Client First Capital LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $45.9M, Ishares Tr with a value of $37.3M, Wisdomtree Floating Rate Treas with a value of $25.4M, Ishares Core S&P 500 ETF with a value of $24M, and Ishares Msci Usa Quality Facto with a value of $23.9M.

Examining the 13F form we can see an increase of $8.43M in the current position value, from $207M to 215M.

Below you can find more details about Client First Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $215 Million
ETFs: $214 Million
Healthcare: $526,000
Industrials: $360,000
Technology: $241,000
Financial Services: $203,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $215 Million
  • Prior Value $207 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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