Client First Investment Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $196 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Series Portfolios Tr Adaptiv S with a value of $96.5B, Ea Series Trust with a value of $18.7B, Proshares Ultra Semiconductors with a value of $11B, Proshares Ultra S&P 500 with a value of $10.2B, and Direxion Shs ETF Tr Daily Gold with a value of $7.72B.

Examining the 13F form we can see an increase of $33B in the current position value, from $163B to 196B.

Client First Investment Management LLC is based out at West Bend, WI

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

Portfolio value $196 Billion
ETFs: $55.4 Billion
Technology: $2.28 Billion
Healthcare: $1.74 Billion
Financial Services: $347 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $196 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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