13F Filings History of Clientfirst Wealth Management, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$124,555,013
Signature - Title
Edward Mahaffy III - President
Location
Little Rock, AR
Summary
This page shows a list of all the recent 13F filings made by Clientfirst Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clientfirst Wealth Management, LLC reported 50 stock holdings with total value $124,555,013 as of Q4 2025. Top holdings included DDS, IWF, SPY, VOO, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $124,555,013 +$1,086,167 -$804,437 +$281,730 DDS, IWF, SPY, VOO, AAPL 13F-HR 06 Feb 2026, 12:49
Q3 2025 48 $124,945,722 +$2,045,740 -$1,139,429 +$906,311 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 34 $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 +$2,695,740 DDS, IWF, SPY, VOO, AAPL 13F-HR 20 Jul 2023, 10:19
Q1 2023 24 $75,069,639 +$67,410 -$830,744 -$763,334 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, 14:31
Q3 2022 24 $80,400,000 +$683,043 -$880,483 -$197,440 DDS, IWF, SPY, VOO, IWD 13F-HR 14 Nov 2022, 07:35
Q2 2022 27 $65,749,000 +$991,801 -$24,588,702 -$23,596,901 DDS, IWF, SPY, VOO, IWD 13F-HR 15 Aug 2022, 10:15
Q1 2022 30 $108,587,000 -$33,367 -$33,367 DDS, IWF, SPY, AAPL, VOO 13F-HR 12 May 2022, 21:34
Q4 2021 28 $108,881,000 $0 DDS, IWF, SPY, AAPL, VOO 13F-HR 01 Apr 2022, 16:47