13F Filings History of Client First Investment Management LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$190,657,262
Signature - Title
Paul Zarling - Chief Compliance Officer
Location
West Bend, WI
Summary
This page shows a list of all the recent 13F filings made by Client First Investment Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Client First Investment Management LLC reported 30 stock holdings with total value $190,657,262 as of Q4 2025. Top holdings included ADPV, SSO, BOXX, SLV, and JNUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 30 $190,657,262 +$51,553,156 -$49,019,485 +$2,533,671 ADPV, SSO, BOXX, SLV, JNUG 13F-HR 09 Feb 2026, 17:14
Q3 2025 39 $196,038,911 +$44,848,361 -$32,626,299 +$12,222,062 ADPV, BOXX, USD, SSO, NUGT 13F-HR 14 Oct 2025, 17:42
Q2 2025 26 $163,018,193 +$50,116,572 -$41,026,282 +$9,090,290 ADPV, BOXX, SSO, USD, QLD 13F-HR 09 Jul 2025, 10:16
Q1 2025 14 $147,467,688 +$58,643,309 -$64,185,265 -$5,541,956 ADPV, BOXX, BIL, SGOL, JBBB 13F-HR 14 Apr 2025, 11:01
Q4 2024 23 $155,573,794 +$27,451,665 -$8,692,048 +$18,759,617 ADPV, SSO, FLRT, BOXX, USD 13F-HR 15 Jan 2025, 16:21
Q3 2024 24 $130,719,157 +$14,283,298 -$17,255,339 -$2,972,041 ADPV, SSO, FLRT, USD, BOXX 13F-HR 08 Nov 2024, 11:00
Q2 2024 25 $128,761,165 +$23,925,344 -$24,301,234 -$375,890 ADPV, SSO, FLRT, BOXX, QLD 13F-HR 13 Aug 2024, 16:22
Q1 2024 22 $125,949,081 +$41,444,994 -$34,123,296 +$7,321,698 ADPV, SSO, BOXX, FLRT, UWM 13F-HR 19 Apr 2024, 10:14
Q4 2023 23 $102,984,839 $0 $0 $0 ADPV, SSO, BIL, UWM, ROM 13F-HR 10 Apr 2024, 16:07