Quick Takeaways
- Client First Capital LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $227,387,278.
13F Filings History of Client First Capital LLC
- Latest 13F report
- Q1 2026 - 27 Apr 2026
- Value $
- $227,387,278
- Signature - Title
- Amar Shah - Manager
- Location
- San Diego, CA
- Summary
- This page shows a list of all the recent 13F filings made by Client First Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Client First Capital LLC reported 26 stock holdings with total value $227,387,278 as of Q1 2026. Top holdings included QQQ, SHV, IVV, QUAL, and USFR.
Follow Filing Activity
Follow Client First Capital LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 24 Apr 2026, 17:31.
- Reported value moved from $234,057,535 to $227,387,278.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 26 | $227,387,278 | +$29,404,125 | -$31,161,986 | -$1,757,861 | QQQ, SHV, IVV, QUAL, USFR | 13F-HR | 24 Apr 2026, 17:31 |
| Q4 2025 | 25 | $234,057,535 | +$8,898,723 | -$3,912,429 | +$4,986,294 | QQQ, SHV, IVV, QUAL, USFR | 13F-HR | 23 Jan 2026, 18:43 |
| Q3 2025 | 22 | $224,472,593 | +$10,930,903 | -$11,840,296 | -$909,393 | QQQ, SHV, USFR, IVV, QUAL | 13F-HR | 05 Nov 2025, 12:21 |
| Q2 2025 | 22 | $212,978,629 | +$25,584,920 | -$23,953,819 | +$1,631,101 | QQQ, SHV, IVV, QUAL, USFR | 13F-HR | 08 Aug 2025, 12:12 |
| Q1 2025 | 18 | $195,181,692 | +$30,015,325 | -$26,175,044 | +$3,840,281 | SHV, QQQ, IVV, QUAL, GLD | 13F-HR | 29 Apr 2025, 18:46 |
| Q4 2024 | 19 | $194,529,590 | +$21,487,083 | -$10,057,978 | +$11,429,105 | QQQ, SHV, IVV, GLD, QUAL | 13F-HR | 14 Jan 2025, 20:36 |
| Q3 2024 | 19 | $180,935,575 | +$16,958,968 | -$8,899,081 | +$8,059,887 | SHV, QQQ, IVV, BIL, GLD | 13F-HR | 15 Oct 2024, 17:25 |
| Q2 2024 | 18 | $166,059,736 | +$42,978,858 | -$23,722,122 | +$19,256,736 | SHV, QQQ, IVV, QUAL, GLD | 13F-HR | 16 Jul 2024, 17:39 |
| Q1 2024 | 14 | $142,738,918 | +$55,154,151 | -$52,217,957 | +$2,936,194 | SHV, QQQ, IVV, QUAL, GLD | 13F-HR | 15 Apr 2024, 21:06 |
| Q4 2023 | 21 | $137,618,999 | +$4,315,632 | -$11,550,723 | -$7,235,091 | SHV, SHY, QQQ, GLD, QUAL | 13F-HR | 12 Jan 2024, 20:35 |
| Q3 2023 | 20 | $138,183,874 | +$11,074,097 | -$4,006,507 | +$7,067,590 | SHV, SHY, QQQ, GLD, XLP | 13F-HR | 10 Oct 2023, 21:00 |
| Q2 2023 | 22 | $134,690,719 | +$9,129,519 | -$7,725,977 | +$1,403,542 | SHV, SHY, QQQ, GLD, XLP | 13F-HR | 17 Jul 2023, 21:54 |
| Q1 2023 | 22 | $130,935,506 | +$26,969,395 | -$28,258,646 | -$1,289,251 | SHY, SHV, UUP, QQQ, GLD | 13F-HR | 12 Apr 2023, 21:53 |
| Q4 2022 | 22 | $127,846,807 | +$217,281 | -$14,485,521 | -$14,268,240 | SHY, XLU, QQQ, GLD, UUP | 13F-HR | 25 Jan 2023, 07:39 |
| Q3 2022 | 21 | $136,447,000 | +$22,491,445 | -$10,007,055 | +$12,484,390 | SHY, UUP, QQQ, XLU, GLD | 13F-HR | 11 Oct 2022, 19:56 |
| Q2 2022 | 23 | $130,163,000 | +$10,504,421 | -$14,216,657 | -$3,712,236 | SHY, QQQ, UUP, GLD, QUAL | 13F-HR | 28 Jul 2022, 20:32 |
| Q1 2022 | 24 | $148,682,000 | +$59,093,679 | -$46,566,526 | +$12,527,153 | QQQ, IGIB, QUAL, IVV, GLD | 13F-HR | 12 May 2022, 21:22 |
| Q4 2021 | 26 | $140,828,000 | $0 | $0 | $0 | QQQ, IVV, IEFA, IGIB, QUAL | 13F-HR | 04 May 2022, 07:46 |