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Portfolio (Quarterly) Guide ↗

Client First Capital LLC

· CIK 0001822065
13F Portfolio $231M AUM 28 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 10 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 76,863.0 $44.4M 19.25% +644.0 +0.8% $577.18 +27.4%
2 IVV ISHARES TR 47,741.0 $31.2M 13.53% +4K +9.5% $653.21 +16.1%
3 USFR WISDOMTREE TR 468,583.0 $23.6M 10.23% +17K +3.8% $50.34 -0.0%
4 ISHARES TR 90,423.0 $2.5M 1.10% +13K +17.1% $28.16

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.9%
Consumer Cyclical 1.0%
Healthcare 1.0%
Technology 0.7%
Industrials 0.6%
Communication Services 0.4%
Consumer Defensive 0.3%