Client First Investment Management
$237M 13F equity value
36 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Client First Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ADPV | SERIES PORTFOLIOS TR | 2,465,652 | $119M | 50.2% |
| SSO | PROSHARES TR | 544,551 | $37M | 15.5% |
| BOXX | EA SERIES TRUST | 154,198 | $18M | 7.6% |
| UWM | PROSHARES TR | 119,587 | $8M | 3.4% |
| PULS | PGIM ETF TR | 146,204 | $7M | 3.1% |
| SOXL | DIREXION SHARES ETF TRUST | 15,022 | $4M | 1.7% |
| FALN | ISHARES TR | 139,127 | $4M | 1.6% |
| VEMY | VIRTUS ETF TR II | 130,099 | $4M | 1.6% |
| FLRT | PACER FDS TR | 75,741 | $4M | 1.5% |
| CVRT | CALAMOS ETF TR | 62,004 | $3M | 1.3% |
Track Client First Investment Management's 13F portfolio: $237M in reported holdings, 36 positions. Top holdings and quarterly changes on SentiSense.
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