfirst Wealth Management is actively managing a diverse portfolio. The firm’s investments include significant stakes in major companies such as Apple Inc., Amazon.com Inc., and Tesla Inc., among others. This reflects the growing trend among wealth management firms to optimize their investment strategies to maximize returns for their clients.

Background

Clientfirst Wealth Management, LLC is a financial services firm based in Little Rock, Arkansas. The firm specializes in wealth management and investment advisory services. It operates under the SEC file number 028-22398 and is categorized as an 'other' entity type. The firm has been consistently filing its 13F-HR reports, with its latest submission being part of a series of filings dating back to February 2026.

What the Filing Says

The 13F-HR filing indicates that Clientfirst Wealth Management reported a total of 52 different securities in its portfolio. The total value of these holdings is approximately $138,191,347. The filing does not specify any confidential omitted information, suggesting transparency in the firm’s investment strategy.

Impact

This filing may impact various stakeholders, including clients of Clientfirst Wealth Management who rely on the firm’s investment expertise. Additionally, the reported holdings in well-known companies may influence the broader wealth management industry as firms analyze competitors’ strategies and performance.

What's Next

The filing does not say what happens next, but it is expected that Clientfirst Wealth Management will continue to monitor and adjust its investment strategies based on market conditions and client needs.